Part of E-Commerce

Customer Self-Service Portal in South Burlington, Vermont

Branded self-service portal for South Burlington brands. Order history, invoices, tracking, returns — wired to your live ERP data.

  • Storefront
  • Inventory Sync
  • Pricing Engine
  • Checkout & Payments
  • Order Management
  • Customer Portal
  • Commerce Analytics
02How it works

How Customer Portal works inside E-Commerce

  1. Simplify Compliance and Data Governance

    Managing customer data across multiple, loosely-synced systems is a compliance nightmare. It complicates audits and makes responding to data privacy requests a manual, error-prone process. By making the ERP the single system of record for all customer and order data, our solution radically simplifies governance. You have one authoritative source to manage, secure, and audit. This reduces your compliance surface area and ensures that when data is updated or deleted, it's handled consistently and definitively across your entire operation, simplifying your data management strategy.

  2. Eradicate Middleware And Connector Licensing Costs

    The persistent operational expense of middleware, data connectors, and third-party integration platforms drains your IT budget without adding direct value. Our model surgically removes this entire layer of complexity and cost. By connecting your storefront directly to the ERP's core logic, you eliminate multiple annual license fees and the specialized developer costs required to maintain them. There is no setup fee; you pay a single flat monthly plan.

  3. De-Risk Your Entire E-Commerce Technology Investment

    A major platform investment carries inherent risk. Our commercial model is designed to eliminate it entirely. With a 30-day delivery promise, you get to market fast. There is no setup fee; you pay a single flat monthly plan. And with 'month-to-month engagement' on a fully managed dedicated cloud architecture, you are never locked in. This combination of speed, performance validation, and contractual freedom represents the most de-risked path to launching a powerful, enterprise-grade e-commerce storefront.

  4. Mastering Complex B2B Pricing Models Natively

    Standard e-commerce platforms fail at handling true B2B pricing complexity. Contract-specific pricing, tiered volume discounts, customer group rules, and negotiated rates are often handled with clumsy workarounds. Our direct ERP connection allows your storefront to execute these complex pricing calculations in real-time, using the ERP as the definitive source of logic. This means every customer sees their correct, personalized price instantly, without latency or risk of error. Stop trying to replicate your core business logic in a secondary system; let your ERP do what it was built for.

  5. Future-Proofing with a Headless Architecture

    A direct ERP-to-storefront connection is the foundational pillar of a modern, headless commerce strategy. By treating your ERP as the master source of data and business logic, we effectively decouple your back-end operations from the front-end customer experience. This allows you to innovate freely on the presentation layer—whether it's a web storefront, a mobile app, or an IoT device—without re-architecting your core systems. This approach provides maximum agility, ensuring you can adapt to future customer channels and technologies without being constrained by a monolithic platform.

  6. Accelerate Your Quote-To-Cash Cycle Seamlessly

    For many B2B enterprises, the quote-to-cash process is bogged down by manual steps and system-hopping. A direct ERP connection automates this entire workflow. Sales can generate quotes using the ERP's complex logic, which customers can then approve and convert to orders directly in the storefront. The order is instantly created in the ERP, triggering fulfillment and invoicing without any manual re-entry. This dramatic acceleration reduces Days Sales Outstanding (DSO), improves cash flow, and frees up your sales and finance teams for higher-value activities.

03Questions

Frequently Asked Questions

How do you handle data migration from an old system?

We manage the entire data migration process as a core part of our implementation. Our specialists work with your team to map, cleanse, and securely transfer your critical financial and operational data from your legacy systems into the new Finance Core. We conduct thorough validation checks to ensure data integrity is maintained, so you can start with a clean, accurate, and reliable dataset from day one. This meticulous process minimizes downtime and ensures a seamless transition for your team.

How do you ensure our financial data is secure?

Security is our highest priority. We implement multi-layered security protocols, including end-to-end data encryption, role-based access controls, and regular vulnerability assessments. Our infrastructure is designed to meet rigorous compliance standards, safeguarding your sensitive financial information against unauthorized access and cyber threats. We build your system on a secure, resilient foundation so you can operate with complete confidence that your critical business data is protected around the clock.

How does your monthly pricing work?

Pricing is one monthly plan, with no setup fee and no per-module charges. We build your ERP & Finance Core to your specifications and deliver it for your review within 30 days. You get to test, validate, and ensure it meets every one of your business requirements. Only after you provide your final approval do we issue the first invoice.

What are your data backup and disaster recovery protocols?

We ensure your business continuity with automated, redundant backup protocols. Your data is backed up regularly to geographically separate, secure locations. In the unlikely event of a major disruption, our disaster recovery plan is designed to restore your system and data quickly, minimizing downtime and operational impact. This robust framework protects your critical financial information against data loss, ensuring your operations can continue under any circumstances.

How do you handle software updates and maintenance?

As part of our managed service, we handle all system updates, security patches, and routine maintenance for you. We ensure your ERP & Finance Core is always running on the latest, most secure version without requiring any effort from your IT team. Updates are scheduled during off-peak hours to minimize any disruption to your business operations. This proactive approach keeps your system performing optimally and securely, allowing you to focus on your business, not on software maintenance.

Do you offer financing or payment plans?

There is no setup fee; you pay a single flat monthly plan. For the final project cost, we typically require payment upon delivery. This "approve first, pay later" approach demonstrates our commitment to delivering exceptional quality and building a trusted partnership from the very beginning of our engagement.

How long does it take to build and launch?

Our streamlined process allows us to deliver your complete, custom-built, and ERP-integrated e-commerce storefront in just 30 days. This rapid timeline is possible due to our focused expertise and efficient development methodology. We begin with a clear discovery phase to map out requirements, followed by agile development sprints that ensure we meet our deadline without compromising quality. We get your business selling online faster, so you can see a return on your investment sooner.

What do you need from my team to get started?

To kick off the project, we primarily need access to a key stakeholder for decision-making and your technical team for ERP documentation or API access. We'll need your product data, content, and branding guidelines to ensure the storefront aligns with your business identity. Our project managers make the process efficient, providing clear checklists and communication channels to minimize the time commitment required from your team, allowing you to focus on your core operations.

Is there a long-term contract or subscription fee?

No. Our model is based on a one-time project fee. Once you approve the final product and make the payment, the software and its source code are yours to own forever. There are no mandatory monthly subscriptions, per-user fees, or long-term contracts for the software itself. This provides a clear, predictable cost and a much higher long-term ROI compared to the perpetual licensing fees associated with off-the-shelf SaaS products. Optional support plans are available but not required.

What is your cancellation policy if we start a project?

Pricing is one monthly plan, with no setup fee and no per-module charges. We are confident in our ability to deliver a solution that meets your needs, but this policy ensures you have complete control and peace of mind. Your satisfaction is the trigger for payment, not the start of the project.

05Start here

Built in 30 days. One flat monthly plan, no setup fee.

Book a free 30-minute strategy call. We'll map your South Burlington operation and scope the first build.

  • Monthly base + 1% of eligible revenue
  • Unlimited builds
  • Month-to-month

No commitment and no sales pressure. Just a real conversation about your operation.