The same questions keep coming back
Teams repeatedly answer status requests or resend documents that have already been shared.
Customer experience · Extranet
A customer portal that answers status questions without interrupting your team.
A GE2Smart customer portal centralises the information, conversations and documents your customers already request by email or phone.
Reduce friction. Do not move the complexity to the customer.
The experience focuses on frequent actions: following a stage, supplying a document, confirming a decision, finding a report or submitting a request.
Documents arrive through multiple channels
Emails, links and shared folders make filing and version checks harder.
The customer does not know the next step
Stages, missing documents and responsibilities are not sufficiently visible.
Sensitive information is shared inconsistently
Confidential documents are sent without a dedicated space or consistent access controls.
Portal capabilities
A simple customer view connected to your internal process.
The portal is not a separate database: it reflects validated data and authorised actions in your business system.
Controlled access
Accounts, organisations, roles and authentication suited to the sensitivity of the data.
Status tracking
Stages, dates, next actions and explanations in understandable language.
Document exchange
Upload, download, approval and history for documents linked to the case.
Structured requests
Guided forms, categories and required documents rather than unstructured email.
Useful notifications
Alerts for important changes without unnecessary messages.
Back-office connection
Synchronise information with the business application or existing tools.
Illustrative customer journey
A customer who follows a project without calling every week.
Documents arrive by email, teams answer status queries and the customer cannot always see what is blocking the case.
The portal shows publishable stages, lists required documents, accepts uploads and gives access to approved reports.
Customers receive consistent information, requests are better qualified and the team focuses on exceptions rather than repetitive replies.
Related use cases
Concrete scenarios, not an abstract feature list.
Each example starts from an existing way of working, describes a possible tool and states the outcome to aim for.
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Customer portal for cases and documents
Securely share status, documents, requests and next steps without multiplying emails.
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Requests, documents, appointments, providers and resolution history in one case.
Discuss a similar caseTraining · AdministrationBusiness application
Training journey administration
Registrations, sessions, documents, attendance, reminders and certificates in a structured journey.
View the related solutionTrade & distribution · Customer serviceCustomer portal
Self-service customer order tracking
Order status, documents, delivery milestones and questions in a secure customer space.
Discuss a similar caseBuild quickly, without building blind.
The prototype reduces risk. Framing data, access rights and exceptions protects the move into production.
Define what should be visible
Not all internal data is intended for customers; publication rules are explicit.
Simplify frequent actions
Prioritise the few actions that save time for the customer and the team.
Connect reference data
Define the source, synchronisation and permitted changes for each piece of information.
Test with customers
Check comprehension, access and usability before wider rollout.
Value should be visible in the daily work.
01Fewer repetitive status enquiries
02Better-organised document exchanges
03Clearer next steps for customers
04Controlled access to shared information
Before framing your project.
The answers stay general. Your data, risks and constraints determine the final scope.
Can each customer have a separate space?+
Yes. Access is defined by customer, organisation, user and role so information is not shared beyond the authorised scope.
Can customers upload documents?+
Yes. File types, size limits, required documents and validation rules are defined for the process.
Can the portal connect to our existing software?+
Yes, where suitable APIs, exports or integration methods are available. The source of truth and synchronisation rules are agreed first.
Can the portal use our visual identity?+
Yes. The interface can follow your brand while keeping the customer journey clear and usable.
Your real caseShow us the current process.
Show us the current process.
We will tell you what is worth building.
Describe the process and mention any files or screenshots you could share during a later, secure exchange.