Work

Brello 360 Partner Portal

Complexity

Delivery time

#ERP integration#Partner portal#Document management#System

Task

To develop a centralized and secure partner portal that brings collaboration, communication, and data management processes together in a single platform. The goal of the system is to replace fragmented communication, email-based information exchange, and manual document sharing with a unified platform where partners can access up-to-date information, materials, support, and their collaboration data. The solution is designed for both external partners and internal teams, providing role-based access, ERP system integration, support system connectivity, and centralized content administration.

Functions

Publicly accessible informational pages where users can explore the portal’s capabilities, partnership benefits, and partner-focused solutions without registration.
A partner registration form with data validation and administrator approval, ensuring controlled access and high-quality partner onboarding.
The first registered user is automatically assigned as the organization administrator, with the ability to manage organization access and users.
Role and access rights management (administrator / user) with differentiated access to sections based on user responsibilities.
A personalized homepage with announcements, content, video integration, and a contact form for convenient communication with support.
A partner dashboard where performance and financial metrics can be reviewed, including direct and indirect client turnover within a multi-level partnership model.
Invoice and payment information overview within the portal, displaying invoice numbers, dates, statuses (paid/unpaid/overdue), totals, and outstanding balances.
ERP integration with bidirectional data synchronization, ensuring that changes to company data, contacts, and invoice statuses are automatically updated in both systems.
New company registration with automatic data submission to the ERP system using the registration number as a unique identifier, blocking duplicates if the company already exists.
Existing company verification logic that restricts access until manual review when a company already exists in the ERP and attempts to register in the portal.
A support section with Zendesk integration, allowing support requests to be submitted through the portal and processed within the support system, maintaining a seamless partner experience.
A Materials section for document and content management, where files are grouped by products and access rights, ensuring structured content for different audiences.
Internal administration tools for reviewing, filtering, and searching partner profiles, as well as approving, rejecting, or blocking applications.
Announcement management for the homepage and targeted information distribution to partners, improving communication and information flow within the portal.
Data security and access control, ensuring that users can only access data associated with their company, with request validation to prevent access to other companies’ information.
A fully responsive design with fast loading times, intuitive navigation, and usability elements (loading indicators, error messages), optimized for use on mobile devices.