Role-based access
Define which records and actions are available to each customer, staff or partner role.
BAZECITY · BUSINESS PORTAL DEVELOPMENT
Give people one clear place to complete the work.
A portal can bring requests, records and approvals into a structured journey. Start with the customer, staff or partner task your UK organisation needs to improve, then define the information and permissions that make the experience useful.
THE RIGHT FOUNDATION
Less chasing. More clarity about the next step.
A portal is useful when people can see what they need, act with the right permissions and understand what happens next. We begin with the work, then design the screens around it.
START WITH THE OUTCOME
Describe your user groups, current forms, records, approval stages and the systems the portal needs to connect.
WHAT WE CAN BUILD
A considered scope. Useful capabilities.
The proposal defines which of these capabilities are included in your project.
Requests & approvals
Map submissions, assigned responsibilities and review steps.
Shared records
Organise the information and documents needed for an agreed workflow.
Progress & notifications
Give users relevant status information and carefully scoped notifications.
System connections
Connect approved accounting, customer or operational tools where interfaces permit.
Administration
Provide suitable controls for records, access and the people managing the portal.
A CLEAR HANDOVER
Know what the project is delivering.
Deliverables and acceptance criteria are agreed in writing before implementation.
- A role and permissions matrix
- Mapped requests and approval steps
- Responsive portal screens
- Agreed integration and notification rules
- Administrator guidance and acceptance checks
FROM BRIEF TO DELIVERY
A practical route to the next release.
Review the requirement, agree the scope and test the work against the outcome.
Discover
Review the current setup, users, dependencies and practical constraints.
Build & review
Implement the agreed work with useful review points and recorded decisions.
Validate & hand over
Check the main journeys and document the delivered configuration and responsibilities.
SERVICE QUESTIONS
A few details before we begin.
Use these answers as a starting point, then bring your project-specific requirements into the brief.
Can a portal serve both staff and customers?
Yes, when roles and data boundaries are deliberately designed. We agree what each group can view and change before building the workflows.
Can we replace spreadsheet-based processes?
We can assess the records and workflow behind the spreadsheets and plan an appropriate portal. Data cleanup and migration requirements are scoped separately.
Can it integrate with our existing application?
We review the application’s supported interfaces, access rules and required data flows. The proposal defines the integration scope and limitations.
LET’S MAKE IT SPECIFIC
Tell us what needs to work better.
A clear starting point is enough: your current setup, the task you want to improve and the outcome you need.
BAZECITY UK
Design the workflow before adding more screens.
Map the request from start to completion
Show who submits information, who reviews it and what happens next. Identify the records that need to be shared and the points where an email or manual handover currently causes confusion. Forms, status views and notifications should support that process; they are not a substitute for deciding who owns each stage.
Make roles and integrations explicit
List the people who administer the portal and the systems it needs to connect with. Agree which users can see or edit each type of information and how access is granted or removed. The project scope should define testing, deployment and handover, while any specialist legal, security or data requirements receive the appropriate separate review.