MVP & Rapid Development

B2B Customer Portal

Create a self-service B2B customer portal enabling business clients to manage their accounts, view invoices and contracts, upload documents, submit support tickets, and access usage analytics. This reduces support burden while improving customer satisfaction.

Complexity: Medium 21-34 effort units 5-8 weeks
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Project Milestone & Feature Breakdown

5
Project Milestones
12
Features
31
Total Effort Units
1

Account Management

Enable customers to manage their business account

5 pts 1 week 2 Features

Company Profile Management

3 pts Medium

Update company details, contacts, billing information

User Management

2 pts Simple

Add/remove team members with different access levels

Deliverables
  • Account management interface
  • User administration
  • Team access control
2

Billing & Invoicing

Self-service billing with invoice history and payment

8 pts 1-2 weeks 3 Features

Invoice Portal

3 pts Medium

View, download, and pay invoices

Payment Methods

3 pts Medium

Manage payment methods and auto-pay settings

Billing History

2 pts Simple

Historical invoices and payment receipts

Deliverables
  • Invoice viewing
  • Payment processing
  • Billing history
3

Document Management

Upload, organize, and share business documents

5 pts 1 week 2 Features

Document Upload

3 pts Medium

Upload contracts, POs, and other business documents

Document Library

2 pts Simple

Organize and search uploaded documents

Deliverables
  • Document upload system
  • Document library
  • Version control
4

Support Ticketing System

Submit and track support requests

8 pts 1-2 weeks 3 Features

Ticket Submission

3 pts Medium

Create support tickets with attachments and priority

Ticket Tracking

3 pts Medium

View status and updates on submitted tickets

Ticket Communication

2 pts Simple

Reply to tickets and receive email notifications

Deliverables
  • Ticketing system
  • Ticket tracking
  • Email notifications
5

Usage Analytics & Reporting

Provide insights into service usage and performance

5 pts 1 week 2 Features

Usage Dashboard

3 pts Medium

Visualize service usage, API calls, storage, etc.

Custom Reports

2 pts Simple

Generate and export custom usage reports

Deliverables
  • Analytics dashboard
  • Usage metrics
  • Report generation

Technical Stack

React Node.js/Express PostgreSQL Stripe AWS S3 SendGrid Chart.js

Key Considerations

Multi-user access with proper permission controls

Secure document storage and access

Integration with existing billing systems

Email notifications for important updates

Mobile-responsive for on-the-go access

Success Criteria

Customers can self-serve common tasks without support

Invoice payment process streamlined and secure

Support tickets properly tracked and responded to

Document uploads secure and easily accessible

Usage analytics provide actionable insights

Related Use Cases

View All Use Cases
Medium

Enterprise Admin Dashboard

13-21 effort units 3-5 weeks
Simple

Dynamic Document Generation

5-8 effort units 1-2 weeks
Medium

Real-Time Analytics Dashboards

13-21 effort units 3-5 weeks

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