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Case Study: Inventry Reseller Portal

InVentry a market leading visitor management and sign-in solutions that are trusted by more than 10,000 schools and businesses nationwide.

Project Overview

The Brief

The client required a custom Microsoft Dynamics portal for their resellers to view and manage sales activity and to act as an informational hub. The portal had to seamlessly interact with Microsoft Dynamics & pull and push Lead / Account / Customer data, as well as providing an centralised access point for InVentry resellers to view marketing materials.

The Solution

InVentry were dissatisfied with their existing solution. We created a new design to better reflect the company branding and create a better user experience, while developing further functionality required to reduce admin workload.

  • Allow resellers to register new deals and edit info on previously submitted deals
  • Display differing information for different user-levels based on a custom 'Tier' field
  • Showcase relevant updates & notify users when a new update is posted by InVentry
  • Automatic user creation in Wordpress from the Dynamics side
  • Allow users to view and edit their personal profile information + notify InVentry admins
  • Provide a simple means of InVentry to add and manage marketing materials for Resellers to view/download
  • Elevate the reseller portal into InVentry’s current branding

Project Features

Check out some of the features we built for this project

WORDPRESS INTEGRATION

Our WordPress Integration service helped InVentry integrate online stores solutions, secure payment processing solutions & automated and data-driven marketing solutions.

PLANNING

We took time to understand InVentrys business requirements, goals and what you hope to achieve with the new platform or integrations. We used this information to create a comprehensive plan that guided the migration and integration process and minimised any disruption.

TESTING & QUALITY ASSURANCE

We tested the new platform & integrations to ensure that they were working properly and that the data had been migrated correctly.

Webite Visuals

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Our team of WordPress experts are on hand to help with designs, developments, migrations, integrations and support. Please don’t hesitate to contact our WordPress agency with any questions or to discuss your requirements further.

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