This month, we highlight one of our recent client projects: the Unicorn Delivery Web Portal. Unicorn Delivery (www.unicorndelivery.com) manages a warehouse and is in the business of storing furniture pieces as they come in, and then delivering and installing those pieces. Unicorn customers (typically design firms) frequently need to know what inventory is at the warehouse. In the old days, the customer would call in, and the research process would start. The research used valuable staff time and also was inconvenient for the customer. We leveraged the Excel Web Export feature to provide a cost-effective customer portal. Read the full text for more information.
The solution: an Excel based web portal.
The details: Since Unicorn's warehouse staff maintenend the inventory in Excel, we leveraged the built-in website export feature of Excel. We had our web team set up a secured access portal for the customers. So, now, every time a warehouse staff updates the Excel document for the new inventory and clicks save, a copy is sent to the web portal automatically by Excel. When the customer logs in, they gain access to the real-time inventory lists. Unicorn has received great feedback from its customers, who love the client portal and find having real-time access to the inventory lists has saved them time, and has made it easier for them to conduct business with Unicorn. In addition, Unicorn conducts its business more efficiently now. This is a great example of using internet technology for improving customer service, and creating internal efficiency, thus reducing costs.
If you have an idea for conducting business with your customers through the internet but aren't sure how to get started, we are here to help.