mrc's Cup of Joe Blog

Join us in exploring the world of modern development, evolving technologies, and the art of future-proof software


How to create a custom budgeting & forecasting portal

developmentWhen it comes to budgeting, one size rarely fits all. Most businesses want budgets that work the way they work, rather than trying to adapt their processes to fit within the constraints of their budgeting software.

The problem: Creating a custom budgeting solution is time-consuming and expensive…so they make do with tools that don’t exactly fit their needs. Or, they just fill the gaps with spreadsheets.

But…what if you could create custom budgeting software easily? It’s not as difficult or time-consuming as you might imagine, and we made a video to show you how it’s done. In this video, we’ll show you how easily you can create custom budgeting and forecasting applications…without coding. In just 15 minutes, we’ll create:

  • A multi-department budget that lets department leaders add and maintain their quarterly budgets. We even add multi-tenant security so each user can only see the data they’re authorized to see!
  • A sales forecast that lets you add and maintain quarterly sales estimates by salesperson, category, and region.
  • Reports that display all budgeting and forecasting data in an easily-digestible format.
  • A secure portal where users can login and manage their budgeting and forecasting data.

This video walks you through the whole process from start to finish and explains each step along the way. Watch it below to learn how easily you can create custom budgeting and forecasting tools for your business.

Want to learn more? Set up a demo here: Set up a demo.

How to create a customer portal in 11 minutes

developmentA customer portal provides a secure, customer-only area on your site where customers can purchase products, view information, submit support requests, update account information, and more. They help businesses improve customer satisfaction, streamline customer support, and even drive revenue.

But…building a customer/vendor portal is a tricky task. One portal must display different data to different users. If one user logs in and sees data that they shouldn’t see, you’ll have a big problem on your hands. You need a way to not only build all of the applications in your portal, but ensure they have at least 3 types of security set up:

1. User security: The most basic security option, user security limits portal access to only registered users.
2. Application security: Once a user logs in to the portal, application security controls which applications they can access.
3. Multi-tenant security: This type of security controls user access at a row level. That means different users can access the same application but only see the data that they’re authorized to access.

Here’s a question: How long does it take to build a secure customer portal and populate that portal with applications for your customers? A few weeks? Months?

How about 11 minutes?

We just created a video to show you how it’s done. This video walks you through the process of building a few applications, setting up security, and creating a customer portal. We walk you through everything from start to finish so you can see just how easy portals can be (with the right tools).

Want to try it for yourself? Set up an m-Power Test Drive.

Want to read the video transcript instead of watching the video? You can find it here: How to create a customer portal in 11 minutes.

2 ways a portal will help business (and how to make one)

Save TimeA customer portal (or customer extranet) is a secure area of your website designed for your customers. They can log in and perform a number of different tasks, such as pay their bill, view their information, purchase new products, ask a question, etc… If your business has customers (and I hope that it does), you should really have a portal set up. Why? I could rattle off a number of reasons, but here are the two biggest ways a portal/extranet will help your business: …