Flowtion Connect
Simpler collaboration with customers and partners.
Flowtion Connect links online interactions with customers, suppliers and other external partners to your internal workflows. It can deliver value for small and medium-sized companies where recurring data collection, document submissions, quotation requests or case handling still rely on email and spreadsheets.
Request a Connect demoWho benefits?
The value of a portal depends on the process, not company size.
When several colleagues request the same information, documents are scattered across email threads or teams repeatedly need to check who is handling a case, a shared portal can help even a smaller organisation. Connect provides a consistent framework for collecting and processing information, potentially reducing time spent searching and re-entering data.
Less manual coordination
Data and documents can be submitted through configured forms in a consistent structure. This can reduce email coordination and duplicate data entry, leaving more time for substantive work.
Clear tasks and responsibilities
Incoming cases can follow defined processing and approval steps. Staff can track case status and the next task, reducing reliance on individual email inboxes.
Consistent customer and partner interactions
External participants can provide the required information through a dedicated interface. Forms and access rights can be tailored to the partner workflow, making submissions clearer and more consistent.
Better management visibility
Data managed in a shared system can provide visibility into case volumes, status and processing progress. Reports based on workflow data can support work allocation and management decisions.
Partner experience and trust
Your portal is part of how the market sees your business.
Customers and partners also judge a company by the quality of its digital interactions. A well-designed portal can convey organised, modern and well-managed operations while providing tangible added service to external participants. We tailor the Connect interface and workflows to support that partner experience.
A professional business presence
A consistent, clear interface can strengthen the company’s image. Structured information requests and traceable workflows show partners that their relationship is managed in an organised and predictable way.
Self-service access to partner data
Partners and customers can access and manage their own data and documents in a structured, dedicated interface. Depending on the configured permissions and functions, they can update information and submit or view documents, reducing the need for separate enquiries.
Controlled access and confidentiality
Access can be configured by role and permission so external participants can use only the data, documents and actions authorised for them. This supports appropriate information separation for confidential matters and cases subject to stricter internal rules.
Transparent processes with defined visibility
Case status and next steps can be displayed according to the configured workflow and permissions. Participants can follow the handling relevant to them while internal decision preparation and other partners’ confidential data remain outside their access.
Potential uses
Start with a single partner workflow.
Customer portal
Collect customer requests, data and documents consistently, then route them into the relevant internal handling process.
Procurement and supplier portal
Collect quotations and supplier documents, process submitted information and connect internal evaluation and approval steps.
Partner data and document collection
Receive and process recurring declarations, certificates or settlement documents according to the company’s own operating rules.
Connect is built on a ready-made portal module. Specific forms, permissions, workflows and system connections are configured in an implementation project tailored to your requirements. After a clearly scoped first process, the solution can be extended to further partner workflows.
Connect uses a server licence with unlimited users. Bringing in additional partners therefore requires no separate user licences; implementation and operating arrangements are tailored to the intended use.
Implementation and licensing optionsBuilding the business case
Where does the business value come from?
Simpler collaboration with external partners.
Data and documents collected through the portal feed directly into internal workflows. Fewer email exchanges and less re-entry can release capacity while making case progress easier to track.
Assess the business case against total costs: licensing, implementation, integration, internal project effort, operations and support.
Management estimate – example
50–100 partnersFor a partner base of this size, the management estimate assumes the release of 1–2 full-time equivalents of administrative capacity. This assumption must be validated against case volumes, complexity and current coordination effort.
Illustrative estimate, not a measured customer result or a savings commitment. The value of released capacity does not automatically translate into an equivalent cash saving.
Implemented example
A grants portal for an insurance company’s foundation.
In one production deployment, an insurance company’s foundation uses Connect to manage the complete grant application lifecycle. The solution illustrates how external online submissions can be connected to internal processing and financial oversight.
From submission to approval
Applicants submit data and documents online. Assessment, decision preparation and approval follow a defined workflow with traceable tasks and responsibilities.
Settlement and management information
The system also supports grant settlement and funding budget management. Application, decision and settlement data feed management reports, providing visibility into case progress and budget utilisation.