Case study · Client project
A partner portal that brings new pharmacies on board.
CloseEase built a partner portal for a medical delivery company. Pharmacies sign in to send and track delivery requests and only ever see their own records, while the company approves and signs up new pharmacies from a simple built-in client list and follows every delivery from one screen. It was built as a Fix, with Support after launch.
- Client
- A medical delivery company, shown anonymized
- Built
- Partner portal, a small CRM (client list) for signing up pharmacies, and one screen for every delivery
- Used by
- Partner pharmacies and the company's operations staff
- Work
- Fix, then Support after launch
The problem
Every pharmacy and every request, in one place.
Pharmacies needed a simple way to send delivery requests and follow every stop. The company needed one screen showing every delivery across every pharmacy, and a way to bring new pharmacies on board.
Patient details are sensitive, so each pharmacy could only ever see its own records, and the data had to stay in Canada.
What was built
Two sides, one portal.
A web portal with two sides, one for pharmacies and one for the company's operations staff, plus a simple built-in client list for bringing new pharmacies on board.
New pharmacies, approved from one list.
A pharmacy that wants to become a partner shows up in a small client list. The company approves it and sends the login from there, so signing up a new partner happens in one place.
Pharmacies send requests, with several stops at once.
Each pharmacy signs in, requests a delivery and follows every stop. Pricing and how-to pages live in the same place, and a pharmacy only ever sees its own records.
Every delivery, across every pharmacy, on one screen.
The company follows every delivery from one screen and marks stops done.
It works on a phone too.
The partner portal works in a phone's browser as well as on a desktop.
What it does
In short.
Built as a Fix, with Support after launch.
Where it fits
- Find
- Fix
- Support
- New pharmacies are approved and signed up from a small client list
- Pharmacies log in and request a delivery, with several stops at once
- Every stop is tracked, and pharmacies can see pricing and how-to pages
- Each pharmacy only ever sees its own records, and patient details stay in Canada
- The operations staff see every delivery across pharmacies and mark stops done
Why it matters for service firms
Swap pharmacies for clients and deliveries for requests, and it's the same shape.
New clients get approved and set up, send work in through one door and see only what's theirs, while the people doing the work see everything in one place.
If you run an agency, consultancy or recruiting firm, that's the handoff you run every time a client signs.
About these screenshots
Client project, shown anonymized. The brand in these screenshots ("Larkspur Rx") and every name, address and price are made up. The screens show sample data only, never real patient information.
Free chat
Want something like this?
A partner portal, a place your clients log in, or a smoother way to bring new clients on board? You'll get a personal reply by email within 24 hours to set up a short, free chat.
You tell us what's going on
A few lines is plenty.
You get a personal reply
By email, within 24 hours, to set up a short, free chat.
If it's a fit, the Find
A close look at one process, for CAD $750 + HST. Go ahead within 60 days and the full $750 comes off the price of the job.
Prefer email? info@closeease.com