Think fast

How to Build a B2B Customer Portal in 6 Steps

Managing B2B sales is quite a bit different from selling to the public. This can present challenges, including managing communications, securely hosting product information, and effectively handling inventories and fulfillment. Today, we’re looking at one solution - building a custom B2B portal. Most often, business customers don’t have the same priorities as typical consumers. Above all, they want a fast, secure way to order from trusted suppliers. That’s where portals come in.

Ronan McQuillan

Mar 28, 2024

How to Build a Contractor Portal

Managing projects with external stakeholders can create some unique challenges. This includes monitoring costs, tracking progress, handling approvals, and centralizing information from disparate sources and stakeholders. Today, we’re exploring one solution to this - by showing off the speed and ease with which we can create a custom contractor portal in Budibase. See, a huge part of the problem is how we communicate and collaborate with contractors. When we handle this manually using emails, spreadsheets, or even pen and paper - we inevitably create mountains of admin work, along with scope for error.

Ronan McQuillan

Mar 26, 2024

How to Build a Fleet Management Portal

Keeping track of vehicles in the field is a huge challenge. In particular, gaining an accurate snapshot of our vehicle’s locations, statuses, conditions, and maintenance needs can create mountains of administrative work. Today, we’re looking at one solution - building a custom fleet management portal. See, the problem here ultimately comes down to a need to centralize fleet data and related workflows. Our goal today is to demonstrate how Budibase empowers teams to build secure, custom portals on top of just about any data.

Ronan McQuillan

Mar 22, 2024

How to Build a Self-Service IT Portal

Delivering IT services is a costly, laborious process. In particular, huge swathes of technical colleagues’ time is used up on relatively menial admin tasks. Today, we’re looking at one solution to this problem - building a custom IT portal to help users self-serve for common support tasks. Specifically, we’re going to demonstrate how we can use Budibase to build bespoke self-service portals with minimal custom coding. By the end, we’ll have a fully functioning, highly extensible solution for supercharging efficiency around IT service delivery.

Ronan McQuillan

Mar 20, 2024

How to Build an Availability Form

Availability forms are a key part of all kinds of processes - including employee scheduling, resource allocation, booking requests, and more. The trouble is that - compared to other kinds of forms - the data model you’ll typically need to handle availability can be fairly complex. Traditional form builder tools are rarely up to the task. On the other hand, countless teams handle availability using dated tools - like spreadsheets or even pen and paper.

Ronan McQuillan

Feb 26, 2024

How to Build an Employee Complaint Form

Handling employee complaints is a delicate process. We’re faced with the dual challenges of gathering accurate information in a fair and transparent manner - while also securely handling potentially very sensitive data. A vast number of companies manage this using dated tools - like spreadsheets or even pen and paper. This approach fails on both fronts. Today, we’re checking out how custom web forms a more effective solution to this problem.

Ronan McQuillan

Feb 22, 2024

How to Build an Expense Reimbursement Form

Handling employees’ expenses can be a huge headache. This doesn’t just create paperwork for colleagues on the ground. It also burdens finance teams with assessing submissions and processing payments. Today, we’re checking out how expense reimbursement forms can transform this experience. Specifically, we’ll see how Budibase empowers teams to create advanced forms in a fraction of the time. By the end, we’ll have a fully functional, custom expenses form that works beautifully on all devices.

Ronan McQuillan

Feb 20, 2024

How to Build a Client Intake Form

Intake forms are a critical part of the client onboarding process. At the most basic level, we need to ensure that the correct information is gathered at the outset of new projects. Even more importantly though, we need to gather and store data in such a way that we can use it within follow-on workflows, without compromising security. Today, we’re going to see how Budibase empowers teams to build advanced forms on top of just about any data source.

Ronan McQuillan

Feb 12, 2024