Portals

Custom portals, configured to your operation. Examples running today.

Each portal is a point solution — a system built to deliver the operational excellence one specific process requires. The CSM portal exists so customer success managers can manage the post-sale relationship and catch churn before it arrives; the partner portal so partners can self-serve instead of emailing you. Both are screens built because those jobs genuinely want one — and both are run by the same agent underneath.

01 / Portal Showcase
Standard with every engagement
The Operator’s Control Plane

Admin Portal, with the NordOps AI Agent built in

A secure, role-aware console for the things you want to look at — and an AI agent built into it for everything else. Provision access, edit a business process, pull a report: you ask in your own words rather than learning where the button lives. The agent reaches across every system we have delivered for you, not just this one, and it can be used right across the company.

  • Process Library, editable by askingLive flowcharts of every digitised process, driven by Markdown files you own. See them on screen, or tell the agent to change one — the same definition drives the chart, the runtime engine and a board-ready PDF, so they cannot drift apart. One Markdown file drives the chart, the runtime engine, and a board-ready PDF.
  • The numbers, on requestThe CEO’s headline view. Operational KBIs across pre-sales, post-sales, finance, and product, updated continuously.
  • Health and auditAsk what is running, what failed and why, and drill into any individual workflow record without hunting for it.
  • Global Customer MapEvery customer as a clustered marker, color-coded by relationship type, one-click into the CRM (Customer Relationship Management) system.
  • Access, provisioned by askingProvision, reset and revoke access for every downstream system in a sentence, with email delivery tracking and CSRF (Cross-Site Request Forgery)-protected magic-login. SSO stands for Single Sign-On.
  • Hardened securityFour roles, two-factor authentication (2FA) via TOTP (Time-based One-Time Password), AES-256 (Advanced Encryption Standard) encryption, device-bound sessions, progressive lockout.
Explore the Admin Portal →
Example reference deployment · In production today
Customer Success Operations

CSM Portal

One screen for every Customer Success Manager (CSM) — every customer, every health signal, every follow-up task. No more opening five separate systems to figure out who needs attention. Backed by a daily engine that scores customer health and surfaces tasks before the CSM logs in.

  • Customer OverviewThe daily driver. Portfolio totals up top, then a dense sortable customer table with per-row CHI (Customer Health Index) dial, tier, tags, multi-line products & usage, status, ACV (Annual Contract Value), and renewal flag.
  • CSM DashboardTask prioritisation in one screen. Four counters — High, Medium, Low, Total — over every customer’s task list, expandable inline, filterable by priority, category, type, status, due date.
  • Customer Detail (tab-based)Each customer opens as a persistent tab with six sub-tabs — Tasks, CHI, Commercial, Product usage, Activity overview, Retention signals — so a CSM can keep multiple accounts open in one session.
  • Customer Health IndexA single 0–100 score per customer, computed nightly from six weighted sections. Hover any dial for the “Why not 100” explanation in plain language.
  • Automated Task EngineTwelve rules in four categories — Commercial, Churn Risk, Product Usage, Company Risk. Severity-coded, with a state machine tracking the CSM’s edits.
  • Tags, Segmentation & SettingsUnlimited custom tags, multi-tag per customer, deep-linkable URLs, persistent column preferences, 2FA, and role management.
Explore the CSM Portal →
Example reference deployment · In production today
Channel Self-Service

Partner Portal

A self-service portal where your partners pull the data they need themselves, instead of emailing your team for it.

  • Two business models, one portalMSSP (Managed Security Service Provider, peak usage billing) and Reseller (ACV / renewals) handled automatically.
  • Two modesPartner (full features) and Demo (simulated data for sales).
  • Tab-based Customer DetailMultiple customers open at once, six sub-tabs each, persistent across the session.
  • Four-role accessAdmin, User (assigned-customers-only), Marketing, Notifications (email-only, no login).
  • Modern APIPartners feed data into their own systems on their own terms.
Explore the Partner Portal →
02 / How Delivery Works
How delivery works

Configured to your business. Owned by you.

The Admin Portal and the NordOps AI Agent are included with every NordOps Consulting engagement. Additional portals, automation engines, dashboards and integrations are scoped from the assessment and priced the same way as everything else — as a share of the saving they are measured to deliver, never by the hour.

Every portal NordOps Consulting delivers is configured to your data, your workflows and your branding. The architecture is proven; the configuration is yours. You receive the source code at final handoff and own it forever — extend it, modify it, or hand it to your own engineering team. Keeping it running and extending it is part of the retainer, so there is no separate maintenance contract to buy — and no penalty for not wanting one.

What's included

  • Admin Portal and the NordOps AI Agent — both standard with every engagement
  • Configuration to your data sources, workflows, and branding
  • Source code yours outright — transferred at handoff, at no extra charge
  • Kept running and extended under the retainer, so there is no separate maintenance contract
  • If the retainer ends, whatever was last delivered carries a 60-day warranty

See the portals running live.

A 30-minute discovery call includes a walkthrough of the reference deployments and a first read on which patterns fit your business.

Book a 30-minute call