Workflow discovery
Map users, decisions, handoffs, exceptions, and source systems before interface work begins.
Solution / Custom portals
A portal built around the way your business actually operates.
VirtusCloud scopes and builds role-based business portals for workflows that cannot be solved by a generic dashboard or another collection of disconnected tools.
Talk to our teamAvailable with setup
Custom portal work begins with discovery, scope, and an agreed implementation plan.
What changes for your team
01
Model real workflows
02
Separate access by role
03
Unify operational data
04
Launch with ongoing support
Capabilities
What the product actually does.
Role-based workspace
Design distinct views for administrators, internal teams, customers, or partners as required.
Operational dashboards
Surface the status and actions that matter to each role, not generic vanity metrics.
Connected records
Bring relevant customer, payment, document, and process context into one operating surface.
Responsive delivery
Build the experience for desktop and mobile use according to actual user conditions.
Ongoing iteration
Prioritize post-launch improvements against real operational feedback and agreed support scope.
End-to-end workflow
How the work moves.
01
Discover
Document users, current tools, pain points, constraints, and the decisions the portal must support.
02
Define
Agree the initial scope, data model, roles, screens, integrations, and success criteria.
03
Build and review
Deliver the portal in reviewable stages so workflow errors are found before rollout.
04
Roll out
Move users onto the new workflow with support, monitoring, and an iteration backlog.
Where it fits
Customer self-service
Give customers a focused place to review records, submit information, or follow service status.
Internal operations
Replace manual handoffs and inconsistent trackers with a shared process.
Partner coordination
Expose only the records and actions an external partner needs.
Questions
Before you decide.
Is a custom portal the same as configuring the standard portal?
No. Custom work is scoped around workflows, roles, and interfaces that go beyond standard product configuration.
Can it connect to our existing systems?
Potentially. Each source system, access method, ownership model, and synchronization requirement is reviewed during discovery.
Continue exploring
Scope the right version