RuleDesigner Collaborative Portals are profiled and secure web environments that connect the company with its external and internal stakeholders – suppliers, customers, partners, distributors – making them active participants in business processes. Natively integrated with CPQ, PLM and SLM modules, the portals enable controlled sharing of data, documents, 3D models, tickets and workflows, optimising collaboration time, cost and quality.
SOLUTIONS
B2B Collaborative Portals
With RuleDesigner, collaboration becomes a competitive advantage. In technical and manufacturing B2B, collaboration between companies, customers, suppliers and partners is key to speeding up processes, reducing errors and improving service. RuleDesigner allows you to create tailor-made, secure collaborative portals that are integrated with your business systems to smoothly manage every interaction along the product and relationship lifecycle.
What RuleDesigner Collaborative Portals are
Key features
Secure and profiled web access
Controlled document sharing
Customised collaborative workflows
3D product data distribution
Integration with ERP, PLM, CRM, QMS
Multilingual e scalable
Optimisation of the service life cycle and digitisation of after-sales
Supply Chain Portal
Digital collaboration with suppliers
RuleDesigner Supply Chain Portal centralises the management of document exchanges, orders and technical information.
- Profiled access for suppliers
- Sharing of orders, drawings and specifications
- Tracking of requests, approvals, deliveries
- Integration with ERP and quality systems
Customer Services Portal
Advanced after-sales experience
RuleDesigner offers customer portals where users can access technical documentation, configuration of purchased products, support tickets, spare parts requests and customised offers.
- View installed configurations
- Access manuals and documents
- Open tickets and service requests
- Track orders and service contracts
Product Portal
Visual Collaboration on 3D models
With RuleDesigner Visual Product Collaboration you can share CAD-derived 3D models in secure portals, accessible even to non-technical users.
- Visual navigation of assemblies and components
- Annotations and feedback on models
- Consultation of BOM and PLM data
- No need for CAD software for users
Business Partner Portal
Collaborative selling and indirect management
RuleDesigner allows you to configure portals for distributors, agents and business partners, enabling self-service quoting, product configuration and order management.
- Guided access to the CPQ configurator
- Automatic quotations and margin management
- Direct orders with tracking
- Integration with pricing and ERP systems
Why choosing RuleDesigner CPQ
Modular – Choose only the functionalities you need
Integrated – Natively with CPQ, PLM, SLM
Configurable – Customised Portals for each role or functions
Scalable – Suitable for small businesses as well as complex industrial groups
FAQ Sections
Can Portals be customised for different types of users?
Yes, each portal can be configured with customised roles, permissions and views.
Is it possible to integrate portals with my ERP or PLM?
Sure. RuleDesigner provides standard connectors, APIs and border tables for ERP (SAP, Dynamics, Infor, etc.), PLM, CRM, QMS.
Can 3D models be safely shared?
Yes. The Visual Product Collaboration platform allows 3D sharing without the need for CAD software, with profiled access.
Can partners configure products and generate offers?
Yes, portals can include access to the CPQ for configuration, quotation and order management.
Is it possible to manage quality and technical documentation in portals?
Yes, with RuleDesigner you can publish versioned technical documents and enable feedback and non-conformity management processes.
Do you have an ecosystem of partners, suppliers or customers to integrate?
Discover how to digitise collaboration with web portals that are configurable, secure and seamlessly integrated into your core processes.
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