Partner Connect
B2B platform for supplier onboarding, document management, and internal stakeholder engagement.
Developed for Worten, Partner Connect centralizes all financial interactions with B2B suppliers in a single platform. It supports the consultation of invoices, credit notes, and debit notes, integrating SAP and external APIs for real-time data delivery.
Mission
Empower suppliers with an intuitive, secure platform to manage financial documentation and reduce operational friction for internal departments.
Problem Statement
Suppliers lacked a self-service channel to track payments and documents. Requests overwhelmed internal teams, and information was scattered across emails and legacy systems.
AS IS / TO BE
Before and after the system/process state.
.NET 7 Software
Manual email threads for invoice follow-ups
No version control or status updates
Low visibility into document lifecycle
Arquitetura e dependecia empresarial de outras empresas do grupo
Outsystem
Real-time status tracking via integrated portal
Centralized document archive
Autonomy for suppliers; reduction in support tickets
Ferramenta LowCode/NoCode - para permitir de forma rápida trazer valor ao negócio
Plataforma integrada para cada user – Garantir que do ponto de vista operacional os diferentes utilizadores usam uma ferramenta de trabalho única
Arquitetura escalável – arquitetura integrada e escalável
Main Stakeholders
-
End users of the Partner Connect portal. Their satisfaction, adoption, and feedback are essential to the platform’s value. This includes companies that supply products or services to the organization and navegate the portal for documents, account reconciliation, and contract visibility.
-
Heavily involved in reviewing invoices, account statements, tax documents, and reconciliation workflows within the platform. Their engagement ensures financial accuracy and smooth processing across syst
-
Responsible for managing supplier relationships and contracts. Use the portal to review vendor documentation, monitor compliance, and coordinate approvals.
-
Handles incident tickets and support through the Help Center module. Acts as the primary contact point for resolving portal-related issues raised by suppliers.
-
Drives feature planning, backlog prioritization, and stakeholder alignment. Ensures that user stories reflect real supplier and internal needs.
-
Ensure system connectivity, API integrity, performance, and proper flow of financial and master data across the architecture.
Others Stakeholders
-
Leads onboarding, release announcements, and change management campaigns, ensuring that suppliers receive clear and timely updates. Aligns the project with broader transformation goals, supports training, manages resistance, and ensures internal buy-in.
-
Sponsors the program and evaluates it based on strategic KPIs such as cost savings, compliance, process digitization, and partner satisfaction.
-
Responsible for managing supplier relationships and contracts. Use the portal to review vendor documentation, monitor compliance, and coordinate approvals.
-
Legal & Compliance
Validates that the platform adheres to contract management standards, GDPR, and audit requirements. -
Access documents and logs to perform financial audits, due diligence, or confirm regulatory alignment.
User
Internal Users (Backoffice):
IAM provisioning + permissions
Internal login system
Master user creation via Wortecs
Business Partners - External Users (Frontoffice):
Cerberus provisioning + permissions
Master user creation of Business PartnerSub-user creation and management
First-time login + password reset
Customer Journey Map
Tech Profile
Advanced user of Excel
Heavy reliance on cross-system integration
Uses Partner Connect as a complement to internal systems
Ricardo Martins - Senior Finance Analyst
“If a supplier uploads something errado, a chain of manual corrections starts.”
“We need clarity on what was received, what’s missing, and what’s pending — fast.”
Department: Corporate Finance – Accounts Payable
Portal Usage Frequency: Daily
Goals & Needs:
Validate invoice data and cross-check against SAP records
Investigate inconsistencies in reconciliation workflows
Ensure audit trails and compliance documentation are accessible
Reduce the time spent handling support tickets with suppliers
Pain Points:
Errors caused by suppliers uploading incomplete or incorrect documents
Lack of visibility over the reconciliation timeline
Difficulties navigating the document lifecycle across different systems.
Tech Profile
Moderate digital skills
Works mainly on desktop, sometimes on mobile
Comfortable using Excel, PDF, and browser tools
Marta Oliveira - Administrative & Invoicing Coordinator
“I just want to download the invoice, check if it was paid, and get back to my work as fast as possible.”
“It would help to receive alerts when something is pending on our side.”
Persona 1 – Finance & Accounting Analyst (Backoffice User)
Company Size: Medium-sized supplier (50–250 employees)
Sector: Logistics & Packaging Services
Portal Usage Frequency: Weekly
Goals & Needs:
Access invoices and account statements quickly
Ensure that contracts and tax documents are up to date
Track payment status and reconciliation without needing to contact support
Export documents easily for internal accounting and audits
Pain Points:
Difficulty finding older documents without specific filters
Lack of notifications for new uploads or pending issues
Limited access to historical records across different contracts
Persona 2 – Supplier / Business Partner (Frontoffice User)
Scope & MVP
What was prioritized in the MVP? What was cut?
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Delivered Features
User Management
Internal Users (Worten):
IAM provisioning + permissions
Internal login system
External Users (Partners):
Master user creation via Wortecs
Sub-user creation and management
First-time login + password reset
📄 Financial Document Management
Invoice visualization
Debit and credit note visualization + credit note notification
PO (Purchase Orders) display
Payment advice visualization
Occurrence creation related to documents
General documents repository
📊 Account & Reconciliation
Reconciliation request flow
Current account visualization
🔁 Document Lifecycle
View document history and status updates through all processing stages
🏢 Corporate Data (Worten)
View and edit Worten company data (front office)
View/edit store and warehouse data (front office)
⚙️ Portal Configuration
Business Partner group management
Notification settings
Terms of use management
User emulation system
Access control
🤝 User Support
FAQs: content management + display
Typology and sub-typology configuration
Occurrence ticket system
Extra of Scope:
Bulk upload of invoices
Push notifications
Workflow automation for disputes
Doc Memos visualization
sasas
User Stories + Acceptance Criteria
At least 3 real examples or a structured team format.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.
Roadmap & Timeline
Visual representation of progress across sprints or quarters.
Technologies Used
Simple list of stack, platforms, and integrations.
Tech: separar front, back, integrações externas (API, SAP, etc.)
Sell it
Mobile-first
Animações sutis (hover effects, scroll)
SEO básico configurado
Opção de dark mode (desejável)
Integração com Google Analytics
Responsibilities (PO/PM)
What you led/decided/delivered directly.
Led backlog creation, prioritization, and sprint planning
Facilitated stakeholder workshops with Finance, IT, and Procurement
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Facilitated stakeholder workshops with Finance, IT, and Procurement
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Conducted user interviews with real suppliers
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Managed UAT sessions and collected structured feedback
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Coordinated QA and release strategy with external dev team
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Training & Enablement Team
Create manuals, FAQ content, and onboarding materials to support user adoption.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Data & Reporting Analysts
Use supplier interaction data for dashboards, satisfaction metrics, and continuous improvement.
Customer Improvement
📉 64% reduction in supplier inquiries to Finance post-launch
Reduced average documethe nt retrieval time from 3 days to <1 minute
📈 87% user satisfaction score (survey after 2 weeks)
💬 Positive feedback from 3 major suppliers featured in testimonials
Reduced manual financial support requests by 40% with a new reporting dashboard, boosting NPS by 25% (CI)Delivered €5 in savings per automated document, with over 150,000 processed autonomously (OI)
Achieved 70% automation across financial cycles via integrations with invoicing, credit note, and reconciliation systems (OI)
Launched a scalable MVP supporting 46+ business processes from day one (OI)
Enabled adoption by 2,300+ users within 12 months, accelerating onboarding and earning recognition at the 2024 Portugal Digital Awards (CI)
Deployed responsive navigation (mobile/tablet) with W3C A1 accessibility, ensuring 100% task completion in reconciliation flows (CI)
Improved process visibility with document lifecycle dashboards, reducing incident tickets by X% (OI)
Enabled 3,500+ active interactions between suppliers and internal departments through the portal, enhancing agility and engagement (SI)
Ensured GDPR compliance and secure handling of sensitive data from MVP phase onward (OI)
Stakeholder Improvement
📉 64% reduction in supplier inquiries to Finance post-launch
Reduced average documethe nt retrieval time from 3 days to <1 minute
📈 87% user satisfaction score (survey after 2 weeks)
💬 Positive feedback from 3 major suppliers featured in testimonials
Reduced manual financial support requests by 40% with a new reporting dashboard, boosting NPS by 25% (CI)Delivered €5 in savings per automated document, with over 150,000 processed autonomously (OI)
Organizational Improvement
📉 64% reduction in supplier inquiries to Finance post-launch
Reduced average documethe nt retrieval time from 3 days to <1 minute
📈 87% user satisfaction score (survey after 2 weeks)
💬 Positive feedback from 3 major suppliers featured in testimonials
Reduced manual financial support requests by 40% with a new reporting dashboard, boosting NPS by 25% (CI)Delivered €5 in savings per automated document, with over 150,000 processed autonomously (OI)
Achievements Metrics
Result and impact of the launch
Make it stand out
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Meet the Team
-
Monet Goode
FOUNDER
-
Emmett Marsh
DESIGN DIRECTOR
-
Eleanor Parks
SUSTAINABILITY DIRECTOR
-
Karl Holland
SALES MANAGER
-
Jaya Dixon
MARKETING DIRECTOR
-
Jamie Kokot
CUSTOMER SERVICE MANAGER
-
New List Item
Description goes here
Change Management Plan
Visual flow covering communication, onboarding, training, adoption.
Go-to-market strategy
Which market did you launch to first?
How much population did you target?
How did you promote the product?
What is the rollout plan for the entire launch?
What is the rollback strategy?
Customer feedback and Iterations
“I really liked the visual design!”
— Business Partner
“It would be great to have a user manual for the application.”
— Business Partner
“In my opinion, typologies should be located under the settings section.”
— Business Partner
“It's much more concise and organized. The previous platform had too many fields, and this one is more compact.”
— Business Partner
“I recommend a more direct access to the menu for partner/NIF search.”
— Business Partner
“Functional and intuitive.”
— Business Partner
Strategic Decisions Slide
Highlight how you handled trade-offs (e.g. scope vs. deadline).
Basic
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Intermediate
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Advanced
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Architecture – Integration Diagram
Displaying system communication (e.g. SAP, MDM, Order It).
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
