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VIACTIVEnterprise platforms

An insurance portal for business clients, connected to their CRM.

VIACTIV Krankenkasse wanted a portal for its business and bulk-client relationships that fits into the CRM systems those clients already use.

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Client
VIACTIV Krankenkasse
Platforms
Web portal, Admin dashboard
The VIACTIV member administration portal on a laptop, with the status and insurer columns of its member list enlarged in front

Overview

VIACTIV Krankenkasse wanted a portal for its business and bulk-client relationships that fits into the CRM systems those clients already use.

The starting point

A health insurer's corporate clients look after many insured employees at once, and keeping that data aligned between the insurer and each client's own systems meant a lot of manual handling. VIACTIV asked for a portal those clients could work in directly, connected to the CRM systems they already run.

What we built

A portal with its own access for each corporate client, and an admin view for managing insured employees across companies and locations, with each member's status, employment type and insurer. Underneath, an integration layer exchanges data with the clients' CRM systems in a structured way and keeps both sides in sync.

How we worked

We worked side by side with the team of VIACTIV's partner company. The access model came first: the portal's users, their permissions and the data each client exchanges. The portal followed, then the CRM integration layer, then access management, with every decision kept in writing so both teams built against the same answer.

The technical choices

Structured data exchange replaces manual handling: the integration layer keeps the portal and each client's CRM in sync, so a change made on one side reaches the other without being copied across by hand. Client and admin permissions are kept separate.

Where it is now

In VIACTIV's words, the portal came together without the usual friction between vendors, and their people are glad to work in it.

How it was built

VIACTIV, phase by phase.

What each stage of the project delivered, in the order we built it.

  1. Phase 1

    Scope and access model

    The portal's users, their permissions and the data each client exchanges.

  2. Phase 2

    Corporate client portal

    Portal access for corporate and bulk clients.

  3. Phase 3

    CRM integration layer

    Structured data exchange, and an integration layer that keeps the portal and the clients' CRM systems in sync.

  4. Phase 4

    Access management

    Separate permissions for clients and for administrators.

What we built

The product, feature by feature.

Portal

  • Corporate client access

    Business and bulk clients work in their own portal.

  • Access management

    Separate permissions for clients and administrators.

Integration

  • CRM connectivity

    Connected to the CRM systems clients already use, to reduce manual data handling.

  • Structured data exchange

    Data moves between the portal and each client in an agreed structure.

  • Synchronisation layer

    An integration layer that keeps both sides in sync.

Inside the product

VIACTIV portal listing insured employees with status, employment type, insurer and location
Admin portal for managing insured employees across companies and locations
Detail of the VIACTIV member list with status, employment type, position and insurer columns
Member list with status, employment type and insurer for each employee

Testimonial

In their words.

Bespoke IT worked side by side with our partner company's team and the portal came together without the usual friction between vendors. They asked the right questions early, kept every decision in writing and delivered a portal our people are glad to work in.

Alexander

VIACTIV Krankenkasse

Insurance portal, built together with VIACTIV's partner team

Industries

The same problem, industry by industry.

The industry this project sits in comes first. Pick another to see how the problem shows up there, and what we build for it.

Finance and insurance

The problem

Applications and claims arrive as documents and get checked by hand against rules everyone knows by heart. Every audit means a week of collecting evidence.

What we build

Document intake, reconciliations and reporting that record every step for the auditor.

Usually connects to

Talk about your industry

An audit trail written while the work happens.

Two colleagues reviewing a claim at a desk while the rule checks run

Healthcare and clinics

The problem

The front desk spends the morning on reminder calls and rebookings. Patient records sit in one system, invoices in another, and nobody sees which patients have quietly stopped coming back.

What we build

Reminders timed to treatment intervals, invoices that post to accounting, and a weekly list of patients due back.

Usually connects to

Talk about your industry

Every patient, every site, one view.

A surgical team at work while patient recalls and bookings run in the background

Professional services

The problem

Senior people spend their evenings on time sheets, engagement letters and status reports. Knowledge lives in inboxes, so every new case starts from a blank page.

What we build

Time entries taken from calendars and mail, invoices prepared in your accounting system, client reports assembled on schedule.

Usually connects to

Talk about your industry

The firm's memory, finally searchable.

Two advisers in a meeting while a drafted document waits for partner review

Manufacturing

The problem

Orders arrive as PDFs and emails and get typed into SAP by hand. Planning runs on a spreadsheet that one person understands.

What we build

Purchase orders matched to invoices, planning data taken from the shop floor, supplier messages filed against the right order.

Usually connects to

Talk about your industry

Orders that reach SAP without a keyboard.

An engineer at a laptop in a robotics lab while an order is matched in SAP

Retail and e-commerce

The problem

Customer service answers the same twenty questions all day. Returns are processed by hand, and by Friday the shop, the stock and the books disagree.

What we build

Returns processed end to end, stock kept in sync across channels, daily sales posted to accounting.

Usually connects to

Talk about your industry

Shop, stock and books that agree on Friday.

A shop assistant smiling at the till while a return is refunded automatically

Logistics and travel

The problem

Bookings, changes and documents arrive by email at all hours. The team types them into three systems, and customers call to ask where things stand.

What we build

Booking confirmations read into your systems, documents generated and filed, status updates sent on their own.

Usually connects to

Talk about your industry

The customer knows before they ask.

A container port at sunset while booking changes flow into the system

Software and SaaS

The problem

The roadmap is full, support tickets keep pulling engineers off it, and the internal tools are scripts nobody owns.

What we build

Onboarding, billing and CRM kept in sync, with the scripts replaced by something your team can maintain.

Usually connects to

Talk about your industry

Engineers back on the roadmap.

An engineering team at work while the support queue links to the roadmap

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