Partnerplace

Comprehensive platform for companies to manage partner relationships on every level of cooperation.
Expertise
Zakres
Analyses, Development, Maintenance
Platforms
Typ
Web & Mobile
Industry
Branża
IT
IT
OVERVIEW
O PROJEKCIE
O PROJEKCIE
OVERVIEW

Project introduction

Manage business relationships in one place

Partnerplace is an advanced platform designed for companies looking to efficiently manage relationships with business partners. The platform enables the centralization and automation of processes related to managing partner networks, leads, and commission settlements.

With Partnerplace, companies can effectively coordinate collaboration with partners at various levels, ranging from relationship and communication management to financial oversight and settlement control.

Objective of the Collaboration

The goal of the collaboration was to create a platform that allows companies to comprehensively manage relationships with a focus on flexibility, scalability, and process automation. The platform was intended to provide advanced customization features, enabling each organization to tailor the solution precisely to its unique needs, ensuring consistency, professionalism, and efficiency in partner collaboration.

Technological Challenge

The client approached us with a well-documented concept and a ready design for the platform. However, they were uncertain about the final development approach, particularly regarding the choice of no-code/low-code technology.

Their concerns primarily revolved around security, scalability, and technology dependency. However, after consultations and workshops where we jointly analyzed the advantages, disadvantages, and potential limitations, the client decided to utilize no-code technology. This ultimately resulted in significant cost reductions and accelerated project completion.

No-Code Advantage

To build the Partnerplace platform, we utilized the no-code platform Bubble and developed several custom solutions integrated with external systems. The result of this approach was outstanding, as confirmed by the client: "I am 100% convinced that it was the right choice. The application is evolving very quickly, we can respond to customer needs almost in real-time, and the system itself runs smoothly."

OUR WORK
NASZA PRACA
NASZA PRACA
OUR WORK

Iterative Approach

Given the complexity of the project and the specific expectations of the client, we decided to divide the work into two phases: MVP and PostMVP.

  • During the MVP phase, our priority was to create a basic version of the application that would enable the management of leads and partners. The schedule was very tight, but thanks to the efficient work of the team and the speed of no-code/low-code technology, we were able to deliver the solution on time.
  • In the PostMVP phase, we focused on adding advanced functionalities, such as a mass mailing module and file-sharing capabilities, which further enriched the platform.

Main Challenges

Tight Deadlines

The project needed to be completed in a very short timeframe, with the assumption that the MVP (Minimum Viable Product) would be ready for deployment within just two months. This was a challenge that required excellent work organization and flexibility in responding to the client's evolving needs.

Multi-Organization Support

Users of the platform could belong to several organizations (tenants) simultaneously, which required creating a feature that allowed seamless switching between different workspaces without the risk of data crossover between tenants. This was crucial for maintaining confidentiality and security.

Whitelabeling

A key requirement was the ability for each tenant to fully customize the platform. The platform had to support the use of custom domains, color schemes, logos, and interface designs so that each tenant could create a unique experience for their users. Implementing this feature required complex integrations and thorough testing to ensure reliable performance across various configurations.

Commission Management

The system needed to handle very complex and flexible commission models that could be tailored to the specific needs of each partner. It was necessary to design a mechanism that accurately calculated commissions based on various billing periods, preventing errors in situations where commissions overlapped.

Goals

Flexibility, speed, and security

The development of the Partnerplace platform was guided by three main goals:

Creating a Flexible Platform

The system was designed to be accessible to various types of users, from Tenant administrators to regular users, providing each with the appropriate tools for managing relationships and communication. Additionally, the system was built with a modular structure, allowing each Partnerplace client to choose which features would be available to them.

Data Security

A top priority was ensuring that data would not cross between different Tenants, which was crucial for maintaining client trust and complying with data protection regulations.

Rapid Deployment

Due to a very tight schedule, the team needed to deliver a functional MVP in a short period while maintaining high-quality code and functionality.

Execution process

Phase 1: Workshops and Preparation

The client approached Havenocode with a well-documented concept and a ready-made application design. Although the workshops were initially intended to be a formality, it quickly became evident that the project contained many dependencies and details that needed to be thoroughly discussed before beginning development. The client was actively involved in this process, allowing for precise alignment of the functionalities with their needs.

Phase 2: MVP Development

The work on the MVP was divided into several key stages:

  • Platform Configuration: Setting up the working environment and the basic functionalities of the application.
  • Development: The main goal was to create the core of the application, which would enable the management of leads and partners. Thanks to no-code/low-code technology, we were able to rapidly deliver successive functionalities, allowing for the timely completion of the MVP.
  • Testing: Every new feature underwent rigorous internal testing before being delivered to the client. This approach enabled us to respond quickly to any feedback and avoid costly fixes in later stages of the project.

Phase 3: Iterative Application Development

After deploying the MVP, we began an iterative process of platform development. Each development cycle started with a meeting with the client, where we discussed the details of the functionalities to be implemented in the next cycle. The functionalities were estimated, and after client approval, we proceeded with their implementation. This approach allowed the platform to be systematically developed and enriched with new features, enhancing its value and usability.

Platform complexity and access levels

Partnerplace is a platform that offers a wide range of functionalities tailored to the diverse needs of users, depending on their roles within the system.

1. Different Access Levels

The platform allows for the creation and management of various account types, such as:

  • Tenant: The primary administrator of the platform, responsible for managing the entire organization and having access to all modules. The Tenant can invite partners, manage them, and decide which modules and features will be available to them.
  • Partner Manager: A user who manages relationships with partners and leads on behalf of the Tenant. They have access to key management functions, such as creating leads, managing commissions, and communicating with partners.
  • Partner: A company collaborating with the Tenant that has access to selected platform features, such as viewing and managing leads assigned to them by the Tenant.
  • User: A regular user with limited access to the platform's functionalities, focused on performing specific tasks such as updating leads or communicating within their role.

2. Modularity

The platform was designed to allow Tenants to enable or disable specific modules based on their needs. Examples of these modules include:

  • Lead Management: A module for managing leads, allowing the creation, editing, and tracking of leads by different user roles.
  • Invoicing: A module for managing invoices and commissions, offering flexibility in adjusting billing periods and supporting various commission schemes.
  • File Sharing: A module that enables secure storage and sharing of files between users, with access control dependent on the user's role.
  • Public Page: A module for creating external pages where partners can join the platform or view publicly available information.

3. Managing Complexity

A significant challenge was ensuring that data and functionalities available to one type of user do not overlap with another. For instance, in commission management, the Tenant has full visibility and control over all operations, while the Partner only sees the information relevant to them. Additionally, the system had to support users assigned to multiple organizations simultaneously, which required developing an advanced mechanism for managing access and data display.

Technologies and integrations

No-Code Platform: Bubble

Partnerplace was built on the Bubble.io platform, which offers a wide range of functionalities essential for quickly and efficiently creating web applications without the need for coding. This allowed the Havenocode team to focus on delivering advanced features and meeting the specific requirements of the client in a short time. The use of Bubble provided the flexibility that was crucial in meeting the complex demands of the project.

NodeMailer - Custom Plugin

To enhance customization capabilities, Havenocode developed a custom NodeMailer plugin, enabling email sending from the client’s servers. This allows Tenants full control over email communication, which is vital for building trust and maintaining consistent branding.

Integration with HubSpot

One of the key integrations was synchronization with the HubSpot CRM. This integration allowed Tenants to easily manage leads, ensuring smooth workflows between the Partnerplace platform and HubSpot. With this integration, lead data is automatically synchronized, significantly improving partner relationship management and enabling more effective sales activities.

Lead API and Webhooks

The Partnerplace platform is equipped with an API that allows integration with other systems and provides automatic access to lead data. Webhooks enable instant notifications about changes in leads, ensuring that users are promptly informed of critical events. These functionalities are crucial for companies looking to automate business processes and integrate the Partnerplace platform with other tools they use.

Results and business value for client

Speed of Deployment and Development

Thanks to no-code/low-code technology, a functional MVP was delivered in a short timeframe, allowing the client to quickly enter the market. Regular iterations and the implementation of new functionalities in short development cycles have made Partnerplace a dynamically growing platform that continually delivers new value to its users.

Scalability and Flexibility

The platform was designed to allow easy addition of new features and modules as the needs of clients grow. This approach enables Partnerplace to evolve alongside its users, offering new capabilities without requiring major changes to the existing system.

Security and Customization

The solutions implemented ensure a high level of data security while also allowing each client to fully customize the platform. This combination makes Partnerplace a unique tool in the market, meeting the expectations of even the most demanding customers.

Continued Collaboration

We are currently continuing to expand the application with additional modules, such as subscription payment automation and enabling Tenants to independently join the platform. This ongoing development ensures that Partnerplace has a bright future as a platform that continuously evolves and delivers value to its users.

PODSUMOWANIE
SUMMARY
PODSUMOWANIE
SUMMARY

The result of innovative technology and solid collaboration

The collaboration between Havenocode and Partnerplace is an exceptional example of how no-code/low-code technology can be used to quickly create a complex, scalable, and secure system. Thanks to the flexibility of the Bubble platform and the commitment of the development team, we were able to deliver a project that not only meets but exceeds the client's expectations.

Partnerplace has become a tool that dynamically responds to market needs, offering users intuitive and advanced features that help effectively manage relationships with business partners. Moreover, the ongoing collaboration and systematic development of the application indicate that Partnerplace is on the right path to becoming a leader in its industry, providing clients with tools that genuinely support them in their daily challenges.

testimonial

In general, havenocode is one of the best development companies I have worked with

In general, havenocode is one of the best development companies I have worked with

Kacper Gugała
-
Founder, Rialto Sp. z o.o.
|
Partnerplace
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Emil Bednarczyk, havenocode NoCode and LowCode Development Agency CEO and Client Partner
Emil Bednarczyk
Client Partner / havenocode.io
M: +48 792 015 688
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Emil Bednarczyk, havenocode NoCode and LowCode Development Agency CEO and Client Partner
Emil Bednarczyk
Client Partner / havenocode.io
M: +48 792 015 688
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