Customer Portal
A web front end for customers to manage their own details (masterfile), make card payments, view transactions and documents, open banking integration and much more. Interface payments to AR (Extended payment pack) For use with Unit4 ERP (Agresso Business World ABW ERPx ERP-X) system, possibly other ERP systems on request.
Features
- Allow customers to access / edit their information
- Automatically match payments to transactions in AR
- Allow customers to access and edit their information
- Allow customers to extract their invoices
- View and search their invoice transactions by status, dates, amounts
- Submit direct debit requests
- View statements and reminders from document archive
- Interface other systems to handle payments
- Workflow approval of changes
Benefits
- No local installation just configuration
- Complete with a maintenance and support package.
- No extensive system customisation required
- Integrates fully with workflow, GL07 and Document Archive
- HTTPS security and optional two factor authentication
- Portal can be customised to match your brand
- Flexible pricing structure - buy the functionality you need
- Simple onboarding of customers
Pricing
£9,500 to £16,800 a licence a year
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
4 6 0 0 6 4 5 0 0 7 9 2 4 0 6
Contact
ARRIBATEC UK LTD
Allan Burrows
Telephone: 0333 444 1005
Email: marketing@arribatec.com
Service scope
- Software add-on or extension
- Yes
- What software services is the service an extension to
- Unit4 ERP (Business World) (Agresso) (ERPx) possibly other ERP systems on demand
- Cloud deployment model
- Public cloud
- Service constraints
- All our solutions come with an annual maintenance & support package. Works with any Unit4 ERP from MS6.2 up
- System requirements
-
- Unit4 ERP (Business World) (Agresso) (ERPx) System
- Milestone 6 update 2 or above
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
- Please see our Unit4 ERP (ERPx Agresso Business World ABW) Support Desk Service entry for more details of this service
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.1 A
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Web chat
- Web chat support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support accessibility standard
- WCAG 2.1 A
- Web chat accessibility testing
- N/A
- Onsite support
- Yes, at extra cost
- Support levels
- This solution gives you access to our Unit4 ERP (Agresso Business World ERPx) Support Desk. Please see this offering to find out more details.
- Support available to third parties
- No
Onboarding and offboarding
- Getting started
-
We provide thorough documentation to enable our users to install and configure their Portal without any assistance assuming a good level of understanding of the Unit4 ERP system.
We can also provide on-site or remote consultancy to assist further at an extra charge should this be required. - Service documentation
- Yes
- Documentation formats
-
- HTML
- End-of-contract data extraction
- We store very little information in our portals and customers are able to self download anything that we do store.
- End-of-contract process
- At the end of the contract we can simply remove your organisation from our portals and all details will be removed. Historic logs are purged within 30 days.
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Internet Explorer 11
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- None, it is browser based and all functions work on both.
- Service interface
- Yes
- User support accessibility
- WCAG 2.1 A
- Description of service interface
-
At present the service interface allows CII and UBL invoice formats to be converted into EI02 format for ABW consumption.
We can manipulate other data into the Unit4 ERP format where required and are happy to discuss any interfacing requirements. - Accessibility standards
- None or don’t know
- Description of accessibility
- N/A
- Accessibility testing
- N/A
- API
- No
- Customisation available
- Yes
- Description of customisation
-
Customise your page to reflect your own logos, fonts and colours.
Build custom pages and forms using our Bespoke Sections Pack or Forms Portal
Scaling
- Independence of resources
- Our servers are fully scalable and scale automatically based on usage
Analytics
- Service usage metrics
- Yes
- Metrics types
-
We allow organisations to log all activity back to their local database for analysis.
Form and Open Banking usage is monitored in the administration panel - Reporting types
-
- Real-time dashboards
- Reports on request
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- ERP-Apps
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Up to Security Clearance (SC)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- United Kingdom
- European Economic Area (EEA)
- Other locations
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 3.0)
- Penetration testing frequency
- At least once a year
- Penetration testing approach
- In-house
- Protecting data at rest
- Physical access control, complying with CSA CCM v3.0
- Data sanitisation process
- No
- Equipment disposal approach
- In-house destruction process
Data importing and exporting
- Data export approach
-
Users can export data via the front end of the system.
We provide CSV out of the box but are happy to discuss development for any other formats required. - Data export formats
- CSV
- Data import formats
- CSV
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- TLS (version 1.2 or above)
- IPsec or TLS VPN gateway
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- This is dependant on pre-agreed SLA's
- Approach to resilience
- Available on request
- Outage reporting
- Email alerts, public status page
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- 2-factor authentication
- Identity federation with existing provider (for example Google Apps)
- Username or password
- Access restrictions in management interfaces and support channels
- Customers are able to define access for their end users
- Access restriction testing frequency
- At least once a year
- Management access authentication
-
- 2-factor authentication
- Identity federation with existing provider (for example Google Apps)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- User-defined
- How long system logs are stored for
- Between 1 month and 6 months
Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Cyber essentials plus
- No
- Other security certifications
- Yes
- Any other security certifications
- We host on
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
- Other
- Other security governance standards
-
ISO 9001
Cyber Essentials - Information security policies and processes
- Available upon request
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
-
Our change management process is based on the Agile principles of software development. We work in iterative cycles, each aiming to improve or extend our software.
Requests for change and bug reports come in to product and are noted in as much detail as possible into our task management software. Then, before each development iteration, product and development triage new requirements, briefly discussing the scope and ramifications of each. These requirements then get placed into the development backlog of work according to the outcome of this discussion, and the entire backlog is then re-assessed against current priorities. - Vulnerability management type
- Undisclosed
- Vulnerability management approach
- Available upon request.
- Protective monitoring type
- Undisclosed
- Protective monitoring approach
- Available upon request
- Incident management type
- Undisclosed
- Incident management approach
- Available upon request.
Secure development
- Approach to secure software development best practice
- Supplier-defined process
Public sector networks
- Connection to public sector networks
- No
Social Value
- Social Value
-
Social Value
- Fighting climate change
- Covid-19 recovery
- Tackling economic inequality
- Equal opportunity
- Wellbeing
Fighting climate change
Arribatec has an environmental policy geared towards minimising our environmental impact. We have an Environmental Management System and are working towards a goal of being carbon neutral by 2030. Progress towards this, and other ESG goals, is reported each year as part of our Annual Report. We have ensured that all our data centres have green electricity
certificates and that the suppliers are chosen based on their environmental performance.
Our environmental policy also includes such activities as recycling material wherever possible, and an increasing effort to minimise travel. We have a goal of re-using or recycling all electronic waste by 2026 and our progress towards this is measured in our environmental management system.
We have significantly reduced our business travel over recent years, taking advantage of remote working technologies to allow us to do this. Our UK head office is notable for its many eco-friendly credentials including solar and photovoltaic panels on the roof, and ground source heat pumps to supply natural heating. We support the cycle to work scheme which is utilised by head office staff in travel to and from our head office.
Furthermore, he nature of our work in automating and increasing the efficiency of transaction processing, and moving processes to the cloud where possible, has a naturally beneficial environmental impact.
We publish an annual ESG report, which is available on request or via our website, which also contains details of our ESG commitment and our on-going ESG activities including climate change.Covid-19 recovery
As a business, we weathered the Covid 19 epidemic well, and are proud that we were able to continue business without any furloughing or loss of staff. The rapid deployment of new ways of working allowed us to continue to service our customers’ needs. We instigated a number of measures around social distancing and remote working which allowed us to operate effectively during the pandemic and which will continue to allow us to operate effectively through Covid-19 recovery. We anticipate that the effectiveness of these measures will leave us well placed to create further employment opportunities in the high growth technology sector in which we operate. We also work with various service providers to offer physical and mental health support services to those who need it and regularly incorporate discussion of well-being issues in company meetings.Tackling economic inequality
We are proud to have supported, and we continue to support, sub-contractors in the growth of their businesses through both financial assistance and collaborative working. This includes assistance to small business start-ups, and close collaboration with partners, to develop lower cost/higher quality solutions and boost mutual growth. Scalable and future-proofed technologies and solutions are integral to what we do.
As an operator in a high growth technology sector we have, over many years, provided, and will continue to provide, significant investment in support and training in technology to both our customers and our own staff including towards a number of recognised accreditations. Identification of skills gaps, and plans to address these, are frequent features of our work.
We hold Cyber Security accreditations which include plans for the identification and management of cyber security risks. Cyber security briefings are a regular part of information sharing sessions in the company. Parts of our business have and maintain special expertise in cyber security, and their services are offered to our customers to help them build resilience.Equal opportunity
Arribatec has an Equal Opportunities Policy which states our firm belief in equality, diversity and respect for all, including those with a disability. It is our policy that all employment decisions are based on merit and the legitimate business needs of the organisation. Arribatec recognises the value of an inclusive environment in which people from differing backgrounds and experiences are encouraged to offer fresh ideas and perspectives. We monitor our workforce diversity (with 29 different nationalities currently represented in the group), and our age and gender balance, including salary ratios. We undertake succession planning, monitor and respond to employee satisfaction across a range of measures, and undertake personal development planning for all staff. Our intention is to enable all our staff to work in an environment which allows them to fulfil their potential without fear of discrimination, harassment or victimisation
We publish an annual ESG report, which is available on request, or via our website, which also contains details of our ESG commitment and our on-going ESG activities including Equal Opportunities.Wellbeing
Arribatec aims to be a supportive and flexible employer and has supported staff through difficult periods in terms of both mental and physical health. We include regular presentations on the subject of mental and physical well-being in our company meetings and offer training and support in these areas. We have a range of services available to staff through our healthcare and pension providers. We run periodic team building exercises with the aim of supporting staff to support each other.
We also engage in various community-based activities to support the communities in which we work. This includes volunteering and fundraising activities, some of which are undertaken jointly with our customers, and we have a regular programme of social events.
We publish an annual ESG report, which is available on request or via our website, which also contains details of our ESG commitment and our on-going ESG activities including on employee wellbeing.
Pricing
- Price
- £9,500 to £16,800 a licence a year
- Discount for educational organisations
- No
- Free trial available
- No