CMP-036 · Catalog planning brief
Customer Portal vs SaaS Product
Explain when a portal is one organization's digital service surface and when it becomes a repeatable product sold to many customer organizations.
Planning-guide collection
Custom Web Application planning guides
Focused planning guidance connected to the Custom Web Application product model.
Every entry has a complete planning baseline. Deeper researched records can enrich individual pages without duplicating their shell, route, or shared components.
Available planning briefs
Use the guide that answers your current decision
Showing 42 of 42 planning briefs.
CMP-040 · Catalog planning brief
Custom Software vs Off-the-Shelf SaaS
Give buyers a requirements-led framework for deciding whether unique workflows, permissions, integrations, data boundaries, and competitive differentiation justify a custom application.
CUSTOM-001 · Catalog planning brief
Client Portal
Plan client organizations, users, projects or engagements, requests, messages, files, tasks, approvals, milestones, status, billing references, permissions, notifications, and internal administration.
CUSTOM-002 · Catalog planning brief
Customer Account and Service Portal
Cover identity, household or organization accounts, products or services, requests, cases, documents, appointments, orders or invoices as references, preferences, consent, notifications, and support.
CUSTOM-003 · Catalog planning brief
Vendor Portal
Scope vendors, contacts, onboarding, qualifications, documents, catalogs or capabilities, requests, quotes, orders as references, delivery evidence, issues, scorecards, renewals, and access controls.
CUSTOM-004 · Catalog planning brief
Partner Portal
Plan partner organizations, users, tiers, onboarding, training, certifications, opportunities, deal registration, resources, marketing assets, support, performance, renewals, and partner administration.
CUSTOM-005 · Catalog planning brief
Dealer and Distributor Portal
Cover manufacturers, distributors or dealers, territories, users, products, pricing visibility, stock references, quotes, orders, documents, claims or requests, training, leads, and reporting.
CUSTOM-006 · Catalog planning brief
Franchisee Portal
Scope brands, franchisees, locations, users, standards, tasks, audits, training, content, campaigns, requests, documents, performance, benchmarking, approvals, and head-office administration.
CUSTOM-007 · Catalog planning brief
Member Portal
Plan members, organizations or households, profiles, status, benefits, payments as integrations, documents, events, content, directories, committees, requests, communication preferences, and administration.
CUSTOM-008 · Catalog planning brief
Employee Self-Service Portal
Cover employees, profiles, teams, requests, forms, approvals, policies, documents, benefits as references, leave or schedule links, tasks, notifications, privacy, and administration.
CUSTOM-009 · Catalog planning brief
Company Intranet and Employee Hub
Scope teams, locations, people directory, news, resources, policies, search, communities, events, tools, personalized navigation, publishing, permissions, feedback, and governance.
CUSTOM-010 · Catalog planning brief
Resident and Property Service Portal
Plan properties, units, residents or tenants, household users, requests, appointments, notices, documents, payments as references, amenities, bookings, communications, and property-team workflows.
CUSTOM-011 · Catalog planning brief
Applicant and Application Portal
Cover applicants, opportunities or programs, eligibility, accounts, forms, drafts, documents, references, submissions, fees if used, status, requests, decisions, appeals, privacy, and reviewer handoff.
CUSTOM-012 · Catalog planning brief
Investor and Stakeholder Portal
Scope organizations, stakeholders, roles, opportunities or holdings as governed references, reports, documents, updates, meetings, questions, approvals, access, disclosures, and communication history.
CUSTOM-013 · Catalog planning brief
Internal Operations Portal
Plan a role-based home for operational records, queues, tasks, dashboards, search, forms, approvals, exceptions, documents, notifications, integrations, audit history, and administration.
CUSTOM-014 · Catalog planning brief
Workflow Automation Web Application
Cover workflow definitions, triggers, forms, rules, steps, assignments, approvals, timers, integrations, runs, retries, exceptions, logs, templates, reporting, and operator controls.
CUSTOM-015 · Catalog planning brief
Approval Management System
Scope request types, submitters, approvers, routing rules, thresholds, stages, delegations, comments, evidence, reminders, escalations, decisions, audit trails, reporting, and administration.
CUSTOM-016 · Catalog planning brief
Intake and Case Management System
Plan people or organizations, intake forms, eligibility or triage, cases, stages, assignments, activities, appointments, documents, communications, tasks, outcomes, privacy, and supervisory oversight.
CUSTOM-017 · Catalog planning brief
Request Management Portal
Cover request categories, users, forms, attachments, priority, routing, queues, owners, service targets, status, communication, approvals, fulfillment, feedback, reporting, and knowledge links.
CUSTOM-018 · Catalog planning brief
Service Delivery Management Application
Scope customers, services, packages, eligibility, plans, assignments, appointments, tasks, evidence, issues, changes, completion, outcomes, communication, and service-team reporting.
CUSTOM-019 · Catalog planning brief
Field Operations Web Application
Plan teams, workers, territories, sites, work items, schedules, routes as integrations, mobile use, offline data, forms, photos, signatures, issues, safety, synchronization, and dashboards.
CUSTOM-020 · Catalog planning brief
Dispatch Management Application
Cover service requests, jobs, priorities, skills, locations, shifts, technicians or vehicles, assignment, route context, status, communication, exceptions, proof of service, and dispatcher views.
CUSTOM-021 · Catalog planning brief
Inspection Management System
Scope assets, sites or cases, inspection types, schedules, checklists, inspectors, offline work, findings, severity, evidence, corrective actions, approvals, certificates, and compliance reporting.
CUSTOM-022 · Catalog planning brief
Audit Management System
Plan audit programs, entities, scopes, criteria, teams, plans, evidence, interviews, findings, ratings, responses, corrective actions, approvals, follow-up, and audit history.
CUSTOM-023 · Catalog planning brief
Compliance Tracking Application
Cover obligations, jurisdictions or standards, controls, owners, evidence, tests, attestations, gaps, tasks, exceptions, due dates, approvals, reports, and change history.
CUSTOM-024 · Catalog planning brief
Quality Management Web Application
Scope processes, standards, documents, checks, nonconformities, root causes, corrective and preventive actions, approvals, training links, suppliers, audits, metrics, and continuous improvement.
CUSTOM-025 · Catalog planning brief
Incident Management Application
Plan incident types, reports, severity, impact, locations, people and assets as controlled references, triage, ownership, response, communication, evidence, investigation, actions, resolution, and review.
CUSTOM-026 · Catalog planning brief
Risk Register and Risk Management Application
Cover organizations or projects, risk categories, causes, impacts, likelihood, ratings, owners, controls, treatments, actions, reviews, approvals, appetite thresholds, and reporting.
CUSTOM-027 · Catalog planning brief
Policy Management System
Scope policy families, documents, owners, reviewers, approvals, effective dates, versions, applicability, distribution, acknowledgements, exceptions, review cycles, archives, and audit evidence.
CUSTOM-028 · Catalog planning brief
Contract Workflow Management Application
Plan counterparties, requests, templates, clauses, drafts, reviews, redlines as files, approvals, signatures as integrations, obligations, dates, renewals, access, search, and audit history.
CUSTOM-029 · Catalog planning brief
Secure Document Portal
Cover organizations, users, folders or matters, files, versions, metadata, permissions, sharing, requests, review, approvals, expiry, watermarking needs, activity logs, and retention.
CUSTOM-030 · Catalog planning brief
Records Search and Retrieval Application
Scope record types, metadata, sources, ingestion, indexing, permissions, full-text and structured search, filters, saved searches, requests, exports, retention, legal holds as requirements, and audit logs.
CUSTOM-031 · Catalog planning brief
Inventory Management Web Application
Plan items, variants, units, locations, stock states, receipts, transfers, reservations, adjustments, counts, reorder signals, suppliers, orders as references, permissions, and reporting.
CUSTOM-032 · Catalog planning brief
Asset Management Web Application
Cover assets, categories, identifiers, locations, owners or custodians, status, assignments, documents, warranties, inspections, maintenance links, depreciation as an external reference, history, and reporting.
CUSTOM-033 · Catalog planning brief
Maintenance Management Web Application
Scope equipment or facilities, maintenance plans, work requests, work orders, priorities, technicians, schedules, parts as references, procedures, inspections, downtime, evidence, costs as references, and history.
CUSTOM-034 · Catalog planning brief
Procurement Workflow Application
Plan departments, users, requisitions, catalogs as references, suppliers, quotes, evaluations, approvals, purchase orders as handoff records, receipts, exceptions, documents, budgets as controls, and audit history.
CUSTOM-035 · Catalog planning brief
Order Operations and Fulfillment Application
Cover customers, channels, orders, items, allocation, exceptions, picking or service handoff, status, shipping integrations, changes, cancellations, returns, communication, and operations dashboards.
CUSTOM-036 · Catalog planning brief
Quote and Product Configuration Application
Scope customers, needs, configurable offerings, compatibility rules, options, quantities, pricing inputs, discounts, approvals, versions, proposals, acceptance, CRM handoff, and order handoff.
CUSTOM-037 · Catalog planning brief
Business Operations Dashboard and Command Center
Plan audiences, decisions, metrics, source systems, freshness, targets, alerts, drill-downs, annotations, operational queues, actions, permissions, wallboard views, and data-quality signals.
CUSTOM-038 · Catalog planning brief
Customer Analytics and Reporting Portal
Cover customer organizations, users, datasets, metrics, dashboards, reports, filters, schedules, alerts, exports, commentary, benchmarks, permissions, branding, administration, and data freshness.
CUSTOM-039 · Catalog planning brief
Data Collection and Administration Web Application
Scope programs or operations, configurable forms, records, validation, assignments, imports, bulk edits, review, approvals, deduplication, permissions, audit history, exports, dashboards, and data governance.
CUSTOM-040 · Catalog planning brief
Integration Hub and Data Synchronization Application
Plan systems, connections, credentials, objects, mappings, schedules or events, transformations, sync runs, retries, conflicts, logs, alerts, replay, permissions, monitoring, and operator support.