How We Shifted 78%+ of B2B Orders to Self-Service in 5 Months Using a Custom Portal

Industry: ManufacturingCompany size: Enterprise, 24,000+ B2B customersSystems: ERP (legacy, XML/FTP), Magento 2Timeline: 5 monthsRegion: Central Europe, EU markets

About the Client

The client is a globally operating industrial manufacturer specialising in high-precision pumping systems and fluid-handling equipment. The company serves more than 24,000 active B2B customers across manufacturing, chemical processing, food production, and engineering industries.

With decades of market presence, the client is recognised for engineering excellence, reliability, and long product lifecycles. Its portfolio includes technically complex equipment as well as an extensive spare parts catalogue that plays a critical role in service, maintenance, and recurring revenue.

The Challenges

Despite strong product innovation, the client's digital sales and ordering processes had not evolved at the same pace. Facing increasing competition and changing customer expectations, the company set out to modernise its digital presence and establish a scalable B2B commerce foundation tightly integrated with its ERP system.

Business Challenge 1: Manual Ordering Was Blocking Scalability

The majority of B2B orders were placed via email, with a smaller portion by phone. Orders were manually processed and re-entered into the ERP system, creating several structural problems:

  • High internal workload for order handling
  • Frequent clarification cycles, especially for spare parts
  • Increased risk of incorrect orders
  • Slow onboarding of new customers
  • Limited scalability as customer volume increased

Business Challenge 2: No Scalable Multi-Language Content Architecture

Although the company operates across multiple EU markets, core commercial content — product attributes, technical specifications, and descriptions — was available in German only. This created compounding business limitations:

  • Customers in non-German-speaking countries had to interpret technical product data in a foreign language
  • Sales teams were forced to compensate with manual explanations and documentation
  • Marketing and SEO efforts were restricted to a single language and market
  • Content updates required ad-hoc, manual handling without a structured publishing workflow

Technical Challenge: ERP Integration Without APIs

The client's ERP system represented the most significant technical constraint. The ERP environment could not be modified or extended — it remained the single source of truth for products, pricing, inventory, customers, and orders. The platform had to fully adapt to the ERP, not the other way around.

  • No modern APIs available — XML-based data exchange only
  • File-based synchronisation via FTP with strict formatting and validation rules
  • The ERP environment could not be modified or extended
  • Reliability, data consistency, and GDPR compliance were non-negotiable

Delivery Challenge: High Scope, Fixed Timeline, International Team

The project involved an international, cross-functional client team distributed across multiple business units. Most client-side stakeholders did not communicate in English fluently — nearly 90% of communication happened via written channels. To reduce ambiguity and risk, we took a structured, proactive approach:

  • Conducted in-depth walkthrough calls to demonstrate how the system would work in practice
  • Collected and documented all client questions, assumptions, and edge cases
  • Translated the full implementation plan and project scope into the client's native language
  • Used clear, visual explanations instead of abstract descriptions
  • Ensured all key decisions were documented and easy to revisit

What We Did

The project was delivered within 5 months by a compact cross-functional team of four. Managing scope, priorities, and risk across a distributed international client organisation — where nearly 90% of communication happened via written channels — required a highly structured delivery approach: iterative sprints with frequent demos, all decisions captured in reusable formats, and the full implementation plan translated into the client's native language.

Delivery Team

Back-End Developer×1
Front-End Developer×1
QA Engineer×1
Project Manager / Business Analyst×1

Scope Delivered in 5 Months

  • Complete website redesign
  • Full B2B self-service commerce platform
  • Multi-language and multi-region setup (DE, EN, FR)
  • Deep ERP integration via custom XML layer
  • Spare parts ordering workflows
  • SEO-ready content architecture
  • Controlled enterprise-grade go-live

How We Solved It

Solution 1: Built a Scalable B2B Self-Service Portal Integrated with ERP

We designed and implemented a custom B2B self-service portal on Magento 2, with a strong focus on scalability, ERP alignment, and international expansion. A key architectural decision was selecting a platform with a native EAV (Entity-Attribute-Value) data model, which enabled us to address the multi-language challenge at its core.

  • Implemented a multi-store, multi-language architecture supporting country-specific content, assortments, pricing, and legal requirements
  • Leveraged the EAV model to enable unlimited product attributes, each fully translatable into any number of languages
  • Structured product data so attributes, descriptions, and technical specifications could be localised independently
  • Ensured ERP remained the single source of truth while the portal handled language-specific presentation layers
Localisation became a native capability of the platform — not an afterthought. The architecture can scale to any number of markets and languages without refactoring or changes to the data model.

Solution 2: Implemented Enterprise-Grade B2B Ordering Features

To replace email- and phone-based ordering, we delivered a comprehensive set of B2B-specific workflows designed for professional buyers who already know what they need and expect speed, accuracy, and repeatability.

  • Customer-specific and group-based pricing, synchronised directly from ERP
  • Quote Cart for complex or non-standard orders, supporting negotiation-driven and project-based purchasing workflows
  • Re-order, wishlist, and copy-paste ordering workflows optimised for repeat purchasing
  • Customer dashboards with order history and account data, reducing dependency on sales and support teams
  • Restricted platform access to verified B2B users, protecting pricing, assortments, and workflows

Fast Order: Direct SKU-Based Purchasing at Scale

Experienced customers typically sent long SKU lists via email or Excel. Sales teams then manually validated and re-entered this data into the ERP — creating delays and a high risk of errors. We eliminated this bottleneck with a Fast Order module that mirrors real-world B2B purchasing behaviour:

  • Add products directly to cart by entering SKUs or product names — without navigating the catalogue
  • Instant AJAX-based SKU validation and product lookup before cart add
  • Bulk input of multiple SKUs in a single action
  • File upload (CSV/Excel-style) to process long order lists in seconds
  • All logic fully aligned with ERP-driven pricing, availability, and packaging rules in real time

Solution 3: Made Spare Parts Ordering a Central Function of the Store

Spare parts sales were treated as a core business function rather than an add-on. Identifying the correct part had previously required back-and-forth communication between customers and internal teams, slowing service and increasing operational costs.

  • Designed simplified spare parts product pages focused on fast identification
  • Implemented structured attributes and variants for accurate part matching
  • Added multiple access points to spare parts across the store (category, search, product relations)
  • Enabled visual and category-based identification flows
Customers can now identify and order spare parts faster, more accurately, and with minimal support involvement — reducing clarification cycles and improving customer confidence.

Solution 4: Engineered a Robust ERP Integration Without ERP Changes

To overcome the constraints of a legacy ERP with no modern APIs, we built a custom integration layer that adapted entirely to the ERP's XML/FTP-based interface — ensuring data consistency, reliability, and GDPR-compliant logging throughout.

  • Automated XML ingestion for products, prices, and stock levels
  • Custom validators and converters for ERP-specific data formats
  • File-monitoring and alerting for synchronisation issues
  • Extended platform APIs to support ERP order and customer data consumption
  • GDPR-compliant logging and monitoring across all data flows
All synchronisation was achieved without a single modification to the ERP system.

Key Results and Business Value

  • 78%+ of B2B orders shifted to self-service — within 6 months, portal adoption reached 86% of all active B2B customers
  • Fully automated order processing: orders flow from customer through portal to ERP with no manual re-entry and ERP-driven pricing, stock, and packaging logic
  • 36% reduction in incorrect orders — clarification cycles dropped, customer confidence increased
  • Scalable foundation for future growth: ready for UK, FR, USA, Canada, additional languages, and new product lines
Metric
Before
After
Order channel
Email & phone (majority)
Self-service portal (78%+)
Order processing
Manual ERP re-entry by sales team
Fully automated: customer to portal to ERP
Incorrect orders
Frequent clarification cycles
36% reduction
Languages supported
German only
German, English, French
ERP integration
Manual data entry
Automated XML sync (no ERP changes)
Spare parts ordering
Email + back-and-forth clarifications
Structured self-service identification flows

"This project demonstrates how a legacy industrial manufacturer can transition from manual, email-based ordering to a modern, automated B2B self-service model — without replacing its ERP or disrupting existing operations."

— SYSINT Project Summary

Features Delivered

Core B2B Commerce

  • Product catalogue and PDP templates
  • Cart, checkout, customer accounts
  • Re-orders and wishlists

ERP Synchronisation Layer

  • XML-based product, price, and stock import
  • Order and customer export to ERP
  • Monitoring, alerting, and validation

B2B Ordering Enhancements

  • Fast Order (SKU-based, bulk, file upload)
  • Quote Cart for negotiated orders
  • Customer-specific pricing
  • B2B access control

Spare Parts & UX Modules

  • Spare parts identification flows
  • Industry- and application-based navigation
  • Download centre and technical documentation

Multi-Language & Localisation

  • Multi-store, multi-language architecture (DE, EN, FR)
  • Translatable product attributes and descriptions
  • Localised technical content per market
  • Scalable language expansion without architectural changes

Scalable Foundation for Growth

  • Ready for UK, US, Canada and additional markets
  • Support for additional product lines
  • SEO-ready content architecture
  • Long-term digital sales growth infrastructure

The Technology We Used

Magento 2 (Open Source)Custom XML-based ERP integrationFTP-based data synchronisationDockerized cloud infrastructureCDN and performance monitoringERP-driven pricing and inventory

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