Case study · Natural health / B2B

Natural Sante
b2b portals

Redesign of the B2B portals for the two entities of the Natural Sante group: Natural Distribution and Laboratoire Sante Verte.

Natural Santé
project stackWordPressSAGESQLPDF / CSV
Measurable impact

0

B2B portals

0

connected flows

0

redesigned interfaces

Project context

Why this project, for whom.

Natural Sante develops and distributes natural food supplements through several entities.

The B2B portals needed to be modernized so clients could consult orders, invoices and credit notes more easily.

A French leader in natural supplements

The portals support professional customers who need reliable access to their commercial and administrative documents.

A green refresh for the B2B portals

The previous portals had become difficult to maintain and did not offer the level of clarity expected by users.

Redesigned interfaces and personalized user journeys

Each portal has distinct interfaces and features, but both share a common architecture around data export from SAGE and import into the portal database.

  • Export orders, invoices, credit notes and new customers from SAGE.
  • Import loaded data into the portal database.
  • Filter and sort orders and invoices.
  • Export all or selected orders.
  • Open invoices in one click.
  • Search orders, invoices and credit notes by keyword.

Methodology

The project combined UX/UI redesign, technical analysis, WordPress integration, data-flow work and close project follow-up.

Project highlight

Modern customer portals built around real user needs

The portals were redesigned to make recurring tasks faster for professional customers and easier to maintain for the internal team.

Business challenge

« Redesign two B2B customer portals on a healthier WordPress base, improve usability and synchronize data almost in real time. »

Product previews

A few key screens from the delivered product.

Project architecture

A stack designed to talk to your information system.

Front
  • Front endCustom theme
Core
  • WordPressEditorial back office
  • Business pluginsForms, SEO, content
Information system integration
  • SAGEOrders, invoices, customers
  • ExportsSQL, PDF, CSV
What we delivered

A clear scope, zero drift.

  • 01Redesign of two B2B customer portals
  • 02UX/UI modernization
  • 03Order, invoice and credit-note views
  • 04SAGE, SQL, PDF and CSV data flows
  • 05Removal of unnecessary custom PHP code
  • 06Near-real-time synchronization
  • 07Project follow-up and technical handover
What it produced

Results measurable.

  • Two modernized and more intuitive customer portals.
  • Orders, invoices and credit notes that are easier to filter, sort, view and export.
  • An architecture cleared of unnecessary custom PHP code.
  • Project follow-up that secured blocking points throughout the integration.

« It was an excellent experience for me to work with Smotly. I enjoyed carrying out this project with them and watching our two new customer portals develop through our exchanges. Floriane, the project manager, handled the follow-up perfectly at every stage and made sure to alert us about potentially blocking points. Estelle, the designer, modeled modern and intuitive customer portals for our clients. Theodore, the developer, reproduced these designs pixel-perfectly and met the different technical challenges involved. Thank you to Smotly for this collaboration! »

Natural Santé

Aurelien Giraud

Project Manager at Natural Sante

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