CDR M&E Services
A bespoke website and client portal that replaced manual document handling with self-service access, saving over 780 hours a year.
A key team member buried in admin
CDR M&E Services manage certifications and documentation for clients across the engineering sector. Their office team was spending hours each day fielding requests, pulling files, and sending documents out manually by email.
A key member of staff was tied up on repetitive admin, chasing and fulfilling document requests instead of focusing on higher-value work. Clients had no way to access their own records without picking up the phone or sending an email.
A client portal that serves itself
We built a bespoke website alongside a custom client portal where customers log in and access their own certifications and documentation directly. The back office can onboard new customers, issue login credentials, and organise records without touching an inbox.
Secure client login - each customer gets their own credentials and sees only their certifications and documents.
Self-service documents - clients download what they need, when they need it. No emails, no waiting.
Back-office management - onboard customers, issue credentials, and organise records with detailed filtering.
Bespoke website - a professional online presence built alongside the portal, presenting CDR's services to new and existing clients.
780+ hours reclaimed every year
One member of staff now saves over 3 hours per day on document handling, reclaiming over 780 hours a year in productive time. Clients get instant access to their records without a single email or phone call, and the back office has full control over who sees what.
Sound like something your business needs?
Tell us what's slowing you down. We'll show you what's possible.
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