Business Panel · case study
Business Panel is our platform that gives a company, in one place, KSeF invoices and document workflow, contracts and projects with documents, costs and results (DMS), integration with Comarch ERP XL, CRM and customer account activations, receivables and debt collection, B2B lead search, email, a helpdesk and comments on documents, webhooks, automations and sales dashboards. It works in the browser and on a phone, and every employee sees only their own modules. Deployed in a company from the wholesale industry.
Problem
Solution
Every module is a separate app on the dashboard — with a single sign-in, shared data and permissions.
Purchase invoices from KSeF 2.0 reach the right path and person on their own, and sales invoices are fetched in a separate stream.
Opening a trade account goes through a defined, multi-stage workflow.
Companies similar to your best customers — within a radius of a branch.
Every contract has its own card: documents, costs, sales and result in one place.
ERP data in the panel almost in real time.
A new customer in the B2B shop? The rest happens on its own.
Turnover, customers and goods — with a time filter from 24 hours to any range.
Comparing offers in seconds instead of hours in Excel.
A full picture of the customer in one view.
Open customer payments from Comarch ERP XL — no manual summaries.
The conversation about a document happens where the document is.
Every case has an owner, a status and a history.
Who has which equipment, car and fuel card — from a phone and a computer.
An employee logs time in an app installed from the browser.
A catalogue that helps customers find goods.
Materials, deadlines and proof that someone really went through them.
Paper correspondence in the panel.
All automations on one screen.
Full control over access and versions.
Details of the invoice module: KSeF integration with Comarch ERP XL.
The invoice card shows the workflow stage, matching to orders, verification and logs — no digging through emails.
Results in the deployment
Data from our deployments and a load test: a single server handled about 300 very active users at once, and the estimated headroom at full load is about 350–400. This is not a guarantee — performance depends on scope and infrastructure.
Sign-in and 2FA, an integration hub (API and WebSocket), a separate ERP synchronization process, communication and webhooks, mail receiving and a PDF generator.
The panel's own database for writing and an automation-workflow database for reading only — the panel does not overwrite other people's data.
WebSocket: one person's changes are seen immediately by everyone working on the same document.
ERP synchronization separated from the API, a retry queue, monitoring, test and production environments with automated deployment.
It is a single application that combines KSeF invoices and document workflow, contracts and projects with documents, costs and results (DMS), integration with Comarch ERP XL, CRM and customer account activations, receivables and debt collection, B2B leads from the CEIDG, KRS and GUS registers, supplier price lists, email with invoice reading, a helpdesk and comments on documents, employee training, paper correspondence with DHL sending, time tracking in a PWA, webhooks, an automation overview and sales dashboards. Every employee sees only their own modules — in the browser and on a phone.
No. The panel has ready-made modules that we adapt to the company's processes, and we build the missing elements. Thanks to this, the first modules work faster than with an application written from the ground up.
In our deployment, 40–50 people work live in a single panel, and views load in about 0.5 s. This is deployment data, not a guarantee — performance depends on scope and infrastructure.
Show us how many tools your team works in today. In a free consultation we will tell you which Business Panel modules will bring results the fastest.
