Design and creative production: Customer portal for product design studios
A customer portal for product design studios where clients follow CAD versions, renders and test feedback per stage, leave comments and record decisions against the right design.
What customers of product design studios want to see.
Clients of product design studios often bring several people to the table: a product manager, an engineer, someone from purchasing and sometimes a director. Each looks at something different: form, manufacturability, cost or positioning. When renders and CAD files go out by email, the engineer comments on an older version than the product manager, and decisions are made in a meeting the studio only hears about in summary. User test feedback disappears into a slide deck. And at handover to production, nobody can trace which version was formally approved, or which comment from purchasing led to a change of material.
Customer portal for product design studios
Example- 1
Assign roles per project
DoneFor each project the studio decides who on the client side can view, who may download technical files and who makes stage decisions.
- 2
Organise versions and test results
In progressThe portal shows the current design version per stage, with renders, possibly a viewable model and the main test findings.
- 3
Tie decisions to versions
NextAt the end of a stage the decision maker records their decision in the portal: continue with this version, adjust on the listed points or stop.
From invitation to approval.
Assign roles per project
For each project the studio decides who on the client side can view, who may download technical files and who makes stage decisions. A buyer might see cost breakdowns and bills of materials, a marketer renders and presentations. Everyone gets the information that fits their role and it is clear whose approval counts.
Organise versions and test results
The portal shows the current design version per stage, with renders, possibly a viewable model and the main test findings. Older versions stay available with a short note on what changed. The client sees how the product developed and why certain choices were made.
Tie decisions to versions
At the end of a stage the decision maker records their decision in the portal: continue with this version, adjust on the listed points or stop. That decision is attached to the specific version and can be found later. Comments from other stakeholders are shown alongside, so the decision maker sees what is in play.
Less email, the same records.
Clients often have their own document management, product lifecycle system or shared storage. The portal does not compete with those. At handover to production, final files can be placed in the client's system. During the design project, the portal is where studio and client meet. Source files stay with the studio until the agreed handover. The client owns their decisions and feedback; the studio owns the design versions until ownership transfers. The portal logs which files were downloaded, when and by whom.
Viewable models or renders only
Renders look good and are easy to view, but only show the angles the designer chose. A viewable model lets the client rotate it and inspect details, which helps with manufacturability questions. It does reveal more of the design before it is paid for. You can choose per stage what to share.
Share technical files now or at handover
The client's engineer often wants to look at files in their own environment along the way. That speeds up alignment but hands over the design early. Sharing only at handover protects the studio but slows technical review. A middle route is viewing in the portal and downloading only after approval or payment.
One decision maker or joint approval
A single decision maker keeps things fast and clear. Joint approval from, say, the product manager and the engineer ensures both perspectives are weighed. The portal can set per stage who needs to sign off. Moving to production usually warrants joint approval; early concepts can rest with one person.
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Read the storyWhat customers find in the portal.
We choose the first clients together. Per trajectory they get access to design versions, renders and test findings, with roles per person and stage decisions tied to a specific version. We play out a client with one contact person and a team where engineer and product manager comment on different versions. Controlled downloads of technical files and the prototype cards in the portal are switched on whenever you want.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan the client's engineer download CAD files?
You decide per project and per stage. You can allow viewing without downloading, or release downloads after a stage decision or payment. Every download is logged with the version and the person, so it is clear later who received which files.
How do we stop people commenting on an outdated version?
The portal shows the current version by default and clearly marks older ones as superseded. Comments on an old version are labelled as such, so the studio knows they may already be resolved. Each new version comes with a short summary of what changed.
Can we share user test videos in the portal?
Yes, provided participants have consented. You can link short clips or photos to a stage's test findings. If you would rather not show participants recognisably, a written description of what happened is enough. Consent is recorded with the clip.
What happens to the portal after handover to production?
The final files are handed over as agreed, and the portal remains available as an archive of the project. The client can look back later to see why a choice was made. If a follow-up project starts, it can continue in the same place.
What often connects to this.
- Digital job cards for product design studiosDigital job cards for product design studios in the form of a prototype card with a change log, so every adjustment made to a prototype finds its way back into the specification and design file.
- Website for product design studiosA website for product design studios that explains which design services and prototype types exist, when each one makes sense and what a client should know before the first meeting.
- Enquiry form for product design studiosAn enquiry form for product design studios that asks about product function, users, constraints and the intended manufacturing route, so the first estimate rests on more than an idea.
One place for your customers.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Customer portal for product design studios: CAD versions, renders, test feedback and stage decisions in one place, with clear versions for every client.
- Assign roles per project
- Organise versions and test results
- Tie decisions to versions