Customizing SC MyAccount for InSource: A Perfect Fit

We love taking on projects that challenge us to think outside the box. One of our favorite collaborations was with InSource Solutions, where we built a custom customer portal using SuiteCommerce MyAccount (SCMA). This wasn’t just another typical SuiteCommerce setup—it was a deeply customized project designed to simplify and improve how InSource and their customers interact, making things easier and more efficient for everyone involved.

Company Overview: InSource Solutions

Client background:

InSource Solutions specializes in helping manufacturers become more productive and profitable through digital transformation. They focus on providing digitization solutions and services that align industrial operations with business outcomes. Their offerings include everything from workforce optimization and manufacturing execution systems (MES) to asset performance management and unified digital engineering.

What is SuiteCommerce MyAccount?

If you’re not familiar with it, SuiteCommerce MyAccount is a powerful tool from NetSuite that makes it easy for users to manage their accounts online. It offers several handy features, including:

Purchase History: Easily track and reorder past purchases, including details such as order dates, items purchased, quantities, prices, and the status of each order.
Quotes: Manage and respond to quotes directly through the portal. This feature is useful for B2B transactions where price negotiations and custom orders are common. Customers can accept, decline, or request modifications to quotes directly through the portal.
Transaction History: View all your financial transactions, including invoices, payments, credits, and refunds. Customers can easily track their financial interactions with the business, ensuring transparency and aiding in financial management.
Print a Statement: Customers can generate and print account statements summarizing their financial activity over a specified period. This is particularly useful for record-keeping and accounting purposes, providing a clear overview of all transactions.
Profile Information: Keep your personal details up to date, such as contact details, shipping addresses, and payment methods, for smooth and efficient transactions.

These features collectively provide customers with a self-service platform to manage their interactions with the business, enhancing their overall experience and satisfaction.

Project Scope

What Custom Work Have We Done on SCMA?

When InSource Solutions came to us, they needed more than just a basic customer portal. They were looking for something that would bring together multiple platforms and make life easier for their users. Here’s how we brought their vision to life:

1. Crafting a Unique UX/UI Design

We kicked things off by diving deep into the UX/UI design process. Understanding the needs of InSource’s customers was our top priority, so we worked closely with their team to gather insights. From there, we turned those insights into a custom design that focused on simplicity and a clean, user-friendly interface.

Requirements Gathering: Interviews were conducted with the InSource team to really understand what their customers needed from the portal, and their pain points.
Design Collaboration: Together with InSource, our Design team used Figma to create wireframes and mockups, making sure every part of the portal was thoughtfully planned before development began.

2. Building a Custom Homepage and Streamlining Registration

One of the biggest changes we made was creating a custom homepage for the SuiteCommerce MyAccount portal. Unlike the standard setup, which typically starts with a Login/Register page, we developed a landing page that was both visually appealing and functional.

3. Implementing Auth0 for Easy Access

The integration with Auth0 was a real game-changer. This platform, provided by Okta, allowed us to centralize user authentication across various systems. Whether users needed to access the SCMA portal, MindTouch for knowledge base articles, or WordPress for forums, they could log in once and have access to everything.

This setup not only made things easier for users but also helped InSource manage their platforms more effectively.

4. Enhancing Key Features: Case Management and Quotes

We didn’t stop at the basics. Our team took the Case Management and Quotes sections of the portal to the next level:

Case Management: We added new features like case escalation and connections to MindTouch, ensuring customers could quickly find the help they needed.
Quotes: By integrating with ConnectWise, we made it simple for customers to manage their quotes, adding convenience to their interactions with InSource.

5. A Personalized ‘Your Account Team’ Section

One of the features we’re most proud of is the ‘Your Account Team’ section. This custom-built page gives customers direct access to their InSource team contacts, complete with photos, emails, and phone numbers. Customers can even book calls directly from their rep’s calendar, making communication smoother and more personal.

What Our Customer Has to Say

"I have been most satisfied with the Project Management and the get-it-done attitude of the team. The end product was extremely creative and provided lots of opportunities for the team to grow. It was rapidly delivered through good teamwork by the InSource and Unlock teams."

Tom BarczakCIO

Why This Project Was Special

Working on the InSource Solutions project was both challenging and incredibly rewarding. We pushed the limits of what SuiteCommerce MyAccount can do, especially with the integration of Auth0. This allowed us to merge multiple platforms into one smooth, user-friendly experience. But this project wasn’t just about building a portal—it was about creating a tool that truly meets the needs of InSource and their customers.

By focusing on connectivity and ease of use, we helped InSource offer a level of service that goes beyond what NetSuite typically provides on its own. The result? A functional, intuitive portal that makes managing accounts easier and more efficient for everyone.

Let's Build Something Great Together

If you’re looking to enhance your SuiteCommerce MyAccount portal, our team is here to help. Whether you need a custom homepage, SSO integration, or advanced case management features, we have the expertise to bring your ideas to life.

Let’s discuss how we can elevate your SuiteCommerce implementation with our services and support. Together, we can improve your NetSuite self-service capabilities and create a better experience for your users.

Get In Touch

Let’s talk about how we can help you to launch, migrate or optimize your digital channels with SuiteCommerce. Please complete our contact form and we’ll be in touch as soon as possible.

Customizing SC MyAccount for InSource: A Perfect Fit

Company Overview: InSource Solutions

Client background:

What is SuiteCommerce MyAccount?

Project Scope

What Custom Work Have We Done on SCMA?

1. Crafting a Unique UX/UI Design

2. Building a Custom Homepage and Streamlining Registration

3. Implementing Auth0 for Easy Access

4. Enhancing Key Features: Case Management and Quotes

5. A Personalized ‘Your Account Team’ Section

What Our Customer Has to Say

Why This Project Was Special

Let's Build Something Great Together

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