Client
Forschungsmittel.com B2B funding advisory platform Germany
Status
Public website and authenticated workspaces in active use
Context
Client: Forschungsmittel.com — B2B funding advisory platform in Germany. Industry: B2B consulting, public funding, innovation. Scope: connected product system — public website, client dashboard, internal team workspace, document workflows and operations command center.
Forschungsmittel.com is not a website with a contact form behind it — it is a conversion-focused B2B platform wired directly into a client dashboard, an internal team workspace, document workflows and an operations command center.
In practice, the system turns an inbound website inquiry into a structured advisory project: client access, project status, document requests, internal notes, team ownership and daily priorities all live in one place.
- Website and product logic designed as one system from the start, not bolted together later
- B2B focus: funding analysis, qualification, project handling, and next-step orchestration
- Operational scope: website + project product layer + team control center
1. Public Website
The public site does a B2B platform's job — build trust, explain a complex service, convert — rather than a brochure's. It carries:
01
Clear positioning for funding advisory and project qualification
02
A content architecture that makes dense funding information navigable
03
Conversion paths into the funding check and qualification analysis flow
04
One visual system spanning marketing pages and authenticated product screens
05
SEO-ready page structure for funding-related search intent
06
Website and product layer sharing a single brand and design language
The website opens the door; the advisory team then reviews whether each inquiry becomes an active project.
Website Layer Screens
Selected screens from the public B2B website layer, which handles positioning, information architecture, credibility, and conversion into the funding process.
2. Client Portal and Internal Workspace
Clients log in to see project status, a preliminary fit assessment, requested next steps, document requirements, upload areas and activity history. Rules-based indications assist preparation — they never replace professional review or constitute a funding decision. On the other side of the same system, the team runs:
01
Pipeline stage and project ownership
02
Internal notes and document review status
03
Client tasks and team updates
04
Activity events and reminder logic
05
One workspace replacing a pile of scattered admin tools
3. Operations Overview
Rather than digging through projects one by one, the team opens a single overview that surfaces what needs attention right now:
01
Upcoming and overdue deadlines
02
Projects waiting on client action
03
Cases requiring internal review
04
Newly uploaded documents
05
Open document requests
06
Tasks and operational priorities
That single view is what turns the platform from passive project storage into the team's daily execution tool.
4. Technical Architecture
Everything centers on real project data, not page-level state. Public website, client dashboard and internal workspace all resolve into one product system with Neon/Postgres as the shared data layer. Core architecture elements: • Centralized project data model in Neon/Postgres • Role-based access for clients and internal team members • Structured project records, notes, activity feed and status history • Document request, upload and review workflows • SMTP communication flows for access and notifications • Reminder and priority logic for internal operations • Unified product logic instead of disconnected forms and ad-hoc admin panels
01
Centralized project data model in Neon/Postgres
02
Role-based access for clients and the internal team
03
Structured project records, notes, activity feed, status history, and reminder logic
04
SMTP communication flows for access and notifications
05
Unified product logic instead of disconnected pages and ad-hoc admin panels
The stack matters less than the shape: website conversion, project qualification and internal operations all land in the same product system.
What the System Actually Supports
This is a platform in daily production use — it carries the advisory work well past initial lead capture.
01
Client dashboard with authenticated project access
02
Internal workspace for the team
03
Live project state: statuses, pipeline, responsibilities, notes
04
Document request/upload/review workflow
05
Activity feed and audit logging
06
Overview of operational priorities
07
Email communication and service notifications
08
Centralized project storage in Neon
Product Layer Screens
Selected screens from the client dashboard, team workspace, and command-center layer used for daily project operations.
Outcome
The business now runs on one system: a public B2B website connected to an operational platform for clients and the internal team.
The site explains the offer and structures the first inquiry; the authenticated workspaces carry review, communication and project handling from there. No website-plus-spreadsheet gap, no disconnected back-office tools.
- A public B2B website that explains the offer and feeds the qualification flow
- A client portal showing project status, preliminary assessment and requested next steps
- An internal workspace for documents, responsibilities, deadlines and next steps
- An operations overview surfacing what needs attention now
- Activity history and traceable internal events on every project
- One connected product system instead of a website plus manual back office
Website and authenticated workspaces were designed as parts of the same product. The platform supports the advisory process; it does not make funding decisions or replace review by the responsible authorities.
