B2B portal with a catalog, account area, and integrations from scratch

How to reduce the risk of B2B website development: first design the catalog, roles, requests, CRM, 1C, and the first launch scope.

  • When the website becomes an operational channel
  • Why this is more complex than a regular website
  • What changes after a proper pre-project phase
  • What needs to be decided before development

When the website becomes an operational channel

  1. When a company launches a new B2B channel, a catalog website is rarely just a website.

  2. The task quickly grows to include product data, user roles, restricted prices, requests, CRM, 1C, documents, stock statuses, and a future account area.

  3. If the team jumps straight into screen development, it will almost certainly start making architectural decisions during the project.

  4. This increases the risk of rework, missed deadlines, and mismatched expectations between marketing, sales, IT, and the operational side.

Why this is more complex than a regular website

  1. A public website usually has a clear goal: explain the offer, capture leads, and provide contact details. For B2B catalog website the goal is broader.

  2. The user should be able to find a product, select compatible items, get documents, and submit a request, while the manager receives a structured request that can be processed in CRM and then linked to the accounting system.

  3. The problem starts when the catalog becomes a database.

  4. If product cards do not share a unified attribute model, filters quickly turn into a manual list.

  5. If product compatibility is not defined, managers keep checking completeness over email or chat.

  6. If restricted prices and stock statuses are not tied to a data source, the account area remains a nice shell with no operational value.

What changes after a proper pre-project phase

Before

  • The website is discussed as a set of pages: home page, catalog, product page, forms, and contacts.
  • The account area sounds like a feature, but it is not clear what data it should show.
  • Integrations with CRM and 1C are described only in general terms, without fields, errors, or owners.

After

  • A launch boundary appears: what belongs in the MVP, what goes into the B2B framework, and what is postponed.
  • The catalog is defined as a data model: fields, documents, compatibility, statuses, and sources.
  • Requests, CRM, 1C, and the website are connected through a clear integration contract and acceptance criteria.

What needs to be decided before development

Launch scope

The public MVP, the closed B2B framework, and future development should be clearly separated. The public MVP is responsible for brand, catalog, search, requests, and analytics. The B2B framework is responsible for registration, roles, personalized terms, and order preparation.

Product data model

The assortment needs categories, attributes, documents, compatible products, statuses, display rules, and links to internal reference data. This is the foundation for filters, search, comparison, and future integrations.

Requests and sales framework

A request must be ready for processing: with required fields, source, selected items, comments, files if needed, and a clear path into CRM.

Integrations

Before development, it is necessary to define the source of prices, statuses, documents, and customer terms. For 1C, CRM, and the website, the data flow directions, required fields, update frequency, errors, and fallback scenario must be documented.

Map out your integration landscape

How to run the first stage

  1. 01

    Define goals and roles

    Who uses the website, what decisions they make, what data they expect to see, and what action they need to take: request a quote, build a selection, register, or submit a service request.

  2. 02

    Analyze the assortment

    Categories, attributes, documents, compatibility rules, data sources, and the quality of the current reference data. This is where it becomes clear which filters are realistic and which still have nothing to populate them.

  3. 03

    Design requests and the account area

    Which fields are required, how B2B access is moderated, where personalized terms are shown, how quickly products can be entered by SKU, and what reaches the manager.

  4. 04

    Define integrations

    CRM, 1C, or ERP, the website, and analytics must have clear data transfer directions, statuses, errors, resend handling, and support owners.

  5. 05

    Assemble prototypes and a roadmap

    Key screens and the development plan are needed not for presentation, but to validate the logic: can the user complete the task, and can the business process the result.

What artifacts discovery should produce

System / layerScope of responsibility
Launch scopeApproved boundaries for the MVP, the B2B framework, and future growth; a list of functions intentionally excluded from the first release.
Catalog modelCategories, product fields, documents, compatibility, filter rules, statuses, and the source of each data type.
UX prototypesCategory, product card, selection, quote request, registration, account area, and service scenarios.
Integration specificationCRM, 1C, or ERP, data flow directions, required fields, errors, resend handling, fallback routing, and logging.
Development planStages, dependencies, risks, acceptance criteria, and an estimate for the next stage.

How to split MVP, the B2B framework, and future growth

For the first launch

  • Public catalog, categories, product cards, filters, search, comparison, and favorites.
  • Request forms, quote requests, contacts, SEO basics, and web analytics.
  • A basic B2B framework works when the data is clear: registration, moderation, order selection, and handing the request to CRM.

After stabilization

  • Order history, processing statuses, documents in the account area, and advanced analytics.
  • Deep integration with 1C, warehouse systems, and BI is risky if the operating procedures are not yet defined.
  • A full dealer portal with individual terms, order repeats, shipments, and financial documents.

Risks to resolve before signing the development contract

Undefined catalog

The team knows which products it sells, but does not know which fields are required for filters, comparison, documents, and compatibility.

A first release that is too broad

Teams try to include the portal, CRM, 1C, statuses, documents, and analytics in the MVP without checking whether the data and internal owners are ready.

Integrations without a contract

Website development moves faster than agreeing the integration with CRM and 1C. In the end, the project gets stuck on reworking fields, statuses, and errors.

No decision owners

The contractor cannot decide on behalf of the business who owns product data, prices, statuses, documents, and required request fields.

What to check before starting

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