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Case Study

Forschungsmittel.com

B2B funding-advisory platform with a client portal and internal project workspace.

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.

We built Forschungsmittel.com as more than a public website: a conversion-focused B2B platform connected to a client dashboard, internal team workspace, document workflows and operational command center.

The platform helps the business turn website enquiries into structured funding projects — with client access, project status, document requests, internal notes, team responsibilities and operational priorities managed in one place.

  • Public website and product logic were designed together, not as separate disconnected phases
  • B2B focus: funding analysis, qualification, project handling, and next-step orchestration
  • Operational scope: website + project product layer + team control center
Public B2B website cover of Forschungsmittel.com

1. Public Website

The public-facing website was designed as a B2B platform for trust, clarity and conversion — not just as a brochure site. It supports:

01

Clear positioning for funding advisory and project qualification

02

Structured content architecture for complex funding information

03

Conversion paths into the funding check and qualification analysis flow

04

A visual system that works across both marketing pages and authenticated product screens

05

SEO-ready page structure for funding-related search intent

06

Website and product layer designed as one connected brand and design language

The website creates the entry point. The responsible advisory team then reviews whether an enquiry can move into 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.

Forschungsmittel website layer screen 01
Forschungsmittel website layer screen 02
Forschungsmittel website layer screen 03
Forschungsmittel website layer screen 04
Forschungsmittel website layer screen 05
Forschungsmittel website layer screen 06
Forschungsmittel website layer screen 07
Forschungsmittel website layer screen 08
Forschungsmittel website layer screen 09
Forschungsmittel website layer screen 10
Forschungsmittel website layer screen 11
Forschungsmittel website layer screen 12
Client dashboard and project layer inside the Forschungsmittel platform

2. Client Portal and Internal Workspace

The client portal brings together project status, a preliminary fit assessment, requested next steps, document requirements, upload areas and activity history. Automated or rules-based indications support preparation; they do not replace professional review or constitute a funding decision. The internal team works with:

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

A unified workspace instead of scattered admin tools

Operational command center inside the Forschungsmittel platform

3. Operations Overview

Instead of forcing the team to search through individual projects, the overview surfaces what needs attention 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

This turns the platform from passive project storage into an active execution tool for the team.

4. Technical Architecture

The platform logic is centralised around real project data rather than page-level state. The public website, client dashboard and internal workspace all resolve into the same product system, with Neon/Postgres as the central data layer. Core architecture elements: • Centralised 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 important architectural point is not only the stack itself, but that website conversion, project qualification, and internal operations all resolve into the same product system.

What the System Actually Supports

The platform is used in day-to-day work and supports project handling beyond 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.

Forschungsmittel product layer screen 01
Forschungsmittel product layer screen 02
Forschungsmittel product layer screen 03
Forschungsmittel product layer screen 04
Forschungsmittel product layer screen 05
Forschungsmittel product layer screen 06
Forschungsmittel product layer screen 07
Forschungsmittel product layer screen 08
Forschungsmittel product layer screen 09
Forschungsmittel product layer screen 10
Forschungsmittel product layer screen 11
Forschungsmittel product layer screen 12

Outcome

Forschungsmittel.com connects a public B2B website with an operational platform for clients and the internal team.

The public website explains the offer and structures the initial enquiry. The authenticated workspaces support subsequent review, communication and project handling. Together they form one connected product rather than a website with disconnected back-office tools.

  • A public B2B website that explains the offer and brings clients into the qualification flow
  • A client portal with visibility into project status, preliminary assessment and requested next steps
  • An internal team workspace for structured handling of documents, responsibilities, deadlines and next steps
  • An operations overview that surfaces what needs attention now
  • Activity history and traceable internal events across every project
  • One connected product system instead of a website plus manual back office

The 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.

Partnership today

After delivery, Forschungsmittel became our partner for clients exploring the Forschungszulage R&D tax credit. We build and document the R&D component; Forschungsmittel handles the BSFZ application and tax-side coordination.

See how the partnership works →
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