Unia Portal

A sales platform for a network of 520 dealers in 63 countries

PIM
CPQ
B2B
  • Streamline the B2B / B2C sales process
  • Presentation of more than 1,300 complex products
  • Machine configurator
Project for Union Machines
Project:
Union Portal - B2B / B2C machinery sales platform
Technologies:
Java, Tomcat, Spring Boot, ZK, REST, Jasper, MySQL
Portal development and implementation:
2016 - 2017
System support and development:
2018 - present
How to combine support for several manufacturers, hundreds of dealers and thousands of customers operating in different markets in a single system while maintaining data confidentiality?

about the project

Creation of a web portal for configuration, sales and service support of agricultural machinery

Unia Sp. z o.o. is one of Poland’s largest manufacturers of agricultural machinery and one of the most recognizable brands in this industry in Central and Eastern Europe.

The goal of the project was to design, implement, and develop a web portal that would enable the configuration, quoting, sale, and servicing of agricultural machinery.

The solution proposed by EXSO contributed to tens of thousands of new agricultural machinery sales transactions totaling over one billion zlotys, which positively impacted the company’s growth and business success.

The project resulted in a system used by the company’s global network of employees and dealers worldwide.

2000+

active user accounts

1300

complex products (machinery)

63

countries

65000

components / configuration options

Union Portal Catalog
solutions

5 key features of the Union Portal system that increase user efficiency

1. Real-time customization
The product range presented in the system includes thousands of components that users can freely configure to create a customized product tailored to the end customer’s unique needs.

2. Automatic technical validation
The system allows machines to be configured so that each one is correctly defined in terms of design requirements.

3. Visual presentation of the product lineup
Each machine and all its components are presented in the system through photos and drawings.

4. Order Tracking
The system’s functionality allows you to track the order fulfillment process.

5. From Sales to Service—All in One Place
Dealers also have the option to register purchased machines and, if necessary, receive and monitor service requests.

A mock-up of the project for Union Machines
Our solution provides multilingual user interface and data, as well as the ability to define multiple catalogs and product databases with their descriptions, images and attachments.
Languages settings
The challenge

Multidimensionality of data

A key challenge faced by the solution's developers was to organize the data processed in the system against multiple dimensions, taking into account the needs of both dealers and factory workers.

When designing data structures, we had to take into account various “multi-context” information received from dealers— offers, orders, customer data, service requests, warranty records, and settlements—assuming that business data, such as the product catalog, is shared by all users.

This allows a dealer to access data from its subordinate branches and sub-branches, but it does not have access to data from other dealers. At the same time, employees at individual production facilities have access to the data assigned to them, depending on their permissions.

Dashboard

The processed data can be used in different contexts, depending on, among other things.
* assigned dealer (caregivers),
* sales market (domestic, export),
* type of sales (sale of machines, sale of parts),
* production plant (4 plants),
* price lists (PLN, EUR) or
* confidentiality rules.

Union Portal options

A kind of "matrix" of permissions is created, allowing user access to be configured at the data level.

The proposed mechanism, based on ACL (access control list) rules, meets the above-mentioned needs and, moreover, also allows for specifying permissions to perform specific operations on data—including reading, writing, modifying, deleting, and propagating permissions.

User privileges
Process

4 proven steps to a customer-specific solution

step 1
Strategic analysis with key decision makers

We conduct intensive sessions with sales, operations and technology leaders to quickly build the foundation of the system. We analyze current processes and long-term business goals.

step 3
Practice-oriented prototype

Based on the EXSO+ platform, we build a functional test system for validation on real data. It allows you to quickly collect feedback and train teams before full implementation.

step 2
Precise implementation

We feed the system with data and configure its parameters under the specifics of the company's processes. We create dedicated modules corresponding to unique business processes.

step 4
Continuous development and scaling

We ensure uninterrupted system operation and systematically build new functionalities. We integrate them with the client's existing IT infrastructure.

technology

To speed up project delivery, ensure the reliability of the implemented solutions, and reduce their development costs, we utilized off-the-shelf components from the EXSO+ platform and proven technologies.

EXSO+ platform modules used in the project:

The Foundation of the System
EXSO-CORE
Configurator
CPQ
Sales
SAL
Marketing
MRK

Technologies used in the project:

Unia Portal – a global solution supporting the sales and operational processes of a major agricultural machinery manufacturer

The system comprehensively supports the pricing of complex products, order placement and tracking, and production planning , including confirmation of delivery dates, filing complaints, and ordering replacement parts.

Additionally, it provides comprehensive access control for various users —from dealers to production staff—ensuring data security and global collaboration.
Union Portal 2
Director of After Sales Service at Unia Machines
Łukasz Prawdzik

"The experts at EXSO understood our problem and implemented solutions that give our company tangible financial benefits. EXSO is a professional company with experience that fully fulfils its tasks."

benefits
Close
Sales increase

Using the UniaPortal system, dealers are more likely to place orders and serve new customers.

Configuration without programming

Ability to freely define composite products, their components and configuration rules.

Streamlined processes

Better customer service and a structured machine sales process translate into business results.

System security

Customers do not have to worry about the correct processing of payment transactions and orders.