CDN Consular Services: Taking Customer Order Management to the Cloud

Connected Teams. Better-Informed Customers.

One Beyond modernised CDN’s order and customer management system with secure cloud access, an iOS app and a customer portal, helping staff work remotely and giving clients greater visibility of their orders and costs.


At a glance

Rapid Delivery

The updated cloud-based system was developed in less than five months.

Remote Access

Staff could securely access account and order information from client sites, roadshows or home.

Customer Visibility

A secure portal enabled clients to check order progress, review costs and generate reports.

Flexible Billing

The system accommodated different invoicing schedules and reporting requirements for individual customers.

Mobile Working

An iOS app provided access to order reports, quotes, invoices and service information.

"The new web-based version gives users the flexibility to access it from client sites or customer roadshows, or from home. This in turn allows them to spend more time seeing clients, and show them the status of their orders in real time."
N. Beard, Managing Director, CDN Consular Services Ltd

About CDN Consular Services

CDN Consular Services is a specialist export documentation provider based in Egham, Surrey. It supports organisations selling goods or establishing businesses outside the UK, handling customs, regulatory, intellectual property and legal documentation, alongside translations and letters of credit. Serving businesses across a broad range of industries, CDN helps clients navigate documentation requirements that differ between countries and change frequently. Its small team relies on efficient processes and bespoke software to manage hundreds of orders each day.

The Challenge

CDN’s existing order entry and customer management system had supported the business reliably for more than 12 years, but access was restricted to the office. The company needed to give staff greater flexibility to work remotely, visit customers and share live order information. Clients also required more detailed reporting to understand spending beyond the information available on invoices. With highly specialised workflows and varying customer billing requirements, CDN needed a tailored upgrade that would improve access, communication and reporting while supporting its busy daily operations.

Our Solution

One Beyond migrated CDN’s order entry and customer management system to the cloud, delivering a secure web-based interface in less than five months. We added a customer portal for order tracking, detailed cost reporting and secure messaging, alongside an iOS app for accessing reports, quotes and invoices. Through rapid prototyping and close collaboration, we refined the system around CDN’s evolving requirements, including flexible invoicing schedules and customer-specific summaries. The resulting platform enabled staff to work from different locations and gave customers direct access to information that supported their budgeting and decisions.

A closer look at features and benefits

Secure cloud-based access

Centralised order and account management

Real-time order status visibility

Private customer portal

Detailed cost breakdowns

Customer-generated management reports

Secure client messaging

Flexible invoicing and summaries

iOS access to key information

"The new web-based version gives users the flexibility to access it from client sites or customer roadshows, or from home. This in turn allows them to spend more time seeing clients, and show them the status of their orders in real time. With our old server-based system this wasn’t possible; access was confined to the office."
N. Beard, Managing Director, CDN Consular Services Ltd

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