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From Manual Ops to Self-Serve B2B Travel Bookings

From Manual Ops to Self-Serve B2B Travel Bookings

Written by:Team Anglara
Published:August 24, 2025

Agents search, compare multi-rate offers, and book—without back-and-forth.

Project Overview

A mid-market B2B travel company ran bookings through calls, WhatsApp, and spreadsheets. Quotes were slow, visibility was low, and ops cost was rising. We built a modular B2B portal that centralizes hotel/rate/offer management and gives agents a self-serve desk to compare options and complete bookings end-to-end. The rollout focused on value first increments—ship one module, drive adoption, then expand—so the business saw immediate wins while keeping risk low. Result: an adoption friendly system that cuts manual work, speeds up quotes, and provides leadership with clean, actionable booking data.

The Challenges & Solutions

Challenges

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Manual Rate Calculations

Spreadsheet math and ad-hoc rules slowed quotes and introduced avoidable errors. Agents waited for pricing instead of serving customers.

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Offline, Untracked Requests

Bookings depended on calls and WhatsApp, leaving no audit trail or status visibility. Hand-offs were inconsistent and hard to recover.

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Fragmented Tools & Data

Information lived across spreadsheets and inboxes. Operations spent time reconciling rather than booking.

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No Side-by-Side Comparison

Agents couldn’t compare multiple rates or offers at once, delaying decisions and lowering conversion.

Solutions

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Automated Rate & Offer Engine

Centralized rules, taxes, and promotions—including combo offers—calculate prices instantly and consistently.

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Self-Serve Agent Portal

Tracked workflows replace calls/WhatsApp. Agents create, amend, cancel, and view status with an audit trail.

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Unified Modules & Single Source

Hotels, rates, offers, agents, and bookings operate in one system—no spreadsheet round-trips.

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Side-by-Side Rate/Offer Comparison

Agents compare multiple options in one view and choose faster, improving win-rate and response time.

Process

1. Define

Prioritize business goals and must have workflows.

2. Research

Map current tools, rate rules, and approval flow.

3. Analysis

Align data model with hotels/rates/offers/bookings.

4. Design

UX for search → compare → book clarity and speed.

5. Prototype

Clickable flows to validate with agents.

6. Build

Ship modules incrementally to production like staging.

7. Test

UAT with real scenarios; tighten edge cases.

8. Launch & Iterate

Monitor usage, tune rules, expand features.

Product Specs / Tech Stack

  • Core: Hotels, Rates, Offers/Combo Offers, Agents, Bookings.
  • Backend: Laravel (REST APIs), job queues for rate/offer processing.
  • Frontend: Web UI optimized for quick search/compare/book flows.
  • Database & Cache: MySQL/PostgreSQL, Redis for session/cache.
  • Infra: DO/AWS, CI/CD, staging → production with rollbacks.
  • Integrations: Currency FX API, email/WhatsApp notifications, S3-compatible storage.
  • Security/Compliance: RBAC, audit logs, TLS in transit, encrypted backups at rest, GDPR-aligned data handling.

Key Innovations

Rate & Offer Engine

Centralizes rate rules, taxes, and promotions. Agents generate accurate quotes in seconds without manual math. Supports combo offers so sales can bundle value while keeping margins controlled.

Agent Desk & Document Flow

Role-based access with booking history, amendments/cancellations, and document handling. Keeps conversations structured and auditable while reducing ops overhead.

Booking Status & Exception Control

Clear lifecycle statuses with exception flags (price mismatch, missing docs, payment hold). Ops resolves faster and fewer itineraries fall through the cracks.

Operations Reporting

Pragmatic dashboards for daily ops and monthly performance. Leaders spot trends, forecast demand, and optimize margins without spreadsheets.

Book a free consult to plan your B2B portal roadmap.

Let’s Talk

The Impact

90%

Operations Online

Agents self-serve; fewer support calls.

95%

Faster Processing

Quote/Booking time cut to ~5% of before.

+50%

Conversions

Side-by-side rate/offer comparison drives decisions.

Lower Ops Load

Fewer manual steps, cleaner handoffs, better traceability.

Conclusion

The portal replaces fragmented, manual workflows with a single, agent-first system. Quotes move faster, bookings are cleaner, and leadership finally sees the full picture. Want the same outcome? We’ll map a lean, modular rollout that delivers value in weeks—not months—and scales with your growth.13 - Thank you for watching.webp

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