Website and customer portal.
Connect an informative website with the ongoing work a customer needs to complete.
The complete workflow.
The public website explains the service and first contact. A customer portal can show a request, documents, appointments or progress after that contact. Each part should have a clear role.
Decisions before implementation.
We plan accounts, permissions, the source of case information and the connection with staff work. Content publishing belongs to the CMS, while customer cases need their own rules. Shared branding does not automatically mean shared data.
Acceptance and next steps.
Acceptance checks both customer and staff views, including access to another customer’s case. We agree integrations, handover and ongoing costs. Website, portal and additional mobile functions are described in the offer.
Prepare a useful conversation.
Describe the users, one complete task and the result you need. Include current tools, essential devices and required connections. Anonymous examples are enough for an initial discussion.
Discuss website and customer portal.
Describe the users, one task and the result your company needs.