Give customers
somewhere useful to go.
A portal should answer the questions that otherwise land in your inbox. The right information, available to the right customer, with a clear next step.
For businesses that share job information, requests, documents or account activity with customers.
Decide what the customer needs.
Start with the questions you keep answering. That might be a document, a job update, a booking request or the details already supplied. We put the useful tasks ahead of a dashboard full of numbers.
Make access part of the design.
We agree account creation, sign-in, recovery and which records each account can see. Businesses with several contacts may need shared access with different permissions. Those rules are written down and tested.
Connect the information deliberately.
A portal might read from your existing system or hold its own records. We check what each system permits, which information is current and what the customer sees if a connection is unavailable.
Keep ownership and support clear.
Your project agreement explains the code and data handover, third-party services and ongoing responsibilities. Sensitive documents, retention and access reviews are scoped for the actual information involved.
A few things to sort out.
Can customers see only their own records?
That is a core access rule to agree and test. We define who can see each record, including any shared business account arrangements.
Can it connect to our existing system?
We first check that system’s API, account permissions and licensing. A connection is included only when its scope and access have been established.
Show me the bit
that slows you down.
A task, a spreadsheet or an idea you want to work through. Describe it first and we can agree what to look at next.