Customer Portals

Give customers a clearer place to work with you

A customer asks for an update. A member of staff searches an email chain. Another attachment arrives, and someone needs to decide where it belongs.

A portal can give a recurring interaction a clearer home, provided it solves a specific problem for its users.

Different people need different views

Streamsoft has built many portals with separate views for different groups such as managers, staff, customers, parents, teachers and anyone else. It can include weekly automatic emails, voice notes, bulk uploads with error checking and content that can be edited.

Begin with one useful interaction

A first version for your business might let customers upload documents, see an agreed status or respond to an outstanding request. It does not need to recreate every part of your internal systems and processes. Identify who needs access, what each person should see and which actions should be recorded. Decide how people are notified of changes so the portal becomes part of the workflow.

Measure the reduction in repeated status questions, missing submissions or time spent finding information. Also ask customers whether the new process is easier.

Tell us where the back-and-forth happens most often, and we can discuss a focused first version.