Portals and private areas · Monselice, Padua and Veneto
A private area where everyone finds their things, without asking by email.
Portals for customers, agents and partners: logins, permissions, documents, requests and statuses in one place, built around the real roles.
The point
The login is the easy part. The real work is deciding who sees what, who can do what and which information finally stops travelling between attachments and messages. On this very site I built one for my clients' support requests.
What changes, in practice.
Everyone sees their own
Customers, agents and administrators get different views of the same data, with clear permissions.
Fewer emails
Documents, requests and statuses in one place, with the history of every case to hand.
Answers without waiting
The most common questions are answered in the portal, without waiting for someone in the office to check.
Who it makes sense for.
Customer portals
Orders, documents, progress and requests, without chasing the office.
Sales networks
Catalogues, price lists, materials and ordering tools always up to date for agents and resellers.
Internal areas
A single place for procedures, data and repetitive actions, with clear responsibilities.
How I work, in four phases.
Phase 1
People and permissions
Roles, sensitive data, allowed actions and edge cases, before drawing the screens.
Phase 2
Actions worth logging in for
Every screen must help to look up, upload, approve or follow something concrete.
Phase 3
Security
Logins, password recovery, an activity log and protections suited to the context.
Phase 4
Supported launch
Trials with the people who will use it, short instructions and improvements based on real questions.
Questions I'm often asked.
What's the difference between a portal and management software?
A portal is usually for people outside the company (customers, agents, partners), management software for those working inside. They often share data, but not the interface.
Can we start small?
Yes, and it's the right way. A first flow that people really use is worth more than a portal full of ignored features.
Tell me how your work runs today.
A few lines are enough: what you do, which tools you use, where time gets lost. I reply myself, within two working days.