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Customer portals

A surprising share of many businesses' phone traffic is customers asking questions the business already knows the answer to. Where is my order. Did you get my PO. What did we pay last time.

You probably recognise

  • Staff interrupted repeatedly for status updates
  • Approvals that move by email and get lost
  • Documents sent as attachments and immediately unfindable
  • Customers asking for information you would happily give them if asked less often

Fewer interruptions, better service

This is one of the few changes that improves service and reduces workload at the same time. Customers get an answer instantly at eleven at night; your staff stop being a lookup service. The portal does not replace the relationship, it removes the errands from it.

Access control done properly

A portal means customer data on the internet, and that deserves real attention rather than a shrug: proper authentication, permissions that reflect who should see what, and an audit trail. We do not cut corners here, and we will tell you plainly what the portal does and does not expose.

Scope and timeline. Scope depends heavily on what systems the portal has to read from. We scope that before quoting.

Is this the thing costing you the most?

Describe it in a few sentences. We will tell you honestly whether it is worth building, and roughly what it would take.

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