Portal for members and customers
Members, partners and customers do their part themselves, around the clock.
What it is about
A portal is a protected area on the internet for people outside your organisation, such as members, partners or customers. Today they phone, write e-mails or send printed forms, and your team types it all in. In the portal they sign in and do it themselves, and what they enter reaches your team directly.
- For whom and where
- With your members, partners and customers, in an area with their own login.
- What it does
- There they do their part themselves: submit an application, book something, pay or fetch a document.
- What you gain
- They can see at any time how far their matter has got. Your team answers fewer follow-up calls and e-mails.
For example
- Forms and applications, guided step by step
- Book and reserve
- Pay, for example with TWINT, card or invoice
- Download documents and receipts
- See at any time how far their own matter has got
Done by themselves, even at 11 pm.
Example: Course registration
Inbox
- OfficeRegistration_form.pdf
- YouRE: RE: Did my registration arrive?
- Automatic replyWe are back on Monday.
More examples:
This is how it could work. Different at your place? We build it to fit.
Standard portal or custom solution?
We give you an honest assessment before you invest.
Standard
A standard portal is enough if …
- a manageable self-service portal is sufficient,
- your processes stay close to the standard,
- the look and feel does not play a central role.
Then we tell you so, and you save yourself the custom development.
Tailor-made
Custom pays off if …
- the portal should follow your look and feel exactly,
- branching processes and approvals are needed,
- several systems are connected,
- user experience and speed make the difference.
Then we build the portal on your data. It follows your processes, not the other way round.
