Client Portals
Give Customers One Secure Place to Work With You
AXINEM builds portals where customers can access documents, project information, invoices, messages, support and other relevant resources.
Speak with our team →The bottleneck
Customers and staff have to work around pages or tools that make simple tasks difficult to complete.
How we put it to work
- Define the job. For Client Portals, agree what “give customers one secure place to work with you” means in your business and who owns the outcome.
- Prepare the inputs. Define the user journey, required data, integrations and the action each screen should support.
- Build the delivery. Build and connect the experience, handle its key states and record the events needed to measure completion.
- Test the exceptions. Test keyboard and mobile use, permissions, data validation and failures in connected systems.
- Launch and measure. Record a baseline, launch with a limited scope and compare the same measures over an agreed period before expanding.
Measure the impact
Start with your current performance and compare the same measures after launch:
- Task or checkout completion rate
- Time to complete the primary journey
- Support requests and errors per 100 sessions
Results depend on your starting point, volume and setup; these are measures to track, rather than promised results.
Make client portals work for your business
Tell us what you use today and where work gets stuck. We’ll scope the right first step with you.
Speak with our team →