Knowledge & insights
Customer portals
Insights into clear customer workspaces for case files, documents, actions and communication.
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Online options lists for extras and omissions
Make home specification choices clear for buyers and manageable for the project team, from drafts and cost implications to final submission.
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Upload, review and approval without version confusion
A status and version pattern for documents exchanged between a client and an organisation before a decision is made.
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Choosing the right interaction route for each portal component
A decision tree for four client interactions, each needing a different endpoint, evidence and return path.
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Activating only relevant elements for each client file
A management model for project-wide elements, file-specific exceptions and reliable progress without irrelevant tasks.
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Digitising homebuyer support: how to approach it
Digitisation does not replace personal contact. This step-by-step plan centralises information, choices, deadlines and exceptions, making them easier to manage.
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Portal language that fits your customer’s field of work
How to translate general software objects into words clients recognise in construction, education, insurance or services.
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Designing a client dashboard around real priorities
A practical model for prioritising a clear dashboard with actions, deadlines, new information and clear follow-up.
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What should a buyer portal for new-build homes offer?
A practical overview of the features buyers and project teams need to organise choices, documents, actions and communication for each home.
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Creating a customer portal: features and a step-by-step plan
A customer portal starts with a customer process that needs to be clearer, rather than a dashboard. This guide helps you define features, integrations and access.
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Customer portal: one place for clarity and action
A good customer portal saves customers from searching, calling and asking follow-up questions. It brings information, communication and actions together in one familiar place.