Knowledge & insights
Customer portals
Insights into clear customer workspaces for case files, documents, actions and communication.
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Sending reminders without creating more communication noise
A notification canvas for triggers, recipients, frequency, delivery problems and measuring task completion instead of volume.
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One default deadline with exceptions for each case file
Manage general deadlines, individual exceptions, dependent starting points and changes without conflicting communication.
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Digital handover files for new-build homes: a practical guide
From file structure and version control to property-specific access and aftercare: keep handover information useful after transfer too.
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When does a client action need explicit confirmation?
A practical confirmation threshold for choices and submissions, including shared files, recovery and accessibility.
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From process explanations to actions that can actually be followed up
An action contract that turns general process steps into specific client and organisation tasks without unspoken working agreements.
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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.