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Use case

Stop answering the same five questions

Support volume is mostly information requests, not problems. Publishing that information safely removes the request entirely.

Outcomes

  • Lower inbound email and call volume
  • Answers available outside office hours
  • Documents in one auditable place
  • Support time spent on real issues

Use case

Where it is used

Status enquiries

Where the order, case or job stands.

Document requests

Invoices, certificates and reports on demand.

Structured requests

Forms instead of free-text email threads.

What we deliver

  • Authentication and roles
  • Status and tracking views
  • Document access with audit
  • Request workflow and SLA
  • Notifications

Problems this solves

Support answers the same questions

Order status, documents and invoices become self-service, removing the highest-volume routine contacts.

Documents live in email

One permissioned place per customer for contracts, invoices and delivery notes.

No record of access

Access and download logging supports compliance and commercial disputes.

How delivery runs

  1. 01

    Observe the current process

    We watch the work as it is actually done, including the workarounds, before proposing anything.

  2. 02

    Scope the first slice

    One workflow, one team, one measurable target — chosen because it carries the most manual effort.

  3. 03

    Build and pilot

    Working software in a pilot group within weeks, running alongside the current process until the numbers agree.

  4. 04

    Roll out and switch off

    Migration, training and a dated switch-off of the old route, so two processes do not run forever.

Realistic timeline

Weeks 1–2

Support-contact analysis and access model.

Weeks 3–8

First release with the two highest-volume functions.

Weeks 9–13

Additional functions and staged customer rollout.

What moves the price

Permission model

Sub-accounts, groups and delegated administration add real logic and test cases.

Number of data sources

Each back-office system feeding the portal adds sync and error handling.

Branding scope

White-labelling per customer costs more than one branded portal.

Where projects go wrong

Automating the workaround

Rules are agreed with the people who handle today's exceptions, so we encode the correct process rather than the historic patch.

Adoption stalls

Rollout has named owners and measured usage per team; software nobody uses moves cost instead of removing it.

FAQ

Questions buyers ask

Will customers adopt it?+

They do when it is faster than emailing you. We measure adoption as a delivery goal, not a hope.

Can it use our existing login?+

Yes, via SSO or your existing identity provider.

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customer self service portal