Define the audience
Start with who will use the portal and why: a client reviewing a delivery, a colleague submitting a request or a partner supplying a document. Keep the experience focused on that job.
Platform Portals
A clear place to share and respond.
Design focused views for the people who need to submit information, review work or follow progress.
Talk about your businessA connected workflow
- Invite the participant
- Share the context
- Receive a response
- Continue the workflow
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
Sometimes the next step belongs to someone outside the daily workspace. A purpose-built portal can give them a clear view of the information and decisions they need, with access scoped to the workflow.
Show the right information
Agree which records and files belong in the view, who can see them and which actions are available. Internal notes and unrelated business information should stay outside that agreed access.
Connect the response
A submission or decision should feed back into the working process. Route it to its owner, update the relevant status and make it clear when more information is needed.
In practice
What this could look like.
A client reviews a prepared property presentation in a focused view. Their feedback goes to the project owner with the relevant version, ready for a revision and another review.
An example workflow, shaped to the systems and responsibilities of your business.