Business Portals & Digital Experiences

Build Better Ways to Connect.

Marketence creates purpose-built portals that give customers, employees, distributors, partners and vendors secure, intuitive ways to access information, complete tasks and interact with your business.

Discuss a Portal

One experience. Connected to the business behind it.

COMPLEXITY BEHIND THE SCENESSIMPLE EXPERIENCE FOR THE USERCRMERPDATABASEDOCUMENTSWORKFLOWBUSINESS DATASTATUSREQUESTSDOCUMENTSTASKSREQUESTIN REVIEWDOCUMENTREADYORDERAPPROVEDTASKNEWNOTIFICATIONS · STATUS CHANGEDACCOUNTWELCOME BACKACTIVECUSTOMEREMPLOYEEPARTNERDISTRIBUTOR
When the Business Has the Information

The Information Exists.

Getting to it is the problem.

Businesses often have the information people need. The challenge is that accessing it may require:

  • sending an email
  • making a phone call
  • searching a shared drive
  • asking another department
  • opening several systems
  • waiting for someone to provide an update
  • manually assembling information

A portal can create a simpler way for people to interact with the business.

“People shouldn’t have to understand your internal systems to do business with you.”

Too Many Ways to Get One Answer

What Does the Experience Look Like Today?

One simple request, ten steps in the making. Walk the journey a person takes today.

Friction exposed

Keep going—the friction shows up along the way.

With a portal — the same need

UserPortalInformation + Workflow + SystemsAnswer / Action / Status

“Give people a direct path to what they need.”

One Concept. Many Experiences.

Build the Right Experience for the Right Audience.

Select an audience to see how the same idea becomes a different experience.

Customer PortalSecure access
AccountOrdersDocumentsRequestsSupport
Order statusIn progress
Invoice — OctoberReady
Service requestIn review
Notifications · Status changed

Conceptual interface—representative, not a finished design.

Potential capabilities

Account informationOrdersDocumentsService requestsSupportStatusInvoicesReportsProduct informationNotifications

“Give customers a better way to interact with your business.”

Representative capabilities—not a feature list every portal needs. What belongs in the experience depends on who needs access and what they’re trying to accomplish.

Discuss this kind of experience
Simplicity on the Surface

The Best Portal Hides the Complexity Behind It.

A user may see one simple experience. Behind that experience may be multiple systems, databases, workflows, documents, business rules and automated processes. Good portal design keeps that complexity where it belongs—behind the experience.

User

Portal

One simple experience

CRMERPDATABASEFILESWORKFLOWAUTOMATIONDATAAIBUSINESS RULES

“Simple for the user. Connected to the business.”

From Access to Action

A Portal Should Do More Than Display Information.

The most useful business portals don’t simply give people something to look at. They give people something to do.

View

  • Information
  • Status
  • Documents
  • History

Request

  • Service
  • Information
  • Approval
  • Support

Submit

  • Forms
  • Documents
  • Information
  • Updates

Act

  • Approve
  • Schedule
  • Order
  • Respond
  • Complete

Track

  • Status
  • Progress
  • History
  • Next steps

Communicate

  • Notifications
  • Messages
  • Updates
  • Alerts

“Turn information access into a working business experience.”

The Right Experience for Each User

Not Everyone Needs to See the Same Thing.

A well-designed portal can tailor information and capabilities based on who is signed in and what they are authorized to do. Access can be designed around user roles and appropriate permissions.

Signed in as: Customer

Information

  • Orders
  • Invoices
  • Documents

Tools

  • Requests
  • Support

Actions

  • Submit
  • Download
  • Respond

Workflows

  • Service requests
  • Approvals on their side

“Give each user access to what is relevant to their role.”

Not Another Information Silo

A Portal Is Most Valuable When It’s Connected.

A portal shouldn’t become another place employees have to update manually. Marketence can connect portal experiences to the systems and information already supporting the business.

Information flows in

CRM
ERP
Database
Documents
Custom app
Workflow
Reporting
PortalUser

Actions flow back

User action
Portal
Workflow / Business system

What someone does in the portal can update workflows and systems—so the business stays in step.

“Information flows in. Actions flow back.”

Explore Data & Systems Integration
What Happens After Someone Clicks Submit?

The Experience Is Only the Beginning.

When someone submits a request through a portal, the work behind that request can become part of an intelligent workflow.

Customer submits requestValidateRouteAssignReviewUpdateNotifyPortal status updated

The status someone sees in the portal is the same workflow the business runs behind it—kept in step automatically rather than updated by hand.

“The portal captures the interaction. Automation moves the work.”

Explore Workflow Automation
Intelligence in the Experience

Make the Portal More Helpful.

Where appropriate, practical AI can make portal experiences easier to use by helping people find information, understand documents or navigate complex information.

Intelligent searchQuestion & answerDocument summarizationInformation extractionContextual assistanceRecommendations
User question
Portal
Authorized business information
AI assistance
Answer + relevant context

AI-enabled assistance works with the information the user is authorized to see.

“Use AI to improve the experience—not distract from it.”

Explore AI Solutions
Purpose-Built

Your Portal Doesn’t Have to Look Like Everyone Else’s.

Generic portal products often require businesses to fit their processes into predefined structures. Marketence can create portal experiences around the specific information, workflows and interactions your organization requires.

Your users
Your information
Your workflows
Your systems
Your brand
Your Business Portal

“Built around the interaction—not around a template.”

Explore Custom Software
What’s Possible

Imagine a Better Way to Interact With the Business.

Representative solution concepts—not Marketence client case studies

Today

  • Email support
  • Phone calls
  • Manual follow-up
  • Status questions
  • Documents sent manually

Portal experience

  • Submit request
  • Upload documents
  • Track status
  • Review history
  • Receive updates
  • Access resources

Behind the experience

  • Workflow
  • Customer information
  • Documents
  • Notifications
  • Reporting
The Experience Matters

Useful Software Should Feel Easy to Use.

Business software can be sophisticated without feeling complicated. Marketence designs portal experiences around what users are trying to accomplish—not around the structure of the systems operating behind them.

Who is the user?
What are they trying to do?
What information do they need?
What actions should they take?
What should happen next?
Design the experience

“Design around the task—not the technology.”

Where the Work Happens

Build the Experience for How People Actually Use It.

Depending on the audience and workflow, a portal may need to work across desktop, tablet and mobile experiences—so the same interaction is available wherever the work happens.

Desktop
Status
Status
Status

Desktop

Tablet
Status
Status

Tablet

Mobile
Status
Status

Mobile

Typical mobile interactions

Check statusSubmit informationUpload documentReview scheduleComplete taskApprove requestReceive notification

Responsive by design—native mobile apps are a separate decision, made only when the workflow calls for one.

“The experience should fit the work—not the other way around.”

What Should Be Easier?

You Don’t Need to Start With a Feature List.

A better portal begins by understanding the interaction. Marketence uses those answers to determine what the portal should become.

  1. 01Who needs something?
  2. 02What are they trying to accomplish?
  3. 03Where is the information today?
  4. 04What happens behind the scenes?
  5. 05Where does the current experience create unnecessary effort?
UserNeedCurrent experienceFrictionBetter experiencePortal

“Start with what people need to accomplish.”

The Marketence Method

From User Need to Connected Experience.

Discover

Understand the users, interactions and business processes.

Design

Define the experience and supporting workflow.

Build

Create the portal and its capabilities.

Integrate

Connect the portal to the systems and information behind it.

Evolve

Improve the experience as needs change.

Build a Better Experience

Who Needs a Better Way to Interact With Your Business?

  • Your customers.
  • Your employees.
  • Your distributors.
  • Your partners.
  • Your vendors.
  • Maybe several of them.

You don’t need a portal specification. Tell us who needs access, what they’re trying to accomplish and where the current experience falls short. We’ll help determine what a better experience could look like.

Better access. Better interaction. Better connection.