A web service for clients
What happens when a process outgrows email and the history of it lives with one particular manager.
Context
The company worked with its clients over email and messengers. Statuses, documents and the history of actions were spread across correspondence, individual managers and internal files.
Problem
Clients kept asking the same things, managers spent time forwarding files, and the process depended on one particular employee.
Approach
Aivex designed a single interface where the client sees their requests, documents, statuses and action history.
Solution
- described the client and manager roles
- designed the client portal
- added statuses, documents and notifications
- provided an admin area
- prepared the ground for a CRM integration
Result
Clients got a clear entry point, managers got fewer repeat questions, and the process became more transparent.
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