Customer Experience Portals
PRECURSIVE
CUSTOMER WORKSPACE.
Avoid roadblocks by establishing clear expectations with project collaborators from the outset.
Improve accountability across projects with shared dynamic project plans and real-time updates.
PRECURSIVE IS TRUSTED BY.
WHY IS IT BETTER TO MAKE IT IN SMALL STEPS?
CUSTOMER WORKSPACE FOR SERVICES DELIVERY.
Precursive Customer Workspace provides service delivery teams a secure platform to collaborate with customers. Build a branded and fully customised portal where customers can contribute to projects, access support cases, or navigate to key resources like the knowledge base.
Collaborating in real-time with your customers allows your team to build a foundation of trust from the very start.
Share project milestones, assign tasks directly to customers, and review documentation all in one place to keep projects at pace.
HOW?
Once we understand “Why” it is beneficial to invest time and effort in this change, there you can ask “How?”. In this case “How to break-down rollout of Customer Workspace into smaller steps?”.
INTERNAL FACTORS
BUILD A REPUTATION FOR DELIVERY EXCELLENCE.
EFFORTLESS EXPERIENCE
Atlantic Technologies has total control of their billings, revenue forecasting with improved cashflow.
FASTER
TIME-TO-VALUE
Polsource finance team reduces end of month invoicing reconciliation to less than 4 days.
REAL-TIME COLLABORATION
Financial forecasting for BI Consultancy P3 giving them a clear view of future income.
COLLABORATE EASILY WITH CUSTOMERS.
CUSTOMER PORTAL.
Share dynamic project plans in your branded customer portal to provide full visibility across projects.
SHARE DOCUMENTATION.
Say goodbye to long email threads. Provide a secure space for customers to upload key information to be reviewed directly by your team.
COLLABORATE & COMMUNICATE.
Assign project tasks to customers, highlighting those ready to get started. Then, update the team - all within the Customer Workspace portal.
RISKS AND ISSUES LOG.
Highlight and monitor any project risks in a collaborative way, tracking time to resolution for your customers.
IMPACT OF PRECURSIVE CUSTOMER WORKSPACE.
Decrease time spent manually updating customers on project progress
Increase customer collaboration leading to faster time to value
Improve customer visbility and understanding of your onboarding process
Move away from implementation documentation being hidden in email chains
Allow your customer to self-serve with real-time updates available on demand
Provide checklists for customers to measure time needed for each of their tasks
FURTHER RESOURCES FOR CUSTOMER COLLABORATION.
IT & Professional Services
FinTech
Communications
Find out more about the people and company. You can learn more about what makes us tick.
We are passionate about changing the game for the world’s best services teams.
Our mission is to help you improve time-to-value and make every customer a success story.
WHY PRECURSIVE.
