PRACTICAL HELP FOR EVERYDAY WORK
Give customers a clearer way to get updates.
Repeated emails asking for documents or progress can interrupt your day. A customer website can give people a place to submit a request, share information, and see the updates they are allowed to access.
DEMONSTRATION · SAMPLE DATA
Welcome, Alex · Signed-in view
Overview · My requests · Documents · Messages
Shared documents: Project brief.pdf · Next steps.pdf
Illustrative portal · Sample content
Make the next step easy to find.
Submit requests
Collect the right information at the start.
Follow progress
Give people a clear view of their requests.
Share documents
Plan appropriate document access.
Keep conversations connected
Define the communication and follow-up process.
The right access for each audience.
Plan sign-in, roles, and record access around who needs to see and do what. Validate access to records and documents for each audience.
- Defined user roles
- Page & record permissions
- Access testing
Connect the portal to the work behind it.
Power Pages — Submit & view → Dataverse — Store & organize → Power Automate — Route & notify. Document storage, messaging, integrations, and notifications are scoped for the project.
Illustrative process · Sample content
Explore workflow automation → · Explore custom integrations →Designed around your users.
01
Understand
Define audiences, tasks, and requirements.
02
Design
Plan pages, forms, and access.
03
Build & test
Validate journeys and permissions.
04
Launch & support
Handover and ongoing improvement.
Clear scope. Clear operating costs.
We review your audiences, pages, data connections, access requirements, and expected usage. Applicable licensing, capacity, and software costs are explained during scoping.
- Written scope and deliverables
- Licensing and dependencies explained
- Training and support options agreed
A few questions before we begin.
What will the project include?
We agree users, requirements, deliverables, responsibilities, and acceptance criteria in writing.
What happens after launch?
Handover, documentation, training, and support coverage are defined in the engagement.
Who needs a better way to work with you?
Tell us about the process you want to improve.