Case study · Professional services
Partner portal for an HR/PEO services firm
A portal giving partners one place for shared information and requests.
DRAFT: Hassan to confirm details and permission
Overview
A portal giving partners one place for shared information and requests.
Client context
An HR / PEO services firm working with partners.
Problem
Partner requests and updates were handled over email.
Solution
A partner portal with logins, shared resources and request tracking.
Key features
- Partner logins
- Shared resources
- Request tracking
- Admin management
Before / after workflow
Before
Partner communication spread across inboxes.
After
Partners use one portal; the team sees every request.
Results
Verified results to be added once confirmed with the client.
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