The method is older than most portal vendors. You give a specialist a limited view of a working system, they name what they see in the language of the people who use it, and they bring a brief back to the room. We apply that to B2B client portal apps because those apps already record a trail — invites, logins, invoice views, ticket starts, downloads — that few firms have time to sit with.
We refuse two things that often get attached to this kind of work. We will not take a copy of your clients’ documents home. We will not deliver a hundred-page pack that nobody reads. The written brief for a usage review is short enough to be argued with in a two-hour sitting.
If you want the sequence applied to invoices, onboarding, or a quiet module, start with the engagements and then write to us.
Ask us to walk this method on your portal