Portal Usage Review
Three weeks reading how existing clients move through invoices, tickets, orders, and the screens they abandon.
Engagements
Engagements we take on
Each engagement is a commissioned reading of a B2B client portal app — with a start date, a named reviewer, and a debrief. Nothing here is a subscription to software.
Choose the review that matches the question on your desk. If clients still WhatsApp invoices that already sit in the portal, start with a Portal Usage Review. If new accounts stall between the invite and the first useful click, ask for an Onboarding Funnel Study. If a catalogue, ticket module, or document library was expensive to build and now sits quiet, a Feature Adoption Review is the honest next step. Firms that want the same portal re-read every quarter keep a Quarterly Portal Brief.
Fees are quoted after a scoping conversation. See rates for starting figures and what moves a quote. The method page shows how a review actually runs.
Onboarding Funnel Study
A focused reading of the first fourteen days after a client is invited: invite, login, and first useful action.
Feature Adoption Review
An honest look at a catalogue, ticket module, or document library that was costly to launch and now sits quiet.
Quarterly Portal Brief
The same portal, read again every quarter, so a change to invoices or invites can be seen against the last reading.