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Yesinfosolutions
Software · Apps · Data · Cloud

Portals people actually use instead of emailing someone.

Self-service portals for customers or employees, connected to the systems that already hold the real data.

A portal only replaces email and phone calls if it actually has the information people need. We build customer and employee portals as a real interface onto existing systems, whether that is order status from an ERP, HR records, or account information, so the portal becomes the fastest way to get an answer rather than a second system people avoid.

What this involves

Capabilities.

Self-service account and order management for customers
Employee-facing portals for HR, IT requests and internal processes
Role-based views so people see only what's relevant to them
Notifications that keep people informed without needing to check manually
Where it connects

Fits into what you already run.

ERP and CRM systems for real-time data
HR and internal systems for employee portals
Authentication and single sign-on
Email and notification systems
How we approach it

Four steps, not a leap.

01

Identify what people are actually asking for

The portal answers the questions people currently email or call about.

02

Connect to the real data source

Information stays current because it pulls from the system of record.

03

Design role-based access

Different users see different things, deliberately.

04

Reduce, don't duplicate

The portal replaces manual requests rather than adding a new channel alongside them.

Let's talk

You bring the problem.We figure out the technology.

No sales pressure. We will first understand what you are trying to fix, then tell you honestly how we would approach it, including when the answer is simpler than you think.

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