Build the Interface Around the People Who Actually Use It.

Replace a patchwork of workarounds with one coherent flow.

Potential project capabilities include staff workflows, operational administration, approvals, records and reporting where agreed.

• Staff workflow
• Administration
• Approvals
• Records
• Reporting

Give external users purposeful, controlled access.

A portal may support customer, client, supplier or member access to agreed information, actions, documents and workflows.

• Customer
• Client
• Supplier
• Member

Match access to role and responsibility.

Roles and permissions must be defined against project requirements. No role or permission model should be assumed automatically.

Show the right context at the right moment.

Interface hierarchy can distinguish action, status, history, supporting documents and exceptions without overwhelming the user.

Confirm responsibility and controls explicitly.

Access, data handling, authentication, retention, audit needs and client responsibilities require project-specific assessment.