In striving to provide stellar client service and continuous innovation, we are always looking for ways to offer you even more value. We recently sent information about our upgraded Client Service Portal for Users, which equips your end users with an array of “self-service” options designed to make the workday easier. (If you missed the article, you can check it out here.)
As a portal admin, more features and functionality are now available to streamline your company’s operations. The client portal updates available to admins simplify overseeing IT and administrative matters (licenses, service feedback, project quotes, etc.) and provide an enhanced level of visibility.
Following are additional highlights of our client portal. Although personnel across your organization can benefit from the client portal, we have highlighted staff who may find these admin features especially invaluable.
For Your Client-Facing Teams: Service Feedback
Tracking feedback by ticket ID, this feature reports on the IT Solutions team member with whom your user interacted, the feedback they provided, the issue to which it pertained, and the user’s satisfaction rating. It reassures you and your team that we are addressing your concerns and maintaining our commitment to user satisfaction.
For Finance and Planning Teams: Block Report
This section provides project visibility and is designed to help clients with budgeting as it relates to their prepaid blocks. The report presents IT Solutions’ activity billed against those blocks of time within a specified date range, making it easy for the Finance team to keep tabs on our billing.
For Your IT Team: Online Account Data Breaches
This report lists employees and their associated email addresses that may have been exposed in one or more data breaches. It also lists the number of potential breach attempts and the attack vector, e.g., LinkedIn Scrape (a data scrape of LinkedIn data), so your team can act swiftly or request security assistance from IT Solutions.
For Planning and Procurement Teams: Project Quotes
Extremely useful for project tracking and recordkeeping, this overview provides updates on project quotes you have requested from IT Solutions. Information includes the date and the order status—whether the order is still open or has been approved by your designated decision maker.
For Procurement and Marketing Departments: Licenses
This report lists Microsoft 365 licenses we have on record for your company, with details on how many have been allocated or used and how many are still available. For budgeting and planning purposes, this report is essential.
This list is only a summary and doesn’t detail one of our most informative new portal features, dashboards, which will be explored in a future article. From cybersecurity to compliance reporting, these client portal upgrade provides robust resources to leverage. Don’t forget to browse our earlier piece on user-focused functions and self-service through the client portal, which you can explore here.
The redesigned client portal is already available to you; simply log in to your account. If you have issues gaining access or wish to request a demo of the portal, please reach out to your Strategic Advisor or call 866-PICK-ITS (866-742-5487).
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