Quick-Check Guide: Self-Service Portals

What to consider when introducing a digital customer platform

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A Modular System – Many Possibilities: Your Self-Service Portal

According to a recent study involving over 200 companies from the DACH region, 60% of respondents feel they are either not fully capable or only partially capable of providing an optimal customer experience across channels in customer service.

A comprehensive solution is offered by a digital self-service platform. This provides a quantum leap in customer experience - while simultaneously increasing the efficiency of your customer service and allowing you to allocate valuable resources elsewhere.

In this Quick-Check Guide, we have incorporated our experiences from numerous self-service portal projects and show you what to consider before starting a project to create a customer portal.

This Quick-Check Guide includes:

  • A checklist with 8 key points to consider before starting the project - ranging from target audience alignment and internal stakeholder management to data protection and security of your solution.
  • Useful practical tips for selecting a suitable solution provider for creating a customer portal and integrating self-service into your existing IT landscape.
  • Best practices for the long-term success of your customer self-service portal project and optimizing the digital customer experience.