Bravaca
PROBLEM · CUSTOMER SELF-SERVICE

Give customers access to the right information and actions.

A useful portal is not simply a password-protected page. It has to define who can see what, which actions are safe, where the data comes from and what happens inside the business when a customer acts.

Discuss a portal Software Discovery
Customer Portal Bravaca graphic.
01

Questions to answer first

  • Who are the user roles?
  • What information can each role view?
  • Which actions can they complete themselves?
  • What documents or records are involved?
  • Which system is the source of truth?
  • What happens when data is missing or wrong?
  • Which events should create tasks or notifications?
02

Possible capabilities

  • Account and profile access
  • Documents and downloads
  • Project/order/property status
  • Requests and approvals
  • Appointments or bookings
  • Secure forms and uploads
  • Dashboards or reports
  • Notifications and history
03

Security and ownership

Authentication, permissions, data retention, backups, logs and external dependencies should be part of discovery rather than added after the interface is designed.

BRING US THE PROBLEM

You do not need to choose the service first.

Tell us what you are trying to improve. We will help define what should happen next.

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