Customer Portal Account

Context

• There has been previous work done on a customer portal account in the last years.
• Many of our services requires an account in one form or another, and we can’t keep create different accounts for each of them
• Having a single account for our customers makes things easier for them but also for us as it will be easier to maintain
• We are focusing on an SE account to start with but want to keep it flexible enough so that it can potentially become an account our partners can use too in the future
• We are not replacing existing accounts for now, but want to use this for new services See an overview of the customers’ expectations and benefits of this work.

Discovery 2020 and before

• Summary of the research
• High level user needs
• Customer account story map (PDF)

User research 2021

Note: most user testing for the customer portal account will be done as part of FUND or Opportunity Management user testing.

• Timeline of the research
• Timeline of the research - summary

First service the customer portal will enable: Funding

• 4 scenario when a customer apply for funding: on Day 1 and in the future - PDF 06/01/21