Find everything together
The screens follow the customer or employee journey and show requests, documents and progress, making information about the work easier to find.
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Work platforms
Customer portals and applications
Portals and applications bring requests, documents and work status together, helping customers and teams find information and follow progress.
The problem to solve
Clients request updates by email; the team lacks a shared workspace for documents, requests and work status.
How this solution helps
We build a portal or application where customers and teams can check requests, documents and work progress. Everyone finds relevant information in a shared space, reducing the need to ask for updates by email. ARCANEX designs the screens, sets up access and connects the application to the necessary data.
Who it is for Recurring service businesses and operations leaders.
What changes day to day
- Send requests with photos and documents.
- View service documents.
- See the status of each request.
What the solution does
Control who enters
User profiles keep each organisation's data separate and let you revoke access, so customers only see the information they are allowed to view.
Organise team work
The administrative workspace brings together tasks and progress, helping your team respond to requests and keep the customer informed about the work.
Send requests and documents
Customers read documents and send requests with attachments through the portal, keeping the necessary information alongside the work your team needs to do.
Connect existing information
A connection to the chosen data source displays the information the application needs, helping customers and staff follow the same picture of the work.
In practice
A maintenance request with a visible status
A company provides maintenance to several customers. Each customer needs to report faults and inspect the progress of requests relating to their own buildings without seeing another organisation's work or files.
Illustrative example of the proposed workflow. It does not represent a delivered project or customer results.
- The situation
“North building, floor 2: the ventilation unit will not start.” The customer attaches a photograph and gives the contact available on site.
- What the solution does
The form creates a request in the correct organisation. Staff assign a technician and update its state to assessment scheduled; documents travel with the administrative task.
- The result
The customer sees their request status and related documents. Each customer can only view the requests and data belonging to their own organisation.
Getting started is simple
Tell us what customers ask for by email. ARCANEX prepares a first portal journey, tests access and demonstrates how to view and track a customer request.
Request a proposalWork platforms
Questions about this offer
Can this be an internal application?
Yes. We can build an internal application for maintenance, stock or registrations. First we agree which work the application should help with.
Does each client see only their own data?
Yes. ARCANEX sets up and tests access so each customer can view only their own requests, documents and data.
Are payments and signing included?
We can add payments and signing to the project. We assess tools, necessary access and terms before including those connections in the proposal.
Discovery conversation
Tell us your goal
Describe your company’s project or challenge. The form prepares an email draft for you to review and send; it has not sent the message.