01 step
Start with the records both sides need to see.
By Need
Portals
Give customers, vendors, or partners one place to see status and take the next step.
The Challenge
Where this usually slows down.
Portals become messy when status lives in email and each party sees a different version of the truth.
By Need Best for: Businesses that need a shared, login-gated space for status, files, requests, or records.
Approach.
How to run it well.
02 step
Give each side the views and actions they actually use.
03 step
Keep updates in the product instead of side channels.
Architecture.
Core building blocks.
Role-aware portal views
A shared record model
A short list of actions each side can take
Milestones.
What to ship first.
1
Phase 1
Publish the first shared record view
2
Phase 2
Add the actions each side needs
3
Phase 3
Reduce email follow-up with in-product status
KPIs.
What to measure.
Portal adoption
Messages replaced by in-product updates
Time to find current status
Next solution
All solutionsBy Need
Records
Start with a table for the business, then grow small listeners and jobs around the rows.
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