Transforming user experience with personalized portal settings

Transforming user experience with personalized portal settings

Challenges

1- Lack of flexibility in UI personalization

2- Inefficient user experience due to a static layout

3- No role-based customization options

4- High dependency on admin for modifications

Solutions

1- Implemented self-service UI customization features

2- Introduced role-based dashboards for different user groups

3- Enabled personalized notifications and themes

4- Provided admin control with minimal intervention

Results

1- 60% reduction in UI-related support tickets

2- 45% increase in user engagement and satisfaction

3- 50% faster task completion due to role-based customization

4- 70% of users reported improved workflow efficiency

The client operates in a dynamic industry where an intuitive and flexible digital portal is crucial for smooth operations. Their internal portal serves as a central hub for employees and external users, managing workflows, customer interactions, and content distribution.

The client required a user-friendly, configurable portal that catered to different user roles while reducing the dependency on administrators for UI changes. Users needed a more efficient, personalized experience that allowed them to streamline tasks and focus on critical activities without navigating irrelevant data.

We implemented a user-based UI configuration system that enabled role-specific dashboards, self-service customization options, and advanced personalization settings. By integrating features like widget-based dashboards, theme customization, and automated role-based layouts, we empowered users to take control of their interface. Additionally, we optimized admin controls to facilitate seamless system-wide updates while maintaining user independence.

Key Industry

Non-profit

Key Pains

- Inefficiency due to a static, one-size-fits-all interface

- High volume of IT support requests for UI modifications

- Low engagement and adoption of portal features

Product Mix

Sales Cloud

Users lacked control over how their portal appeared, leading to inefficiencies in workflow management.

01
02

The existing system forced all users into a generic layout, making navigation cumbersome and time-consuming.

The absence of personalized themes, quick-access tools, and tailored notifications resulted in low engagement.

03
04

Every customization required manual intervention from administrators, increasing workload and response times.

  1. 1

    Implemented default layouts and configurations for different roles (e.g., managers, content creators, customers), ensuring a relevant and streamlined interface for each user type.

  2. Allowed users to create, modify, and save dashboard layouts with relevant widgets and tools.

    2
  3. 3

    Introduced light/dark mode, color customization, and font selection to enhance comfort and usability.

  4. Enabled users to modify settings independently, reducing the need for IT assistance.

    4
  5. 5

    Designed a back-end monitoring system that allowed administrators to enforce default settings while still providing customization options to users.

  1. 60% Reduction in IT Support Requests – With self-service customization, users required less assistance, significantly lowering admin workload.
  2. 45% Increase in User Engagement – The improved personalization features led to more frequent and effective use of the portal.
  3. 50% Faster Task Completion – Users could now navigate their dashboards more efficiently, reducing the time spent searching for tools and information.
  4. 70% of Users Reported Improved Workflow Efficiency – Surveys indicated that the role-based dashboards and customizable UI significantly enhanced productivity and ease of use.

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