Collect the context
Client details, access and expectations enter through one branded onboarding flow.
Bring connected performance data and delivery context into reports clients can understand.
×Reports are assembled manually
×Clients see metrics without context
×Account managers repeat the same explanation
Connected performance views
Narrative around the numbers
Reports published to the portal
Client details, access and expectations enter through one branded onboarding flow.
Delivery, tasks, meetings and approvals stay connected to the client account.
Reports, performance and next actions are published to the same client portal.