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Video Shorts: Playbooks on Portal

Import · Jul 09, 2024 · video

[Music] process experiences on Portals is a new feature in our 2024 q1 Washington store release you may also think of this feature as playbooks on Portals process experiences on Portal enhances the self-service experience by simplifying the intake of complex cases while providing the customer with full visibility into completed and pending tasks that may require follow-up let's take a look at process experiences in action here we have George Warren our customer on the homepage of the salana portal he wishes to request something George is immediately taken to a service catalog he can see the various Ser service catalog items and he wishes to request a new money market account he completes the details of his money market account request perhaps George needs to upload some identifying documents like a social security number and a driver's license next he reviews the details of his request at any point in time George can save his request to perform data entry at a later point of the day in addition to that he can simply submit his request now we switch perspectives John Jason is a customer support representative he reviews the list of work that is pending and notices a new application from George he retrieves the application he can see the detailed information about the application that in your money market account is being requested he could optionally add Julie as a member to the application he can review the uploaded documents and most importantly he can assume ownership of this application to see it towards completion so he clicks on assigned to me now we'll notice that the application is moved from initiate to pre-approval From georg's perspective the update is reflected within the portal he can immediately see that this application has now moved to the next stage going back to John John can now initiate other stages perhaps he wants to move on to data capture so now we move from pre-approval to data capture and in the data capture stage John is going to review the various documents so we have the social security number we have the business license the certificates Etc but perhaps we're missing the passport so he sends instructions to the customer that they need to upload their passport George is IM immediately notified of the request to have additional information provided please upload your current passport George go goes ahead and uploads his his passport the agent then becomes aware that the passport has been uploaded and can go ahead and check it off we can quickly move to the next stage from data capture perhaps to due diligence and finally from due diligence we can move on to resolve now in resolution we may specify things like a resolution code or resolution information and we are going to propose a solution so we're going to Define a resolution code and we're going to say going back to the portal we can now see that George has been proposed that the application is to be complete and he accepts it and upon accepting it we notice that the application is now uh hit the closed stage so there we have it process experience in Portal simplifies the intake of complex cases customers no longer have to wait for Black Hole support processes they gain visibility into completed and pending tasks they see the current status of work as it unfolds they gain insight into expected resolution time check out process experiences and portals in the 2024 q1 Washington store release thank you

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https://www.youtube.com/watch?v=YlUju2b0y6U