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Customer Portal Workflow

The document describes the workflow for a customer portal. It outlines the input, process, and output for general queries, QA, product improvements, and product development. For each category, it lists the roles and steps involved in intake, processing, and responding to requests. The overall workflow aims to help categorize and route customer issues to the relevant experts or teams for handling.

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Ashfaq Jan
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92 views1 page

Customer Portal Workflow

The document describes the workflow for a customer portal. It outlines the input, process, and output for general queries, QA, product improvements, and product development. For each category, it lists the roles and steps involved in intake, processing, and responding to requests. The overall workflow aims to help categorize and route customer issues to the relevant experts or teams for handling.

Uploaded by

Ashfaq Jan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Customer Portal Workflow

Following work flow describe the roles of individual to help Intake, Process and output.

Input (Query/ Request intake) Process (Action items) Output (Results)

General
1) Ask the product question 1) Categorize the query and forward 1) Reply back to Client Queries
2) Request documentation to relevant expert (sales, Build etc) and ask for feedback (if any)
2) Decide what info to share and 2) Share the required content
through which channel

QA

1) Request a QA Cycle of a 1) QA Process executed, generate 1) QA Commit Id share with


branch or PR (Registry Versions, Commit ID..) Build team
2) Find / Submit a Bug forward it 2) Build Team Communicate team 2) QA Sync with Dev to update
to relevant QA members to resolve the Bug/Issue the Docs for new
implementation

Product Improvement Ideas


1) New Feature Request 1) Product Manager response to 1) Product manager Close all the
2) New SKU Request in Product Queries. New Feature changes and
Catalogue 2) Sales Lead communicate with share all new commitments
Product Manager ,Build , Dev with Project Manager to sync
Teams to portray the with Client
requirements

Product Development /Management


1) Request Registry Updates, 1) The Product Manager and Dev 1) Dev Ops to update the Demo
New Fields, New certification Lead meet to confirm the exact Servers with after
changes. In most of the Cases the deployments.
Cartographer Lead will join these 2) Project Manager to share and
meetings. arrange a demo session with
2) Built Team make all the necessary Client for new changes in
Changes Product

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