CHALLENGES AND OBJECTIVES

A leading company specializing in custom summerhouse construction aimed to enhance customer experience through a dedicated Customer Portal. This platform allows clients to track their project progress, manage documents, communicate with the team, and handle payments seamlessly. The goal was to create a simple, visually appealing, and intuitive portal that could be easily navigated by all users, including those with minimal technical expertise.

PROJECT GOALS

• Develop a secure and user-friendly portal tailored for summerhouse clients.
• Enable real-time project tracking with clear construction phases.
• Facilitate seamless communication between clients and project managers.
• Provide easy access to contracts, blueprints, and financial records.
• Integrate invoice management and payment tracking for transparency.
• Deliver an interface designed with simplicity and usability in mind, making it accessible for all users.

SOLUTION & FEATURES IMPLEMENTED

1. Project Overview & Timeline

  • – Step-by-step progress tracking for all
    construction phases (e.g., foundation,
    structure, interiors, completion).
  • – Visual timeline with clearly marked milestones
    and estimated completion dates.

2. Document Management

  • –  Access to Blueprints & Design Plans: Clients
    can view, download, and approve architectural designs.
  • – Storage for Contracts & Agreements: Secure access to signed contracts and legal
    documents.
  • – Warranty & Insurance Details: Clients can refer to materials and workmanship warranties for future reference.

3. Payment & Financial Overview

  • – Invoice Tracking & Payment Breakdown: A clear financial roadmap displaying completed and pending payments.
  • – Cost Visibility: Clients can view estimated costs and adjust their budget accordingly.
  • – Change Order Management: Transparency on additional costs due to design modifications.

4. Client Preferences & Selections

  • – Material & Design Choices: Clients can
    personalize their summerhouse by selecting
    flooring, paint, kitchen, and bathroom
    finishes.
  • – Interactive Design Tools (if applicable):
    Potential 3D visualization for better decisionmaking

5. Handover & Completion Process

  • – Final Preparations: Updates regarding
    cleaning, inspections, and appliance
    installations.
  • – Handover Checklist: Clients can ensure all
    aspects are completed before final delivery.
  • – Access to Handover Documents: Includes
    keys, manuals, warranties, and final
    agreements.

6. Customer Support & Feedback

  • – Post-Project Feedback Form: Clients can rate
    their experience and provide suggestions.
  • – Support Ticketing System: Easy way for
    clients to report post-handover issues such
    as minor repairs or warranty claims.

7. Defined Construction Phases

  • – Phase 1: Client signs the agreement.
  • – Phase 2: Architect begins designing the
    summerhouse.
  • – Phase 3: Application is submitted to the
    municipality for approval.
  • – Phase 4: Once approved, the construction
    planning process begins.
  • – Phase 5: Construction starts, and clients can
    track the process in real-time.

DESIGN APPROACH

Outcome & Benefits

The customer portal successfully enhanced
client engagement by providing a transparent
and structured way to manage summerhouse
projects.
The platform resulted in:

  • – Increased client satisfaction by offering realtime updates and smooth communication.
  • – Reduced administrative workload through
    automated document management and
    payments.
  • – More efficient project execution by ensuring
    all stakeholders were aligned at every stage.

Next Steps & Future Enhancements

  • – Enhanced 3D visualization tools for better
    design selection.
  • – AI-driven project tracking for even more
    accurate timelines.
  • – Automated municipal application tracking to
    streamline approvals.

PROJECT LINKS