Improved client categorisation in the operations portal
Managing client requests efficiently is key to delivering a seamless service experience. As our customer base grows, so does the need for better organization within the operations portal. To make it easier for teams to manage and allocate work, we’ve introduced a new feature that allows filtering clients as either "Managed" or "Standard."
This update provides more clarity on client types, helping teams assign work effectively and streamline operations.
The challenge with previous client management
Operations teams handle a variety of clients, each with different levels of engagement and support needs. Previously, there was no way to differentiate between clients who required a more hands-on approach versus those who followed a more self-service model. This lack of categorization made it difficult for team leads to allocate resources effectively, often leading to inefficiencies and delays.
Without a structured way to segment clients, support teams had to manually track which accounts required special attention, increasing workload and the risk of mismanagement.
Our solution: filtering by managed vs. standard clients
To help teams work more efficiently, we’ve introduced the ability to categorize and filter clients as "Managed" or "Standard" in the operations portal. Here’s how this new feature improves workflow:
- Clearer client segmentation: Each client is now labeled based on their level of service, making it easier for teams to prioritize tasks accordingly.
- Efficient workload distribution: Team leads can allocate checks based on the type of client, ensuring that managed accounts receive the necessary attention while standard clients are handled appropriately.
- Faster navigation: With filtering in place, support teams can quickly pull up lists of managed or standard clients, reducing the time spent searching for relevant accounts.
Why this matters for your team
- More structured workflow: A clear client classification system means fewer bottlenecks and better task allocation across the team.
- Better resource management: By distinguishing between different client types, teams can ensure that high-touch accounts get the attention they need while maintaining efficiency for standard clients.
- Less manual tracking: No more relying on external notes or team memory—client classification is now built directly into the operations portal for easy access.
Getting started with the new filtering feature
The new filtering capability is now live and can be accessed directly in the operations portal. Team leads and support staff can begin using it immediately to manage client assignments more effectively.
With this update, we’re making client management more intuitive and scalable, ensuring teams can focus on delivering excellent service without operational friction.
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FAQs
FAQs
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