Client portal

Enable better collaboration with a client portal

In an increasingly digital workplace, the ability to collaborate is key to driving business performance. From sharing data quickly and easily to working together on projects and documents, collaboration requires technology and tools that can simplify communication and streamline tasks.

While many businesses have successfully adopted platforms for internal collaboration, the ability to work with customers is another matter. Companies often rely on a confusing mix of file sharing solutions, email attachments and collaboration apps that tend to offer more complexity than solutions.
Client portal technology offers a way to securely share information with contacts outside the organization and provide customers with access to documents, processes, people and more. For companies seeking a customizable client portal that can improve the customer experience, M-Files and a company it acquired, Hubshare, offer a leading solution.

Collaborate and share

See how M-Files enables efficient information sharing and collaboration.

The benefits of a client portal

A client portal is a private, dedicated website or extranet where businesses can share information with customers. Access is restricted to clients, partners, vendors and other stakeholders who authenticate with user IDs and passwords.

Client portals provide a wealth of advantages for improving communication and collaboration with entities outside the organization.

24/7 availability

Information in a client portal is always available, enabling workers and clients to access the data they need anytime.

Mobile access

Client portal technology can be easily accessed via smartphones and other mobile devices, enabling workers and clients to get information while out of the office or working from home.

Improve security

Rather than collaborating through email and attachments sent via the web, a client portal enables communication and collaboration within a secure environment. Client portal software uses best-of-breed security technology to prevent breaches.

No versioning headaches

Emailing documents back and forth immediately creates multiple versions and makes it hard to know when folks are working with the right ones. With a client portal, everyone gets a link to a single, authoritative version of the document.

Information at people’s fingertips

With a client portal, businesses can keep documents about specific projects, cases or clients in one place, making it easier to find the right information in seconds.

Personalized communication

With superior client portal technology, companies can provide exceptional experiences to customers by customizing their data in the portal.

M-Files and Hubshare: improving how companies do business

As part of M-Files, an intelligent information management company, Hubshare offers a secure client portal that supports external content sharing and collaboration to deliver a first-rate digital experience for clients. By providing a secure platform for exchanging information, Hubshare enhances user and client engagement through collaborative working, secure file sharing and managing projects.

With a Hubshare client portal, companies can offer customers, partners and vendors an easy-to-use platform equipped with powerful tools for collaborative working. Create a place to share files, information, project timelines, resources, knowledge and other information essential to client relationships.

Group documents

Hubshare makes it easy to share and archive documents, while a Microsoft Office connector allows everyone to edit them directly through the portal.

Centralized information

Put internal and external communication channels into one area, providing clients and colleagues with access to the same level of information wherever they are.

Gather contacts

Create hubs with daily work contacts. Simplify project management by creating an unlimited number of digital workplaces.

Flexible deployment

Hubshare can be deployed on-premises or as a cloud-based solution from secure servers on Microsoft Azure.

2020 Gartner Magic Quadrant for Content Services Platforms

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Features of Hubshare’s client portal

Centralized workflow

With all the collaboration solutions employees need in one location, they can easily visualize and manage workloads, view progress on tasks and create assignments for individuals. An interactive project management module makes it easy to adjust tasks and view progress as things develop.

Secure communication

Granular permissions and access rights help protect confidential data. Hubshare client portals are hosted in data centers that adhere to the world’s most stringent security standards: ISO 27001, ISO 27017 and ISO 27018. Two-factor authentication can add additional protection to portals. Encryption safeguards personal and sensitive data from accidental exposure, theft and leaks.

Efficient collaboration

With Hubshare’s client portal, working together becomes effortless by centralizing communication, tasks and files. Take advantage of a discussions module to resolve issues quickly and avoid miscommunication that can occur on long email threads. Monitor projects in real time and use shared calendars to track workloads.

Customizable portal

Hubshare portals can be quickly and easily tailored to meet clients’ needs and reflect a company’s brand values.

Additional capabilities from M-Files

While Hubshare provides leading external collaboration software, M-Files provides an internal information management and collaboration tool that enables workers to find and use information more effectively. M-Files’ AI-powered intelligent information management solution connects all documents and information in a company’s platforms and repositories, analyzing documents to place them in context. In this way, M-Files provides a single view of all content without disturbing existing infrastructure or requiring documents to be migrated to a central repository.

Find documents fast

With M-Files, people can access documents by knowing what they are looking for rather than where information is stored. M-Files tags each document with metadata that describes its content. To find a given record, users can enter a few words into the M-Files search bar and be connected with documents they need in seconds.

Automate document workflows

M-Files’ workflow engine automates document-intensive tasks to minimize human error, streamline processes and keep the business and timelines on track.

Keep documents safe and controlled

M-Files helps strike the right balance between access and security by using encryption and advanced permissions for accessing information.

How M-Files enables efficiency for your business?

Faster search

What you need, when you need it. That is the way M-Files works. Fast, easy, and intuitive.

Familiarity

You can use your favorite daily tools, such as MS Teams or Salesforce to manage your documents.

Easy collaboration

Share content securely, and co-author documents simultaneously — wherever you work.

Streamlined daily work

Let M-Files suggest tags for your documents and add workflows for faster processing.

Why choose M-Files?

By connecting information and documents across the organization to provide a single view of content, M-Files breaks down data silos and delivers an in-context experience for accessing and leveraging information. With M-Files, workers can quickly find the documents they need no matter where they are stored – in network folders, SharePoint, file-sharing services, CRM or ECM systems or other business systems, applications or data storage.

Integrations and APIs enable companies to integrate M-Files easily with other line-of-business applications and popular productivity suites. That means workers do not have to learn a new tool or platform to take advantage of M-Files’ technology. It’s no wonder that thousands of companies in more than 100 countries worldwide rely on M-Files for a 360° view of their content.

FAQs

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What is a client portal?

A client portal provides customers with secure, digital access to an organization’s network and certain documents or information in it. Client portals can be accessed through a web browser or mobile app and provide a secure way for workers to communicate and collaborate with clients, partners and vendors outside the organization.

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What are the advantages of a client portal?

Client portals enable organizations to deliver a superior customer experience by providing clients with easy, secure access to information and documents they need. Client portals improve productivity for companies and their customers alike, and they increase security by facilitating conversations and file sharing within a secure environment.

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What is document management?

Document management is storing, organizing, securing and managing retention of documents created within a business. Document management solutions have become essential business technology as the volume of records and information in the corporate world continues to grow exponentially1. By simplifying management and automating document-intensive workflows, document management software helps increase efficiency while allowing employees to find and share information quickly and easily.

  1. https://www.slideshare.net/BernardMarr/big-data-25-facts/5-The_total_amountof_data_beingcaptured

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