Customer context
Organize tasks and documents around the relevant project.
For managers of multiple projects
Project management for various customers
Manage multiple workstreams with access and documents separated by customer.
SOLUTION SUMMARYFor telecom contractors
IS PORTAL allows you to work with several projects in one system. Access settings determine which tasks and data users see; price lists of different customers can be used for estimates.
PRACTICAL TASKS
Each customer has their own context
Access rights
Define employee access to tasks and financial data.
Own price lists
Prepare reference data for each customer's estimates.
ORGANIZATION OF PROJECTS
Work for different customers.
Agreed accounting rules.
Before launching, determine the structure of projects, the rights of employees and the procedure for working with documents.
Customer A
- Projects & sites
- Crews and work orders
- Price list and estimates
- Acceptance certificates and access rights
Customer B
- Projects & sites
- Crews and work orders
- Price list and estimates
- Acceptance certificates and access rights
FROM PLAN TO EXECUTION
What the workflow looks like
01
Define projects and customers.
02
Configure roles and access.
03
Prepare work reference data.
04
Track completion and documents in the system.
Multiple customers
Important to know
before the start
01How to organize work for several customers?
Define projects, related work, responsible people and access rights. Prepare each customer's price list and agree the document-management rules.
02Is it possible to distinguish access to projects and finances?
IS PORTAL provides access rights to tasks and data, including financial documents. Before starting, test the roles on examples of users from different projects.
03How not to mix the conditions of different customers?
Use separate projects and their reference data and price lists for estimates. In the demo, check two customer orders with different prices and access rules.