Portal Adoption Program

Portal adoption is affected by everything from the effectiveness of your navigation pathways, to the strength of your portal search, to the content itself. Portal adoptions touches on areas like usability, user experience, portal content, collaboration, and a lot more. Because portal adoption incorporates so many elements, it can be difficult to know the best way to measure it. We can help you determine which combination of metrics will give you the answers to your questions around adoption, and what actions you can take based on those answers.

In this program, we look far beyond metrics like Page Views and Unique Users, to uncover what’s really going on in your portal. We’ll discuss what your organization’s goals are when it comes to portal adoption, and what challenges you’re facing. Based on your requirements, we’ll determine which metrics you should be measuring in order to find out information that’s relevant for your company. Then we’ll review how to interpret your reports, and discuss various sorts of next steps you can take in order to improve your portal adoption.

Session 1: Initial consultation (1 hour)

  • Introduction to the topic of portal adoption, and common challenges it presents
  • Discussion about the customer’s goals and challenges around adoption
  • Discussion about the customer’s goals and challenges around measuring adoption
  • Review how the customer defines success


Session 2: Dashboard-building (1 – 2 hours)

  • Build custom dashboards in the customer’s environment, based on the requirements reviewed in the initial consultation
  • Configure Surveys and Message Bars
  • Where relevant, look at other areas of the tool, like templates, Analysis Centre, visitor segments, SEO reports, and more
  • This session can be held together with the customer, or our experts can build your reports on their own, based on what is most convenient for you


Session 3: Investigation and next steps (1 – 1.5 hours)

  • Discuss how to interpret the data in reports
  • Recommendations regarding actions to be taken based on reports

Session 4: Follow up/Q&A (1 – 1.5 hours)

  • Valid for up to 60 days after completion of Session 3
  • Requires customer to send in advance the topics and questions for this session
  • Requires customer to send in advance any relevant screenshots, diagram sand content for this session