SOLUTIONS
Portals and dashboards that give each user the right view.
We build secure portals where each user sees what they need, and dashboards that make performance visible without manual reporting.
THE PROBLEM
People shouldn't have to email you for information they could look up.
A portal gives clients and staff self-service access to documents, requests, and status, and frees your team from repetitive questions.
Who it's for: Organizations serving clients, members, beneficiaries, or partners who need self-service access.
Sound familiar?
- Repetitive status requests
- Documents shared by email
- Leadership without a live view of performance
CAPABILITIES
What we deliver.
Client and member portals
Self-service access to documents, requests, and records.
Staff portals
Internal tools with role-based permissions.
Dashboards
Live metrics and reports for each audience.
Access control
Authentication, roles, and audit logs.
ENGAGEMENT TYPES
Ways to work with us.
New portal
Design and build a portal for a defined audience.
Dashboard
Reporting on top of your existing systems.
DELIVERY PROCESS
A clear path from first conversation to lasting results.
- 01
Discover
Understand goals, users, workflows, systems, constraints, and success measures.
- 02
Define
Document requirements, scope, deliverables, timeline, responsibilities, risks, and acceptance criteria.
- 03
Design
Create architecture, user journeys, prototypes, data structures, and the implementation plan.
- 04
Develop or Configure
Build the custom solution, or configure and integrate the selected platform.
- 05
Test
Functional, security, usability, accessibility, performance, and user acceptance testing.
- 06
Train
Prepare administrators and users through practical training, documentation, and guided exercises.
- 07
Launch
Deploy, migrate approved data, support go-live, and resolve initial issues.
- 08
Support and Optimize
Monitor, maintain, collect feedback, and introduce improvements.
INDUSTRIES
Where this applies.
Common use cases by sector. Compliance requirements are confirmed during discovery.
FAQS
Questions we're often asked.
GET STARTED
Who needs a portal or dashboard?
Tell us who the users are and what they need to see or do.
- 1Send the form. You'll see a confirmation straight away.
- 2You receive a confirmation email with your reference.
- 3The right person at Novatrix follows up with next steps.