Expected duration: 3 - 4 weeks We would like to upgrade our current website from simply being a marketing tool to a full-fledged customer training and engagement tool. The website would be a single site for everything customer-facing. Customers will be able to sign-up and have access to training, knowledge, billing, and licenses to start.
A user will be able to browse through general site information about our company without logging in. Throughout the site they should be given opportunities to create an account to learn more. Additionally there will be a login button for returning users. New users should be able to be reviewed, approved and assigned access levels by employees, and potentially contacted in the case of new customers.
Upon first login a user should see a basic landing page starting with basic information, such as who we are and what we do, followed by links for training and learning more. For customers with subscriptions, they can be added to companies in order to manage subscriptions and pull license codes for their systems. Content should be able to be tailored to customers so that they aren’t given information if they don’t need it.
Logged in customers will have access to training material, knowledge articles and more.
Phase 1
Main site for non-logged in users
- Similar content with current site, but refreshed layout
- Ability to edit and manage as our product improves
Training site for logged in users
- Ability to create and edit lessons with embedded videos and PowerPoints
- Ability to upload images as needed
- See Image below for a mockup of what a lesson might look like
- Track user progress
- Multi-language functionality,
- Portal for a translator to be able to translate content
Knowledge base for logged in users
- Embedded videos and articles to quickly answer common questions as well as common troubleshooting steps
- Track user engagement
- Multi-language functionality
Billing Portal for logged in users to manage subscriptions
- A place for managers (users with specific permissions) for our clients to be able to purchase, renew and manage subscriptions.
- Subscriptions include subscriptions to the learning content (there are be multiple tiers of learning content) and custom code to generate license codes for our software separate from the website.
Admin dashboard
- View and assign roles for users
- User Data
- Users that just finished training
- Users who use the portal often
- Users that haven’t connected for awhile
- Ability to access the data via CRM for tailored marketing campaigns.
- Ability to integrate with CRM to allow for automatic lead generation.
Security
- High level security for storage of customer information, we anticipate the scope of the website growing as customers continue to engage
- Roles assigned to new users to prevent access to confidential information.
This project will require web design, UI/UX and full-stack developments skills to proceed smoothly. We already have a lot of ideas how it can all fit together, as well as a working prototype, we just need experienced personnel to help bring our prototype to a full-fledged, eye-popping site.
