BeyondFS took full ownership for refining the strategy, defining the portal requirements and identifying the right vendors for the development of the client portal.
To ensure we brought the right vendors to the table, we focused our activity on really understanding the business requirements and how they matched with the organisation’s longer term digital transformation strategy. This understanding, combined with our knowledge of client portal ‘best practice’, enabled us to quickly identify a long list of 15 vendors to approach.
From the long list, we conducted an initial assessment, resulting in 10 vendors being invited to join the RFP process. Further filtering delivered a short list of 5 vendors. Each potential provider was selected against key factors within the RFP, including:
- Client usability
- Uniqueness of customer experience
BeyondFS also worked very closely with one of the short-listed vendors to quickly develop a Proof of Concept, enabling the cross comparison of different technical solutions. Creating a comparative assessment at this final stage gave the Client the comfort they needed to make their final decision with confidence!
BeyondFS led this project with very little management oversight from the Client team. We established weekly meetings to keep key stakeholders informed and brought them into the process as and when they were required. This ensured that the client’s time was spent wisely and on the right activities.