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Business supplies and services: Customer portal for wayfinding companies

A customer portal for wayfinding companies where clients check text proofs, view floor plans with their signs and request changes per location, also long after handover.

Customer portal for wayfinding companies. A customer portal with documents, status and a decision point. Example with demonstration data.

What customers of wayfinding companies want to see.

During a project with wayfinding companies, text proofs go back and forth as PDFs between project manager, facilities manager and department heads. Each department checks its own name and emails corrections, sometimes on an old version. Who finally approved it sits in an email thread nobody can find. After handover the client wants an overview of what hangs where, but receives a spreadsheet without photos. When a department moves, they call to have a few text strips replaced without knowing which signs are involved. The project manager then digs through old project files to find which location codes belong to that department.

Customer portal for wayfinding companies

Example
  1. 1

    Text proofs per location series

    Done

    Text proofs appear in the portal per floor or zone, with the floor plan and the signs on it.

  2. 2

    View floor plans with signs

    In progress

    After installation the client sees per floor plan which signs are in place, with location code, text and a photo of the installed sign.

  3. 3

    Request changes per location

    Next

    When a department name changes or a team moves, the client selects the signs involved and enters the new text.

From invitation to approval.

Text proofs per location series

Text proofs appear in the portal per floor or zone, with the floor plan and the signs on it. Department heads can be invited to check only their own zone. Corrections are placed directly on the sign, and only the contact with decision rights gives final approval.

View floor plans with signs

After installation the client sees per floor plan which signs are in place, with location code, text and a photo of the installed sign. Searching for a department name shows every sign carrying that name. The overview stays available for as long as the client remains a customer.

Request changes per location

When a department name changes or a team moves, the client selects the signs involved and enters the new text. The request reaches the project manager with location codes and sign types, so they see straight away whether it means text strips or new signs and can give a price.

Less email, the same records.

The portal shows data from the sign schedule, text proofs from the design and photos from the job cards; it does not replace those sources. The wayfinding company remains the owner of designs and sign schedule, the client of room names and approvals. Building managers or architects can get read access. Invoices stay in the accounting package and are shown at most as documents. Every piece of data has one source, and nobody has to keep two sets of records in step.

All departments check or one contact

Letting departments check their own texts catches errors in names a facilities manager does not know. It does produce more responses that need reconciling. One contact keeps things simple, but misses detail. A middle route lets departments comment on their own zone and leaves approval with the contact.

Proof per sign or per floor plan

A proof per sign shows every detail, but with hundreds of signs it becomes hard to follow. A proof per floor plan shows the bigger picture and the arrow directions in context, which matters for directional signs. The portal can do both: an overview on the plan with zoom per sign for the text.

Clients request changes or go through the project manager

Clients who request changes themselves save a phone call and pass on the right location codes immediately. The risk is that they ask for a change that does not suit the system, such as a name that is too long. So always route the request past the project manager, who checks it and gives a price.

What customers find in the portal.

At the start the portal holds text proofs per zone with corrections and approval, after installation the floor plans with installed signs, and changes per location code that the client requests directly. We replay a client approving one floor, and a department that moves after handover. Read access for building management and documents such as maintenance advice and cleaning instructions per sign system can be added later.

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Can department heads see only their own signs?

Yes. Each user can be limited to certain zones or floors. A department head then sees only the signs in their zone and can place corrections there. Approval stays with the contact who decides for the whole project.

What if a correction arrives after approval?

The project manager is notified. If the sign is not yet in production, the text can be adjusted with a new proof. If it has already been made, the client sees that the change becomes extra work and can decide whether it is needed.

How long does the overview of installed signs stay available?

For as long as the client is a customer, or as long as you agree. The overview is especially valuable after handover, because with every change it shows which signs are involved. That saves a walk-through for every small adjustment.

Can we use the portal for maintenance too?

Yes. A client can report a damaged or loose sign with a photo and the location code. The report reaches planning and can be combined with other work in the same building. That makes maintenance more efficient to schedule.

One place for your customers.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

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Your intakeCustomer portal for wayfinding companies Being filled in Ready for the call
What you want

Customer portal for wayfinding companies: approve text proofs, view floor plans with signs and request changes per location code.

Parts
  • Text proofs per location series
  • View floor plans with signs
  • Request changes per location
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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