product
Solar customer portal workflow assessment
Define which project status, documents, requests, approvals, and communications customers should access during a solar project.
01
Expose the right project context, not the internal operating record
Customer access needs a deliberate boundary between useful status and internal financial, operational, or employee information.
- Customer-visible milestones
- Document exchange
- Requests and approvals
- Communication ownership
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Customer and contact access
- Published status and dates
- Shared and executed documents
- Questions, requests, and responses
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Identity and authentication
- Internal-only fields
- Notification rules
- Source of customer communication
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What should a customer see?
- Who publishes an update?
- Which documents require acknowledgement?
- How is access revoked?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.