BX Technology Consulting
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01 / CLIENT ACCESS
BX / ACTIVE CLIENTS

ONE PLACE
FOR THE WORK
BETWEEN
US.

Client Access is the entry point for active BX clients to continue work, communicate securely and access the resources connected to their engagement.

PRIVATE CLIENT EXPERIENCE
Public website outside. Client relationship inside.
02 / PURPOSE
CLIENT WORK / ORGANIZED

LESS BACK
AND FORTH.
MORE CONTEXT.

Technology work creates information: requests, meetings, recommendations, documentation, files and follow-up. Client Access is designed to keep that information connected to the relationship instead of scattered across disconnected channels.

01 Business technology engagements
02 Website and digital projects
03 Technology assessments
04 Ongoing support relationships
05 Private personal technology support
03 / CLIENT EXPERIENCE
BUILT AROUND THE ENGAGEMENT

THE WORK.
THE CONTEXT.
THE NEXT STEP.

01
Requests & Intake
Submit new requests or provide the information needed to move existing work forward.
02
Secure Communication
Keep sensitive project and support conversations in the appropriate client channel.
03
Appointments
Access relevant meetings, support sessions and scheduled technology work.
04
Documents & Recommendations
Keep deliverables, recommendations, assessments and supporting documentation connected to the engagement.
05
Work History
Maintain context around completed requests, prior work and ongoing technology decisions.
04 / PORTAL STATUS

BUILT TO
GROW WITH
THE CLIENT
RELATIONSHIP.

BX Client Access will evolve in phases. The first priority is a secure, useful experience for active work—not adding features simply because a portal can have them.

Phase 01
Intake, secure communication, appointments and client records
Phase 02
Authenticated client accounts and work history
Phase 03
Documents, recommendations, projects and expanded dashboards
05 / SECURITY
ACCESS WITH INTENTION

PRIVATE WORK
BELONGS IN A
PRIVATE SPACE.

Client Access is intended to reduce the amount of sensitive technology information exchanged through casual or unnecessary channels. Access should be limited to the people involved in the engagement and the information required for the work.

01 Client-specific access
02 Controlled sharing of engagement information
03 Secure communication where appropriate
04 Clear separation between public and client information
05 Access removed when it is no longer required
07 / NEW HERE?
START A NEW CONVERSATION

NOT A CLIENT
YET?

Client Access begins after a BX engagement starts. If you have a technology problem, project or support need, begin with the public contact experience.

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