Mstrategy announces, Client, partner, employee, organization, virtual data room and vertical solution portals

branded portal solutions

A powerful digital portal framework that accelerates customer, partner and employee facing engagement solutions to market.

robust Intelligent content management

Manage authentication, profile and document management. Enable listing, preview, upload, download and collaboration. Seamlessly integrated with features from Box.

AI, Workflow, forms, approvals, checklists, sign and notifications

Extend end to end business processes and integrate to other third party business solutions to create operational efficiencies.

drive customer, partner and employee interaction

A more tailored user experience drives opportunities and more personalized interaction with customers, building trust, saving time, reducing errors and driving higher ROI.

extend your brand 

unique url

Masked URL improves company’s from blocking content management specific URLs. 

Branding

Align your branding, graphics, colors, fonts, styles. Include your customer and partner branding for unique, personalized experiences.

configure and invite

templates

Select from one or more use case templates: Company to Customer, Parent Company to Subsidiary to Customer. Company to Individuals, Groups and more.

Manage Customers

Empower administrators to manage access, security settings.

Add users

Add and manage users; authenticate, remove. Manage permission and sharing rules. Send email invite to log into the portal.

performance monitoring

Engagement & activity reporting

Monitor organizational and complete user activity for Governance and Compliance.

usage reporting

See views into Monthly Average Users, API usage and User Session Monitoring.

historical data

Maintain historical data to ensure organizational compliance.

technology

Universal Portal has been developed by professional customer engagement, web and mobile app experts. Our solution is intuitive and magical. Universal Portal is robust, scaleable and has been developed to seamlessly integrate with Box, meeting Box standards for application integration, especially as it pertains to admin and profile management, content management and more. Our goal is to provide ongoing enhancements to the platform to support customer or market requirements.

designed with little programming required

Our goal is little, to no code. Once a portal environment is set up and configured for your organization, an assigned administrator will be able to configure new portal solutions, add branding, set file permissions, manage and invite end users to use the Portal.

Custom Portal requirements and or Integration to Identify Management solutions and third party applications / data sources may require optional MStrategy Services to enable and support.

IDENTITY MANAGEMENT

Universal Portal can be integrated with SSO, OKTA, Microsoft, Google and OAuth2.0.

INTEGRATION

Universal Portal is built with a modern architecture supporting API or custom integration to third party applications or data sources as required. Custom integration projects require a discovery session to gather requirements. Following requirements gathering, a proposal we be created outlining time and materials. 

cloud application hosting

Universal Portal is hosted in the Microsoft Azure Cloud. Pricing varies pending customer hosting and data requirements. For most use cases, nominal data is being stored and therefore a hosting fee may apply. Should you require Universal Portal be hosted in another Cloud solution i.e., AWS, we can migrate and support on a time and material basis.

services

Our talented team of solution architects, developers and support services gurus are here to take your customer engagement to the next level. 

set up & Ongoing support

Set up is included with the Universal Portal purchase. Once an agreement is approved, we will set up a kick off meeting to review the details and put a joint plan, timeframe, system credential access in place etc. Need ongoing support? We’re here to align to ongoing support requirements.

training

Yes, we include base training with the installation.

extending universal portal, custom projects, New idea?

In addition to portals we can support custom development efforts. Let us know how we can be of service.

Universal Portal Data Policy