Start with the problem, not the solution
Before deciding that you need a portal, describe what is slow, error-prone or invisible today. A well-framed problem makes technology choices easier.
Make users and flow visible
Map who participates, where information comes from and where decisions happen.
- Primary user groups
- Start and end points
- Exceptions and approvals
- Existing systems
Define measurable success
Replace vague goals with outcomes such as shorter quotation time, single-entry data or fewer processing errors.
Keep the first release focused
Trying to solve everything at once increases risk. Select the highest-value end-to-end flow, validate it with real users and then expand.