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Cloud PBX
self-care portal
A user-friendly tool enabling even
non-technical customers to
self-manage their Cloud PBXs
Dmytro Lavraniuk
Product Owner,
Senior Business Analyst
Hello!
● Simple and user-friendly
interface
● Routine changes can be done by
customers
● No deep knowledge of
PortaSwitch required
Brand new user
experience
Cloud PBX services may
be sold under different
brands, hence the
self-care portals must be
branded accordingly
Providers struggle to cut
support costs by
offloading routine changes
of PBX settings to
customers
Average users have no
deep knowledge of PBX
systems, so they expect a
simple and user-friendly
application that can be
used even by non-technical
people
Why did we do it?
One-size-fits-all is no longer
welcome
Service providers
save the time and
resources of
PortaSwitch Admins
by reducing the
number of support
cases
Self-care portal
ensures smooth
end-to-end
experience for Cloud
PBX administrators
without service
provider’s involvement
Even non-technical
customers can
self-manage their
Cloud PBX, so no
additional training is
required
What does success look like?
Telcos gain more
traction by offering a
competitive service on
the market
Benefits for customers and telcos
We improved the
product and added
new features to close
the gaps
We did the research
to understand the
market trends and
analyze gaps
We partnered with
customers to discover
the most common
pain points of Cloud
PBX administrators
What did we do to ensure success?
We conducted tests
to identify bottlenecks
between the user’s
interaction with the
system
Driven by telcos, tailored for users
User-friendly configuration of all:
● call features
● ring groups
● DID numbers
● IP phones
See what awaits you inside
Empower UCaaS to a new level
PortaSwitch:
fully open
UCaaS platform
Branded self-care
portal
Let your Cloud PBX
customers feel the
difference
Branded self-care
portal for a reseller
What’s new?
Access basic
dashboards
registered extensions,
active calls, DID
utilization, available IP
phones, available seats
per product
Enter MAC address of
their IP phone and
have it
auto-provisioned
Add new extensions,
auto-attendants and
fax mailboxes without
involving their service
provider
What’s new for Cloud PBX customers?
Build complex IVR
scenarios using a call
flow visual editor for
auto-attendants
Customers can
Enable zero-touch
provisioning for
customers to quickly
activate their devices by
simply entering a MAC
address
Automate sales of
products to save time and
avoid revenue leakage, e.g.
customers can activate up
to 10 seats with call
recording
Offer a branded portal to
increase brand awareness
What’s new for service providers?
Service providers can
Telco with Cloud PBX
resellers
SIP trunking providers
planning to launch
Cloud PBX
Who can benefit?
PortaSwitch MR90+
Legacy self-care portal
Existing Cloud PBX
providers
Homegrown portal
T H A N K Y O U !
Dmytro Lavraniuk
Product Owner, Senior Business Analyst
contact@portaone.com
Watch Cloud PBX self-care portal demo

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2021 PortaOne Conference - a Cloud PBX self-care portal even your non-techie customers can manage

  • 1. Cloud PBX self-care portal A user-friendly tool enabling even non-technical customers to self-manage their Cloud PBXs
  • 2. Dmytro Lavraniuk Product Owner, Senior Business Analyst Hello!
  • 3. ● Simple and user-friendly interface ● Routine changes can be done by customers ● No deep knowledge of PortaSwitch required Brand new user experience
  • 4. Cloud PBX services may be sold under different brands, hence the self-care portals must be branded accordingly Providers struggle to cut support costs by offloading routine changes of PBX settings to customers Average users have no deep knowledge of PBX systems, so they expect a simple and user-friendly application that can be used even by non-technical people Why did we do it? One-size-fits-all is no longer welcome
  • 5. Service providers save the time and resources of PortaSwitch Admins by reducing the number of support cases Self-care portal ensures smooth end-to-end experience for Cloud PBX administrators without service provider’s involvement Even non-technical customers can self-manage their Cloud PBX, so no additional training is required What does success look like? Telcos gain more traction by offering a competitive service on the market Benefits for customers and telcos
  • 6. We improved the product and added new features to close the gaps We did the research to understand the market trends and analyze gaps We partnered with customers to discover the most common pain points of Cloud PBX administrators What did we do to ensure success? We conducted tests to identify bottlenecks between the user’s interaction with the system Driven by telcos, tailored for users
  • 7. User-friendly configuration of all: ● call features ● ring groups ● DID numbers ● IP phones See what awaits you inside
  • 8. Empower UCaaS to a new level PortaSwitch: fully open UCaaS platform Branded self-care portal Let your Cloud PBX customers feel the difference Branded self-care portal for a reseller
  • 10. Access basic dashboards registered extensions, active calls, DID utilization, available IP phones, available seats per product Enter MAC address of their IP phone and have it auto-provisioned Add new extensions, auto-attendants and fax mailboxes without involving their service provider What’s new for Cloud PBX customers? Build complex IVR scenarios using a call flow visual editor for auto-attendants Customers can
  • 11.
  • 12.
  • 13.
  • 14. Enable zero-touch provisioning for customers to quickly activate their devices by simply entering a MAC address Automate sales of products to save time and avoid revenue leakage, e.g. customers can activate up to 10 seats with call recording Offer a branded portal to increase brand awareness What’s new for service providers? Service providers can
  • 15. Telco with Cloud PBX resellers SIP trunking providers planning to launch Cloud PBX Who can benefit? PortaSwitch MR90+ Legacy self-care portal Existing Cloud PBX providers Homegrown portal
  • 16. T H A N K Y O U ! Dmytro Lavraniuk Product Owner, Senior Business Analyst contact@portaone.com
  • 17. Watch Cloud PBX self-care portal demo