: Creating a User Guide for a Self-Serve Portal preferably SaaS based With the advent of Digital Transformation, companies are embracing new methods to boost customer experience and self- service is one such channel. This new system has become the new normal since customers prefer self-service rather than interacting with customer agents. Objective: To develop a comprehensive user guide that will help customers to use a self-serve portal effectively. Instructions: Select a Self-Serve Portal: Choose a self-serve portal that is relevant to your interests or career aspirations or a portal that you currently use as a customer. The portal can be SaaS based application from any industry such as education, banking, insurance, healthcare, retail, or telecommunications and conduct the Portal Analysis 1. Analyze the needs and requirements of the portal users. Identify the typical user personas and the common tasks they perform on the portal. 2. Analyze the features, benefits, and limitations of the selected portal. Identify the main functionalities of the portal and its ease of use. Develop content for the user guide for the selected portal. The user guide should be organized into sections that cover the following topics: Introduction: A brief overview of the portal and its benefits. Accessing the Portal: A step-by-step guide on how to access the portal from various devices such as desktop, laptop, mobile, and tablet. (As applicable) Navigation: A guide on how to navigate the portal, including how to search for information and how to use menus and links. Account Management (if applicable with Sys Admin perspective)- A guide on how to manage user accounts, including how to create and update accounts, reset passwords, and manage personal information. Transactions: A guide on how to perform various transactions such as making payments, checking balances, and transferring funds. Support: A guide on how to seek support through the portal, including how to access FAQs, chatbots, and customer service..

1. : Creating a User Guide for a Self-Serve Portal preferably SaaS based With the advent of Digital
Transformation, companies are embracing new methods to boost customer experience and self-
service is one such channel. This new system has become the new normal since customers prefer
self-service rather than interacting with customer agents. Objective: To develop a comprehensive
user guide that will help customers to use a self-serve portal effectively. Instructions: Select a
Self-Serve Portal: Choose a self-serve portal that is relevant to your interests or career aspirations
or a portal that you currently use as a customer. The portal can be SaaS based application from
any industry such as education, banking, insurance, healthcare, retail, or telecommunications and
conduct the Portal Analysis 1. Analyze the needs and requirements of the portal users. Identify
the typical user personas and the common tasks they perform on the portal. 2. Analyze the
features, benefits, and limitations of the selected portal. Identify the main functionalities of the
portal and its ease of use. Develop content for the user guide for the selected portal. The user
guide should be organized into sections that cover the following topics: Introduction: A brief
overview of the portal and its benefits. Accessing the Portal: A step-by-step guide on how to
access the portal from various devices such as desktop, laptop, mobile, and tablet. (As
applicable) Navigation: A guide on how to navigate the portal, including how to search for
information and how to use menus and links. Account Management (if applicable with Sys
Admin perspective)- A guide on how to manage user accounts, including how to create and
update accounts, reset passwords, and manage personal information. Transactions: A guide on
how to perform various transactions such as making payments, checking balances, and
transferring funds. Support: A guide on how to seek support through the portal, including how to
access FAQs, chatbots, and customer service.