External Experience
Customer Portal Transformation
Why did the client come to us?
The client engaged P3 after working with a prior consulting firm that delivered a partially built Salesforce Experience Cloud portal. The portal lacked both the visual polish and functional capabilities needed to support their brand and client experience.
What problems were they having with their portal?
Generic, out-of-the-box design that didn’t reflect their brand
Limited functionality and incomplete feature set
Poor user experience and lack of intuitive navigation
Misalignment between business vision and technical execution
What problems did we solve?
Elevated the portal from a basic implementation to a branded digital experience
Closed functionality gaps and aligned features to business needs
Translated the client’s vision into a scalable, technically sound solution
What problems did we solve?
Collaborated closely with stakeholders to define UI/UX standards and brand alignment
Redesigned the portal with a custom, website-like experience rather than a standard Salesforce layout
Iteratively enhanced functionality based on evolving client needs
Provided proactive recommendations to improve usability and future scalability
Tangible Results
“Night and day” transformation in portal design and usability
Delivered a fully branded, professional client-facing experience
Established a scalable foundation for continued portal enhancements
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