Phy-gital Roundtable: Breakfast Roundup from Germany and Netherlands

02 May '15 | Debjyoti Paul

German Shoppers: Meet Them in the Fast Lane to Phy-gital

15 January '15 | Ralf Reich

Shoppers Will Share Personal Information (But They Don’t Want to be “Friends”)

15 January '15 | Anil Venkat

Modernize or Perish: Property and Casualty Insurers and IT Solutions

14 January '15 | Manesh Rajendran

Benelux Reaches the Phy-gital Tipping Point: Omnichannel Readiness is Crucial

13 January '15 | Anil Gandharve

The New Omnichannel Dynamic: Finding Core Principles Across Industries

13 January '15 | Debjyoti Paul

Technology does not disrupt business – CIO day 2014 Roundup

02 December '14 | Anshuman Singh

Apple Pay – The Best Is Yet To Come

02 December '14 | Indy Sawhney

Digital transformation is a business transformation enabled by technology

01 December '14 | Amit Varma

3 Stages of FATCA Testing and Quality Assurance

06 October '14 | Raman Suprajarama

3 Reasons why Apple Pay could dominate the payments space

18 September '14 | Gaurav Johri

Beacon of Hope: Serving Growth and Customer Satisfaction

05 August '14 | Debjyoti Paul

The Dos and Don’ts of Emerging Technologies Like iBeacon

30 July '14 | Debjyoti Paul

What You Sold Us On – eCommerce Award Finalist Selections

17 July '14 | Anshuman Singh

3 Steps to Getting Started with Microsoft Azure Cloud Services

04 June '14 | Koushik Ramani

8 Steps to Building a Successful Self Service Portal

03 June '14 | Giridhar LV

Innovation outsourced – a myth or a mirage or a truth staring at us?

13 January '14 | Ramesh Hosahalli

What does a mobile user want?

03 January '14 | Gopikrishna Aravindan

8 Steps to Building a Successful Self Service Portal

Posted on: 03 June '14

To meet the needs of today’s busy and connected consumers, enterprises, cloud and telecom service providers must deliver state-of-the-art cloud infrastructure services. A key component of these cloud-based solutions is the Self Service Portal (SSP), which enables an end-user or customer to request a product or a service without having to go through an intermediary.

The purpose of a well-built SSP is to minimize user effort and maximize the quality of the experience. Here are eight best practices to consider when creating a SSP. Our self service portal at VMUnify is founded on these principles:

1. Design automated fulfillment into the SSP
Depending on the nature of the request through the SSP, the time to fulfill it manually could be instantaneous or it could be time consuming. In contrast, if the process is automated, the fulfillment is often quicker and this makes for a happy user.

2. Clearly define the rules for fulfilling a request
The skill set required for automating requests is challenging and must leverage the published interfaces of the underlying service or product. To create an automated SSP workflow, it’s essential that the rules or policies for fulfilling a request be clearly defined, along with what happens when a request is declined.

3. Personalize to improve the user experience
It’s important to personalize the SSP functionality to improve the user experience. Whether you’re designing for cloud administrators, employees, retail users or resellers; different users have different needs and a customized SSP provides significant experience advantages.

4. Make it “white label” capable
SSP is where the consumer meets the provider, and there are many elements that can make the interaction successful. One of those elements is the ability to “brand” the experience. This is called White Label. It’s an engineering challenge to provide a totally unique SSP to every user when it is tied to a product, and that should be the goal.

5. Deliver analytics on usage
Design the SSP to collect user data to support continuous improvement in the system. Analytics on user journeys are vital to keeping customers and winning loyalty. This allows you to deliver on user needs in subsequent release cycles.

6. Guide the user through the SSP
The new digital trend leans towards cleaner and minimalistic designs aimed at guiding the user instead of expecting the user to select from available options. SSP that adheres to this UX principle is likely to be adopted faster, while reducing underlying complexity (remember, more choices means more complexity).

7. Use historical data to remove repetitive actions
Reducing user effort for key actions is critical to registering a positive experience in the user’s mind. Analyze the user’s repeated tasks, design them into the system, and eliminate redundant data entry.

8. Provide targeted offers along the decision journey
We all want to buy when the moment is right. Targeted offers should anticipate what the user wants to do next. Designing good targeting into the SSP drives user action and improves the overall performance of the solution.

Do you have an experience in building unique SSPs tied to a particular product that you’d like to share? If so, drop us a comment. We’re always interested in how others handle the engineering challenges of supporting multiple SSPs. Also, check out our VMUnify solution at

Giridhar LV

Giridhar has been in the IT industry for more than 17 years. He is currently the head of VMUnify - a solution that Enables Unified Clouds. Prior to Mindtree he has worked in Novell India. In his career he has led teams that have developed Backup and Recovery Solutions for Windows / Linux and NetWare; NFS Gateway development for NetWare and bed side ECG monitor development. His areas of interest included Virtualization, File Systems, Operating Systems and Entrepreneurship. He is also an author of 2 patent pending applications.