SOLUTION BRIEF

Self-Service Portals

Launch secure, branded portals that let vendors, clients, and partners onboard, share data, and collaborate on their own. Built on Power Pages, Dataverse, and Copilot, our portals replace email ping-pong and spreadsheets with 24/7 digital experiences that drive revenue and slash manual workload.

Why Self-Service Now?

Faster, Cheaper Supplier Onboarding

Manual onboarding forces buyers to chase forms, re-key data and juggle spreadsheets. Industry analysis shows automation can cut onboarding time by up to 80 % and shrink per-supplier cost from $35,000 to about $2,400 veridion.com. In a recent Kumo rollout the portal trimmed onboarding from 12–18 days to ~5 days and eliminated manual Excel uploads.

Lower Fraud and Compliance Risk

Spreadsheet trackers and email attachments create blind spots that fraudsters exploit. Studies show U.S. firms lose an average $300 000 per year to vendor fraud and a third of organisations don’t even know the size of their losses afponline.org. Kumo’s portal blocked 100+ fraudulent attempts in 2.5 months, projecting ~$960 k in annual savings.

New Offerings & Differentiated Service

Self-service portals boost customer satisfaction and can raise sales; “47 % of businesses see revenue lift after rolling out self-service experiences” – tidio.com. SaaS-style portals (DICOM imaging, M&A data rooms) create billable value right out of the gate.

Common Self-Service Scenarios

Suppliers self-register, upload compliance docs, and track purchase orders in real time. Built-in Copilot chat answers “Where’s my payment?” while Dataverse keeps data clean and Dynamics 365 syncs receipts and invoices—cutting onboarding times from weeks to days.

Customers raise tickets, browse self-help articles, and purchase add-on services through a branded portal. Power Automate routes issues to the right engineer, while Copilot surfaces article suggestions—turning support operations into a revenue-positive, insight-rich channel.

Ideal for professional services—like healthcare, engineering, or legal—these portals let clients securely upload and track files, studies, or contracts. Built-in automation ensures the right expert reviews submissions, with full audit trails and real-time updates that eliminate back-and-forth emails.

Package your workflows into a subscription-ready, branded SaaS platform built entirely on Power Pages. Whether it's imaging consults, deal collaboration, or training delivery, we help you launch scalable, revenue-generating digital products that your clients can log into and pay for—without building from scratch.

Innovation at Our Core

In every engagement we run collaborative process-mapping workshops, rapid UX prototyping sessions, and AI value-canvas exercises that reveal high-impact modernization targets. These activities produce tangible outputs—prioritized process maps, clickable app mock-ups, and ROI models—that accelerate executive buy-in and give your team a clear, data-backed roadmap for building Power Platform or Dynamics 365 solutions infused with Copilot-powered user experiences.

From Flat Files to Revenue-Ready Portals

See how we transform outdated spreadsheets, manual trackers, and scattered email workflows into secure, modern portals your vendors and clients actually want to use. Whether it’s onboarding, collaboration, or monetization—we’ll streamline rolling out your portal fast, and with quality.

BEFORE

Email & Spreadsheet Back-and-Forth

AFTER

AI-Fueled Automation & Real-Time Insights

Ready to Launch Your Own Portal?

Reach out to Kumo Partners and unlock the door to streamlined processes, enhanced collaboration, and data-driven insights that will empower your organization to thrive in the modern digital landscape.

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