Inspector View
Based on stakeholder feedback, user research and business needs, these were our key objectives for the inspector view.
Simplify portal management by reducing friction and centralizing how inspectors access, customize, and update their client portal
Increase inspector control and adoption through improved branding, messaging customization, and clearer pathways to using Spectora’s payment platform
Enable future partnerships and experimentation by modernizing the portal’s underlying technology and user interface
Previous Client Portal Admin side
Client View
Based on stakeholder feedback, user research and business needs, these were our key objectives for the client view.
Reduce missed actions by clearly signaling when users had a required step to complete
Improve message clarity and relevance by highlighting that inspectors could customize client-facing messaging
Increase partnership adoption through clearer visibility and integration of partnership offers
Previous Client Portal client view
Results
Many users were happy with the updates, and anecdotally we heard fewer reports of issues receiving payments. However, we did not have a reliable way to directly measure success for this metric at the time.
A small but vocal group raised concerns that the red icon felt overly alarmist. In response, we updated the icon to a more subtle treatment and identified customization as a future enhancement.
Real World Review of Client Portal