Enquiries & intake
Forms with the questions relevant to your process. Submitted information goes straight to the right case file.
04 / YOUR OWN SPACE TO WORK TOGETHER
Your way of working.
Your own environment.
A clear space for your customers, employees or partners. With the information and actions they need, connected to the work of your team.
Discuss your ideaWHAT IT COULD LOOK LIKE
A clear customer file.
Everyone knows the next step.
PROCEDAEXAMPLE WORKSPACE
01 / Welcome to your project
Your requestIn preparationCurrent stage
Next stepSubmit documentsYour action
ContactYour dedicated project teamPoint of contact
02 / What do we need?
IntakeContact details and requirementsReceived
DocumentsSubmit project informationStill needed
NotesNotes for the teamOptional
03 / Know where things stand
ReceiptInformation receivedCompleted
AssessmentThe team reviews your fileUnder review
StartSchedule being confirmedNext step
WHAT IT BRINGS YOUR TEAM
Less back and forth.
More clarity.
A customer asks for a status update. A document is buried in an old email. A colleague is missing the latest version. A dedicated portal brings information and actions together in a space that fits the user.
Documents & information
An organised place to submit and retrieve documents. With agreements on versions, access and retention periods.
Status & next steps
Show where a request or project stands and what the user still needs to do. You decide which internal information is visible.
Roles & access
Interfaces and permissions for customers, partners and employees. Each role gets the information and features it needs.
A PRACTICAL EXAMPLE
Your customer submits. Your team moves on.
A company requests several documents at the start of an assignment. The portal shows the customer what is needed and gives the team a clear view of what is missing.
- 01
Receive invitation
The customer gets access to the agreed environment.
- 02
Submit information
Intake details and documents are saved with the right request.
- 03
Team reviews
A team member checks that everything is complete and requests additional information if needed.
- 04
Track progress
The customer sees the current stage and the next step expected of them.
Example process — we define the exact steps and integrations together.
START SMALL. GROW WITH PURPOSE.
Understand first.
Then build.
We start with one concrete workflow. Together, we map the users, existing systems and the change you want to make.
Then we define the first version: what will we build, what will we connect and how will we test that it works? You get a clear view of the scope, schedule and costs before we start. We also agree on maintenance and further development together.
Tell us about your processGOOD TO KNOW
Your questions.
Can customers only see their own data?
We configure access based on users and roles. We explicitly test that a user can only open the case files and documents they are authorised to access.
Can a portal be used on a phone too?
We design the key actions for mobile and desktop. Whether a separate mobile app is needed depends on features such as offline use or access to device capabilities.
Can the portal connect to our current system?
Where your software supports it, we connect the portal to existing case files and processes. We investigate which information is available and which source remains authoritative.
FROM AN IDEA TO A FIRST CONVERSATION
Your next build
starts here.
An initial idea is enough. Tell us what you want to improve, and we’ll discuss what we can build together.
Understand your process first. Then find the right solution.
Prefer to email us?
info@proceda.nl
Your enquiry has been sent.
We’ll contact you at .
Then we’ll discuss your idea and a suitable first step.
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