Use Case What can I use a portal for?
Portals are ideal for managing structured processes with people outside your organisation, as well as internal staff, members, or franchisees who need a simple way to engage without relying on back-end access.
Common use cases include:
- Applications: Funding, scholarships, grants, licenses, permits, housing, events, internships, training, and more
- Registrations and renewals: For memberships, professional certifications, service providers, contractors, or schemes
- Recruitment and onboarding: Job applications, candidate vetting, referee forms, and employee onboarding workflows
- Procurement and supplier management: RFx submissions, onboarding, contract negotiation, due diligence, and performance tracking
- Public consultation and feedback: Structured input for policy development, project proposals, or community engagement
- Complaints and incident reporting: H&S issues, public complaints, whistleblower processes, and internal reporting
- Training and certification: Course applications, attendance tracking, assessment submissions, and renewals
- Internal submissions: Programme proposals, business cases, travel requests, funding approvals, or change requests
- Document collection: Secure submission of declarations, supporting documents, evidence packs, or compliance materials
- Case management intake: Lodgement of requests for support, legal assistance, reviews, disputes, or appeals
- Audit and compliance workflows: Submitting evidence, signing off policy acknowledgements, or completing checklists
- Customer self-service: Lodging requests, tracking status, updating details, or accessing resources
- Partner or franchise portals: Sharing resources, templates, brand tools, training records, and updates across a distributed network
Frequently asked questions
If you're managing external requests through email, shared inboxes, or manual forms, a portal gives you structure, consistency, and control. It guides users through the process, triggers workflows automatically, and gives your team full visibility, reducing admin and improving turnaround times.
Users access a secure web interface to submit forms, upload documents, and track progress. Behind the scenes, those submissions trigger workflows, update records, notify teams, and feed into dashboards, all built around your systems and processes.
Custom Portals are secure by default, built on Microsoft 365 and continuously tested to meet enterprise and government standards. Unlike traditional websites that require separate penetration testing and manual patching, security is managed for you and updated automatically.
Portals use secure, role-based access so users only see what they’re meant to. Data is stored in your Microsoft 365 environment or approved cloud, with full audit trails, field-level validation, and integration with your existing identity and access controls.
Your data stays within your environment. Portals are built inside your Microsoft 365 tenancy or a secure cloud platform you control, meeting local data residency and public sector standards.
Yes. Portals scale instantly with demand and can handle hundreds of thousands of hits in an hour without falling over. With a website, you need to manage capacity yourself.
Security teams trust them because sensitive data stays private, updates are automatic, and features are continuously improved. The result is confidence in compliance and peace of mind for IT and risk teams.
Yes. Our portals are designed with public sector standards in mind, including data residency, auditability, privacy, and accessibility. We regularly work with agencies and departments across central and local government.
Not always. Portals can support public access, authenticated logins (including Microsoft, Google, or email-based), or restricted access for specific user groups, depending on your needs. For example, portals we built for Health NZ use My Health Account for secure access.
Yes. Portals provide another secure channel with guided steps, live status updates, and a richer, easier experience for customers, partners, and suppliers.
Yes. Portals can display different forms, content, images, and workflows based on user type, role, or status, whether public, authenticated, or internal.
Yes. Portals can go beyond simple forms. For example, users could upload documents, select areas on a map, or interact with visual elements that feed directly into your workflow. This creates a more engaging experience and ensures you capture accurate, structured data.
Absolutely. Users can securely upload files as part of their submission. Those documents are stored in SharePoint or your preferred document repository, with metadata and retention rules applied.
If you already have a Power Platform environment, most portals go live in a matter of months. Timelines depend on the complexity of your process, but we move quickly and focus on delivering value fast.
Yes. Portals are built to evolve with you. We can update forms, workflows, permissions, and features as your needs shift, without starting from scratch.
We have delivered portals across central and local government, so we understand the standards, approvals, and common pain points. That experience means we bring ready-made templates and patterns, from privacy consent to service design, so your portal is faster to build, easier to approve, and lower risk.