Client
Hub
More organized implementations for those who manage and more transparent for those who follow.
Client Hub centralizes B2B client onboarding and implementation, connecting stages, tasks, documents, approvals, deadlines, and progress in a single operation.
HOW IT WORKS- CATEGORY
- Digital Product · SaaS B2B
- ENVIRONMENT
- Web · Admin Portal · Client Portal
- PROFILES
- Administrator · Internal Team · Client
- FLOW
- Onboarding · Implementation · Approval · Go-live
Operação Ativa
8 NOVAS ATIVIDADES HOJE| EMPRESA | ETAPA | PROGRESSO | STATUS |
|---|---|---|---|
| Vértice Sistemas | Configuração | 72% | NO PRAZO |
| Lumina Tech | Treinamento | 45% | AGUARDANDO |
| Atlas Group | Validação | 88% | EM RISCO |
| Nordly Corp | Kickoff | 12% | NO PRAZO |
| Orbe Consultoria | Go-Live | 95% | APROVAÇÃO |
How it works in practice
Client Hub transforms onboarding and implementation processes into a structured journey, allowing team and client to track stages, responsibilities, pendencies, and progress within the same environment.
“The platform was designed for operations involving different stakeholders, documents, approvals, and deadlines, reducing dependence on emails, messages, and parallel spreadsheets.”
01 — ADMINISTRATOR VIEW
The administrator has a complete view of the entire operation, simultaneously tracking clients, projects, team, stakeholders, deadlines, stages, pendencies, and status of each implementation.
This view allows for quick understanding of what is happening across the company, which projects are moving forward, which depend on action, where bottlenecks exist, and who is responsible for each next step. More than just tracking isolated tasks, the administrator can visualize the health of the operation as a whole and maintain strategic control over different implementations at the same time.
02 — TEAM VIEW
Each team member has a clear view of what needs to be done, which projects they are involved in, and at what stage each implementation stands.
Pending tasks, deadlines, documents, stakeholders, approvals, and next actions are organized within each project, facilitating execution and reducing the need to search for information in messages, spreadsheets, or different tools. The team can quickly identify what is completed, what is in progress, what depends on someone else, and which activities need attention.
03 — CLIENT VIEW
The client tracks their implementation through their own simple and transparent experience, designed to show exactly what they need to know at each moment of the journey.
They can visualize what stage the project is at, what has already been completed, what the next steps are, which documents or approvals are still needed, and what depends on their participation. This visibility reduces uncertainty, avoids the need to constantly request updates, and creates a more professional experience throughout onboarding.
04 — AN INTEGRATED B2B EXPERIENCE
Client Hub's differential lies in connecting administrator, internal team, and client within the same implementation, keeping each profile with its own experience, responsibilities, and access level.
What happens in one part of the operation remains connected to the others: tasks move forward, documents are sent, approvals are recorded, pendencies are visible, and project progress is updated throughout the journey. This creates a more transparent and organized B2B experience, where the company maintains internal control of the operation while the client tracks the project with clarity and professionalism.
“Uma única jornada. Diferentes perspectivas. A mesma informação conectando toda a operação.”
What the solution delivers
Centralized view of implementations
Clients, stages, stakeholders, progress, and deadlines are gathered in a single operation.
Structured onboarding journeys
Stages and templates help standardize processes without eliminating the particularities of each implementation.
Clearer responsibilities
Tasks, pendencies, and next actions allow quick identification of what depends on the team and the client.
Organized documents and approvals
Materials, validations, and approvals are no longer scattered across different channels.
More transparency for the client
The client tracks progress, current stage, next actions, documents, and pendencies within their own portal.
Operation health monitoring
The team can identify ongoing, completed, action-awaited, or attention-needed implementations.
GOVERNANCE AND VISIBILITY
Each profile accesses the information necessary for their participation in the implementation, keeping the operation organized without exposing all internal management to everyone involved.
The separation between administrator, internal team, and client allows structuring responsibilities, reducing communication noise, and preserving the context of each stage of the process.
Permissions, documents, and access levels can be configured according to the rules and needs of each operation.
Client Hub
“Visibility for the client. Control for the operation.”
