What is a personal cabinet on the site?

Introduction

A personal cabinet is a set of linked site pages that are available to users of a certain group — Buyers, Partners, Operators, Moderators.

The system knows who this particular user is and provides him with only the necessary tools to work with.
In contrast, the unauthorized part of the site (we did not enter a username/password) is an area where we do not know anything about the incoming user and offer him various services of the site, hoping to guess what he needs: maybe it is a supplier of goods who wants to sell their products on the site, or is it a buyer? Or maybe an advertiser looking for information about placing ads on the site.

In the personal cabinet, the emphasis is on convenience, clarity and functionality, rather than design aesthetics. The user enters the personal account with a specific purpose — to order a product, check the order status, select options in the order, etc.

What does your personal cabinet look like?

As an example, let’s take our Falcon Space platform — a tool for fast and inexpensive development of personal accounts.

Here are some screenshots of personal accounts implemented on the basis of our platform.

You can also watch a demo of the solution in order to feel your personal cabinets in practice with your hands.

Why do I need my own personal cabinets?

A personal cabinet is a way of organizing a certain business process. The process can also be implemented offline — just make notes on paper or in Excel about the fact of executing actions.

What does a personal cabinet give to a business?

Logging actions

Each action in your personal account can be recorded — visiting a page, saving a form, executing an action — who, when, under what circumstances.

Thus, you can restore the picture of actions for a certain period, provided that all the necessary data is saved.

Standardization of business processes

The Personal cabinet specifies a single method of data processing. You can configure the interface of your personal account in such a way that the user will not be able to step away from the process.

Process Control

You can use indicators and metrics to control deviations from the standard values. Moreover, this control can be automated.

Data protection from theft

The user in the personal cabinet is given access only to the data that he does not need for work. It is much more difficult for a person to steal data, he has limited access and his actions are logged.

Data protection against loss of integrity or complete loss

Your system should back up the database to a remote resource. This avoids complete data loss. In the case of paper data, any fire can completely destroy the data archive.

Know the customer better

If the client has a personal account, then the history of interaction appears in the course of his work. The system accumulates data about the customer, which can then be used for more accurate offers.

24/7 Service

The client can receive the service in the personal account at any time. No need to wait for the morning. It can do everything at any time (and even at night). At the same time, the actual processing of its request can take place at a certain time. But this does not keep the client, he did his job and now the ball is on your side.

Reduced staff costs

Every customer request requires staff time. The fewer requests, the less staff is required.

Ideally, the client should serve himself in the personal cabinet.

Monitoring and recording of working hours

The staff can keep track of their time in the system, and this allows you to make various metrics and indicators on the effectiveness of the staff.

Customer Loyalty

Personal account for business is not only a means of convenient work with customers or employees, but also a way to stand out from the competition. If the client is sitting tight in your office, it will be difficult for him to change you to another supplier and get used to someone else’s infrastructure again.

Why do I need a personal cabinet for a user?

This is convenient in terms of a uniform interface for all tasks. You do not need to jump on different systems and do actions in them. Everything lies in one system, and the user ideally works only in it.

Speed up routine actions

If a few simple actions can be performed with a single click, then sooner or later this function will be implemented in the system. Through such improvements, you can achieve a significant simplification of the user experience.

Detailed information on objects

The personal cabinet can display all the information related to a specific object, for example, an order. In the case of a manual system, all this information would have to be collected manually.

Automatic data collection

Some information may be automatically saved based on user actions. Changed the status-automatically saved a comment about changing the order status. Given that it is problematic to fake such comments, valuable information about the object’s life cycle appears in the system (what were the order statuses, who changed them and when).

Metrics, nested parameters

The system can simplify the calculation of metrics. You need to program these metrics once, and then you don’t need to do any manual work to calculate the metrics.

What does the personal cabinet consist of?

The composition of the modules of the personal account depends very much on the role of the user.
If this is a client, then probably the composition of the personal cabinet will be something like this:

If this is the moderator’s cabinet, then you can make the following sections for him:

  • Product moderation
  • Moderation of comments
  • Moderation of user profiles
  • Review moderation

If this is the seller’s cabinet in CRM, then the modules are as follows:

  • sales statistics (funnel, my metrics)
  • potential customers
  • transactions and orders
  • objection/question map (sales knowledge base)
  • order execution

If you describe your personal cabinet in general terms, then this is a set of tables, forms, graphs, dashboards. Their different combination results in a unique personal cabinet for a specific role.

Conclusion

We have 2 detailed articles about creating personal cabinets:

Creating personal cabinets for employees

Creating personal cabinets for clients — client service

Personal cabinets are an element of the company’s infrastructure. Therefore, it is necessary to approach the creation of personal cabinets with all care — to think through the main processes that should be implemented within the cabinets, as well as a plan for the gradual transition to the system of personal cabinets.

If we talk about our Falcon Space platform, it allows us to implement a basic solution with personal cabinets for employees/customers/partners relatively quickly, and then gradually develop it as needs arise. This is not a classic boxed solution, but a tool with flexible capabilities for implementing those personal accounts that fully take into account the specifics of your company. More detailed about the history of the creation of Falcon Space.

Originally published at https://falconspace.site.