Fleur de lis
Trinity Consulting Inc

Partner Portal

Secure web-based partner facing access point to learn about the benefits of partnering with your company, access partner resources, collaborate on client delivery, and perform other business, financial, or operational tasks.

Typical Partner Portals

  • Resource Depository
  • Collaboration Center
  • Project Collaboration
  • Joint Ventures

Typical Functionality

  • Partnership Status & Details
  • Searchable Documents and Downloads
  • Opportunity & Project Tracking
  • Accounts Receivable & Payable

Typical Features

  • Role-based access control (RBAC)
  • Account Management
  • WYSIWYG Content Editing
  • Custom Approval Workflows
  • Secure Publishing Workflow + Auditing
  • Custom Web/Infopath Forms
  • E-mail notifications & reminders
  • Calendar integration
  • CRM Integration
  • Customizable Content Types

Typical Technology Components

Diagram of Partner Configuration