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By Svartigaldur

The Portal

A better beginning for the work ahead.

Good work starts with the right context. The Portal is our guided onboarding flow for gathering what matters about your business, agreeing account access and setting out how we will work together.

Plan our first steps

In development. Talk to us about your onboarding needs.

Less back and forth. More shared understanding.

The planned onboarding experience brings business context, access and the working agreement into a single guided introduction. Explore the intended flow.

The PortalPlanned experience · in development
1Context2Access3Agreement

Tell us about your business.

An example of the planned flow

Business and markets
Goals and priorities
People involved in the work

Choose a perspective

Start with what matters to you.

Your business, its priorities and the reason for the project come first. A useful introduction gives the team more than a collection of account names.

Illustrative views, with no live client data.

Explain your business once

Bring your goals, context and priorities into a structured introduction that gives the team a useful starting point.

Make access explicit

Work through account access approvals as part of onboarding, with a clear reason for the access requested.

Agree how the work begins

Bring the working agreement and practical setup into the same conversation before delivery starts.

Getting
started.

For new Svartigaldur clients and the people coordinating the start of a project.

  1. Share the business context behind the project.
  2. Review the access and setup the work needs.
  3. Agree the working relationship and the next steps.

In development. Talk to us about your onboarding needs.

Good to know.

Can we use the complete Portal today?

The flow is still in development. We can discuss the intended experience and handle your onboarding with the team while it is being built.

Is this a self-service signup?

The Portal is a guided client onboarding experience in development. Contact the team to discuss how your engagement would start.

Can we begin working together now?

Yes. Our team can handle the practical onboarding for an engagement while the complete Portal experience is being built.

Make it
useful.

Start with what you want to understand or do better.

Plan our first steps