Transformation program client portal
A program portal where a transformation consultancy shares workstream status, decisions, milestone acceptance, benefits and steering with a client.
- Industry
- Technology-Oriented Consulting
- Team
- Operations, Client services
- Use case
- Client portals, Project management
- Tags
- Approval workflow Client reporting
- Includes
- 3 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Stream status update
Page · Embedded on site route /streams · Requires sign-in
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Milestone acceptance record
Page · Embedded on site route /acceptance · Requires sign-in
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Benefits realization review
Page · Embedded on site route /benefits · Requires sign-in
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Dashboards
App · Client routes: /, /acceptance, /benefits, /decisions, /onboarding, /steering, /streams; seller team routes: /team · Requires sign-in
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Tasks
App · Client routes: /decisions · Requires sign-in
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Project Chat
App · Client routes: /decisions · Requires sign-in
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Forms
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for transformation and process consultancies running multi-workstream programs. A command bar with a workstream chip strip leads to a stream board and status update, a decisions page with tasks and project chat, milestone acceptance, the benefits realization review, steering, files and file requests, and onboarding. The consultancy keeps a separate team workspace for administration.
- Command page with live KPIs, decision age and a stream board
- Workstream chip strip with a stream status update shared as a FuseBase page
- Decisions page with a risk view, tasks and project chat
- Milestone acceptance record against agreed criteria
- Benefits realization review with live charts
- Steering page with milestones and risk changes
- Files, forms and file requests
- Onboarding checklist
- Consultancy-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the program
Open the live demo command page and read the stream board and decision age blocks.
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Map your workstreams
Decide which streams, decisions and acceptance criteria your client sponsors should follow.
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Plan client access
In the linked Site only the command page opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Transformation program client portal help me do?
It keeps a multi-workstream program in one portal: stream status, decisions, milestone acceptance, benefits and steering, each with live program blocks.
Which documents are included?
Three shared FuseBase pages: the stream status update, the milestone acceptance record and the benefits realization review.
How is milestone acceptance recorded?
The Acceptance page shows the agreed criteria and detail blocks next to the shared milestone acceptance record.
Who is this template designed for?
Transformation and process consultancies, for operations and client services teams that report to a client steering group.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the streams, decisions, acceptance, benefits, steering, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.