Training Courses

Customer Self-Service Portal Design

In this one-day course, you'll learn practical steps to creating a customer self-service portal that is easy to use and provides real value to your organization. In this course, you will create a customer-friendly interface that helps your process to become as automated as can be. You'll learn to enhance your knowledge management to include customer self-service workflows that adapt to customer needs and to create specifics forms that are customer-friendly and user-aware. We'll also experiment with using customer-driven automation to shift workload from your staff.

Course Schedule:

NA: This course runs from 8:00 AM – 4:30 PM Mountain Time (MT) on the day of the course.

EMEA: This course runs from 9:00 AM – 4:30 PM Greenwich Mean Time (GMT) on the day of the course.

APAC: This course runs from 8:00 AM - 3:30 PM Australian Eastern Standard Time (AEST) on the day of the course.


Price (per student): $495 US | £385 GBP | €425 EUR | $690 AUS

Registration for this course will close at 2:00 PM Mountain Time on the day before the course start dateContact us for more information.

Course Objectives:

  • Design a customer centric portal
  • Explain the reasoning behind customer vs. IT centric portal design
  • Create custom portal view specifics forms
  • Create one-steps that launch from the portal

Intended Audience:

This course is designed for Cherwell Service Management System Administrators who are ready to take their implementation to the next level of maturity.

Course Agenda:

  • Portal Design
  • Customer centric design
  • Workshop/Activity
  • Specifics Design for Portal
  • One-steps for Portal

Upcoming classes

Request this Class
This class is currently unscheduled.
Click 'Register' to request this class.