Keeping organized it crucial for maximizing productivity. The benefit of proper organization ultimately allows for easier adoption of processes for existing and new employees. Organization is important when designing and using a portal solution. All advisors will need to learn the new process of the new portal, it is important things are organized to ensure it feels intuitive and easy to remember into the future.
If the portal is disorganized, advisors will find it difficult to locate content, tools, or apps. This will waste time by having to click around looking for something but creates frustration and negative emotions towards the organization.
Lack of Integration Capabilities
The desire for a financial enterprise to implement a portal solution is to streamline processes and increase output. While some of the tools or processes may be able to be replaced by the centralized portal, others may still need to be remain active. Therefore, the portal must be able to easily integrate with all the different tools of the enterprise. In the instance of lack of integration, are the end-users able to copy easily export or copy information to other tools.
Lack of Adoption and Usage
User adoption and sustained usage is one of, if not the main metric to determine the success of a new portal solution. There are many reasons that could impact adoption, from organization, integration, usability, performance, etc. Another cause for advisors not fully adopting the new portal into their workflow could be caused by a lack of training and education. If advisors must do some self-discovery in order to learn the platform, this will negatively impact productivity. If a financial enterprise and the portal provider make the initial investment of training/educating the end-users, this will allow the advisors to hit the ground running and also have a point of contact if questions or issues arrive in the future.