ConductScience

Client portal

Follow your project in a private client portal

During a rollout, your team signs in to see the plan, what each side has to do next, the signed agreements and the invoices.

Ask for a walkthroughSee what your team sees
The portal's overview for a fictional company's rollout, with this week's status, the deliverables accepted so far and what each side has to do next.
The portal demo, on invented data for a fictional company.

Overview

Where the project stands this week

The overview opens with a weekly note from our team. Each workstream, such as setup or data, is marked On track, Watch or At risk.

  • Two lists show the next tasks for your team and for ours, each with a due date.
  • A card shows how many of the deliverables your team has accepted and names the next one due.
  • A list of upcoming events, such as reviews and facility shutdowns, gives each date and the side responsible for it.
Project status
The overview's cards, with the week marked On track, one of four deliverables accepted, the next tasks for each side and the upcoming dates.

Plan

Every deliverable and its acceptance criteria

The plan lists each deliverable with its status, the criteria your team checks it against and the week it is due, counted from the start of the project.

  • Once the start date is confirmed, the plan also shows the calendar date each deliverable is due.
  • When a deliverable is waiting for your review, it shows the date that review is due.
Two deliverables in the plan, one accepted and one waiting for the client's review, each with its due week, date and acceptance criteria.

Documents

Contract documents and shared files

Agreements and change orders open as PDFs, each with its version and the date it was signed or sent.

  • Agreements include the master services agreement and the statement of work, and a data processing agreement when your rollout has one.
  • Reports and plans that our team shares appear under shared files.
Documents in the portal
Five contract documents with their numbers and versions, four signed agreements and a change order marked sent.

Billing documents

Your payment schedule and invoices

Each payment shows its trigger, such as the signed contract or an accepted deliverable. Each invoice shows its purchase order and status.

  • Invoices go by email to your accounts payable, which pays them outside the portal.
  • The portal shows a copy of each invoice once it is sent.
Milestones and payments
A payment schedule of five payments, each with its trigger, planned date, amount and status, above two paid invoices with their purchase order.

Meetings and team

Check-in notes and your team's roles

The meetings tab shows a summary of each check-in, newest first. The team tab lists your company's people on the project, with their roles.

Two weekly check-ins, each with its date and a one-line summary.
Three people on the client's side, each with a title and a role on the project, such as sponsor or IT approver.

Security

Sign-in, access and data

Security details for IT reviewers
  • Signing in takes a ConductScience password and a code from an authenticator app. The portal does not offer Microsoft or Google sign-in.
  • On your side, only the people your company names can open your project. We remove anyone you ask us to.
  • No client company can see another client's project.
  • The portal stores no copy of your project and reads it from our records system each time someone opens it.
  • The portal runs no third-party analytics, advertising or tracking scripts.

Questions

Can my team make changes in the portal?

No. The portal only shows your project and its records. Your team sends reviews, answers and files to our team outside the portal.

Does the portal work on a phone?

Yes. Every tab fits a phone screen and shows the same records as on a computer.

How does someone on our side get access?

Your company tells us who needs access, and our team sends each person an invitation.

Can our IT team review the security of the portal before a rollout?

Yes. We provide written answers to your security questionnaire.

See the client portal with our team

We walk through a project on invented data and answer your IT and procurement questions.

Ask for a walkthroughConductScience Enterprise