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    Customer Experience Portal & Instant Pro-Forms

    Engage with your customers and external users at every step of the business process.

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    Customer Experience Portal

    Loop in Your Users

    Users external to your organization can securely participate in a workflow by completing tasks, like uploading documents or answering questions, using purpose-built user experiences, portals, that walk them through the job to be done. Those users also have transparency into the status of that workflow.

    Instant Pro-Forms

    Collect the Data You Need

    KnowledgeLake Instant Pro-Forms provide a new way to collect data or start a process. Get started designing professional-looking forms in no time with the easy-to-use, drag-and-drop designer that offers a depth of options for customization.

    Increase Customer Satisfaction

    Provide easy access to information, personalized interactions, self-service options, and streamlined communication to your customers, partners, vendors, and prospects.

    One Seamless Experience

    Brand your Forms and Portal to match the look and feel of your business. Tailor your secure user experience to have the exact look, feel, and functionality you need for each type of user task. 

    Kick off Workflows

    KnowledgeLake Instant Pro-Forms provide the perfect way to collect the necessary data to help drive or kick off your business processes, both by your internal users or from the public.

    Workflow Transparency

    Keep your external users engaged and informed by letting them track the status of their case as it is processed. The Portal is safely cordoned off from your main KnowledgeLake tenant for added safety.

    "With the KnowledgeLake solution, we have one single place where documents are stored and can search for and retrieve a specific document in just a few moments. It allows us to be much more productive and to easily access information for better business decisions."

    Rama Sundaram | Director of Technology, MJB Wood

    "Since we are acquiring organizations and growing the way that we are, standardization is huge for us. KnowledgeLake has given us the ability to standardize our content management model and capitalize on that, which is really pushing us forward."

    Anonymous | VP of Information Technology, National Transportation Services Provider

    "We had five content management vendors. They were all proprietary. We couldn’t get to the data without paying them to get it on our behalf. In order to have a SQL Server back-end with a SharePoint front-end that met multiple needs of the university, KnowledgeLake was a perfect solution."

    Denise Hirschbeck | Assistant Vice Chancellor for Information Services and Technology, Washington University in St. Louis

    "When we were looking at what to do with the migration of our PeopleSoft documents to the Cloud, we looked at other vendors. No one would do it as straight-forwardly as KnowledgeLake, nor as cost-effectively."

    Denise Hirschbeck | Assistant Vice Chancellor for Information Services and Technology, Washington University in St. Louis

    "Closing the books on our centers requires a lot of supporting documentation and effort. Moving to KnowledgeLake has allowed our accounting staff to find that content much more easily and quickly."

    Corey C. | System Engineer, Amsurg

    See the Platform

    Drive customer satisfaction when you streamline workflows with CX Portals and Forms.