Prototype 2025 Client Portal MS Teams

Consulting Portal

A unified digital front door for consulting engagements—connecting clients to projects, AI-powered workflows, and real-time collaboration.

The Challenge

Scattered content. Disconnected tools.
Clients asking "how are you using AI?"

Consulting engagements generate mountains of content—scattered across emails, SharePoint folders, and Teams channels. Clients want a consistent digital experience. They want to know their consultants are leveraging modern tools, not doing things the old way.

Project content fragmented across email, Teams, and SharePoint
No unified view of engagement status, milestones, or deliverables
AI capabilities siloed—not embedded into consultant workflows
The Solution

Singular client experience - integrating content, workflow and value.

A web-based client hub that centralizes project context, surfaces AI-powered applications, and integrates directly into Microsoft Teams—meeting consultants and clients where they already work.

Concept Walkthrough

Connecting consultants, clients and digital experience.

Client Dashboard

Landing page with active projects, financial overview, pending invoices, and curated insights. The single view clients see when they log in.

Client Dashboard

Project Detail View

Drill into individual projects—milestones, collaboration hub links, quick documents. Direct integration with Microsoft Teams channels.

Project Detail View

Solution Library

Browse available SaaS applications and Teams-integrated AI agents. A marketplace for consulting tools—accessible to both consultants and clients.

Solution Library

Application Detail

Per-app view with product tour, key features, technical requirements, and one-click deployment into the client's Teams environment.

Application Detail

Teams Integration: ESG Data Tracker

Emissions data collection and validation—right inside Teams. Document processing, anomaly detection, scope-by-scope analytics.

Teams: ESG Data Tracker

Teams Integration: Environmental Claims Navigator

Regulatory and standards guidance via conversational AI. Query compliance requirements, get cited answers from trusted sources.

Teams: Environmental Claims Navigator
Key Capabilities

Three layers. One ecosystem.

Dashboard & Projects

Unified view of active engagements, milestones, financials, and quick access to collaboration folders. The client's single source of truth.

Solution Library

Browse and deploy SaaS apps and AI agents. Some accessible via SSO, others deployable directly into Teams channels.

Teams-Integrated Agents

AI workflows embedded where work happens—emissions tracking, regulatory navigation, claims validation. No context switching.

Technology

Built with modern AI tooling

End-to-end development using AI-assisted workflows—from specification through deployment.

C
Claude Sonnet
MVP Spec & PRD
C
Claude Opus 4.5
Development & Orchestration
v0
v0 / Vercel
Design System & Polish
N
Node.js
Frontend
Cx
Convex
Database & Backend
AI
OpenAI
LLM Integration
Insights

What we learned

1

Clients want to see AI in action

They're increasingly asking "how are you using AI?" They want assurance that consultants aren't doing things the old way—while using new tools in a governed, responsible manner.

2

Consistency drives adoption

Clients love a unified digital experience when engaging with consultants. One front door, one place to find everything—not a scavenger hunt across tools.

3

Integration beats displacement

The most effective AI tools meet users where they work. Teams integration isn't a nice-to-have—it's the difference between adoption and abandonment for many clients with established MS investment.

4

New consulting commercial models emerge

This approach opens the door to digital subscription revenues beyond time-based billing—scaling value delivery independent of consultant headcount.