Client Onboarding Portal

A concrete project with a clear subject and real-world context.

Task

A technical agricultural cooperative needed a structured way to introduce new members to the specific care routines for olive trees on calcareous soil. The existing process relied on printed sheets and informal talks, which led to inconsistent practices across different plots.

Approach

We designed a step-by-step portal that guides each new member through the first season. The content covers soil testing, irrigation scheduling based on local rainfall data, and the correct timing for bud grafting. Each module includes a short checklist and a reference to the cooperative’s own field trials.

Implementation

The portal was built as a private section within the cooperative’s existing website. Members log in with their membership number and access a dashboard that tracks their progress. The content was written by two agronomists and reviewed by a panel of experienced growers to ensure the language stays practical and region-specific.

Outcome

During the first season, 84% of new members completed the full onboarding sequence. The cooperative reported fewer cases of incorrect pruning and a noticeable drop in questions about basic irrigation rules. The portal now serves as the standard entry point for all new associates.

Supporting materials

  • Field guide for soil sampling (PDF, 12 pages)
  • Video demonstration of the bud grafting cut
  • Seasonal calendar for the first year of care
  • Recorded Q&A session with the cooperative’s lead technician
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