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Self-Service Portal

Speed up service delivery

The OTOBO Self-Service Portal is an easily accessible platform for employees, customers, and partners to request IT- and enterprise services from internal and external service providers, access your knowledge base, and create incidents or service requests. The interface is easily customizable to match your organization’s corporate design.

SELF-SERVICE

Benefits

  • Increased efficiency

    Through self-service, users resolve their own issues without having to wait for your support team’s response. By operating more efficiently, you reduce wait times and expedite issue resolution.

  • 24/7 availability

    Self-service is available 24/7/365, providing support to your users even outside regular business hours. This enhances customer satisfaction and improves service levels.

  • Relief for the support team

    y enabling users to address their own issues, the number of incoming support requests decreases. This relieves the support team, allowing them to focus on more complex tasks.

  • Improved user experience

    Self-service provides your users with an intuitive, user-friendly way to access services. It enhances the user experience and increases customer satisfaction.

  • Cost savings

    By reducing the number of support tickets and relieving the support team, you save costs as fewer resources are required for support.

  • Better data availability

    Data captured through the OTOBO self-service portal on common issues and requests can be utilized to manage performance, identify trends, address common issues, and overall enhance service quality.

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SELF-SERVICE

Capabilities

Give employees and customers the ability to find quick answers to their questions, report issues, or initiate service processes on their own. This improves efficiency, relieves the service team, enhances service quality, and thereby increases satisfaction – a win-win for the organization, employees, and customers.

Create service requests quickly and flexibly

Employees, partners, dealers – the possibilities for using the self-service portal are numerous. All users benefit from being able to create service requests quickly and compactly directly through the portal. Flexible and runtime-adjustable ticket forms ensure a concise and flexible inquiry of the relevant information for each specific request type.

➞ Learn more about flexible, adaptable ticket forms

Configuration Management Database - CI definitions
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Easy authentication and SSO of employees, customers, or partners.

Offer employees and customers easy access to the self-service portal, e.g. via the intranet or website. To authenticate users, you can integrate one or more authentication systems, such as Active Directory, LDAP, or a customer database with OTOBO.

Even more convenient for your users is access via Single Sign-On (SSO), e.g., in conjunction with Kerberos.

Widgets for flexible self-service dashboard customization

Keep users informed and customize the self-service dashboard to your individual needs using widgets, such as:

  • Knowledge Base – optional direct access to the knowledge base or selected FAQ articles
  • Enterprise Service Catalog – access to all enterprise services for which the user is authorized
  • Ticket Overview – clear display of all current tickets of the user with ticket status
  • Create New Ticket – direct access to the form for creating new tickets
  • News Ticker – freely configurable scrolling text providing updates on current events, such as major disruptions with central impact
  • Statistics – display of relevant charts and metrics Links – to external systems, social media channels, or resources
  • Image Tiles
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Unified service catalog for IT and non-IT services

Through the self-service portal, employees and customers gain quick and straightforward access to the OTOBO service catalog and offerings from all enterprise-wide service providers, such as IT, HR, facilities management, or fleet management. To maintain concise views, users only see the services for which they have been authorized.

➞ More on Service Catalog

Easy access to the knowledge base, FAQs and documents

Employees, customers, and partners gain access to the knowledge base through the self-service portal, which contains documented answers to frequently asked questions, troubleshooting tips, guides, manuals, or product information. Via keywords, users are pointed to relevant articles during ticket creation as well. This saves time, reduces the volume of inquiries at the service desk, ensures streamlined, swift resolution, and enhances the experiences of both employees and customers. The service team is relieved and can focus on activities that create greater value.

➞ More on Knowledge Management

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Multi-tenant processing of service requests

Limit the visibility of tickets, services, or content areas of the knowledge base to specific customers or organizational units to ensure multi-tenant processing of operations, without allowing them to view the tickets and data of other units.

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Adapt to your organization’s corporate design

Customize the layout of the self-service portal to match your organization’s corporate design. This allows the portal to be seamlessly integrated into the organization’s website or intranet.

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Integration of complementary systems

Through open standards and a powerful REST/SOAP API, you can seamlessly integrate adjacent systems and external data sources with the self-service portal and automate your service processes flexibly.

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SCALABLE PLATFORM

The integrated portal to your service organization

IT Service Management (ITSM)

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Through the self-service portal, you provide employees with quick and easy access to all IT services, documented solution knowledge, and an overview of all their previously opened tickets.

➞ Additional ITSM capabilities

Customer Service Management (CSM)

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The self-service portal is seamlessly integrated into the Customer Service Management, providing all customers, partners, and service providers with the opportunity for convenient interaction with your service organization.

➞ Additonal CSM capabilities

Enterprise Service Management (ESM)

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The self-service portal serves as the central window to the service offerings of the entire organization. Whether it’s IT services, HR services, service requests for Facility Management, or maintenance orders for field service workers – everything is managed through a unified platform.

➞ Additional ESM capabilities

SERVICE EXCELLENCE

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