Efficient collaboration with clients is essential for any service firm. Traditionally, collaboration has focused on face-to-face meetings, supported by email to share work in progress. Over the past several years, a new tool has grown in popularity: the client service extranet. While face-to-face meetings remain the most effective (and essential) collaboration tool, extranets have replaced email as the favored forum for sharing and organizing the vast number of documents that are part of all client/agency relationships. Increasingly, service firms are using extranets as a platform to share work with clients securely and efficiently. They allow clients to log into a secure workspace and access the materials that pertain to them. An extranet allows clients to: Access draft documents for approval or comment Preview artwork or multimedia presentations for approval or comment Provide important background information from the client before the project begins Archive past projects for easy comparison Access time and billing information Access a log of all project communication Reduce the number of or eliminate the need for face-to-face meetings which can make servicing remote clients easier and less expensive Since most clients are busy people, using an extranet can save both time and frustration for the client and improve the agency's level of service and as a result, the client's overall satisfaction. How Do You Set Up An Extranet? You can set up and in-house extranet or purchase a hosted extranet from an application service provider for a monthly fee. Building an in-house extranet If you select an in-house implementation, you will need to have an existing intranet infrastructure available. Then you can purchase the necessary equipment and software and either hire or train personnel to maintain the system. The initial cost can be significant and may be beyond the reach of smaller firms. Building an in-house extranet offer the following advantages and disadvantages compared to using a hosted (ASP) solution: Advantages Complete control of user interface design Ability to customize functionality for each client Integra
Rick Mosenkis is CEO of Trichys, providers of WorkZone extranet and intranet solutions for online collaboration.