Content Management
Is the homepage/dashboard content relevant and fresh (when was it last updated)?
Have all necessary links been added to the navigation, and are CTA buttons working?
Does the portal menu have an intuitive structure?
Are all portal links working?
Are custom content pages used, relevant, and fresh (when were they last updated)?
Tips & Ideas: Have you walked through the pages and processes as a partner?
Brainstorm: Would additional pages of content be helpful? Are you showcasing
the most important/refreshed partner-facing content on the
homepage/dashboard?
Data Management
Are the custom page sections for the Account and User fields effective?
Are any custom fields in use still helpful/effective?
Are you comfortable adding or editing custom fields?
Are you comfortable managing the behavior of the Standard Fields?
Review File Security Setting practices (if applicable).
Review Locales (if applicable).
Brainstorm: Are there any additional segments you want to capture (e.g.,
inactive partners)? Are there other ways to leverage segments
to fine-tune how information is delivered to partners?
Segmentation
Review all segment types and discuss use.
Are segments applied to assets, collections, pieces of training, menus, and pages?
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