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Configuration / Solution Match Applications

With an increasing range of offerings, a greater number of factors influencing a decision, and less time to make the right choice, managers are facing more and more pressure to ensure that employees make the right choices, every time. By using technology to embed expert know-how directly into decision making processes, PortBlue helps organizations solve this problem. PortBlue's various "solution match" (configurator) modules guide users through a universe of possibilities to the solution (e.g., product/service offering, transaction structure, optimal alternative) that meets their goals, while operating within the constraints set by their organization. Refining a preliminary recommendation with more detailed analysis (if desired), modules can help ensure that the right person is getting the right product or service, every time.

PortBlue's "Solution Match" (Configurator) modules:

  • Guide underperforming salespeople using the knowledge captured from expert salespeople to consistently recommend the best alternative to your customers
  • Empower customers to search product catalog to find the right choice for their unique goals and constraints
  • Help employees understand the benefit plans best suited to their family situation

By allowing users to weight and rank key elements of their decisions, PortBlue modules guide users through an expert process to the best solution.

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