Set Up for Success: Little Adjustments, Big Wins for How Your Teams Work

Get the inside scoop on our latest features and updates! See ‘What’s New’ in action, discover practical ways to apply them in your day-to-day work, and get tips to help your team get even more from ecoPortal.

Hosted by

Rob Leyland

Enablement & Adoption Lead | ecoPortal

-->

About This Session

ecoPortal is packed with powerful capabilities, many tucked away behind settings or in areas of the app you don’t visit every day. Yet a few simple adjustments can make a world of difference to how easy the platform is to use, whatever your role or comfort level with tech.

In this edition of What's New in ecoPortal, we’re pulling back the curtain on the hidden gems you can activate with a simple request—tailored to how your team actually works, and improving user experience from the frontline to the boardroom.

Join us live on 22 September to explore:

Faster data entry for the frontline: from pages that can be copied in a single click to conversational AI that can do all the heavy lifting, we’ll explore big time-saving configuration options across web and mobile.
Enhanced management for system admins: take a tour of the latest areas included in our platform-wide refresh, and learn how to find and report on pages by the template they were created from.
Exec-ready reports for leadership: See how configuring charts, dashboard prints, and snapshots can transform executive reporting into quick insights.
AI innovations & daily enhancements: catch up on quick improvements across pages, our mobile app, and reporting structures. Plus, get a first look at where our AI capabilities are heading, including conversational forms and Eppa, our upcoming centralised assistant.

Can’t make it live? Register anyway and we’ll send you the recording.

Presenter

Rob Leyland

Enablement & Adoption Lead | ecoPortal

About Rob

Rob Leyland is a customer success leader with over a decade of experience in client relationship management and customer enablement for digital solutions. As Enablement and Adoption Lead at ecoPortal, Rob is focused on helping organisations get the most out of the platform — including keeping customers informed and engaged with the latest product updates. With a passion for strategic partnership and a relentless focus on customer outcomes, Rob brings both the expertise and enthusiasm to help your team thrive.