Presentation Slides
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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.
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Watch the recording: September 2026
About the webinar
In this edition of our What's New in ecoPortal series, Rob Leyland went through platform configurations that can deliver a smoother experience for every role in your organisation.
In this session, we covered
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
Quick improvements across pages, our mobile app, and reporting structures. Plus, a first look at where our AI capabilities are heading, including conversational forms and Eppa, our upcoming centralised assistant.
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.
What we covered
New Copy Page feature & configuration
Refreshed File Manager and People Manager
Configurable Dashboard Printing & Snapshots
Ready to dive in?
Take a front-row seat and learn how you can apply our latest enhancements to real-world scenarios.
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