Ksana Health: How has Portalis impacted our business?(video/transcript)

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We recently interviewed Lindsay Fasser, Customer Engagement Lead, Ksana Health about why they chose Portalis, and the impact it has made for them. 

Ksana Health are an amazing MedTech company, based in the US, focused on 'Improving Mental Health through objective measurement and personalised intervention'. 

Key Takeaways:

"Since introducing Portalis, we've seen huge improvements in our customer response time. Portalis gives each of our clients a transparent view of all deliverables. The portal enables us to easily tailor client documentation, training videos and training resources. 

Ksana Health is fairly small right now. But as we grow, we're really excited to have Portalis as part of our tech stack.

Lindsay Fasser, Customer Engagement Lead, Ksana Health 

 

Watch the video:

Read the transcript: 

Hello, my name is Lindsay Fasser. I'm the Community Engagement Lead at Ksana Health. My background is in community engagement public service work as well as mental health advocacy. I work directly with our customers as well as our partner organisations. I also do community engagement work internally with our employees. 

Ksana Health is a digital mental health care organisation. We create products that help b

ring therapy out of the office and into clients daily lives, as well as good behavioural health researchers the tools they need to be able to conduct remote participant monitoring, so many different kinds of customers with our variety of products. 

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We needed a solution that would enable us to take our internal work on Hubspot, Trello and our knowledge base and give it to our customers in a really accessible and user friendly way. We weren't able to do that with HubSpot. And so we were really lucky to find Portalis. 

Portalis has been really helpful in making information available for our clients. 

A lot of this has been done through email so far, and it's very time consuming. So Portalis is able to save us a tonne of time. 

With Portalis, our clients benefit from the transparent deliverables on Trello, all their documentation is in one place, and they can even book a meeting directly with me through the HubSpot portal integation. And it also really helps us to manage our clients ticket tracking. So overall, I'd say as we grow especially, it's saving our team a tremendous amount of time both on the service sector, as well as in our operations team. 

Some of the benefits that we found with Portalis have been the usability is very intuitive for our clients who are distributed globally. The tool makes everything accessible for them. It's also updated in real time. So it connects our back end directly to really transparent customer facing view. 

The ticketing system has improved our customer response time greatly. Our deliverables and our customers deliverables updated instantly and regularly has been key to this. 

Ksana Health is fairly small right now. But as we grow and scale, we're excited to have Portalis as part of our tech stack. It's very simple. But it's also very customisable for our needs and for our clients. For example, we tailor our documentation, training videos and training resources for each client. Having everybody linking back into our back end is really helpful for contact segmentation, as well as providing personalised care to each of our different kinds of clients. 

The Portalis team is amazing. We love working with them. They're very open to communicating even though we're in very different time zones. I'm on the Pacific Coast of the US and have had no trouble contacting the team in the UK.

As we scale, Portalis is going to be really helpful to save our team tonnes of time, especially with the back and forth communication with our clients. Everything from setting up meetings to organising deliverables, coming up with dates and managing resources. 

 

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