How To Improve The Customer Experience with Digital Experience Platforms?

Today’s world is digitally driven as customers are on the continuous lookout for the easiest ways to connect with their favorite brands. However, these rapidly exceeding customer expectations challenge businesses to uphold their positions in the dynamic market. As innovation and digital technology continue to advance, many businesses are adopting a customer-focused business strategy. They are transforming their presence with seamless digital customer experiences. To achieve this, they are implementing one of the most opted solutions for enhancing their customer engagement and experience, which is Digital Experience Platforms (DXPs).

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A Digital Experience Platform (DXP) is an integrated framework that combines an array of Enterprise software, ranging from contextualized digital experiences, Content management, analytics, and personalization, to optimization and automation of operations. The solution is gaining popularity with the exponential rise in digitalization. According to a Gartner report, over 80% of B2B and B2C organizations will shift to digital-first business models by 2025, creating a need for DXP solutions. In such a scenario, it’s not a matter of if but when your business is ready to adopt a digital experience platform to improve its customer experience.

Understanding Customer Experience

Customer experience (CX) refers to brand-customer interactions and the overall impression left on a customer’s mind regarding a company’s products, services, and processes. It is evaluated by following the entire customer journey, including the pre-sale, purchase, and post-sale stages. It considers all the touchpoints and interactions a customer has with a business.

Understand customer experience with a simplified example. Let’s say a customer leaves with a positive experience during the purchase and post-use of a product. This experience will then lead them to come back to the same brand, to increase customer loyalty and effortless word-of-mouth marketing. Contrarily, if a customer exits due to a bad experience, it will result in lost customer trust and damaged brand reputation.

But is Customer Experience Really Important?

Customer experience is the journey of a customer from pre-sales to post-purchase of a product. Every interaction with your customers leaves them with a perception of your brand. These feelings and thoughts then decide the growth and success of your business. When done right, customer experience can bring you the following business benefits:

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Customer Retention

Customer experience is capable of impacting the retention rate of your business. To begin with, customer retention is the percentage of customers choosing your products and services over a given timeframe. By analyzing customer experiences, businesses can identify ways to improve the customer journey. This step brings personalized customer experiences, ensuring customer loyalty and driving a higher retention rate. It also reduces customer churn and associated costs.

Positive word-of-mouth Marketing

Superior customer experiences encourage your customers to become your brand advocates. The authenticity of these experiences makes them believable, attracting new customers and building a strong reputation. For instance, a restaurant consistently delivering delicious food is more likely to receive positive reviews and recommendations from satisfied customers.

Increased Revenue

According to a report by Bain & Company, businesses with optimized customer experience (CX) flows experience about a 4-8% increase in their revenue growth. Exceptional customer experience increases the likelihood of your customers recommending your services and products to others, resulting in enhanced brand reputation. It also leads to repeat purchases, eventually an increase in revenue.

Competitive Advantage

Meeting customer expectations to deliver a better customer experience helps businesses differentiate themselves from competitors, thus, gaining a competitive advantage and increasing market share.
For example, a clothing store offering personalized styling services or a seamless checkout experience unlike its competitors has more chances of outshining in the cutthroat market.

Brand Loyalty

A consistent customer experience gives your customers a sense of trust. This helps your business build brand loyalty and reduce the risk of customers switching to competitors. For example, a tech company that provides 24/7 customer support and resolves issues quickly will retain more customers and gain continuous brand loyalty.

How to measure customer experience?

From surveys to feedback forms, today businesses can adopt tens of ways to measure customer experiences. Here are guaranteed ways to gauge your existing customer experience:

Customer satisfaction survey results

With the help of customer satisfaction surveys, you can get a detailed report on how your customers feel about your brand. The right questions on your surveys can get your users to share their experiences with your products, services, and processes, underlining the challenges and your real strengths. This analysis then can be put into action to improve the identified areas. For instance, if most of your customers share their dissatisfaction with the checkout process, then it’s time to make it efficient.

Customer feedback/suggestions on the product or feature requests

Interact with your customers to understand their product or feature requests. This process will give you an idea of your customer’s needs and preferences. By utilizing these insights, you can deliver personalized services to meet your customers’ unique expectations. This will eventually help in enhancing your customer experience. For instance, if a high percentage of customers are showing interest in a certain product feature, then considering their requests will make them feel significant, ultimately leaving them satisfied with your services.

Customer churn

Customer churn (or customer attrition) refers to the number of customers who stopped doing business with a brand over an observed period. Identifying the reasons behind this customer churn will help you measure your customer experience. For instance, if customers are leaving because of poor customer service, your customer service representatives need training to deliver a better experience.

Observe customer support ticket trends

Analyzing customer support ticket trends help you identify common issues and pain points customers usually experience. Take proactive steps to address these issues before they become widespread and negatively impact customer experience. For example, if customers are frequently contacting support about a particular issue, prioritize the problem before other operations.

Define Customer Experience Management (CXM)

CXM responsibly handles the entire customer journey – the initial customer interaction, purchase experience, and post-purchase support. It gives you a clear understanding of customer needs and preferences. By improving your customer experience management, you can improve your personalized customer experience delivery, build customer loyalty, and create brand advocates.

In short, CXM is a multifaceted approach that helps you design, build and improve your complete customer experience. The three key components of CXM include:

1. Mobile Experience

Mobile experience refers to the journey of a user when interacting with a business’s products and services using mobile devices. Consider the retail industry – the majority of its customers rely on mobile devices for their purchases, which makes delivering a seamless mobile experience essential for the success of a retail business. For every such consumer-facing business, users expect a seamless experience through dedicated mobile apps, mobile-optimized websites, or a responsive design.

2. Usability

Usability evaluates the ease of use with which a customer interacts with a business or its products/services. A well-designed usability experience ensures a high customer engagement rate. With usability testing, businesses can identify areas where customers may encounter difficulties, helping them to work on inefficient processes. For instance, a company may use heat mapping software to identify the most frequently visited areas of its website and make these areas more prominent. Prioritizing usability can reduce customer frustration, increase satisfaction, and ultimately drive revenue growth.

3. User Onboarding

User onboarding refers to the process of introducing new users to the potential of products and services. A good onboarding experience enables users to feel more comfortable when using a service or product. To deliver this experience, businesses can start by producing detailed manuals, creating video tutorials, providing demos, or offering customer support during the onboarding process. By investing in a robust user onboarding experience, businesses can also increase customer retention rates.

Implementing DXPs to improve customer experience

DXPs act as a bridge between a business and its customers to improve customer experience by breaking silos across the organization-wide customer-related functions and operations. It introduces your business to advanced ways to engage customers and meet their expectations.

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1. Omnichannel Engagement

DXPs give your customers the ability to start a conversation with a brand on social media and continue the same interaction seamlessly on an email without having to repeat themselves. It creates a connected ecosystem for the customers across multiple channels, including email, social media platforms, messaging apps, and all the online and offline media. It creates a consistent experience across all customer touchpoints to achieve high customer satisfaction and retention.

2. Personalization

With DXPs, you can collect customer data and use these insights to create personalized experiences. This initial raw data gives you a glimpse of your customer’s preferences and behaviors. Tailoring your services and products to these insights will help you meet the specific needs of each customer. Use this data to build customized product recommendations, targeted marketing messages, and personalized content.

3. Streamline processes with Automation

DXPs help you to automate routine tasks, such as responding to customer inquiries and sending follow-up messages. This not only improves request response times and reduces human errors, but also allows your employees to focus on more complex and high-value activities. Additionally, automation and scalable systems help in streamlining your operations and improving customer experience. By implementing scalable systems, your business can grow effortlessly without sacrificing efficiency or customer experience.

Drive revenue growth with DXP’s key features

Exceptional customer experience has become the need of the hour for every customer-focused business. The best way to achieve this superior CX is by using DXPs – an advanced solution that gives combines all the customer experience platforms under one roof. Here are some key features that can help you drive revenue growth with DXP:

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User-friendly Design

DXPs enable you to make changes in digital platforms without any need for technical knowledge. It has a scalable architecture that is designed to save your time on complex coding, and which allows your digital portals to handle more customers and sessions with zero downtime. The tool also gives you the ability to effortlessly expand your platform with new features and technologies whenever needed.

Personalization

Based on past interactions, behavioral tracking, and historical customer data, DXPs can offer its customers personalized experiences. It also analyzes the time spent on each page to match the interests and preferences of your customers, thus catering to their unique needs.

Multi-channel Experience

DXPs deliver connected digital experiences to their customers by delivering consistent service and support across all its touchpoints. From online channels to offline interactions, customers can expect a seamless experience throughout.

Content Management

DXP’s robust content management system (CMS) allows easy content creation, management, and delivery. It contains a repository of content and enables DXP operations with the right context.

Data Security and Privacy

DXPs offer advanced security and privacy features to secure your customer data and meet industry and regional regulatory compliance standards, such as GDPR.

Customer Data Management

The data management tool offers the consolidated data of customers which can be used to run successful marketing and ad campaigns. It helps in customer segmentation, ad attribution, and more. It also helps in improving overall productivity and efficiency.

Analytics and Insights

Analytics under DXP enables businesses to extract real-time and historical customer data. This data can then be utilized to make informed decisions for customer experience optimization.

Your Roadmap to Implementing DXPs

DXP implementation can be overwhelming until you have the right roadmap. With the step-by-step guide given, you can now streamline your processes to meet your customers’ expectations.
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Step 1: Define clear goals and objectives

Prior to implementing a DXP, businesses must clearly define their goals and objectives. This involves identifying what you want to achieve with your DXP. In short, document your goals, such as improving customer engagement, increasing revenue, or streamlining operations, which will help you in determining the success of your DXP implementation. Your SMART goals which comprise specific, measurable, achievable, relevant, and time-bound attributes, must be mapped to your overall business strategy to set the right foundation for your DXP implementation.

Step 2: Assess the current state

To assess your current state, analyze your existing technology infrastructure and digital capabilities. You can start by identifying your existing systems, processes, and tools. Having a DXP mapped to a business strategy enables the company to achieve its defined goals efficiently. Moreover, assessing the quality and completeness of your customer data will give a 360-degree view of advancing personalization and targeting.

Step 3: Identify Requirements

Once you’ve documented your goals and the current state of existing systems, focus on identifying your specific needs and requirements to adopt the DXP. This step varies from one business to another. It could be content management for one and personalization for another. Other such functionalities of DXP include multi-channel support, omnichannel presence, improved customer support, providing self-service portals to customers, or enhancing technical requirements such as scalability and security.

Step 4: Select DXP Vendor

With requirements in hand, businesses can evaluate different DXP vendors and select the one that best meets their needs. To evaluate a DXP vendor, you would require considering a few factors such as product capabilities, scalability, ease of integration, and support. It’s also essential to keep an eye on the cost involved, vendor reputation, and customer reviews.

Step 5: Develop CX Strategy

A comprehensive customer experience outlines how the DXP will be implemented and integrated with existing technology. This involves defining your target audience, mapping out the customer journey, and identifying key touchpoints. Your content strategy must also align with your customer journey, support your business goals, and include developing new processes and workflows, as well as training staff.

Step 6: Implement DXP

Now for the deployment of DXP, professionals need to configure it to your business needs and check if its integration will be aligned with your existing technology stack. Conduct a thorough test run to ensure the platform meets all your predefined requirements and is ready to deliver a seamless customer experience. This step also covers setting up the technology and migrating content.

Step 7: Test and Optimize

With continuous testing and optimization, you can make the most out of your DXP investment. Begin by monitoring your key performance indicators, which include conversion rates, engagement rates, and customer satisfaction, to make informed decisions regarding further customer experience optimization. You can also use customer feedback to identify areas for improvement and refine your CX strategy over time.

Take your Customer Experience to the next level with DXPs

Customer experience has become a differentiating factor for businesses to stand apart from their competitors. With the implementation of Digital Experience Platforms (DXPs), businesses get the easiest way to enhance their customer experience by providing personalized, multi-channel experiences across all touchpoints. With the right approach to DXP implementation, businesses can streamline the process and achieve continuous revenue growth.

Don’t let your competitors steal your customers with subpar experiences. Incorporate DXPs into your business strategy today and see the difference it can make.

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The Impact of Technology on Manufacturing Industry with Liferay DXP

The past focus of B2B transactions was primarily on efficiency, ensuring that customers receive their orders quickly and efficiently. But modern businesses have shifted their focus to a customer-driven approach that prioritizes delivering a personalized digital experience. But what does this mean for manufacturers?

For manufacturers, this means optimizing the customer experience based on their unique behavior and expectations, which can be achieved through digital transformation. By implementing a Digital Experience Platform (DXP) tool like Liferay DXP, manufacturers can streamline their operations and processes to deliver products faster and produce higher-quality products that exceed customer expectations. In fact, a Forrester Research study found that companies using a DXP experienced a 90% increase in customer retention, a 70% improvement in website conversion rates, and a 50% faster time-to-market.

These statistics make it clear that a DXP is a game-changer for manufacturers seeking long-term success.

 Manufacturing Industry with Liferay DXP

4 Major Challenges of the Manufacturing Industry

The manufacturing industry faces unprecedented challenges as it adapts to digital transformation and changing technology trends. Despite these challenges, companies have seen significant improvements in customer engagement and revenue growth with the implementation of a Digital Experience Platform (DXP). Here are some of the major challenges faced by the manufacturing industry.

1. Constant pressure from competitors to innovate and remain competitive:

The manufacturing industry is facing intense competition from new players such as startups and niche companies that are leveraging advanced technologies such as AI, IoT, and cloud computing to create innovative products and services. According to a survey by PwC, 72% of manufacturing CEOs believe that technology advancements are a key challenge to their industry. To stay competitive, manufacturers need to initiate digital transformation, create new business models, adopt agile manufacturing processes, and use data-driven insights to drive innovation.

2. Legacy systems that aren’t compatible with newer technologies and processes:

To meet the continuously changing customer expectations and demand, manufacturers need scalable systems. A report by Accenture found 73% of manufacturing executives said that legacy systems and technology were a significant barrier to digital transformation, making it difficult to pace up with competitors.

3. Complexities of delivering engaging customer experiences:

Manufacturing companies often struggle to create excellent customer experiences. In absence of that, they lose on various customer engagement opportunities. To address this challenge, manufacturers must adopt a customer-centric approach, leveraging data and analytics to understand customer needs and preferences, and using digital technologies to create personalized experiences.

4. Difficulty analyzing a huge amount of data to derive actionable insights:

The manufacturing industry generates vast amounts of data from sensors, machines, and other sources, which can be overwhelming to manage and analyze. To derive actionable insights from data, manufacturers must invest in data analytics tools and technologies, and build data-driven decision-making capabilities across their organization.

Why do manufacturers and distributors need a DXP?

A Digital Experience Platform (DXP) empowers manufacturers and distributors to effectively manage and deliver digital experiences to their customers across various touchpoints, including websites, mobile apps, and social media channels. It also helps them with:

Increased engagement and conversion

Digital experience solutions for manufacturers and offer increased engagement and conversion by tailoring experiences based on a customer’s past purchases, browsing history, and demographic information. This personalized approach can result in increased customer satisfaction, loyalty, resulting in higher conversion rates.

Drive customer acquisition

By offering superior customer experiences, manufacturers and distributors can get ahead of their competition. With consistent experiences across all channels, they can drive new customer engagement and increase brand awareness.

Increased ROI

A manufacturing company can use a DXP to streamline its supply chain management (SCM), thus, reducing costs associated with inventory management, logistics, and shipping. For a distributor, DXP helps in automating order processing and customer support, eliminating the need for manual intervention and increasing efficiency. These improvements can result in increased revenue and a higher ROI for the business.

5 Ways Liferay DXP Can Benefit Manufacturers

Despite the importance of digital transformation, many manufacturing companies still struggle to keep up. To remain relevant, they must invest in technology and initiatives that connect partners and serve customers better. According to a recent survey by Liferay, a digital experience platform, 93 manufacturing customers commonly use the platform for collaboration, customer, and dealer portals. Take a look at the manufacturing Intranet & Portal Website Software and various other Liferay solutions.
Liferay DXP Can Benefit Manufacturers

1. Customer Portals

Manufacturers can build customer portals using Liferay solutions, establishing direct relationships with end customers. Liferay-powered portals offer personalization, fast and efficient self-service options, flexibility, and the ability to accommodate evolving business needs and pricing models resulting from Industry 4.0. For instance, Airbus Helicopter uses Liferay DXP to provide a modernized platform for over 24,000 users worldwide, enabling them to manage accounts, submit electronic warranty claims, access health and usage reports, and purchase spare parts online. The benefits include improved operational efficiency, greater productivity, and intuitive browsing organized by helicopter fleet instead of by department.

2. Collaboration Platforms

Liferay’s collaboration portal facilitates seamless internal and external collaboration for global teams, with user authentication, granular permissions, and robust integration capabilities. Its features for social and collaboration, streamlined business processes, forms, and workflow support concurrent work towards common goals. Putzmeister leveraged Liferay to establish a comprehensive platform that decentralized maintenance, updated the contact directory and provided a complete range of products and designs on a single platform. The result was impressive, with international connectivity achieved for the first time, over 5,000 documents organized, and diverse applications integrated with support for multiple sites.

3. Dealer Portals

Dealer portals, supported by Liferay, enable a bi-directional flow of information to gain valuable customer insights that can be integrated into early production and design phases. They also offer training and materials to help dealers communicate product benefits and the unique needs of B2B sellers. Liferay DXP provides an integrated experience for B2B partners, serving every stage from purchase to service. Volkswagen Group France has streamlined its operations with a B2B dealer portal featuring multimedia resources, personalized access, and document sharing based on user roles and permissions.

4. Public Websites

Liferay’s public websites allow manufacturers to provide a seamless customer journey through websites with features such as multiple language support, personalization, mobile optimization, and headless CMS. Bosch Smart Home used Liferay to create a user-friendly website integrated with back-end systems, achieving a 4.8-star rating on Trusted Shops.

5. Integrated Platform

Liferay’s integration capabilities offer businesses the advantages of supporting multiple audiences, overcoming siloed processes, and extending the value of legacy technology. QAD, a leading enterprise software provider, implemented an integrated platform to connect all its sites, resulting in a single solution for intranet, website, and content management, greater personalization, and a strong technical foundation.

How Liferay Helps Manufacturers Adopt Digital Transformation

The Liferay Digital Experience Platform (DXP) offers manufacturers the ability to establish a robust groundwork that aligns with evolving customer expectations and the constantly changing industry landscape. By implementing this flexible, scalable, and enterprise-grade platform, businesses can maintain their competitive edge. Noteworthy advantages of using Liferay DXP include:

A seamless end-to-end customer journey

By combining Liferay Commerce with a digital experience platform, manufacturers can enhance the B2B selling experience and deliver a centralized location for information, shopping, and self-services to their customers and distributors.

Digitally enabling your business ecosystem

Digital experience solutions for manufacturers provides businesses with a unified ecosystem that integrates relationships and knowledge through a single platform. Its out-of-the-box features, including social and collaborative tools, business process automation, and omnichannel support, can enhance operational efficiency and customer solutions delivery. This and elevates competitive edge and foster seamless digital transformation in manufacturing.

Insight-driven strategies with aggregated data

Liferay provides a comprehensive solution that integrates third-party and legacy systems to aggregate and analyze siloed data for developing effective strategies. By leveraging Machine Learning features in Liferay Commerce in conjunction with Liferay DXP, organizations can optimize sales operations and customer experience initiatives with suggested product groups and recommendations.

Flexibility for future business models

As the manufacturing industry progresses towards advanced business and pricing models, such as subscription-based models, Liferay’s platform provides the flexibility to keep pace with evolving organizational structures and processes.

Liferay DXP Features with immediate ROI for the Manufacturing Industry

Liferay DXP’s ability to integrate legacy systems with modern technologies and adapt to evolving business models, while streamlining processes and improving data management, makes it a valuable platform for the manufacturing industry.

FeatureDescription
Content TargetingOffers businesses the ability to deliver personalized content to specific audiences based on demographic data and browsing history.
ForumsProvides users with a collaborative platform to share knowledge, discuss ideas and resolve issues.
Mobile Responsive DesignEnsures that websites and content are optimized for viewing on mobile devices, improving user experience and engagement.
PersonalizationEnables businesses to create tailored experiences for users by delivering personalized content and recommendations based on their preferences and behavior.
Workflow EngineStreamlines and automates business processes, improving efficiency and productivity.
Web Content ManagementAllows businesses to easily create, edit, and manage website content, streamlining content creation and publication.
Categories and TagsOrganizes content into a logical structure, making it easier for users to find what they’re looking for.
SearchProvides users with a fast and accurate search function, improving their ability to find relevant content.
IntegrationsEnables seamless connectivity with third-party software, enhancing functionality and improving the user experience.
Data ProtectionEnsures that user data is secure and protected, complying with data privacy regulations.
High Availability and ScalabilityProvides businesses with a platform that can handle high traffic volumes and scale up as the business grows.
User Management and PermissioningEnables manufacturing companies to manage user access and permissions, improving security and data protection.
Segmentation RulesAllows manufacturers to segment their user base and deliver personalized content based on specific criteria, improving engagement and conversion rates.

 

Liferay Commerce Features for the Manufacturing industry

Liferay Commerce offers advanced features to streamline the sales process for manufacturers and improve customer engagement.

FeatureDescription
Catalog and Product BrowsingAllows customers to easily browse through a manufacturer’s product catalog and find what they need, with search and filtering options available.
Customer-Specific PricingOffers personalized pricing and discounts to customers based on their account status, purchase history, and other factors.
Order ForecastingHelps manufacturers anticipate customer demand and plan production and inventory accordingly, using data analysis and sales projections.
Payment, Shipping, and ESB IntegrationIntegrates with various payment gateways and shipping providers to offer seamless, secure transactions and delivery options, while also integrating with ESB for data exchange between different systems.
Single Page CheckoutStreamlines the checkout process for customers, allowing them to complete their purchase quickly and easily on a single page without navigating through multiple steps.

 

Potential challenges for manufacturers when building digital experiences and how to overcome them

Manufacturers face challenges in building digital experiences due to legacy systems, data management, and changing customer needs, which can be addressed through agile digital transformation, modern technology platforms, and customer-centric strategies.

Integration with legacy systems

Many manufacturers rely on legacy systems to manage their operations, which can make integrating new digital experiences a challenge. For example, a manufacturer with an inventory management system that is not compatible with a new digital platform. However, Liferay offers pre-built connectors and APIs that can facilitate integration with the inventory management system, enabling real-time inventory updates and improving the accuracy of product availability information.

Data migration

Migrating data from legacy systems to new digital platforms can be a complex process that requires careful planning and execution. A manufacturing company switching to a new digital platform may need to migrate product information, customer data, and order history from its legacy system. Liferay’s migration tool offers data migration tools and best practices to ensure a seamless and efficient data migration process, ensuring data accuracy and completeness.

Customization

Manufacturers need customized digital experiences to meet their unique business requirements and customer needs. To create a customized checkout process for their B2B customers, Liferay offers easy customization and development, with features such as drag-and-drop page building, customizable themes, and pre-built templates.

User adoption

A successful digital experience is only possible when users can easily adopt and utilize the platform, and Liferay offers a user-friendly interface and comprehensive training and support resources to help users adopt and engage with the platform. For example, if a manufacturer wants to train their sales team on how to use the new digital platform to access product information and place orders, Liferay’s robust training and support resources, such as user guides, video tutorials, and webinars, can ensure an effective knowledge transfer.

Security

Manufacturing companies need to ensure that their digital experiences are secure to protect sensitive data and comply with regulatory requirements. If a manufacturer aims to comply with data privacy regulations such as GDPR or CCPA, Liferay’s security features, such as user authentication and authorization, data encryption, and secure communication protocols, help in data protection and meet regulatory requirements.

Scalability

Today’s digital experiences must be scalable to handle growing traffic and user demands. To address the challenge, Liferay offers load balancing, clustering, and cloud deployment options. These features distribute network traffic across multiple servers group servers to work as a single system and allow users to add more resources to the system as needed.

Future of Manufacturing with Liferay DXP

The manufacturing industry is gradually shifting towards digital transformation and Liferay DXP is at the forefront of this change. With Liferay DXP, manufacturers can create a seamless digital experience, optimize their production processes, reduce costs, increase efficiency, and improve customer satisfaction. In addition, it also leverages emerging technologies such as AI, IoT, and blockchain, unlocking new opportunities for growth, innovation, and sustainability.
Future of Manufacturing with Liferay DXP

Enhanced customer experiences

With Liferay DXP, manufacturers can create a personalized and agile digital experience for their customers across multiple channels, devices, and touchpoints. This can create a seamless, omnichannel customer journey that enhances engagement, loyalty, and brand advocacy.

Increased efficiency

Liferay DXP help manufacturers streamline their production processes and reduce costs by automating operation and eliminating manual processes. This can result in improved efficiency, reduced downtime, and increased output.

Improved collaboration

For better collaboration among different stakeholders such as employees, suppliers, and partners, companies can leverage Liferay DXP. Moreover, they get a central platform for communication, document sharing, and project management.

Predictive analytics

Leverage data and analytics to gain insights into production processes, customer behavior, and market trends. By using predictive analytics, manufacturers can anticipate and respond to changing customer needs, optimize production processes, and improve overall business performance.

Agile manufacturing

Adopt an agile approach to production by enabling real-time data collection and analysis, flexible production scheduling, and rapid response to changing market demands with Liferay DXP. This can enable manufacturers to quickly pivot their production processes to meet changing customer needs, stay competitive, and drive growth.

The manufacturing industry is undergoing a revolution with the continued advancement of technology, making it crucial for companies to consider the advantages of digital transformation. Adopting innovative solutions like Liferay DXP can enable businesses to enhance their operations, improve their customer experience, and ultimately boost their overall performance. With its flexible architecture, seamless integration capabilities, and user-friendly interface, Liferay DXP is an ideal option for manufacturing firms seeking to optimize their digital strategy. Given these compelling benefits, manufacturing companies should seriously consider implementing Liferay DXP as part of their digital transformation journey. To learn more about how Liferay DXP can help your business, book a call with one of our experts.

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What is Enterprise Portal? Why Liferay is the Best Technology for Developing the Enterprise Portal

As customers take the center stage in every successful business, companies are bound to step up their digital experience game. To help them achieve their renewed objectives, businesses are now turning towards Industry 4.0 which is coupled with modern-day technologies and tools. One such advanced solution is the deployment of Enterprise portals.

An enterprise portal is a framework that helps businesses achieve a high level of collaboration and management. It consolidates a business’ digital assets to create compelling customer experiences by building an omnichannel presence. It enables businesses with centralized business operations. Let’s explore what else an enterprise portal is capable of and how it can transform your business completely.

Understanding Enterprise Portal Development

An enterprise portal is a unified ecosystem that combines processes, people, and information, building a secure single source of truth. It provides a knowledge platform for employees, customers, partners, and other stakeholders. Using enterprise portals, businesses can create efficient collaboration tools, Content management systems (CMS), workflow management solutions, and a detailed knowledge base.

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Here are five major ways in which enterprise portals can help you:

1. Enhanced customer experience

They offer your customers a single source to access all company information and other self-service options. By providing personalized and easy access to content and support, you can continuously improve your customer experience by integrating a feedback loop.

2. Centralized business operations

An advanced enterprise portal allows you to consolidate and streamline your business operations. With a centralized data hub containing a repository of all your business data across different sources, you can effortlessly access and analyze data, improving decision-making and overall business operations.

3. Improved productivity

Having a single point of access to information and resources empowers your employees to work more efficiently and effectively. You can achieve this easily with smart employee portals.

4. Better collaboration

Get assistance in improving collaboration between employees, departments, and external stakeholders. These platforms also help in improving communication among employees.

5. Improved security

Secure your enterprise environment from unauthorized access to sensitive information and resources. Not only that, but enterprise portals are also HIPAA and GDPR- compliant, ensuring that your business data remains secure and protected.

8 Types of Enterprise Portals

Various types of enterprise portals suit different needs and objectives of a business. Some of them help you improve team collaboration while others ensure an improved customer experience. They also help you automate your business processes, and a lot more.

Types of Enterprise Portals

1. Intranet Portal

An Intranet portal is a private network that allows your employees to share information and collaborate on projects internally. Implementing an intranet portal leads to improved operational efficiency, increased productivity, and enhanced knowledge sharing, thereby contributing to the growth and success of your organization.

2. Partner Portal

Using Partner portals, businesses can connect with their partners efficiently. These platforms come with essential tools to create marketing campaigns, attract more revenue, and educate all the stakeholders involved. They help external partners to build easy access to the services and information needed. Partner portals are generally password-protected websites with proprietary data, such as pricing plans, marketing resources, technical support documents, and other sales details.

3. Self-Service Portal

Self-service portals help your customers resolve their general queries instantly. You can either choose a Customer self-service portal or an employee self-service portal. Generally, your business requirement defines which kind of portal you should adopt. Both portals are usually built on the same technology but carry different information to cater to the right audience. These portals save the time and effort of your support representatives to focus on complex and urgent customer queries.

4. Knowledge Portal

Knowledge portals OR eLearning Portal offer your audience direct access to a wide range of relevant content – from video tutorials and FAQs to detailed articles and technical support documentation. This digital platform contains company information, various company policies, employee data, and more. These portals reduce the expensive employee training cost and foster self-learning at their own pace.

5. Employee Portal

This portal connects all your employees under one platform. It helps in creating a well-organized workflow and operations. An employee portal is also known as an HR portal that puts various HR services at the fingertips of your employees, enabling them with multiple self-service functions like Live Chat and Ticket Tracking. Additional benefits of an employee portal include increased employee engagement.

6. Customer Portal

Customer portals are a great addition to businesses with customer-centric strategies. With contact centers and support agents not always readily available, customers sometimes look for low-effort solutions to handle their challenges on their own. From an easily accessible knowledge base to interacting with a community and a catalog of support options available at their dispense, these portals make customers capable and self-sufficient.

7. Supplier Portal

This online platform equips you with the ability to manage your relationships with suppliers by providing a centralized location for communication, collaboration, and transactional activities. By streamlining these processes, you can optimize your supply chain management, increase operational efficiency, and ultimately enhance your bottom line. Supplier portals are designed to offer increased transparency and visibility into supplier performance, helping businesses to make data-driven decisions and ensuring that suppliers are meeting their contractual obligations.

8. Vendor Portal

This portal facilitates streamlined communication and collaboration between a company and its vendors. It enables your vendors to manage their accounts, access relevant information, and perform various tasks such as submitting invoices, managing purchase orders, and tracking deliveries. A vendor portal boosts efficiency, reduces costs, and enhances vendor relationships.

Why does your business need an enterprise portal?

Besides building intuitive customer experiences, businesses generally adopt enterprise portals to streamline their operations, improve productivity and boost customer satisfaction. But of all the enterprise portals mentioned, does your business really need one and can it guarantee continuous business growth and success? It’s a yes if your business is facing any of the listed challenges:

Fragmented business applications

Fragmented digital experience is a common challenge for businesses with multiple touchpoints and communication channels. It begins with disjointed business applications, delivering inconsistent digital experiences for the users. With multiple applications, companies collect and manage different data which may or may not be aligned with each other. Thus, creating data silos and information discrepancies.

Inefficient communication and collaboration

Not having a centralized portal for effective communication and collaboration can result in the creation and use of different resources and tools. This not only affects downtime but also produces varied results, confusing users across different departments. Eventually, affecting the overall productivity and efficiency of an entire organization.

Multiple logins and user interfaces

Managing multiple login systems is a cumbersome task. On the other hand, different user interfaces can confuse users. It can impact the effectiveness of a portal and leave users error-prone.

Lack of centralized access to data and information

With no access to a single source of data, employees usually face a challenge in decision-making. Disparate data sources offer incomplete insights, which can result in lost opportunities.

Get the Maximum Benefits of an Enterprise Portal

Enterprise portal services present a great opportunity for your business to achieve success. The benefits of an enterprise portal are undeniable.

Benefits of an Enterprise Portal

Centralized access to business applications

With centralized access to business applications, employees get direct access to relevant information and tools from one single platform. According to a study by TechValidate, businesses can save up to 5 hours per week per employee by using an enterprise portal to access business applications.

Improved communication and collaboration

Using the right collaboration tool, stakeholders can share and maintain consistent data throughout the process. From content management to resource allocation, an enterprise portal enables teams to work together effectively.

Enhanced productivity

By enabling employees to access resources and information quickly and easily, an enterprise portal can lead your team and department productivity to the next level. According to a survey by CIO Insight, enterprise portals can improve productivity by up to 30%.

Streamlined business processes

You can consolidate multiple systems and processes into a single platform to streamline your business processes and operations effectively and efficiently. For example, the right implementation of an enterprise portal can help companies reduce the time it takes to process orders from weeks to days.

Achieve the benefits of an enterprise portal with Liferay. What is Liferay?

Liferay’s enterprise portals can be tailored to the requirements of all kinds of audiences. Liferay offers open-source, Java-based toolsets which allow businesses to create easy and customizable portals, helping them to build solutions to meet their business needs and cater to their audience. These portals can also be integrated with the existing systems without affecting the underlying security system. Liferay’s responsive design ensures seamless functionality across all your devices.

Among various options in the market, why should you choose Liferay?

Liferay is a top choice for leading businesses, especially the ones seeking to digitally transform their business to match the need of the hour. Take a look at the salient features of Liferay and how it can help you enhance your digital presence.

Easy to use and learn

Liferay’s user-friendly interface makes it easy for users with limited to no technical knowledge. While being an open-source platform, it also gives extensive access to technical users to customize a portal and make changes to suit their audiences’ best interests.

Feature-rich platform

The platform allows centralized access to applications, data, and content. It also allows various customization features, robust security, and effective collaboration tools, covering all your business needs under one platform.

A large community of users

The Liferay community helps businesses make the most of the platform, providing a wealth of knowledge and resources with which you can secure success for your business.

Free (Community Edition)

The Community Edition of Liferay is free, making it a cost-effective solution for you to take a good trial of the platform. You also get access to various tools and applications without incurring additional costs.

Support for standard technologies

Liferay’s Enterprise Portal Integration Services supports Java, JavaScript, HTML, and CSS, making it easy for you to integrate your existing systems and applications. It also offers plugins and custom applications to extend the capabilities of your platform.

Extremely flexible in deployment options

Liferay has different deployment options that cover business with legacy and modern systems. From on-premises portals to cloud applications and even hybrid models, it can be deployed on any IT infrastructure.

What makes Liferay the Best Technology for Enterprise Portal Development?

Liferay serves as the best technology for an Enterprise portal solution due to its robust architecture, extensive customization options, and strong focus on user experiences. Here’s a list of advantages of using Liferay. Also, check out how Liferay helped other businesses grow.

Best Technology for Enterprise Portal Development

Flexibility

Liferay enterprise portal is well-versed in dealing with a diverse range of customers with varying needs. For example, a telecom company can leverage Liferay’s flexibility to create a personalized portal with different pricing plans, payment options, and access levels for individual and business customers. With its drag-and-drop widgets, themes, and layouts, Liferay enables organizations to tailor the portal’s look and feel to their brand’s identity and customer preferences, delivering a seamless user experience.

Open-source platform

Liferay’s open-source platform offers numerous benefits, including cost-effectiveness, community support, and continuous innovation. For example, the government of France leveraged Liferay’s capabilities to build a digital portal for public administration, providing citizens with easy access to various government services and information. By customizing the portal to meet specific citizen needs while ensuring reliability and security, Liferay helped the government maintain a low cost of ownership. Additionally, Liferay’s active community of developers and users provides regular updates and new features, keeping the platform at the forefront of innovation.

Customization

Liferay portal solutions offer extensive customization options, making it a powerful platform for creating personalized experiences for users. Multinational organizations utilize Liferay to create a global employee portal for their diverse regional requirements. The portal allows you to create custom pages and layouts tailored to each region’s specific needs and preferences, including language support, localization, and user permissions. By leveraging Liferay’s customization capabilities, you can meet the specific needs of your employees, enhancing engagement, collaboration, and productivity.

Scalability

Liferay’s scalability allows businesses to expand and adapt their portal as their business needs grow. For example, for a growing retail business that aims at attracting more customers, the portal needs to handle increased traffic and support additional products and services. Liferay’s modular architecture and distributed deployment options allow organizations to scale their portal infrastructure horizontally or vertically, ensuring that the portal can handle increased traffic and demand without sacrificing performance or reliability.

Security

The platform prioritizes data protection and privacy. It is HIPAA and GDPR-compliant and ensures it meets the data privacy requirements of an organization. It is trusted by the US Department of Defense (DoD), which adopted Liferay to build an enterprise-wide portal. The developed portal is now used across various military agencies and government departments to share information.

User-friendly interface

A large number of businesses rely on Liferay for developing engaging portals with a seamless user experience. For instance, a healthcare provider can leverage Liferay to create a patient portal that enables easy appointment scheduling, online bill payment, and access to medical records. With its responsive design, Liferay ensures a consistent user experience across all devices, enhancing patient satisfaction and loyalty. Liferay’s user-friendly interface makes it a popular choice for creating portals that prioritize user experience.

The Power of Liferay for Enterprise Portal Development

As the demand for enterprise portals is on the rise, businesses seek ways to consolidate digital assets and streamline operations. By implementing an enterprise portal, businesses can achieve numerous benefits, including enhanced collaboration, streamlined workflows, and improved customer engagement. To solve the issues at hand, Liferay stands out as a leading platform for enterprise portal development, offering flexibility, customization options, and user-friendly interfaces. At AIXTOR, we offer exceptional Enterprise Portal Development Services in collaboration with Liferay, enabling you to unlock the full potential of your enterprise portals and stay ahead of the competition.

Ready to take your business operations to the next level with an enterprise portal? Look no further than Liferay. Talk to our experts to understand how you can create a customized solution to meet the unique needs of your business.

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Transforming the Insurance Industry: How Liferay DXP is Revolutionizing Digital Experiences

The global market is undergoing rapid evolution, leading a significant shift in customer expectations and experiences. As a result, there is a pressing need for agility and adaptation across all industries. However, the impact of this disruptive change is particularly pronounced within the insurance industry, where advanced technologies and a surge of InsurTech startups are challenging traditional insurers. Delivering innovative and personalized experiences and meeting the ever-changing demands of modern customers has now become more critical than ever. Fortunately, there is a solution that can help insurance companies tackle these challenges and transform their business for the better: the Liferay Digital Experience Platform.

This game-changing platform provides a comprehensive solution for insurance companies to stay ahead of the curve by enabling them to deliver personalized customer experiences, streamline operations, optimize workflows, and meet regulatory requirements.
 transforming-the-insurance-industry-with-liferay-dxp

The Most Common Insurance Industry Challenges Today

The insurance industry has long been recognized for its complex and evolving landscape, and there are a number of challenges that are currently at the forefront of insurers’ minds.

Slow adoption of modern business processes for agents, employees, and customers

Due to their reluctance to adapt and innovate, the traditional insurers are now left vulnerable to more agile and adaptive competitors. Despite the availability of more advanced and efficient systems, many insurers continue to use the same legacy systems, resulting in a lack of integration between different systems and inefficiencies in processing claims. This, in turn, leads to a lack of interoperability between different departments and an inability to provide the level of service that customers expect.

Risks associated with advanced technologies and processes

As insurers adopt digital solutions to streamline their operations and improve the customer experience, they are also exposing themselves to potential risks that come with new technologies, including cybersecurity threats and data privacy concerns. In recent times, the industry has observed a rise in security incidents. In 2020, the world’s largest insurance broker, Marsh, was hit by a cyberattack that exposed sensitive information about its clients, highlighting the need for insurance companies to take cybersecurity seriously.

Overwhelming amount of legacy systems and non-integrated technologies

Many insurers continue to use outdated and complex systems that lack compatibility with newer systems. With a lack of integration between different systems, insurance companies face inefficiencies in data management, claims processing, and customer service. This challenge has a cascading effect on the overall performance of the insurance company, including decreased productivity, poor customer experience, and slower time to market. One instance of this challenge is the difficulty in integrating legacy systems with modern cloud-based solutions.

Industry disruption from large insurers and InsurTech startups

The insurance industry is facing disruption from both large insurers and InsurTech startups, making it challenging for traditional insurance companies to maintain their market share. Large insurers are looking to expand their offerings and acquire smaller players to strengthen their position, while InsurTech startups are leveraging advanced technologies to offer innovative products and services. As a result, traditional insurers are struggling to keep up with the competition and provide the personalized and innovative services that modern customers demand.

Liferay DXP enables insurers with different digital solutions

With a wide range of Digital solutions, Liferay DXP helps insurers to transform their business. From personalized communication to automated underwriting and claims processing, the platform enables insurers to stay competitive in the industry and deliver exceptional customer experiences.

1. Various digital solutions under one roof

Whether it’s seamless communication, damage reporting, or claims processing, insurers must keep pace with the changing demands of their customers. Liferay Digital Experience Platform enhances the customer experience throughout the entire customer journey.

  • Self-Service customer portal: Streamline operations, reduce overhead, and improve customer experience with a self-service portal. Increase loyalty and retention with a centralized platform for policy management, invoicing, service requests, and transactions.
  • Broker portal: Empower your brokers with the tools to create personalized offerings, share and collect data, and increase their operational efficiency. Thus, help brokers to sell more and earn higher commissions, keeping them motivated to outperform.
  • Employee portal: Simplify access to employee data, tools, and resources. This helps maximize efficiency, collaboration and communication, leading to improved team performance, productivity, and higher success rates.
  • Integration platform: Bridge the gap between legacy systems, new technologies, and data sources with advanced integrated platforms. Stay agile and ready for digital transformation to improve efficiency, accuracy, and scalability.

2. Take customer-centric approach

Insurers gain a competitive edge by providing end-to-end digital Insurance solutions that cater to the needs of not only customers but also brokers and employees. Liferay’s end-to-end digital solutions streamline the customer journey and keep up with customer expectations, making sure that insurers are always a step ahead.

  • Digital-first customers: Deliver seamless digital experiences that policyholders demand. Utilize the pre-built features to create and personalize your insurance portal solution.
  • Omnichannel experiences: Provide customers with consistent and connected digital experiences. Streamline engagement along the customer journey, from initial contact to multi-channel support and automation.
  • Employee productivity: Leverage Liferay DXP’s digital workspace capabilities to let teams collaborate smoother and faster, leading to employee engagement and satisfaction. With this powerful platform, your employees will have the resources they need to make your customers happy.
  • Tools for brokers: Improve agent efficacy with intuitive digital experiences. Offer comprehensive customization options to ensure the broker portal meets the unique needs of each customer.
  • Gain a competitive edge: Adapt to the changing landscape and drive future innovations. With OpenAPI compatibility, invest in a platform that is able to respond to fluctuations and continue to push forward in the ever-evolving global market.
  • Integrate legacy IT systems: Leverage current and future InsurTech solutions, ensuring that your business is always ahead of the curve when it comes to innovation, even when you choose to stick to legacy systems.

7 Exceptional business benefits of Liferay DXP for insurance companies

Liferay DXP being an open-source and flexible platform allows you to launch your digital transformation journey without disruption to your existing operations. From modernizing your personalized solutions to providing an enterprise-level experience, the powerful platform enables you to create a seamless customer journey. Here’s how Liferay DXP helps you to increase your productivity and improve customer engagement.

1. Personalized and intuitive digital experiences

To run a successful insurance business, you need strong customer and agent relationships. Liferay DXP provides a superior and more convenient experience for customers, with self-service capabilities, paperless statements, and lower call center resources. Agents benefit from engaging portals, granular user roles, collaboration tools, and a complete digital asset management system. Build strong customer and agent relationships with advanced features like personalized dashboards, powerful form builders, and robust data.

2. Integrating existing and new technologies

Liferay DXP solves the concerns of digital transformation and disruption of existing operations. The solution is compatible to integrate with your existing legacy systems and critical applications, ensuring your day-to-day operations remain unaffected. Liferay DXP’s development workplace, OSGi and development standards are safe and seamless digital transformations.

3. Ready for future innovations

The insurance industry is in a state of constant flux with the continuous advancements in InsurTech, IoT, and telematics. But Liferay solution keeps adapting to stay relevant in the competitive market, allowing you to take advantage of its evolving technology. With a powerful back-end architecture, Liferay DXP provides an array of flexible APIs to meet your custom requirements.

4. Seamless customer experience across all touchpoints

By providing a single platform for managing customer interactions, Liferay DXP enables you to deliver consistent and relevant content to customers across all touchpoints. This improves customer experience by ensuring that customers can easily access the information they need, whenever and wherever they want. Additionally, optimize your customer engagement by leveraging data analytics and insights to tailor content and experiences based on customer behavior and preferences

5. Streamlined communication channels between insurers and customers

With Liferay DXP, insurers can create a central repository of customer data, allowing you to quickly and efficiently respond to customer queries and concerns. It also integrates with a variety of third-party tools and applications for you to leverage its existing technology advancements, streamlining your workflows and automating processes.

6. Smart, personalized recommendations with relevant customer insights

Having a centralized platform makes it easier to manage, access, and analyze customer data. The platform allows you to make more personalized interactions with customers, as you can better understand customer preferences and behaviors using real-time insights. With a complete view of customer data, deliver customer experiences and ultimately, increased customer loyalty and revenue.

7. Customer-centric approach for increased sales and customer retention

Liferay DXP’s analytics capabilities provide businesses with valuable insights into customer behavior and preferences, enabling them to optimize their sales and marketing efforts for better results. Leverage its robust features such as content management, customer data management, and marketing automation to engage your customers in a meaningful way and build lasting relationships.

Common insurance use cases with real-life examples showcasing the success of Liferay DXP

Liferay DXP offers scalable and flexible features to modernize your operations. Furthermore, it can improve business performance and enrich user experiences for customers, agents, and employees.

1. Customer Self-service Portal

Customer Self-service Portal

Online self-service is a crucial factor for 38% of policyholders when selecting an insurance provider. Apart from attracting digital-first customers, they also benefit in:

  • Reducing customer service expenses
  • Improving agents and employee support
  • Personalized features for clients
  • Superior customer experiences

For instance, CopperPoint Mutual Insurance leveraged Liferay solutions to build a customer portal for their agents, employees, and customers. It is equipped with self-serve registration, personalized content, and an updated architecture, enabling quick and easy function building and publishing.

2. Agent Portal

Agent Portal

An agent portal simplifies communication and processes for field agents, empowering them to work more efficiently. This results in:

  • Faster quote generation
  • Increased policy sales
  • Real-time communication with colleagues, partners, and agents
  • Better customer service
  • Improved renewal rates

For instance, upgrading the agent quoting system enabled West Bend Mutual Insurance Company to provide faster quotes, increased efficiency, and enhanced ease of use for agents. This resulted in reduced wait times for customers, more online quotes, increased new policy sales, and overall growth for the company.

3. Collaborative Intranet for Digital Workplace

Collaborative Intranet for Digital Workplace

For better customer service and streamlined communication, your employees need an intranet solution. Build a unified digital workplace, consolidated with important documents and data to manage insurance claims and underwriting with forms and workflows, resulting into:

  • A customer-centric workplace
  • Excellent customer service
  • Increased sales and profitability

For instance, Maiden Global Servicing Company transformed its outdated intranet to a responsive web experience using Liferay. The solution enabled the company to better support regional and specialty insurers’ reinsurance and capital needs, enabling permissions for the site and role-specific content and building a single location for employee support.

4. Omnichannel Experiences

Omnichannel Experiences

Keep your business afloat by delivering personalized and connected digital customer experiences across all your touchpoints, which leads to:

  • Increased customer satisfaction
  • Improved sales and business operations efficiency
  • Cross-channel customer insights
  • Consistent brand experiences

For instance, Britam, a financial solutions provider in Africa, built a new Partner Service Portal, empowering brokers and agents to manage insurance purchases, easily quote clients, access business applications and information, and increase sales growth and profitability for both parties.

5. Modernize Business Processes

Modernize Business Processes

Bridge the gap between old and new technologies to empower insurance firms and revolutionize their digital business practices. Integrating all technological resources into a contemporary, cohesive system can:

  • Unite segmented systems and data
  • Expand the benefits of existing legacy systems
  • Streamline business processes by digitizing them

For instance, MIF needed to transform its member portal to enhance security, performance, and scalability. With Liferay, MIF integrated existing business applications and web services, digitized business processes, improved productivity, and implemented a scalable portal.

Other lesser known use cases include:

6. Underwriter Portal:

The Underwriter Portal unifies data sets and functions from multiple systems to create an exceptional user experience for insurance underwriting teams. This innovative tool streamlines operations, enhancing operational efficiency and customer outcomes.

7. Policyholder Mobile App:

Get the same self-service support on mobile phones and tablets as the policyholder portal, enabling insurers to meet their policyholders’ needs anytime and anywhere.

8. Provider Portal:

A portal for health insurers to facilitate self-service functionality for medical and dental providers with capabilities such as member and benefits verification, claims processing, billing, and pre-authorizations, among others.

9. Employer Portal (or Group Portal):

It provides employer groups with self-service functionality for tasks such as online enrollment, contract maintenance, benefit inquiries, reports, premium payments, and more, helping insurers to streamline operations and enhance customer satisfaction.

10. Customer Service Department Portal (or Call Center Portal):

By aggregating various tools and information into a single portal, this platform provides insurers with access to a knowledge base, a performance dashboard, and customer service functionality.

11. Claims Portal:

A tool to streamline the claims management process by providing the claims and customer service teams with a unified view and empowering insurers with enhanced operational efficiency and customer satisfaction.

12. Websites:

Create a single, unified website, or separate websites for different audiences, such as prospects, members, providers, employers, and brokers.

To sum it up, the insurance industry is facing unprecedented challenges due to emerging InsurTech startups and evolving customer expectations. To stay competitive, insurance companies need to adopt modern business processes and advanced technologies, which is where Liferay DXP comes in. The platform offers a range of digital solutions that can help insurers overcome their challenges and drive exceptional business benefits, including improved customer experience, increased efficiency, and higher sales and retention rates.

Liferay DXP 7.4 New Features: Elevating Your Digital Experience for Maximum Business Outcomes

As businesses continue to advance their operations toward an online presence, the value of having an effective and versatile migrate cannot be overstated. Liferay DXP has been at the forefront of this movement, offering a powerful suite of tools to help enterprises streamline their digital operations. Complementing its many advantages, Liferay released the latest DXP version with more accessible and customizable options using low code/no-code capabilities. Whether you’re a professional Liferay user or are just considering the platform for the first time, Liferay DXP 7.4’s new features are here to empower you with optimized digital experiences.

Highlights of Liferay DXP 7.4 New Features

Companies today need to offer an engaging and efficient digital experience to their customers if they want to remain competitive in their industry. This is why Liferay DXP 7.4 is an invaluable asset for businesses, as it provides a comprehensive suite of tools and capabilities to optimize digital experiences. From low-code/no-code solutions to data-driven insights, the platform enables users of all technical levels to create, launch, and maintain modern digital experiences. Furthermore, this release is built upon the six key outcome-based themes to ensure that businesses can provide customers with a seamless buying experience. That way, companies can stay ahead of their competition and keep up with the ever-evolving digital landscape.

Liferay DXP 7.4’s New Features

Let’s take a look at the list of advanced features of Liferay DXP 7.4.

  1. Optimized digital experiences with data-driven insights
  2. Deliver rich digital experiences to customers
  3. Build seamless B2B buying experiences
  4. Access to low-code and no-code capabilities
  5. Affordable plans to o launch and maintain digital experiences
  6. Create a foundation for your interconnected enterprise landscape

Optimized digital experiences with data-driven insights

Now it’s possible to provide personalized, tailored experiences to your customers by leveraging user data to gain insights into user behavior. You can use these insights to tailor content and product recommendations to specific customer interests, helping to increase conversions and customer loyalty. The new feature ensures that your business can delight customers and drive business goals further.

  • A/B Testing: Apart from buttons and links, you get the option to select any clickable element on a page y when testing different variants of pages.
  • Content Dashboard: Get seamless content filtering with an upgraded Content Audit tool. You can now effortlessly sort your content list by simply clicking on one category in the graph, displaying only the content that’s categorized under your specified vocabulary. Moreover, you can get an all-in-one view of both your Web Content and Documents, from all your sites and Asset Libraries, all in one place and easily filtered by asset type.
  • Content Performance: Get insights into Organic and Paid search, social traffic, referrals, and more with detailed referring URL and domain information while taking direct traffic acquisition data from Analytics Cloud.

Deliver rich digital experiences to customers

Get all the features under one roof, from content management to experience creation, making it easier for you to create, manage, and deliver digital content to customers with high quality, efficiency, and scalability. It also helps in building your website search engine friendly.

  • Account Management Widget: No more restricted admin access. Deploy the tool on any page of the site and get access to Accounts, Addresses, Assign Users, and even manage Organizations, Groups, and Roles.
  • Display Pages: Besides creating Display Pages for Web Content, Documents, and Blogs, you can create them for Categories as well.
  • Experiences: Experience creation is much easier now. Duplicate them, save them as a draft, and even can change your default experience for the desired pages.
  • Fragments: Now build mega menus with new Dropdown and Menu Display fragments with ease. The new Dropdown fragment lists down all drop zones where you can deploy any other fragment or widget while the upgraded Menu Display fragment gives you access to Navigation Menus.
  • Navigation Menus: Get the option to use Display Pages on your Navigation Menus.
  • Page Audit: Easily integrate Google PageSpeed for SEO optimization and Accessibility compliance audit reports.
  • SEO: Map multiple content fields to SEO and Open Graph meta tag– fill the data dynamically with user content.

Build seamless B2B buying experiences

Convert leads to customers by configuring your solution that closely matches your prospects’ requirements. The upgraded Liferay DXP 7.4 helps you drive consistent sales by simplifying and streamlining your B2B buyer experience.

  • Order Type Pricing & Discounts: Change Pricing and Discounts with the altering order conditions.
  • Organization Management Widget: Get a visual representation of the complete structure of organizational accounts. For Sales Managers, it means easy sales network management while Agents and Account Managers can navigate their accounts with a visible network model.
  • Product Image Optimization: Liferay’s Adaptive Media technology ensures that the dimensions of your product images remain flexible and can adjust to fit any device, maintaining their visual appeal and impact.

Access to low-code and no-code capabilities

Low-code and no-code capabilities of Liferay’s Digital Experience Platform provide a visual interface to automate processes, making it easier to build applications without writing a lot of code. In other words, it allows even non-technical users to create digital experiences through drag-and-drop interfaces and pre-built templates.

  • Adaptive Media: Automatically select the most appropriate image size based on the viewport width in Content and Display Pages, including background images and fragment images. It also allows content authors to manually override the selection if necessary.
  • Collection Display: Improve performance and user experience with Pagination, giving you the liberty to filter, search, and sort content as per your need.
  • Collection Providers: Page Builders and Site Administrators will have access to filtering configuration, enabling the reuse of Collection Providers for different scenarios. You can also develop Collection Providers for sub-types of objects.
  • Forms: Forms now accept Boolean and Search Location fields. Get access to more properties with Confirmation Field for Text Fields, Masks for Numeric Fields, Validation for Date Fields, and the Hidden fields.
  • Related Items Providers: Display a list of interrelated items based on criteria such as Asset Entries or Blog Entries with the same Category, Categories for an Item, and Related Assets. Select Related Item Providers using the Collection Display fragment on display pages for assets, within collections of categories, and more.
  • Site Navigation: Site builders can now create sophisticated navigation for content-heavy sites by creating Display Pages for Categories, adding them as Navigation Menu items, and using the Dropdown fragment to build mega-menus without custom theme development.
  • Liferay Objects: Non-developers can create custom business objects through the UI with a low-code approach. The data model and custom layouts can be defined, and objects can have relationships with other objects, including system objects like User. Objects are deployed as administration widgets and Liferay forms can be mapped onto them. Object entries can be displayed as collections and individual details through Display Pages. New headless APIs, search functionality, and integration with other Liferay frameworks such as Workflow, Permissions, and Asset are also provided for advanced capabilities.

Affordable plans to launch and maintain digital experiences

Whether planning for a new digital experience or maintaining a current one, Liferay DXP 7.4 offers an integrated suite of solutions that can help businesses quickly build, launch, and maintain digital experiences on a range of devices, from websites to mobile apps. Get cost-effective plans to deliver personalization, content management, and more features for enhanced user experience.

  • Asset Libraries: Use Asset Libraries to store reusable content and create visually appealing Display Page Templates for web and document types. The Staging feature reduces the effort and costs of organizing content for multiple sites with isolated data.
  • Documents and Media: Directly embed YouTube, Vimeo, Facebook, and Twitch videos in Documents and Media, accessible as native documents by linking video links to a new document type. Manage document Filenames and titles separately for greater flexibility. Set expiration dates on documents, like Web Content, to prevent temporary publication issues.
  • Forms, Web Content, Documents and Media: Forms, Web Content, and Documents and Media now share a unified user experience for defining new Forms, Structures, and Types and creating new entries.
  • Item Selector: Streamline the process of uploading documents during content creation with Folder creation in Documents and Media.
  • JS Dependency Declaration: Create projects for the Liferay version by specifying the target platform, aligning with Java development.
  • Liferay Enterprise Search: Customers need Liferay Enterprise Search (LES) subscription to gain access to LES features and support.
  • Publications: With the new feature, users will have the ability to extend invitations to their colleagues to become part of a publication as viewers, editors, or publishers. Furthermore, they can work together by exchanging comments within the publication.
  • Search Re-indexing: System admins can restrict the scope of Reindex actions to specific Virtual instances.
  • Site Templates: It is a new feature added for better performance and flexibility. Partial Propagation only exports changed pages, saving time and resources. Propagation Exports are cached for efficient reuse and can be temporarily disabled during Template Changes and then re-enabled for site updates. This offers greater control and ease of use.
  • Staging: The feature got an upgrade with System Level configuration options that helps to control whether Parent pages are published with a published page and whether Asset Links are published with no selected content. The former helps when changes to Parent pages are not ready while disabling the latter reduces data exported, improving performance.
  • Theme Architecture: Improve page load performance by minimizing the CSS loaded per page. Additionally, theme changes no longer affect admin-only interfaces, simplifying custom theme development.
  • Translation: Translate inline content on Content Pages and Web Content Articles automatically using ML-based Google Cloud Translation. The tool enables easier progress tracking and improvements to the language selector UI.
  • Video and Audio Preview: The open-source library, Xuggler, which was used to generate audio and video previews is now replaced with ffmpeg.

Create a foundation for your interconnected enterprise landscape

Get a unified, centralized solution for creating and managing digital experiences across multiple touchpoints with Liferay DXP 7.4.

  • Accounts: Liferay has expanded the availability of Accounts, which were previously only accessible to users of Liferay Commerce. The feature allows businesses to deliver personalized customer service in all B2B setups. Administrators can now set up the relationships between companies, employees, and their responsibilities, enabling transactions, including purchasing goods and services. They can also store important information that supports these interactions, such as Tax IDs, billing and shipping addresses, and organizational structures to ensure smooth and efficient customer interactions.
  • Audit: Audit information can now be included in system logs through a new System Property, allowing administrators to trace which request or instance the audit output belongs to. The x-request-id in the response header can also be viewed using the browser Network tool for a complete view of the request life cycle.
  • Click-to-Chat: A subscription-based feature that allows easy integration with Click-to-Chat platforms, enabling site users to chat with customer service operators at their convenience. Supported providers include Chatwoot, Crisp, Hubspot, JivoChat, LiveChat, LivePerson, Smartsupp, Tawk.to, Tidio, and Zendesk.
  • Headless APIs: Introduction to RESTful web services for managing Users, User Groups, Organizations, Roles, and Accounts, including the ability to assign Roles to Users and set permissions. The service provides access to Pages, Fragments, and Page Experiences. Liferay also added new endpoints to display language selectors, manage content, document permissions, retrieve all versions of structured content, and create structured content as drafts. These endpoints can be used in custom administration apps to automate permissions changes and provide a comprehensive view of content, making it easier to manage and maintain your website.
  • Multi-factor Authentication: Extended support for FIDO2 devices, authenticating users for online services using their fingerprint readers or cameras on mobile or desktop devices, or with dedicated FIDO2 security keys. The result is a simple and secure way to access online services.
  • OAuth 2 Administration: Improved OAuth 2 Application Management allows registered applications to be configured as trusted, eliminating the need for manual authorization. The “Remember Device” feature enables administrators to remember user devices, which is useful for single-page applications that access features from registered OAuth 2 applications. It can also revoke all existing authorizations of a registered OAuth 2 application with a single click.
  • OpenID Connect: Configure OpenID Connect requests through a proxy using System Properties, and get access to improved Token Refresh for renewal of access tokens before they expire.
  • Remote Apps: Register remote JavaScript files as Web Components and a new Widget to display the apps as custom elements. This eliminates the need for deployment and allows front-end development to be separate from Liferay while still providing access to its APIs, pages, and more through the JavaScript Client SDK.

Enhance your digital strategy with Liferay DXP 7.4 new features

Liferay DXP 7.4 is an important release for businesses aiming at delivering a high-quality digital experience to their customers. With Liferay DXP 7.4’s new features, you can now build rich digital experience that is easy to use and maintain. It’s time to upgrade and experience enhanced features and functionalities with future-ready improvements.

Updating Liferay DXP Service Builder Entity

If you are using Liferay DXP and Service Builder, then you would have come across the situation where the updates to entity does not reflect after the first service build. That is the service builder changes and the schema update reflects fine when the service is build and deployed for the first time in server, the subsequent updates to the service.xml to add new column, update column or data type, increase data length, or delete columns, etc. changes does not reflect or updates the schema when the service is build subsequently.

To resolve this some of you would have tried different manual steps like, deleting entries for your service directly from servicecomponent and release_ tables in database, undeploy the service module, or even drop the entity schema and then deploy the service again to overcome the issue.  This might not be an good option to try in the production. So, what is the correct way to approach this situation?

This blog is intended to help and share with others, facing similar challenges on how they can handle this through service builder upgrade process.

Service Builder Upgrade Process

Service Builder is a model-driven code generation tool built by Liferay that allows developers to define custom object models called entities. Service Builder generates a service layer through object-relational mapping (ORM) technology that provides a clean separation between your object model and code for the underlying database. At a brief there are following key steps that we perform,

  1. Create a Service builder module
  2. Create an Service Builder Entity Like Employee
  3. Build Service and Deploy

When we are changing the entities in service.xml and rebuild services, ServiceBuilder will update the SQL files used to create the tables, indices, etc. When you deploy the service the first time, ServiceBuilder will identify the initial deployment and will use the SQL files to create the entities and it will create the table in database.

But there are some cases where we need to update existing service builder entity in service.xml, like adding new column, changing column type, increasing column length, deleting column. In these cases, we can easily update in service.xml file and build service and deploy. But it will not update the table, for that we need to write an upgrade process for service builder.

Lets take an example by adding new column.

Adding New Column

  1. To add new column Like “Address” in existing service builder entity first update the new column name in service.xml and build the service.
  2. Create class “UpgradeEmployee.java” (You can give any name), extend the Liferay Upgrade Process and override doUpgrade method.

    public class UpgradeEmployee extends UpgradeProcess {

    private static final Log log = LogFactoryUtil.getLog(UpgradeEmployee.class);

    private static final String EMPLOYEE_NEW_COLUMN_NAME_ADDRESS = “address”;

    @Override
    protected void doUpgrade() throws Exception {
    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : START >>>>>>>”);

    /**
    * First Parameter Table Name
    * Second Parameter New Column Name
    */
    boolean isAddressColumnExist = hasColumn(EmployeeImpl.TABLE_NAME, EMPLOYEE_NEW_COLUMN_NAME_ADDRESS);
    log.info(“is Address Column Exist: ” + isAddressColumnExist);
    if (!isAddressColumnExist) {
    String addressColumnType = “STRING”;
    alter(EmployeeImpl.class, new AlterTableAddColumn(EMPLOYEE_NEW_COLUMN_NAME_ADDRESS + StringPool.SPACE + addressColumnType));
    }

    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : END >>>>>>>”);
    }
    }

  3. Add below dependency in service module build.gradle file

    compileOnly group: ‘com.liferay’, name: ‘com.liferay.portal.upgrade.api’

  4. Now Register the UpgradeEmployee using UpgradeStepRegistrator for that create “EmployeeServiceUpgrade” and implement the Liferay “UpgradeStepRegistrator” interface.

    @Component(
    immediate = true,
    service = UpgradeStepRegistrator.class
    )
    public class EmployeeServiceUpgrade implements UpgradeStepRegistrator {

    private static final Log log = LogFactoryUtil.getLog(EmployeeServiceUpgrade.class);
    @Override
    public void register(Registry registry) {
    log.info(“>>>>>>>>>>> Registering Employee Upgrade >>>>>>>>>>>”);
    /*
    * Old Schema Version 1.0.0 which is specified in bnd.bnd
    * New Schema Version 1.0.1
    */
    registry.register(“1.0.0”, “1.0.1”, new UpgradeEmployee());
    }
    }

  5. Update new Schema version in bnd.bnd file which we have specified in above class

    Liferay-Require-SchemaVersion: 1.0.1

  6. Now deploy the service, the new column should reflect in your database.

Dropping existing Column

  1. Remove Column name like “middleName” from Service.xml and build the service.
  2. Add below code in doUpgrade Method

    public class UpgradeEmployee extends UpgradeProcess {

    private static final Log log = LogFactoryUtil.getLog(UpgradeEmployee.class);

    private static final String EMPLOYEE_NEW_COLUMN_NAME_ADDRESS = “address”;

    private static final String EMPLOYEE_COLUMN_NAME_MIDDLE_NAME = “middleName”;

    @Override
    protected void doUpgrade() throws Exception {
    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : START >>>>>>>”);

    /**
    * First Parameter Table Name
    * Second Parameter New Column Name
    */
    boolean isAddressColumnExist = hasColumn(EmployeeImpl.TABLE_NAME, EMPLOYEE_NEW_COLUMN_NAME_ADDRESS);
    log.info(“is Address Column Exist : ” + isAddressColumnExist);
    if(!isAddressColumnExist) {
    String addressColumnType = “VARCHAR(200)”;
    alter(EmployeeImpl.class, new AlterTableAddColumn(EMPLOYEE_NEW_COLUMN_NAME_ADDRESS + StringPool.SPACE + addressColumnType));
    }

    boolean isMiddleNameExist = hasColumn(EmployeeImpl.TABLE_NAME, EMPLOYEE_COLUMN_NAME_MIDDLE_NAME);
    log.info(“is Middle Name Column Exist : ” + isMiddleNameExist);
    if(isMiddleNameExist) {
    alter(EmployeeImpl.class, new AlterTableDropColumn(EMPLOYEE_COLUMN_NAME_MIDDLE_NAME));
    }

    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : END >>>>>>>”);
    }
    }

  3. Update New Schema Version in bnd.bnd and EmployeeServiceUpgrade class.Note: If you have already created EmployeeServiceUpgrade class then do not create again just update schema version
    @Component(
    immediate = true,
    service = UpgradeStepRegistrator.class
    )
    public class EmployeeServiceUpgrade implements UpgradeStepRegistrator {private static final Log log = LogFactoryUtil.getLog(EmployeeServiceUpgrade.class);
    @Override
    public void register(Registry registry) {
    log.info(“>>>>>>>>>>> Registering Employee Upgrade >>>>>>>>>>>”);
    /*
    * Old Schema Version 1.0.1 which is specified in bnd.bnd
    * New Schema Version 1.0.2
    */
    registry.register(“1.0.1”, “1.0.2”, new UpgradeEmployee());
    }
    }
  4. Update Liferay-Require-SchemaVersion in bnd.bnd
    Liferay-Require-SchemaVersion: 1.0.2
  5. Deploy Service Builder Module
  6. Now deploy the service, the existing column should be dropped from your database.

Updating Column Name and Data Size

If you want to change column name “username” to “modifiedBy” with type VARCHAR(100) from VARCHAR(75).

  1. Follow the same step as above and add below code in doUpgrade method

    // Change Column Type with Column Name
    boolean isUserNameColumnExist = hasColumn(EmployeeImpl.TABLE_NAME, “userName”);
    log.info(“is UserName Column Exist : ” + isUserNameColumnExist);
    if(isUserNameColumnExist) {
    alter(EmployeeImpl.class, new AlterColumnName(“userName”,”modifiedBy VARCHAR(100)”));

    }

  2. Similarly update schema version in bnd.bnd as well as EmployeeServiceUpgrade class.
  3. Deploy the service
  4. Now deploy the service, the column name and data type update should reflect in your database.

Adding New Entity in Service Builder

Sometime table is not created once service is deployed for that as well, we need to write Upgrade process.

  1. Add new Entity Like “LeaveRequest” in existing service builder
  2. Build Service.
  3. Same as above Create class “UpgradeEmployee.java” extend the Liferay Upgrade Process and override doUpgrade method.

    public class UpgradeEmployee extends UpgradeProcess {
    private static final Log log = LogFactoryUtil.getLog(UpgradeEmployee.class);

    @Override
    protected void doUpgrade() throws Exception {
    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : START >>>>>>>”);
    boolean isLeaveRequestTableExist = hasTable(LeaveRequestImpl.TABLE_NAME);
    log.info(“is Leave Request Table Exist : ” +  isLeaveRequestTableExist);
    if(!isLeaveRequestTableExist) {
    runSQL(LeaveRequestImpl.TABLE_SQL_CREATE);
    }
    log.info(“>>>>>> UPGRADE PROCESS FOR SERVICE BUILDER : END >>>>>>>”);
    }
    }

  4. Now Register the UpgradeEmployee using UpgradeStepRegistrator for that create “EmployeeServiceUpgrade” and implement the Liferay “UpgradeStepRegistrator” interface.(Same as above)Note: If you have already created EmployeeServiceUpgrade class then do not create again just update schema version

    @Component(
    immediate = true,
    service = UpgradeStepRegistrator.class
    )
    public class EmployeeServiceUpgrade implements UpgradeStepRegistrator {

    private static final Log log = LogFactoryUtil.getLog(EmployeeServiceUpgrade.class);
    @Override
    public void register(Registry registry) {
    log.info(“>>>>>>>>>>> Registering Employee Upgrade >>>>>>>>>>>”);
    /*
    * Old Schema Version 1.0.3 which is specified in bnd.bnd
    * New Schema Version 1.0.4
    */
    registry.register(“1.0.3”, “1.0.4“, new UpgradeEmployee());
    }
    }

  5. Update new Schema version in bnd.bnd file which we have specified in above class
    Liferay-Require-SchemaVersion: 1.0.4
  6. Deploy the service builder module. Table will be created after deploying.
  7. Now deploy the service, the new table schema will be created in your database.
abc

Liferay Upgrade from 6.2 to Liferay DXP 7.X

Liferay launched its Digital Experience Platform (DXP) to facilitate businesses to upgrade the creation and management of experiences that aids the end-to-end customer relationship. Migration to the Liferay Digital Experience Platform (DXP) is one of the most significant moves a business can make when switching from legacy technology. Before starting the upgrade/migration, it’s crucial we make the whole plan for migration. Following the migration, topics are felt in these categories

When mingled with the novel characteristics of modern digital business where customers can have more conversations than ever with companies of their choice, the lack of a supporting platform can be the difference between net new customers or a loss of competitiveness.

1. Prerequisite for migration

Before upgrading to Liferay, make sure you first take care of the following point

1. Make sure that Liferay is patched with the most recent service pack.
2. Create a test environment and use copies of the database and server.
3. Clean unnecessary database data to improve portal performance and make the migration process faster. For pruning, the database perform the following task

a. Removing Duplicate Web Content Structure Field names. Liferay has provided Groovy scripts, i.e., https://portal.liferay.dev/documents/113763090/114000078/NormalizeDuplicateFields-6.2.x.groovy you can run in the script console.
b. Removing Unused Objects

i. Data cleanup – In the Control Panel, navigate to System Settings → Upgrades (in the Platform category) → Data Cleanup. Select the module and execute Data clean up.
ii. Specific objects must be checked, and unused must be removed following are the object types.

1. Instance: Remove unwanted instances as they consume the highest objects in the hierarchy.
2. Sites: Remove an unwanted site. The objects associated with the site will also get removed.
3. Removing Intermediate Journal Article & Documents Versions: when we make any modifications to a journal article, it is saved as a version. We can safely remove old versions of a journal article, and documents that are not required it will free significant space.
4. Users -Remove all inactive users, and it’s related data to optimize the process.
5. Layouts: As layouts associated with pages
6. Unwanted Data: Remove unwanted data like preference, documents, Resource permission, etc.

4. Testing the copy of the database after pruning data.

2. Database migration

In this step, we will migrate our database from Liferay 6.2 to Liferay 7.x

1. As many update statements will be executed during migration, we must tune the database before migration. The following are steps to tune the database.

a. Deactivate the data integrity measure taken by databases as it impacts the performance.
b. Turn off transaction logging as it is not required during upgradation.
c. Increase the interval to flush commits to disk

2. Liferay provides a data migration tool for seamlessly migrating the database using simple steps.
3. For Oracle and postgres Database, add db connector jar file into {liferay.home}/tomcat-9.0.6/lib/ext folder.
4. Before starting the database upgrade process, Create com.liferay.portal.search.configuration.IndexStatusManagerConfiguration.config file and add indexReadOnly property in com.liferay.portal.search.configuration.IndexStatusManagerConfiguration.config file is set to true. (indexReadOnly=”true”)

3. Liferay Code Migration

1. Once the database is migrated you need to upgrade the code to make it compatible with Liferay.
2. Liferay provides a code migration tool in Liferay IDE. You can migrate the code using this tool by following simple steps.

a. Setup Liferay Workspace – Create a Liferay 7.x workspace if you don’t have otherwise import the workspace
b. Liferay Workspace Setting – Download the Liferay 7.x bundle you are upgrading to and convert .cfg files to .config files as they allow specifying a property value’s type and allow multi-valued properties.
c. Fix your upgrade problems:

i. Auto correct your upgrade problems as mention in upgrade tool.
ii. These are some problems that cannot be auto corrected you have to update them manually according to the breaking changes documentation.
iii. Mark your addressed problem resolved and remove the problem marker
iv. Upgrade Service builder and rebuild services to persist update.
v. Upgrade customizes plugins like a hook, fragment, Model Listener, etc.
vi. Upgrade theme, Layout, and templates
vii. Upgrade Ext plugins

3. For JSP hook migration, you need to create a hook module from scratch and override the required jsp.

4. Post Migration Steps

1. Post successful database upgrade change indexReadOnly=”false” in com.liferay.portal.search.configuration.IndexStatusManagerConfiguration.config. Otherwise indexing will won’t work.
2. Regenerate the search index
3. If you are using Liferay DXP, then delete the license folder from {liferay. Home}/data directory.
4. Tune your Liferay server by increasing memory in the setenv.bat/setenv.sh file.
5. Now start the Liferay server and copy the license file to the deploy folder if you are using the Liferay DXP.

5. Common issues/error Occurred after Migration

1. You must first upgrade to Liferay Portal 7XXXX – This error will be shown in logs when you start the Liferay DXP/CE server with a Liferay 6.2 database before the upgrade
2. NullPointerException at ThemeServicePreAction – When you had started the migrated server but the migrated theme is not found at that time, this exception will be seen in logs.
3. PwdEncryptorException: invalid keyLength value – This exception will occur when the specified password-encryption algorithm is incorrect. We need to specify the correct encryption algorithm in portal-ext.properties i.e passwords.encryption.algorithm.legacy=.
4. NullPointerException while upgrading DDM – When there is any orphaned template is there, and you run migration at that time, this exception will occur. To resolve this issue, delete the orphaned template.

As we have seen, it is not difficult to migrate to Liferay we just need to make proper migration plans and execution steps according to our portal.

We facilitate businesses to migrate from propriety legacy, expensive, and inefficient systems with Liferay Portal Migration Services with high-security and minimal downtime. We facilitate up-gradation and migration, leveraging an automated migration toolkit. With our domain expertise, we understand how to assess and document existing processes, dependencies comprehensively, and issues when carrying-out migration plans.

Why Migrate to Liferay DXP?

Digital experience platforms are a priority for business leaders who aspire to optimize the customer lifecycle. The challenge is, there are numerous platforms to choose from. According to Forrester, application development and delivery professionals have “a discomfiture of riches” to facilitate them to deliver, manage, and optimize customer experiences. While options are plentiful, budgets are not, as leaders must also pick how to split their priorities between marketing, IT, and business. Nevertheless, an emphasis on a digital experience platform is still needed to improve the customer’s journey.

  • 80% of the buying process is predicted to occur without any human interaction by 2020
  • Sirius Decisions states that 67% of the buyer’s journey is now accomplished digitally
  • 53% of buyers turn to social media in their evaluation of various tools and technologies
  • 83% of customers need some customer service while making an online purchase

When mingled with the novel characteristics of modern digital business where customers can have more conversations than ever with companies of their choice, the lack of a supporting platform can be the difference between net new customers or a loss of competitiveness.

Attributes of the Modern Digital Platform – Liferay DXP

The modern digital experience platform is a blend of multiple digital strategies that backs web, social, customer support, email, and other components. Independently, these pieces are expensive and disjointed, eliminating the competencies needed for a robust and rewarding digital experience.

Forrester suggests applying unified platforms presented as an ecosystem of services and solutions that connect people, processes, objectives, strategies, and technologies. An ecosystem facilitates a piece of the customer’s journey but doesn’t necessarily “own” each touchpoint, rather than serving as a collection of puzzle pieces that work as one.

Migration to the Liferay Digital Experience Platform (DXP) is one of the most significant moves a business can make when switching from legacy technology. The effort level can vary significantly, from an easy task requiring running an existing plugin to an equally involved and complex development project demanding several staff-hours and resources. The question is: How can businesses know the level of effort required for their migration?

Liferay Digital Experience Platform

Liferay launched its Digital Experience Platform (DXP) to facilitate businesses to upgrade the creation and management of experiences that aids the end-to-end customer relationship. Liferay is noted for its reliable end-to-end performance that has been developed entirely in-house. Some key, high-level differences from prior versions in DXP encompass:

• Modularity

New, modular design enables businesses to design robust, adaptable, lightweight, and innovative systems for the digital world. Liferay’s functionality has been distributed into hundreds of modules, allowing the businesses to utilize only what they require for their project. The unrivaled level of extensibility generates an endless amount of possibilities

• Upgrade Tool

A novel individual upgrade tool dramatically enhances the experience of upgrading Liferay installation to the latest version. Upgrading to DXP is now separated into Core upgrades and Module upgrades, the latter of which can be executed independently. Liferay DXP also has built-in safeguards against any errors that may occur during the upgrade process.

• Single Page Applications

All applications on Liferay DXP are automatically configured as single-page, only loading necessary components. This ends up in reduced bandwidth usage, load times, and rendering time in the browser. Faster loading performance results in higher user retention and satisfaction.

As with any platform, business leaders will always be pushed to upgrade at some point. Let’s see four reasons why an upgrade and migration are in your business’s best interest as it protects and strengthens your digital experience investment.

The effort level can vary significantly, from an easy task requiring running an existing plugin to an equally involved and complex development project demanding several staff-hours and resources. The question is: How can businesses know the level of effort required for their migration?

Why should Enterprise Migrate to Liferay DXP?

Doesn’t matter if the remote work is a longstanding policy or an interim solution, employees require support to flourish. If you are interested in implementing an intranet that optimizes collaboration and performance from any location, reach out to one of our digital workplace experts.

• Improving Customer Journey

Market forces evolve faster than ever, compelling businesses to accelerate their innovation to keep up. Furthermore, the capability to unify operations, marketing, business, and customer service are critical components of every business. Those that upgrade and migrate their Liferay investment accomplish their business operational goals while lowering costs needed to go-to-market, creating much-needed business agility.

A platform migration adds the following capabilities:

  • Execution of Digital Strategy: At the heart of fast-tracked business results is fair process. Upgrading your investment in Liferay DXP offers businesses the ability to create and manage modular business processes, flexible workflow tools, and a scalable platform to meet evolving customer demand.
  • Audience Targeting and Management: With so much noise online, businesses want to reach the right customers with the right message. Liferay DXP has modernized audience targeting, enabling the creation of visitor segments based on metadata, including user profile custom fields, user language, IP address, sign-up date, and last login date. On the back end, businesses can utilize this data to generate reports for segments and campaigns, develop loyalty programs, offer customer onboarding, and filter out users.
  • Site Content Sharing: Liferay DXP can share different content pieces between child and parent sites. Being able to inherit content smoothly eases the burden of content creation.
  • Easy Content Creation: Authors now have access at any time to Liferay’s powerful authoring applications thanks to AlloyEditor, a visual content creation tool created with React.JS. The authoring application enables easy uploading of media content, an inline image editor, geolocation of web content, and multi-step staging for content review before publishing. AlloyEditor is also in Liferay DXP’s blogging application.

Integration with Employees and Partners: Employee advocacy is the new key to business success, having grown more than 200% since 2013, according to the Altimeter Group. Additionally, socially engaged employees are 27% more likely to feel optimistic about their business’s future and survival. Investing in Liferay DXP provides the advocacy platform to contribute to great internal and external community experiences.

• Effortless Asset Integration

Migrating to Liferay DXP offers businesses a blend of both fronts- and back-end solutions that negate the need to purchase a third-party system. Migrating to Liferay DXP involves the following benefits:

  • Integrated Digital Assets and Social Content: Liferay DXP involves support for common enterprise digital assets, eliminating the need to buy third-party systems. The platform facilitates a full document management system (DMS), including integration with SharePoint and Documentum, asset management for videos and images, and blogs, wikis, knowledge base tools, and forums.
  • Service-oriented Architecture (SOA): Business processes and businesses are complex, demanding that many pieces work in unison. Liferay DXP brings in an open SOA framework that enables the integration of existing HR, accounting, or sales systems that unify data for a complete organizational snapshot. Accessibility is further achieved through Liferay’s single sign-on (SSO) support.
  • Modern Experience: Web platforms must embrace smartphones becoming the device of choice for web accessibility for end-users. Liferay has incorporated the ability to build mobile portal platforms, aided with responsive design, push notifications, and pre-built interfaces. The addition of permissions and device sync lets your users access the data they need from their preferred platform.

• Business-ready Forms

Comprehending what your community and website require is fundamental to providing the experience to keep users coming back for more. Migrating to Liferay Portal opens businesses to new support for form creation, enabling advanced data capture while supporting built-in applications and extensions.

  • Technical Changes: Because of the new Liferay Forms application, several portlets are shifting from XML data to JSON to reach enhanced flexibility regarding containing additional data that XML could not provide.
  • Liferay Forms: Accumulating data is much more dynamic, with complex multicolumn layouts and the capability to span several pages. The new application offers more control over form fields, such as customizing fields or hiding them with visibility expressions.

• Developer Tools

Lastly, we touch on Liferay’s developer capabilities. Liferay DXP comes with several out-of-the-box resources and offers access to a wide variety of developer tools to extend platform capabilities and personalization further. The availability of code-driven and click-driven content building means that everyone can build an engaging digital experience.

  • Technical Add-ons: Developers can utilize the Liferay Developer Studio and Liferay Sync to develop personalization’s or manage multiple websites, respectively.
  • Blade Command Line Interface (CLI): Developers looking to produce new modules can use the Blade CLI to create new projects usable with any development environment.
  • Liferay Workspace: Liferay Workspace is a bespoke environment for modular development to hold and manage Liferay projects. Liferay Workspace is compatible with several development environments, allowing versatility for any team

How Can Businesses Switch From Their Current System to Liferay DXP?

Liferay DXP comprises an open framework and API, which can be utilized to use any data that businesses might have in your existing system. Migrating to Liferay DXP includes migrating your installation and code (your custom apps) to the new version.

Here are the high level steps to migrate to Liferay DXP:

1) Upgrade Development Environment
2) Migrate Plugins SDK Projects
3) Upgrade Build Dependencies
4) Fix Upgrade Problems
5) Upgrade Service Builder Services
6) Upgrade Customization Plugins
7) Upgrade Themes
8) Upgrade Frameworks & Features
9) Upgrade Portlets
10) Upgrade Web Plugins
11) Upgrade Ext Plugins

Way Forward

Exploring all the exciting advantages offered by Liferay DXP, no business can ignore it to create their business portals. One or another day, your business will expand, and you will need a smart and intuitive technology to build or migrate your portal. So, why not migrate to Liferay today and start availing its advantages.

These reasons are enough to explain the significance of the Liferay Digital Experience Platform and might make you migrate to Liferay from other portal technologies. If you are looking for someone to migrate your portal to Liferay, contact us or drop an email at connect@aixtor.com, and one of our agents will shortly get back to you with your queries.

Intranet – Your Digital Workplace to Manage Business Remotely

Curbed travel. Canceled events. Closed schools. COVID-19 is jolting up how we communicate, and the workplaces are no exception. As businesses brace for COVID-19, the occurrence of remote work is set to rise steeply, as will the requirements for well-honed best practices. The capability to rapidly implement effective remote work processes is what will differentiate the winners from the losers.

The intensification of remote work popularity is because of the evolution of technologies like ultra-fast internet connections and mobile devices. Tools such as cloud-based storage solutions also empower individuals to collaborate with colleagues instantly from anywhere in the world.

Sustaining Business Continuity by Going Remote

While the judges may be out on the advantages of remote work, in general, undoubtedly, it can be the best option during crisis scenarios. Whether it is an outbreak like COVID-19, a natural disaster, or a security threat, remote working can safeguard employees and ensure business continuity during testing times.

Sustaining business functions during the disruption demands meticulous planning, streamlined communications, and a well-versed understanding of employee requirements and preferences. Digital workplaces can be leveraged to keep everyone informed, encourage collaboration amongst the scattered workforce, and centralize crisis response efforts.

How can Intranet Support?

When the business continuity is on the line, the intranet can be helpful in the following ways to help weather the storm:

1.  Keeps remote teams connected

Regardless of the industry or the office setting, employees are supposed to communicate efficiently. While most businesses leverage email platforms, email can only go so far. Did you know an average employee checks their email roughly 36 times a day? That is much distraction.

Intranet empowers people to communicate in real-time or face-to-face via instant messaging and video chats. This means groups can resolve issues and brainstorm keys from one simple platform. The intranet ensures no more lost communications in an email thread. Intranets are also a terrific tool to nurture a healthy company culture. Senior management can leverage the platform to share the organizational vision and objectives, promote ideas, and share topics of interest. HR professionals could post policy updates and new initiatives to keep employees engaged. Employees will feel more engaged in their workplace due to better internal communications.

2.  Boosts Employee Productivity

Even with the growth of the digital workplace, several businesses still use manual and paper processes to manage tasks. The intranet platform tackles these challenges by streamlining several processes to amplify employee productivity. Businesses that embrace automation are known to save time and cut down on human errors.

Depending on manual processes is a great time-waster. Employees must find the latest version of a document, fill it out, scan it, then email it to the appropriate stakeholder. On an intranet platform, all these tasks can be carried out online in an effortless manner.  The stakeholder is then notified through email and is reminded to act promptly.

3.  Makes Information Sharing Effortless

Regardless of where employees work, businesses have much information to store. Data is stored across numerous platforms like emails, word docs, Google Drive, etc. making finding information an arduous task. Instead, leveraging an intranet platform as a central, one-stop-shop for all business information means it will be hassle-free for employees to see what they require. The intranet must possess strong search capabilities so that employees can quickly locate relevant information.

One of the most remarkable advantages of having a single source for information is the familial information gained by everyone in the company. This can be an enormous competitive benefit for an organization, cutting downtime to onboard new employees, saving the knowledge from those who have left the organization, and making this accessible to present employees. Acknowledging that all the information an employee might require is trusted and accessible enables them to work faster and feel more confident in the work they produce.

4.  Keeps your Data Secure

Every business has confidential files or information that requires to be kept private. There are several types of internal and external threats that could compromise company data. Security violations, weak passwords, and unauthorized access could jeopardize everyone. An intranet is a closed, private network that safeguards businesses from unauthorized users. With a platform like this, employees working remotely can keep their projects safe.

While the intranet contains information that is useful to all employees, not everything is relevant to everyone. Some businesses want to restrict access to sensitive data. Remote businesses can create custom privacy settings, so only specific people can have access to information.  This adds an extra layer of security against everyone who may hack into your system.

5.  Improves Collaboration and Feedback

The finest way to encourage employees to make use of the intranet is to pull them in. Employees will naturally leverage a tool when they are drawn in by their peers or their work. Intranets have smart features like @-mentions, comments, easy document sharing, or some form of notifications. Leveraging mentions and comments facilitate to bring in the right people at the right time to add to work and keeps all feedback and contributions contextual.

A seasoned intranet facilitates real-time page editing with teammates and task assignments with deadlines. Having a central place to capture feedback and working with the team encourages collaboration, since all data is available to involved stakeholders and updates are in real-time.

6.  Helps build Transparent Company Culture

To bring out the best in employees, businesses need to create a space to feel comforting sharing thoughts and opinions. 87% of people want to work for a transparent company. An intranet can help building a transparent company. Everyone can contribute, like, and comment on anything shared within the organization, enabling transparency between execs and employees.

When employees feel empowered to open up realistically at work, they build robust relationships with peers. This nurtures a deeper understanding of one another, leads to more substantial levels of trust, and ultimately empowers everyone to contribute their value to the business thoroughly.

Provide employees with what they need to make the most of remote work

Doesn’t matter if the remote work is a longstanding policy or an interim solution, employees require support to flourish. If you are interested in implementing an intranet that optimizes collaboration and performance from any location, reach out to one of our digital workplace experts.

Self-Service Customer Experience – The New Normal

Customer experience has forever been a way for organizations to distinguish themselves. But, COVID-19 has transformed the rules of the game.

The customers are now increasingly self-isolating, prefer digital and contactless engagement mediums, are more mindful about spending, and are expected to be making different lifestyle choices for some time. Curating customer experiences for this new normal may call for essentially different approaches. But the opportunities to develop value are several.

In an age of social distancing, the way organizations interact with customers is evolving. Physical touchpoints are being minimized in favor of no-touch self-service models that are increasingly safer, cost-effective, and efficient. Customer service, today, at every touchpoint, is almost wholly contactless.

In the interim, Asian Paints, India’s largest paint company, takes the self-service route by allowing its dealers to place orders through a self-service web portal.

Does this change to self-service models imply that human-powered customer service will fade? No. Customers still prefer talking to a human-like call center agent while addressing some issues. However, even in call centers, the first layer of communication today is self-service chatbots and portals. These tools empower customers to search for answers and solve routine issues on their own.

With the proliferation of COVID-19, massive transitions in customer expectations have reframed the way organizations engage with devices. Present-day customer is more mobile, digital, and connected than ever before. They want relevant information and functionality wherever they are, on-demand. They also require organizations to help themselves with methods like the ability to view an account, pay a bill, or schedule an appointment in a few clicks.

Self-service mediums like customer portals are a significant part of fostering such an experience in post-COVID 19 worlds. However, not all portals are developed equal. Most conventional portals fail to deliver the modern user experience that today’s customers want.

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59% of customers and 71% of business buyers say self-service availability impacts their loyalty

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Modern Portals Put the Customer First

These same connections also enable agents to provide a more tailored customer experience.

Present-day customer portals are defined by much more than their self-service capacities. Nothing like conventional customer portals built for transactions than fostering relationships – today’s customer portals are connected, personalized, and readily available from any device. They make it hassle-free for customers to search for information, manage accounts, and connects with agents whenever required.

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        68% of service professionals say one bad experience inflicts more damage to a

customer relationship than five years ago.

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The Advantages of Digital Experience

The advantages of a customer portal range across all areas of a business – from customer experience to internal process to technical factors. The portals boost customers at every stage of their customer journey. For instance, when a customer thinks ordering a product, the portal will cater a consistent point of access to look for what they want, buy-in a few clicks, track deliveries, and now even allows viewing restocking dates, warranties, and order history – across multiple devices.

For the business, customer portals deliver more than just customer satisfaction. They also have a built-in capability to amalgamate various systems and data sources to cater to a connected and personalized customer experience. The key to this is a CRM system that enables a single view of the customer.

An entirely integrated portal caters to customer profile information, interests, history, and actions that allow more personalized service. It is demanding for IT departments to maintain and upgrade a legacy portal’s back-end systems. Weighed against their predecessors, modern customer portals are smoother to maintain, upgrade, and integrate with fundamental data sources, business systems, and processes. They also provide a higher level of security via updated capabilities like application monitoring.

Development Priorities For Modern Customer Portals:

It is central to recognize solutions that serve the requirements of both the customer and the business. The ideal solution must cater to a seamless service experience for customers and grown efficiencies across business units.

    • Unify Data and Processes from Any System

Customers anticipate feeling like they are dealing with a single business, not a series of    disconnected parts. Amalgamating business’s service and business processes through knowledge articles, live-agent chats, and third-party systems develop unified customer experience. For the business, a seamless capture of portal activities caters to a holistic view of the customer for agents. For the customer, this ends up in a better experience.

    •  Provide Personalized Engagement

80% of service teams agree that a shared, single view of the customer empowers departments to cater to a more consistent experience across every channel. Connected CRM data boosts businesses to intuitively deliver tailored suggestions, including services, products, and notifications.

    •  Enable Connected Self-Service

81% of customers try to take care of issues themselves before reaching out to a live agent. With the right tactics in place, self-service portals can become the crux of the service process by smartly surfacing the most relevant responses to customer queries without involving agents. In practice,
this method has led to a 31% growth in case deflection and a 22% rise in customer satisfaction.

What’s Next?

A new method of customer success needs investment in an innovative customer portal that is integrated, personalized, and caters seamless self-service. The transactional, conventional portals of the past no longer meet the expectations of present-day connected customers. With a combination of innovative solutions and smart design tools, customer portals are not the only turnkey to develop, but also meets the needs of customers, businesses, and IT departments alike.