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Control, Customize, and Manage Your Platform Experience

Managing experiences starts with a solid foundation—your organizational structure. Pisano's Account Management module empowers you to define, manage, and streamline every aspect of your company’s hierarchy and user settings. 

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Account Settings

Build a Clear Framework for Roles and Permissions

Every team functions best with well-defined roles and permissions. Pisano’s tools let you organize user access according to your company’s unique structure. This ensures security, boosts productivity, and reduces the risk of confusion. 

Centralized User Management

Easily oversee all user accounts of your organization in one place. Quickly add, modify, or deactivate accounts to adapt to team changes. This centralization saves time and ensures access remains consistent and secure.

Users

Effortless User Setup

Automated processes simplify onboarding for new employees or contractors. Team members can start contributing immediately, avoiding the delays that manual approvals often cause.

User Setup

Roles and Permissions

Define access at a granular level, tailoring permissions to the specific responsibilities of each role. Sensitive data remains protected while teams stay empowered to perform their tasks efficiently.

Roles and permissions

Gain a Clear View of Your Company’s Hierarchy

Disorganized structures can lead to bottlenecks and inefficiencies. Pisano equips you with tools to map out your organizational hierarchy in a way that aligns with your team’s needs and workflows. This helps reduce confusion and allows everyone to work in harmony.

Departmental Organization

Divide your company into well-defined units, teams, or departments to make it easier to assign roles, permissions, and tasks. This structure not only helps in assigning permissions but also simplifies collaboration by clearly outlining team responsibilities.

Organizational Hiearchy

Visual Hierarchy Tree

Pisano offers a visual representation of your company’s structure that presents how teams and departments are connected.  This tree view clarity allows you to spot overlapping responsibilities or workflow gaps that could hinder productivity.

Tree View (4)

Customer Journey Maps

Bridge the gap between your internal structure and the customer experience. Aligning your organizational setup with your customers’ journeys ensures that no matter how teams are structured, they contribute effectively to delivering excellent experiences.
Journey Mapping (1)

Automate Key Actions

Repetitive tasks can drain time and energy from your team. Pisano’s automation tools handle these routine processes, ensuring critical actions are never missed and freeing up your team to concentrate on more meaningful work.

Automatic Issue Escalation

Automatically route urgent feedback or critical issues to the appropriate team members. This ensures timely action, preventing small problems from turning into larger ones.

Escalation

Automated Tasks

Set up workflows to trigger specific actions based on conditions you define. For example, you can assign a task when a customer leaves a low rating, ensuring no feedback goes unaddressed.

Task

Gain Full Control Over Your Platform

Balancing security with flexibility is crucial for any organization. Pisano provides tools that let you tailor the platform to suit your organization’s unique processes while ensuring sensitive information remains secure.

Manage Providers

Integrate and set up configurations for your preferred email and messaging providers and feedback channels to ensure smooth communication with customers and employees.

Providers

Secure Integrations & Data Flow

Set up and configure secure connections with external systems using protocols like LDAP, SAML, SMTP, and FTP. These integrations ensure that your data flows smoothly, remains secure, and stays aligned with your internal security policies.

Integrations

Optimize Communication

Managing customer communication can feel overwhelming, especially when you need to stay consistent and relevant. With Pisano you can set clear communication guidelines and define how and when your team reaches out to customers. Categorize information in ways that reflect your company’s priorities and branding.

Communication

Get Started on Your Experience Management Journey Now

Consult our experience management solution architects to learn more about how to get started.
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