April 17 2025 08:00 AM

What is a key solution to the scaling dilemma?  

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    A recent McKinsey Digital report revealed that only 22% of companies started in the past ten years have successfully scaled past Series B funding. Yet, according to the same report, 66% of value creation happens in this crucial scale-up phase. These findings reveal that a staggering 88% of businesses leave two-thirds of their potential value on the table due to their inability to scale.

    Why? As companies grow, processes and systems that operate well at a certain capacity often cannot keep up with larger demand, which inevitably complicates workflows and slows operations. These inefficiencies result in bottlenecks, miscommunication, and poor resource management. Costly system upgrades are not always feasible, making it difficult for CTOs and IT teams to keep up with the needs of both employees and consumers in a timely manner.

    So, what is a key solution to the scaling dilemma? Self-service portals.

    The Benefits of Self-Service Portals

    Self-service portals come in a variety of forms, such as customer and IT support, knowledge bases, FAQs, password resets, data privacy requests, and more. These portals can help expanding businesses easily adapt to increased service requests without added costs; in fact, the Harvard Business Review found that self-service portals cost pennies compared to human support and significantly lighten teams' workloads. Here are the top benefits of implementing self-service portals:

    Handle Requests with Reduced Overhead
    As products and services become more digitally sophisticated, so too does troubleshooting. Rather than inundating IT departments with repetitive questions and tasks, self-service portals give customers and employees the tech support they need with minimal overhead. Other departments can then efficiently use advanced technology and master complex operating systems. This allows team members to increase output without being blocked by overdue IT support tickets.

    Improve Customer Satisfaction
    In addition to cost-savings and efficiency-boosting benefits, self-service portals have a dramatic impact on customer satisfaction and loyalty. A study from Microsoft found that 90% of consumers expect to find self-service options and become frustrated when they cannot fix their own issues. Customers even blame companies for not providing accessible information when self-troubleshoot fails. This same study found that the quality of customer service influences an astounding 96% of respondents' brand choices and loyalty. Self-service solutions can alleviate these problems, offering quick, personalized experiences 24/7.

    Enhance Operational Resilience
    Critical to scalability and positive customer support experiences, self-service IT portals can be automatically updated to reflect new features, services, and market changes. These portals can also quickly adapt to fluctuations in request volume in the event of disruptions. When paired with emerging technology like Generative AI, self-service IT portals can flag potential issues based on support submission patterns and even offer data-driven insights for solutions before problems arise. Before capturing these advantages, CTOs must identify where their organization needs support. Then, they can utilize the right combination of technology to build powerhouse self-service portals. Here's how CTOs can create impactful portals that address common scaling problems.

    How to Create Self-Service Portals that Drive Value

    To achieve the above benefits and overcome the limitations to scale, CTOs must strategically implement self-service portals based on business needs. CTOs can do so by working with CxOs to identify pain points in customer and tech support teams, evaluate user needs, and brainstorm new and inventive solutions that require self-service portals.

    For example, if a financial service company notices employees regularly need help finding and updating client invoices, a self-service portal can expedite these requests by helping users locate and update documents without compromising security. To achieve a seamless process at scale, CTOs need to leverage adaptable, secure technologies to support these portals. Here's a look at three use cases for improving self-service portals.

    AI Improves Usability
    CTOs can enhance a portal's usability with Generative AI, creating chatbots that understand natural language processing (NPL). These chatbots can also deliver personalized information, instantly addressing a user's specific issue. IBM's Watsonx Assistant, for example, is a chatbot with Retrieval-Augmented Generation (RAG) that gives users the most up-to-date information. LivePerson's chatbot includes a sentiment analysis, which can be used to flag upset users and escalate them to a live manager.

    Cloud-Based Solutions Scale Security
    To make these self-service options accessible to anyone on any device, businesses are turning to cloud-based solutions that offer total security. These solutions provide advanced encryption, Zero-Trust access controls, and real-time adaptability to new threats. Cloud infrastructure is an elastic resource that further strengthens your self-service portals' scalability during high-volume times.

    While these technologies alone are automated growth solutions, when combined with self-service IT portals, they create a powerful tool that boosts efficiency, security, and, ultimately, scalability across organizations.

    Laying The Foundation for Scalability

    Integrating scalable operations models like self-service IT portals promises to reduce costs, increase customer satisfaction, and relieve workloads for IT and customer support teams. Creating these portals with breakthrough scaling technologies like AI and cloud infrastructure amplifies these benefits and opens new avenues of support.

    Matt Mccullough is CTO of Inkit.

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