Is the portal suitable for complex individual travel?

Yes, if it helps to complete the consultant's work: compare selected alternatives, provide information and see the progress. Self-assembly of the whole trip is not a prerequisite.

Where does the reservation status come from?

From the ordering system or supplier. If the supplier responds manually, the agent records the actual response and its time; the portal does not create an alleged direct connection.

How to measure savings?

Compare agent minutes per completed offer and customer re-applications. Evaluate the result of direct sales by including marketing and service costs.

Can one group leader see all the travelers' data?

Only the part required for his rights and organization of travel. The organization of payment does not provide automatic access to other persons' documents or sensitive preferences.

Traveller self-service portal

The traveller reviews the agent's proposal, submits data and sees their reservations. Choices and adjustments are forwarded to the team administering the trip.

Selected offers, traveller details and payment links are exchanged in separate messages. Agents collect the same information repeatedly, while customers cannot see what they still need to do.

How the solution works

Submit an agent-selected proposal
Get a selection of a specific version
Collect data needed for the journey only
Forward action to order progress
Show bookings, documents and other action

Key challenges

The client is unable to complete an offer made by the agent
Traveler's profile and travel history fragmented

Solution capabilities

Revision of the proposal

Displays the services, total price provided, significant terms and validity of the offer. The choice is stored with the version.

Travellers data

Separates the customer from the travelers and allows the submission of document data to the extent necessary for the service. The common group reference does not open all personal documents.

Payment progress

Indicates an agreed term and a payment source response. Successful payment does not automatically prove booking all components.

Travel documents

Presents current tickets, service coupons and contacts, separating modified versions.

Referrals and Wishes

The request is associated with the trip; the help time is visible before sending. Marketing choices are distinguished from the necessary travel service.

Business context

The client is unable to complete an offer made by the agent: Selected offers, traveller details and payment links are exchanged in separate messages. Agents collect the same information repeatedly, while customers cannot see what they still need to do.
Traveler's profile and travel history fragmented: Personal data, documents, preferences, loyalty numbers, previous purchases, consents and service history are stored in different locations. The traveller must repeat the information and the employee cannot conveniently rely on previous bookings and agreements to prepare the offer.
It is easier for the traveller to accept and complete the offer: The customer wants to compare the journey prepared by the agent, provide data and understand the course of payment. The choices made in the self-service reach the order-handling team. This helps to continue the sale after consultation and then discuss the next trip comfortably according to the saved preferences.

Core features

Revision of the proposal
Travellers data
Payment progress
Travel documents
Referrals and Wishes

Key integrations

Travel booking system: Proposal version, client selection and true component state.
Sources of payments and documents: Payment fact, relevant ticket and service document.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Agent Administration Time

12–36%Decreasing

This illustrative scenario assumes that 30-60% of manual data entry and handover work can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

Measure the minutes of the agent after the submission of the offer until the completion of the required client actions.

Repeated State Appeals

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Counting status enquiries for one trip, separate from new counseling.

Share of orders started by travellers, completed with purchase

2–10%Increasing

Sample starting part - 50%. Assumption: 10-25% of the remaining cases involve incomplete travel data and choice adjustments; a solution would help solve 20-40% of these cases.

Completed purchases are divided by all orders started by the same type of travel. Unapproved locations and cancellations of the supplier are marked separately.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

Travellers repeatedly provide the same data and inquire into already confirmed booking details.
Documents, payments and travel changes are provided through separate channels, making it difficult to find relevant information.

Project scope and implementation

The traveller's actions are linked to the agency's and travel organizer's booking data. If the organiser's self-service already allows for convenient documentation and management of changes, its capabilities are used. The Agency portal is created for services and service actions not covered by this self-service.