PORTFOLIO OF SERVICES: TYPES, PARTS AND EXAMPLES - DUDAS - 2024

The service portfolio is a document prepared by a company, organization or individual that describes the services it offers. It details the vendor's limits and offerings for all customers and market areas it serves.

This is a complete list of all services that can be provided. It contains what is currently offered, what is no longer available, and what is to come in the future. Its function is to inform potential clients about the advantages and benefits of hiring the company.

The data of a service portfolio includes the services offered by the company or organization and basic data such as name, years of experience, partners, objectives, mission and vision, suppliers, clients, contact information, among others.

Service portfolios function as business cards to make your company known to other interested individuals or organizations. They can be physical or digital documents.

In case of being physical, it will consist of a normally plastic document presented attractively. In the case of being digital, the portfolios can be a Power Point presentation or another digital tool for making presentations.

Definition of service portfolio

Service portfolios are documents that companies, organizations or independent workers provide to their clients to inform about the services offered and other important information.

Its function is to inform, build trust and try to convince the client of the advantages of hiring the company / organization / independent worker.

objective

The objective of the portfolio of services is to make known the work of a company or an individual. This could attract the attention of other people or groups who are potential customers and partners.

Service portfolios function as a marketing and advertising tool, since they allow the dissemination of information about the organization's conduct.

They also function as a business card, as they provide the most relevant information about the company.

Types of portfolios

Digital portfolios are often used in business meetings

Generally speaking, there are two types of service portfolios: physical and digital.

Physical portfolios of services

Physical service portfolios are printed documents. Portfolios in this format can be:

- A triptych or a diptych. In this case, the information presented will be brief and concise.

- An advertising manual, in which the trajectory of the person issuing the portfolio is shown in detail. They explain the services offered, how the work is done and how it is delivered, among other information.

Digital portfolios of services

Digital portfolios are in formats that are read on computers, tablets, smartphones, among other electronic devices.

These are usually presented in PowerPoint or Portable Document Format (PDF). When the service portfolio is made in any of these three formats, it is usually accompanied by a presentation by an individual from the company, in order to clarify doubts regarding the organization. Furthermore, the portfolio can be summarized in a corporate video.

There are also some service portfolios that are included in web pages. In this way, the information of the company or the independent worker has a greater scope.

Parts of a portfolio of services

One of the slides / sheets of a maintenance company portfolio

The portfolio of services includes various sections. Each of these provides information on an aspect of the company that may be useful to future customers or partners.

The fundamental parts of a portfolio of services are presentation, objectives, mission and vision, certifications, partnerships, clients, suppliers, services (current and in development), projects and contact information.

Presentation

The presentation gives general information about the company. This section includes the name of the organization, the year it began operations and how it has progressed since its founding.

goals

This part of the portfolio includes the goals that the organization wishes to achieve in the short, medium and long term. It allows future clients or partners to become familiar with the conduct of the company.

Mission and vision

The mission is the reason why the company exists, the engine that drives it. In other words, it is the justification for the company's actions. In this sense, the mission is related to the objectives.

For its part, the vision is the projection that the company has of itself in the future, which it hopes to achieve in the long term. I mean, how it looks in 10, 15, 20 years.

Certifications

This section includes the recognitions that have been awarded to the company in its history. This section is of vital importance since it reveals the quality of the organization.

Societies

This part of the portfolio indicates the relationships that the company has with other organizations or individuals.

customers

In this part the trajectory of the company is broadly shown, since the individuals or groups that have contracted the services of the company are made known.

In some cases, customer testimonials are included attesting to the conduct of the company.

Providers

This section includes the organizations that supply materials for the development of the services offered by the company that issues the portfolio.

Like certifications, information about suppliers reveals the quality of the services provided by the company: if the suppliers are reliable and of quality, then it is very likely that the services offered are also.

Services (current and under development)

This is the central section of the portfolio, since it shows the services offered by the company. A detailed list of services must be included, both those that are current (that is, those that are being executed at the time the portfolio is issued), and those that are under development (that is, those that are expected to be executed in a immediate future).

Projects

The "projects" section includes the plans and programs in which the company is involved.

Contact information

The portfolio of services should close with the contact information, so that the readers of this document can communicate with the company if they are interested in the services offered.

The address of the company, telephone numbers, emails, websites and social networks should be included if you have them.

Examples of service portfolio

- In health

Nutritional counseling

Nutritionist offers food and dietary services at home and in consultation. The details about their methodology, schedules and contact are detailed with a graph below.

Nutritionist services portfolio.

Eastern Health Network

Colombian social company that provides low complexity health services. It is characterized by a humane, ethical and safe care.

Composed of a hospital, six centers, and 17 health posts, spread over four communes and in the rural area of ​​Cali.

Diagnosis and therapeutic complementation

- Consultations: Monday to Friday from 7:30 am to 4:30 pm and Saturday from 7:00 am to 1:00 pm.

- Clinical laboratory and digitized X-rays 24 hours a day.

- Radiology and diagnostic imaging.

- Electrocardiogram.

- Obstetric Ultrasound.

- Mammography.

- Pharmaceutical service.

- General odontology.

- Respiratory therapy.

- Psychology.

- Occupational therapy.

- Physiotherapy.

Specific protections and early detections

- Attention to the delivery and the newborn.

- Vaccination.

- Early detection of breast cancer.

- Control of hypertension and diabetes.

- Early detection of pregnancy disorders.

- Family planning.

- Early detection of visual disturbances.

- Nursing.

- Detection of growth disorders for children under 10 years of age.

- From a restaurant

Don Cabala Restaurant

It is a familiar place with the total disposition to provide food services for any type of event. For example, receptions, special celebrations, formal meetings, couples or friends gatherings.

In addition, formal acts and social events, such as presentation of quinceañeras, weddings, graduations, birthdays and baptisms.

It has wifi for Internet access. In addition, the furniture is finely carved in wood to guarantee the comfort of diners and visitors.

The kitchen is modern, complying with sanitary conditions and with all the equipment required to respond quickly to diners' requests.

International Sundays

Sundays are to surprise diners with a wide variety of international recipes, with the special touch that distinguishes the restaurant.

Special plans

It has the originality and flexibility to be able to offer exclusive plans for students, tourists, corporations and also executives.

- From a hotel

American Hotel

This three-star hotel has more than 30 years of tradition. It is located by a pedestrian walkway in the center of the city of Neiva, Colombia and has 85 rooms with all the comforts corresponding to a hotel of this category.

Its mission is to be able to give the greatest satisfaction to users, providing all the attentions and comforts of an excellent service with the familiarity of a home, for highly competitive rates in the hotel market of the region. The rooms are provided with:

- Telephone with local and national dialing, in addition to private bathroom and minibar.

- Cable television, with its remote control.

The hotel provides a wake-up service through the reception, at no additional cost. In addition, the following additional services are available for all visitors:

- American bar.

- Restaurant.

- Bussiness center.

- Swimming pool.

- Sale of handicrafts.

- Laundry.

- Room service.

- From a consultancy

Zeus consultants

Provides an extensive range of services to meet the main needs of a modern company.

Strategic planning

Specify and implement the strategic plan throughout the company, developing objectives, measuring results and monitoring the commitments in order to achieve the vision and fulfill the mission of the company.

Business engineering

Continuous improvement, reengineering, productivity, optimization. Prepares the company for a world-class operation.

Information technology

- Software development.

- Development platforms.

- Systems audit.

- Maintenance of applications.

Project management

Training and consulting in project management, aimed at developing knowledge and skills in order to increase productivity in project development.

Change management

Determination of the strategy to achieve the evolution of workers immersed in automation processes or reengineering projects.

Risk management

Service to manage all the variety of risks, in addition to implementing tools for financial and business risk management.

- From a spa

Glow Spa

Company concerned about the well-being of its customers, offering different pleasant services so that they feel comforted.

Mud-therapy

Useful and ideal mask to prevent the first wrinkles, as well as a natural exfoliator. Includes mud mask, mud scrub and relaxing massage.

Bamboo massage

Treatment that is carried out with bamboo sticks to harmonize the energy channels. Eliminates and purifies toxins working on the nervous and lymphatic system. Includes aromatherapy, chromotherapy and oil massage.

French massage

Made with wine oil, very relaxing and invigorating. With its aroma and magic, it transports the body and mind to a state of relaxation. Includes aromatherapy, relaxing massage and music therapy.

Facial mask

Penetrates different layers of the skin to smooth, nourish and cleanse it in an effective and deep way. Includes exfoliation, cleaning and steaming.

Relaxing massage

It releases the accumulated tension, applying it slowly and with a progressive pressure. Includes relaxing massage, aromatherapy, music-therapy, and aromatic oil.

- From an events company

Explore Park

It provides a portfolio of services that includes the organization of corporate events, rental of unique and versatile areas, as well as support for organizational learning processes.

There is a professional team to accompany companies during all phases of the events, offering services such as logistics personnel, catering, special assemblies and complementary activities.

Underwater environments or in internationally awarded rooms are offered, thus allowing innovation to be experienced. When learning while having fun, you don't forget.

Audience

Equipped with the best technology to hold seminars, congresses, workshops, conferences and exhibitions. In addition, those attending any event have the right to visit the aquarium or one of the interactive rooms.

There is a projector for academic events, with a giant screen and wireless microphones.

Cocktails and dinners

It is possible to make cocktails and also remarkable dinners. The areas that are offered for this do not need a large assembly, since the environments favor this type of event.

References

1. Michael Scarborough (2012). What is a Service Portfolio? Global Knowledge. Taken from: globalknowledge.com.
2. Eastern Health Network (2019). Services briefcase. Taken from: redoriente.net.
3. Restaurant Bar Don Cábala (2014). Don Cábala Service Portfolio. Taken from: doncabala.blogspot.com.
4. Hotel Americano (2020). Services briefcase. Taken from: hotelamericano.es.tl.
5. Zeus Consultores (2016). Services. Taken from: zeusconsult.com.mx.
6. Radiance Spa (2020). Services briefcase. Taken from: resplandorspa.weebly.com.
7. Explora Park (2017). Portfolio for companies. Taken from: parqueexplora.org.