Introduction
In this module, we’ll detail what you need to get ready ahead of your installation your Intuitive Dashboards.
In each of our Print Solutions, you’ll have access to two key pieces of documentation. We have our Playbook, which details the pre-requisites, services rendered and tasks involved from taking the customer through from Proposal, through to ongoing Customer Success.
To find these documents, they’ll be listed in our Partner Portal.
Let’s take a look at the Playbook first and run you through what’s required.
Playbook
In an on-premise installation of the Intuitive software, you will be responsible for installing and fully configuring the Intuitive dashboard solution.
If you haven’t already seen a playbook, as we mentioned earlier it’s a key document for taking you through from the Proposal of our dashboards, through to Customer Success, which is about continually driving usage and analysis from the dashboards. In each section, we use a RACI methodology, which stands for Responsible, Accountable, Consultable and Informed. RACI is applied to each major role in your business, with a suggested list of job titles for who may be responsible for each. Please note, your organization may use different terms, so you may need to match up our descriptions, to ones within your organization.
Proposal
In the proposal, you can see those three sections broken down.
The pre-requisites for this stage are the customer’s SAFEQ On-premise software must be on Version 6.
For the services rendered, you’ll have access to the resources onscreen via our Partner Portal. As for the task list, you can see the tasks involved at this stage, which includes the demonstration of the Intuitive dashboards, the completion of the Customer Checklist (which we’ll detail later) up to and including the Pre-Sales section, and a cost estimate of the licenses and services.
Order
With the proposal in hand, we can move onto the Order phase. The pre-requisites are that the Customer Checklist has been updated, as per the Proposal task list.
The task list for the Order is as follows, a submission of the license PO to Intuitive, then if required, a submissions of the services PO to Intuitive. Afterwards, Intuitive will acknowledge the order and produce an invoice.
Implementation
With the implementation of our on-premise print management solutions, you need to ensure the license details have been collated from the PO, and that the Customer Checklist has been filled up to the implementation section.
For the services included, the customer will have had the Intuitive Dashboards installed, that the data has flowed through from the Print Management software to Intuitive, branding (if required) and end-user training.
Customer Success
In the last stage for the Playbook, we move onto Customer Success.
This is a pivotal stage of the provisioning, as this is the driving force for dashboard engagement, and how we can help you get the most out of your data.
The pre-requisites for this are that the Intuitive installation has been fully configured for end-user access, and that you have at least 3 months’ worth of data available.
As the DX dashboards will be used primarily for this section, they view the last rolling 3 months of detailed data.
As part of Customer Success, we perform a health check ahead of time, perform a workshop with the end customer, provide a list of recommendations or areas of process improvement, with a handover back to the partner accounts team follow up for future workshops if required.
So that’s our playbook. We’d implore to look at these tasks in detail, as this will show exactly what is required of you for each of the major stages.
Now let’s have a look at our Customer Checklist.
Customer Checklist
The Customer Checklist is a side-by-side document to be filled out whilst you progress through the playbook.
You’ll have noticed that a lot of the Playbook pre-requisites require you to fill out several sections of the checklist, which we’ll be able to detail in a little bit.
Proposal
Starting at the top, Proposal is the first stage to be filled out at the Pre-Sales stage.
Each implementation has a number of pre-requisites and customization options.
You can see as we scroll through that it encompasses areas of the deal, the customers environment and their preferences. The checkboxes and fields on the right allow you to fill this out as you move through, and provides key talking points for you to have with the customer.
You can specify additional training modules which details the content delivered.
Before moving on, just like the Playbook, we’d really encourage you to read each of the points outside of this training.
Quotation
The quotation section of the document details the professional services and license requirements the customer requires. This sections forms the basis of the Order.
With a standard on-premise installation of our software, you are responsible for fully deploying the Intuitive dashboards software.
However, depending on partner agreements and agreed professional services, Intuitive may be responsible for some of the points onscreen.
This list details the configuration and customization of the Intuitive software, including, but not limited to, new user accounts, dashboard customization and training modules.
Each professional services activity will have recommended time allowance, which you’ll be able to total up at the bottom. There will be a minimum requirement for both Intuitive and the partner, as both will have responsibilities for the service being provisioned.
Lastly for the quotation, you can detail the license requirements here. There are a standard number of viewer accounts which can either be viewed onscreen, or alternatively, he Intuitive accounts team can confirm for you.
Implementation
When the service is being implemented, you’ll need to ensure the information onscreen has been filled out, as the implementation may be delayed if it is not ready in time.
We do also provide 25 boxes for the user accounts that you wish to have access to the dashboards. Either the implementation engineer, or Intuitive will use this to create and deliver the accounts. Additionally, you can nominate a security filter for each account. One example is that if the head of Sales can only view their own department, and the Department has been named Sales within the Print Management solution, then you can write it into the field as such.
Customer Success
Lastly we move onto the Customer Success phase.
The fields onscreen follow the Playbooks tasks almost identically. You need to confirm that they have enough data to demonstrate with, if they’d like the health check, when they’d like the workshop to take place and if required, a follow up workshop a few months later.