Creating Solutions in WorkSpan

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Solutions App allows you to create joint solutions with your partners in a shared cloud environment to coordinate, contribute, review, approve, and release new solutions to go to market with. You can:

  • Set metrics and goals for a solution and track performance in real-time
  • Propose, approve, launch, and refresh joint solutions
  • Create, share, and approve solution assets with a cross-company content library
  • Distribute the joint solution to partner teams and build business together 

Navigation: Home > Joint Solutions > Solutions or go to the My Solutions section on the Homepage and click Add New Solution.

  1. Click +Solution. Create Solution window opens.

    Create_Solution.png
  2. Enter a Solution Name.   
  3. Select a Solution Stage from Ideation, Build, or In Market. To configure other stages, tasks and transitions associated with each stage, contact WorkSpan Support
  4. Optionally enter a description.
  5. Choose the Settings. Owner Mode is a default one. Other option is the Partner Mode.
    1. Owner Mode (Default): Owners can set a master list of companies to share with. Non-Owners can only share with members of those companies.
    2. Partner Mode: Any member can share. Only companies that are part of the initiative can Find & Request to Join.
  6. Check Allow employees of your company or active partners to join without invitation as a participant.
  7. Click Save.
  8. You can add:
    1. Key dates for your solution. You can enter a single date or a date range.
    2. Add team members to your solution.
    3. Edit Sharing with Companies.
    4. Add comments to the solution.
  9. You can now add the following to your solution:
    1. Metrics
    2. Objectives and Accomplishments
    3. Endorsements
    4. Custom and Company Fields
    5. Audience Information
  10. After creating a solution, the next step is to attach the opportunities that should be associated with it. You can add new or link existing opportunities. See Adding an Opportunity
  11. You can optionally assign tasks for your solutions. See Assigning Tasks
  12. You can optionally add a file, a link, or add a file from the Content Library to attach to the solution.

You can always go back to your Solution and share with other members (colleagues, partners, etc.). See Sharing a Solution

You can Configure and save table views for your team

You can also run reports to see the performance of your solution. See Creating a Sales Report

Also See:

Adding Custom Fields

Adding Company Fields

 

 

 

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