WorkSpan Feb'24 Releases - v179.0.0

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Table of Contents
1. New Features and Enhancements
    1.1. WorkSpan Ecosystem Edition
    1.2. WorkSpan Hyperscaler Edition
2. Bug Fixes
3. Known Issues


1. New Features and Enhancements

1.1. WorkSpan Ecosystem Edition

1. Simplified Partner Company Identification on the HomePage.  

Previously, users with Collaborator, Participant, or Viewer access could not view their Partner Companies on the Landing Page. Now, the Partners card of the HomePage dynamically displays the relevant set of Partner Companies based on the user's access role. This update eliminates duplicate company names and excludes the Partner users from the Partner Card.

Key Benefits:
--> Users can conveniently view their allotted partners directly on the landing page.
--> Reduced clutter and confusion by removing duplicates and excluding the user's own company.
--> Seamless user experience.

2. Personalized Partner Onboarding Experience. 

We’ve enhanced the onboarding experience for Custom Program Partners. Now, Partners can choose their persona during initial sign-in to the web app. The first user of a new company is designated as the admin, with the flexibility to assign/ reassign admin roles later. Admin privileges are communicated, and you can sign up directly from invitation emails. You can also select multiple personas and will be prompted to provide more details if choosing 'Other.' Clicking 'Cancel' securely logs Partner users out. User personas are tracked, facilitating targeted analytics and insights based on user activities.

Note: To enable this, reach out to WorkSpan Support via email at support@workspan.com or visit support.workspan.com.

Key Benefits:
--> Customized content relevant to each user's role and responsibilities. 
--> Enhanced connection to the platform through personalized experiences.
--> Active Engagement leads to increased productivity and satisfaction.

3. Simplified Notification Management.  

We've improved the Notifications Center for a cleaner experience. Now, in addition to the "Mark All As Read" option, there's a "Clear All" button for the High Priority and All Changes tabs. "Mark All As Read" updates the status of unread items to read, while "Clear All" removes all items from the Notifications Center. This efficiently removes all notifications, and the red dot near the bell icon disappears to indicate cleared notifications, providing the updated status. Additionally, a "Clear" button on each row allows removing individual notifications.

Key Benefits:
--> Efficient notification management.
--> Clear visual feedback in notification status.
--> More granular control over the notification feed.

4. Simplified User Adoption Assessment with Membership Audit Reports. 

Membership Audit Reports offer insights into various programs, plans, solutions, opportunities, and corresponding access levels. Previously, there was no way to export detailed user data, including linked opportunities, from the My Company Users section. We’ve now simplified the assessment of user adoption with Membership Audit Reports, enabling easy analysis and improved decision-making based on comprehensive user reports. 

Key Benefits:
--> Generate comprehensive user reports directly within the platform. 
--> Assess adoption levels with monthly reports.
--> Simplify analysis and improve decision-making using comprehensive user reports.

5. Usability Improvements for Opportunity Merge Process.

We’ve made improvements to refine the merge process of Opportunities for users in WorkSpan, tackling issues with merging opportunities and toast messages and removing redundant dialog boxes. The new dialog box now displays WS-ID and Opportunity names, updated toaster messages include merge outcomes with WS-ID and opportunity names, detailed error messages with failure reasons, activity logs to track merge actions, and aligned notification messages. 

Key Benefits:
--> Allows ‘merge’ action in the background, reducing wait times.
--> Reduces unnecessary steps and provides clear feedback to users.
--> Improved clarity in merge outcomes through toast messages and Workcenter notifications.

6. Upgraded Code Screen for Better Readability and Editing.

Some users were experiencing challenges in navigating field definitions due to limited window size in the Company Data Model (CDM), Templates, and Business Process Actions UI screens. This enhancement aims to address the issue by maximizing the visibility and editing capabilities of JSON code, ensuring users can easily view and edit relevant data. Additionally, it offers users options to switch between regular and full-screen modes for enhanced viewing and editing flexibility, improving the experience for all WorkSpan users.

Key Benefits:
--> Flexible viewing options. 
--> Maximized editing capability.
--> Seamless option to switch between regular and full-screen modes.

1.2. WorkSpan Hyperscaler Edition

1. Smooth AWS ACE v2 Transition with Enhanced Reports 

We've made it seamless for Program users to transition to AWS ACE v2 with improved reports. This update ensures reports automatically reflect the changes, enabling users to visualize Co-sell performance with AWS through visual charts. Updates entail displaying the count of referrals where Solutions offered and Sales activities are added in the AWS Error Report. Additionally, the AWS Engagement score and opportunity type dimensions are incorporated into the chart for the AWS Expiring Referrals report.

Key Benefits:
--> Reports are updated automatically to reflect the changes. 
--> Addition of new dimensions and charts in reports, such as the count of referrals and AWS Engagement score.

2. Configure Action Buttons for a User-friendly Interface. 

Partner users can quickly request support from AWS by clicking the "Convert to Co-sell" button. During the process, Partner users must specify the partner-specific needs of AWS to provide a specific reason for the Co-sell decision. The "Convert to Co-sell" button is available for referrals in "Visibility Only" status. Clicking it reveals three fields: "Partner-specific needs from AWS," "Sales Activities," and "Next Steps." Partner users can then choose to proceed with the conversion or cancel it. Upon conversion, the referral status changes to "Support needed from AWS."

The addition of the "Rejection Reason" feature aims to provide AWS clarity on the reasons behind declining opportunities and enables AWS with meaningful analytics to suggest their partners with more relatable opportunities. These updates involve adjustments to existing action buttons and the introduction of new ones to align with AWS ACE v2 changes.

Key Benefits:
--> Action buttons help minimize errors and submission failures, ensuring uninterrupted referral sharing.
--> The changes to Action buttons streamline referral management, ensuring compliance with AWS requirements and saving users time and effort.
--> Improved user-friendly interface.

3. Referral Opportunity Field Integration and Deprecation. 

We've integrated new fields into the opportunity referral section to facilitate the transition to AWS ACE v2 seamlessly. These fields not only cater to partner primary needs from AWS but also enable users to interact with newly released fields from AWS v2. These newly introduced fields are seamlessly integrated into historical records, ensuring comprehensive data management. Deprecated fields are removed from adding/editing referrals, referral mapping, and view referrals, ensuring they are not visible on the Opportunity referral.

Key Benefits:
--> Users can interact directly with the newly released fields within the opportunity referral section.
--> Historical records ensure consistent and accessible data for comprehensive management.

4. Aligned WorkSpan Data Model with AWS ACE v2 Changes.

We have enabled adding or editing values in the modified fields to align with AWS ACE v2 requirements. The changes include modified picklist values, adjustments in data types, and alterations in business validations. These updates involve adjusting the minimum character limit, transitioning from single to multi-select data types, and modifications in picklist values, including additions and removals. For example, the screenshot below illustrates a single selection option for "Campaign Name," like  "Migration Acceleration Program." which was previously presented with multiple values having the same name.

Key Benefits:
--> Changes in picklist values facilitate efficient data entry and management.
--> Minimum character limit changes and data type transformations contribute to enhanced data accuracy.
--> Field modifications align with AWS ACE v2 changes, enabling user interaction according to AWS specifications.

5. Seamless Creation of Agreement-Based Offers.

Sellers can now create agreement-based offers directly from the agreement overview page, tailored for SaaS contracts and SaaS contracts with usage. Key data is pre-populated from the existing agreement, such as agreement name, product details, and customer information. Sellers can then customize the offer name and input new payment schedules. Offers generated through this process will be automatically tagged as ABO (Agreement-Based Offer), and the Offer and agreement IDs are stored for efficient tracking.

Key Benefits:
--> Generate offers directly from the agreement overview page.
--> Pre-populated key data simplifies the creation of offers.

6. Improved formatting and labeling of the Create Offer Form.  

We've improved the formatting and labeling in the Create Offer form. This update addresses an issue with the inline message prompting users to select a product. Two labels have been updated from "Eula Documents" to "EULA Documents," and the label "Attach File" has been replaced with "Attach File or Link" to better reflect the option to attach documents or links. 

Key Benefits:
--> Ensures uniformity in terminologies. 
--> Enhanced user clarity and experience.

7. Streamlined Offer Management with Predefined Views. 

The enhancement introduces pre-defined table views for offers on the Actionable Home Page, accessible at the company level. These views have reordered columns and predefined filters, facilitating bulk actions for users. With options like All Offers, Expired Offers, Expiring in 7 days, Returned, Pending Buyer Acceptance, Draft Offers, and Accepted Offers, users can efficiently manage their offers. These views are customized, aligning with Marketplace goals.

Key Benefits:
--> Efficiently perform bulk actions and manage offers according to specific needs.
--> Improved workflow efficiency for users interacting with offers on the platform.
--> Pre-defined table views for better understanding.

8. Build your Private Offers with Future Dated Agreements. 

Sellers can now create private offers with future start dates, catering to buyers who prefer delayed service commencement. This update, applicable to SaaS Contracts and SaaS Contracts with Usage, introduces a Custom Payment Schedule where sellers can input the Agreement Start Date and End Date. This flexibility enables buyers to accept the offer immediately but commence service at a later date. Upon acceptance, the Agreement becomes active, ensuring compliance with minimum duration and future start date requirements through instant validation.

Key Benefits:
--> Scheduling agreement start dates in advance simplifies the offer creation process.
--> Allows sellers to accommodate buyer preferences, enhancing flexibility in service utilization.

9. Leveraging Private Offer Renewals for More Accurate Tracking. 

Sellers can now label private offers as "Renewal," whether initiated externally or through AWS. This can be indicated during the Create/Edit Offer process by selecting "Yes" for the field "Are you renewing this offer for an existing customer?" The options include existing customers transitioning to the marketplace or those already on the AWS Marketplace.

Key Benefits:
--> Ensures accurate tracking of renewal transactions.
--> Ability to easily classify private offers as "Renewal."
--> Improved efficiency and effectiveness in seller operations.

10. Improved Search for Customer Accounts in Offers.

This enhancement allows Sellers to efficiently search for AWS account IDs by customer name within past private offers. By leveraging the customer name in a refined search within the AWS Marketplace, users can quickly access relevant AWS account IDs from accepted private offers, simplifying the process of populating AWS account IDs and enhancing overall efficiency in offer creation.

Key Benefits:
--> Reduced errors in offer creation.
--> Refined search functionality aids in the selection of the correct AWS account ID. 
--> Overall efficiency and accuracy in offer creation.

Bug Fixes

1. Ticket #15813 Ticket #15916 Ticket #16489 Previously, merge operation on the opportunities showed the message “0 actions were executed successfully” though the merged opportunity was displayed on the UI. Further, opening that opportunity gave an error - “Sorry, you do not have access to this page.” This issue has been resolved.

2. Ticket #16170 Ticket #17077 The issue related to being unable to clone a report due to changes in the columns has been fixed. You can now clone the report after deleting or changing the dimension in the existing report.

3. Merging of opportunities in bulk cleared the applied column filters in the table view. This bug has been fixed.

Known Issues

1. The Agreement still remains in an 'Active' state even after the Contract End Date is passed. For instance, the present date is 25-Feb-2024, and the Agreement End Date is 23-Feb 2024. 

2. When a new Agreement is created over an existing agreement, the old agreement status still remains active. Also, the fields ‘Previous agreement ID' in the new agreement and 'New agreement ID’ in the old agreement are not populated.  

Workaround:  You may create multiple Agreement-Based Offers; only the first one will be published on AWS, and the others will remain in draft status.

We are aware of the above-mentioned issues and are actively working to address them in the upcoming release.

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