What's New in WorkSpan?

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We’ve got some (awesome) new features that’ll enable you to do your job even better. Let’s dive right in.

New Features in July 2019

New Features in June 2019

New Features in May 2019

New Features in April 2019

New Features in March 2019

 

Enhancements to Filtering Capabilities on the WorkCenter

To help you quickly navigate to objects that need your attention and/or action such as approval of fund requests or claim requests, we have added the filtering functionality to the Requests >Approvals tab on the WorkCenter.

You can easily filter by a stage e.g, fund requests and then further filter those fund requests by stages such as Incoming for easy and fast navigation.

We have also enhanced filtering on tasks. You can now filter all tasks by the following categories:

  • Assigned to you
  • Assigned by you
  • Tasks that you are watching
  • All

Partner Profiles on Partner Programs

Multi-partner activities are key to accelerating your ecosystem revenues. Leading ecosystems are encouraging partner-to-partner activities. Finding the right partners to engage with, in a growing ecosystem is strategic and paramount.

As you scale your partner programs, you must have in-depth knowledge of capabilities that your partners add to your program.  Enabling partner connections based on this learning, leads to higher trust and success in joint engagements.

As a program owner in WorkSpan, you can now create partner profiles via templates. This profile can be set when a company is onboarded into the program. The profile can include mandatory fields such as an internal Partner ID that the company must specify to be accepted into the program.

The partner profile can also include additional details to describe the company’s capabilities and interests in the program:

  • Company Program Profile - the company's role and value proposition in the program
  • Target Customers - customers that the company is targeting
  • Target Partners - types of partners that your company is interested in working with
  • Program Competencies - company's program-specific expertise and certifications

Companies in the program can search for partners with common interests, complementary expertise, and with alignment on shared business objectives. For example, an Integrated Software Vendor (ISV) company can locate a System Integrator (SI) partner that specializes in the IoT competency for healthcare industry.  

Only with WorkSpan, you can establish instant connections. You can contact the partner manager or request access to solutions from that partner to include in your opportunities.

Also See:

Creating a Partner Profile

Finding Partner Profiles

Enhancements to the Partner Programs App

Several partner program enhancements have been implemented to further streamline your and your partner’s experience on WorkSpan:
  • Clearer Call To Action Buttons have been added on the Partner Programs Landing Page to ease actions like- finding solutions and sales plans, registering opportunities, finding partners and other actions.
  • Advanced Search has been added for easier search for objects that you can then link to your partner programs.
  • Default Partner Program Templates for linked solutions, sales plans, opportunities have been updated to allow sharing with partner programs.
  • Member Companies panel has been renamed to Discoverability and has been enhanced on all objects to include Partner Program options for all members in your member companies.

Also See:

Overview of Partner Programs

Companies Panel renamed to Discoverability

Member Companies panel has been renamed to Discoverability on all objects in WorkSpan and has been enhanced to include Partner Program options for all members in a member company.

You can use the Discoverability panel in an object to setup and tailor access to an object for an entire company in your network. An object can be made discoverable (visible) to all employees in a company and/or to all members in a partner program. Once discoverable, employees can find (search) and send request to join an object.

On this panel, as an owner on objects, you can:

  • Update the Sharing Mode for objects
  • Update if all employees of a company can find and request to join by default when a company is added on an object (when the first user from a company is added on an object, the company is automatically added to that object)
  • Add new companies in your network to an object
  • For all objects (except Partner Programs), you can also select if you want Program Members to Discover and Request to Join the object.

Also See:

Discoverability: Sharing an Object Company Wide

Advanced Search For Search Ease and Exactness

Advanced Search has been added to complement basic search in WorkSpan objects for easier search of objects for object linking. For example, from within a partner program you can easily navigate to the Sales Plans section and search for a sales plan that you want to link to.

Single Sign On with SAML (Security Assertion Markup Language) and OIDC (Open ID Connect)

SAML (Security Assertion Markup Language)- an open standard for identity providers (IdP) to pass authorization credentials to service providers (SP) has been added to enhance WorkSpan’s Single Sign On (SSO) capabilities for your log on ease and safety. 

OpenID Connect 1.0 is a simple identity layer on top of the OAuth 2.0 protocol. It allows you to verify the identity of your end users on the authentication performed by an Authorization Server, to obtain basic profile information about the end users.

Enable SAML/Open ID Connect have been added to the existing SSO options on the Security Policies > Authentication section of the Companies page.

You can now use your own SSOs to sign on WorkSpan.

Benefits of Single Sign On are:

    1. No need for repetitive Log In(s) to one or more of your applications. You are and are signed on automatically to all your software.

    2. Company Admins can enable/disable Single-Sign-On for their company users.

    3. Enhanced Security by eliminating risk due to bad passwords and Multi-Factor Authentication enablement.

Also See: 

Security Policies in WorkSpan

Product Line Items on Opportunities

You can now easily integrate your opportunity product line item fields from your CRM system to WorkSpan and use WorkSpan to track and report on product-level metics across all opportunities, sales plans, accounts, and partnerships.

Note: Line items can only be added and edited via CRM Integration.

After linking a CRM opportunity or bulk adding opportunities from your CRM, the line items will be attached and displayed on WorkSpan opportunities.

Line Items are private company fields accessible only to users within a specific company.

You can easily view:

  • Revenue for a product across all opportunities in a sales plan
  • Revenue for a product line across all opportunities in a sales plan
  • Target versus actual for opportunity count, pipeline, and revenue for a product line in a sales plan

See More:

Product Line Items on Opportunities

Solution Recommendations In Partner Programs

Solution Recommendations have been added for partner programs to allow opportunity participants linked to a partner program to view matching solutions within the partner program.

This feature allows you and your partners to easily find complementary or matching solutions that help make overall deal value proposition more compelling for your end users and increases win rates.

See More:

Solution Recommendations in Your Partner Programs

Revenue Splits

The Revenue Splits feature has been introduced for you to allocate revenue for a single CRM opportunity in your company across all contributing partner opportunities in WorkSpan.

An opportunity for your company can be sourced by one partner, influenced by additional partners and closed by yet another partner.

Partner managers in your company can request % splits on behalf of a partner, and a weighted amount based on this split % is calculated for the partner opportunity. An approval process is included to ensure that the splits consider requests from all partner managers, with notifications to partner managers at appropriate times in the review cycle.

With this functionality, you can recognize and reward the contributions across all partners and partner managers that played an active role in getting the deal to closure. Partner managers and the partners are incentivized to participate in all future deals, and accelerate your win rates.

Note: Revenue Splits is an add on feature enabled on request. Please contact us for enabling this feature.

Also See: 

Overview of Revenue Splits

WorkCenter on WorkSpan (WOW) as a Mobile App

WorkSpan’s New Mobile App to view your Requests, Due Tasks, Messages, Notifications etc. is now available on your mobile devices both for Android and iOS. Currently it is available via invite only. Please Contact Us if you want WorkCenter on WorkSpan on your mobile devices.

The WorkCenter aggregates all your incoming requests (approvals, invitations, and endorsements), tasks that are due, inbound messages and comments, and notifications of actions on relevant objects -- all in one central location.

The mobile Work Center will further boost productivity allowing you and your partners to review requests, tasks and messages on the go.

The live notifications feed will also keep you in the loop when your colleagues and partners make any updates.

Also See:

Navigating the WorkSpan Mobile App

Staying Updated with the WorkCenter

Self Service Workflows To Automate Your Partnering Processes

Self Service Workflows to conceptualize, plan and automate your defined business processes to drive joint sales, joint solutions and joint marketing operations with your team and partners have been added.

As a WorkSpan Admin in your company, you can configure workflows with custom stages for solutions, sales plans, opportunities, marketing plans and activities. Users in your company can automatically progress through custom stages in the workflows that you have created and then associated with requisite templates.

To improve process efficiency, for each stage in the workflow, you can also:

  • Configure tasks and task assignments
  • Select people and companies for object sharing
  • Customize field properties, i.e, make some fields public and keep some fields private

You can have a different stage flow for each workflow that you configure, enabling processes in your workflows to range from quick and effective to methodical and precise.

Also See:

Overview of Workflows

Partner Programs App For Holistic View Across All Your Partnering Motions

WorkSpan’s new Partner Programs App has been built to give you a holistic view across all your marketing, sales and solutions partnering motions. You can track key metrics across all your partners, and accurately measure ROI as you get visibility into the joint marketing and revenues from joint solutions and joint sales deals. These powerful partner metrics help drive engagement, and accelerate desired business outcomes.

The Partner Programs App helps you manage different types of partnership activities, such as your joint solution efforts to bring new solutions to market; joint marketing activities to build market awareness and generate leads for these offerings; and joint sales to enable sales organizations across your and your partner’s organization to collaboratively sell these offerings and accelerate revenues.

You can now easily get a complete picture of a partner program or even within a single partnership. You can:

  • Track your partner activities across different KPIs such as regions, industries, initiatives, etc.
  • For a program with multiple partners, you can launch, for example, a Technology Partner Program and invite all your ISV partners.
  • For a program designed to encourage collaboration among your partners, you can invite your ISV partners, SI partners and Channel partners to collaborate on joint solutions, present a holistic deal to your end customer with complementary offerings across partners.

Also See:

Overview of Partner Programs

Assessments App To Drive Account Assessment & Qualification With Speed and Efficiency

An Assessments App has been built where you’ll be able to build assessment questionnaires to enable your partners at scale, and drive fast and effective account assessment and qualification.

These questionnaires are customizable and can be tailored by solutions, by regions and by other criteria pertinent to you.

Assessment templates include scoring models and recommendations. Reviewers can provide in-context comments and guidance to assessment owners based on scores. You can convert high-scoring assessments to qualified opportunities. This enables you to save both your & your partner’s time, invest in accounts that are a good fit for your offerings, & increase win rates.

You can easily view responses to your questions via heat-maps in the table view of your Assessments Report.

Note: Assessments App is an add-on module. Contact WorkSpan Support to enable this for your organization.

Also See:

Overview of Assessments

Accelerating N-Way Partnerships With Multi-Company Opportunity Views

WorkSpan has gone way beyond the traditional partner management systems paradigm of only supporting 1:1 relationships.

WorkSpan—the only Ecosystem Cloud can host N-way partner engagement and collaboration on opportunities.

We’ve made it easier for companies to engage in N-Way partnerships with a configurable opportunity dashboard and layout that allows companies to tailor opportunity fields and values to their business. Each company can maintain its own fields for a specific opportunity, including products, services and revenue forecasts. You no longer have to spend time and effort on constantly converting information from your company’s data format to a format prescribed by other companies.

In this multi-company view, you can see what your partners choose to share on how the opportunity is progressing within their company. Every company in the partnership gets an unprecedented level of visibility to drive the deal forward.

Also See:

Overview of Opportunities

Opportunity Path To Build Guided Sales

WorkSpan now provides the capability to enable your partners and field sales reps with prescriptive sales playbooks.

In the new Opportunity Path section, you can include clear actions for the owner to progress the opportunity in each stage and close the deal.

You can also record milestones and dates for the customer buying process. This enables the opportunity owner to align sales actions with the buying process. For example, you can record the customer RFP submission date and work to complete your opportunity proposal stage ahead of the due date.

Report Cloning

As a report owner, you can now easily clone (copy) reports in WorkSpan.

The selection criteria from the original report-selected items or dynamic query criteria are copied by default to the cloned report.

You can also choose to copy the following sections of an existing report to ease the process of creating a new report:

  • Saved views and charts
  • Shared with people
  • Shared with companies

Also See:

Cloning Reports

Self On Boarding On WorkSpan

Self on boarding flows to help you and your partners to easily embark on the WorkSpan Platform have been added.

During sign up, you can seamlessly enter your roles, job headlines and work profiles to tell us about yourself and your work engagements.

You can easily update your profile at anytime too.

The self on boarding flow will let you define your preferences via which we can present you with tips, tools and techniques to facilitate your self guided and self paced learning on the WorkSpan Platform.

From signup to solution creation and from account setup to asset management and much, much more-we want you and your partners to succeed and have a great experience using WorkSpan!

Your success is our success-nothing more.

Microsoft Azure AD Single Sign On (SSO) Added To WorkSpan's SSO Choices

Microsoft Azure AD SSO for all existing and new Azure AD/Office 365 users has been added to WorkSpan’s Single Sign On choices.

Single sign-on provides users in your company access to all of the applications and resources that they need to do business, by signing in only once using a single user account.

Once signed in, employees in your company can access all of the applications they need without being required to authenticate repeatedly.

Also See:
 

 

 

 

 

 

 

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