New Product Features: Restrict Participant Visibility, Metrics Enhancements, and Mobile Updates
As an Ecosystem Cloud category leader, we at WorkSpan keep our customers at the center of everything we do. We are constantly adding new features based on our customers’ feedback and this month, we are excited to share with you the launch of the following key features:
- Restrict Participant Visibility
- Filter and view funding & claim requests relevant to you
- Metrics Enhancements
Let’s dive in.
Restrict Participant Visibility into Your Programs and Solutions
What does it do
With WorkSpan’s new participant visibility restriction feature, you can block a participant’s ability to view information about other participants from other companies in your partner programs and solutions.
How it helps you succeed
The majority of partner programs, marketing programs, and funds are designed to enable and drive engagement and contributions from multiple partners. However, these programs often include competing partners in the same program.
Similarly, a solution offering from a company can be sold by many reseller partners. Most of these resellers are competitors in a region or industry.
You, as a program host or solution owner, may not want these competing partners to be aware of each other’s presence.
With the new “Restrict Participant Visibility” feature, you can keep your communications and engagement with each partner private and hidden from other participants.
Use Case Example:
- Partner Programs and Co-solutions:
- Organizations running different partner programs have multiple partners across multiple regions. Enablement content is shared with all the partners across the program. Systems Integrators (SIs) involved in the program are often competitors on the same deals. Now, you can restrict visibility and the partners will not be able to see who else is involved in the deal.
WorkSpan Mobile App: Filter and review funding & claims requests that are relevant to you.
What does it do?
Now you can filter all the funding requests by the workflow stage and type (eg: Funding, Claims). This will help you review requests that are the most relevant to you.
How it helps you succeed:
As an ecosystem professional, you are working on multiple solutions with multiple customers and often get inundated with funding and claims requests that might not be relevant to you. Now you can filter tasks to quickly identify what’s pending for you to do and share opportunities with partners and member companies. This allows for timely and easy collaboration.
- Share an opportunity with a partner while networking at an event.
- Filter out claim requests to just review the new fund requests that need your attention.
- Filter by tasks that were assigned by you to see how much work was completed by partners.
Note: WorkSpan for Mobile is in beta. Send an email to firstname.lastname@example.org and request to join the mobile beta group.
What does it do?
This is one of my favorite additions this month because now you can easily view all your metrics on one page, hide/share metrics, and also view the percent of the goal achieved in the progress bar.
How does it help you succeed:
1) View All
With a new “View All” button you can view all the metrics on a single page.
2) Hide Metrics
You now have the ability to hide metrics, so that they are not shown on the Summary/Overview page or on the View All screen. This allows you to build metrics to use in Formulas [link “Formulas” to the KB article on metrics formulas], without having to display the metrics you only need for formula calculations.
3) New symbols allowed in Metric names
Previously, Metric names had to be alphanumerical. However, our customers asked for greater flexibility with metrics naming conventions.Now you can use symbols such as these when naming a metric: – : * / | = + # $ € £ % & [ ] ( ) ‘ “
4) Percent to Goal Displayed on Metrics cards
Sometimes even a small change can make a big difference. On the top right of the progress bar on a Metric card, you will now see an automatically calculated progress percentage, such as 50.7%, indicating the percentage of the goal that has been reached. We hope this small change will help you understand how close you are to achieving your goals while avoiding the need to pull up a calculator.
If you have any additional questions regarding our new product features and would like to learn more, please contact us at email@example.com.
- Date - September 10, 2019