As of July 8th, with the 2023x FD03 release, the CLOSA process has been updated to streamline the early onboarding experience. In the following wiki pages, we will refer to the new process. If you wish to understand what the changes are, please read this wiki section.
Introduction
🎯 To meet your activation target, you will need to ensure that all the steps of the activation process are done. 🎯
Here are some Best Practices for you to follow to ensure a smooth activation process.
1. 🗣️ Communication
Clear communication is key, especially with your "Admin". The success of the activation will highly depend on them completing all their tasks. You should share a roadmap with them to explain the process. They should also know who to contact in your team in case they run into any issues.
Here are some resources you can use and/or share with your customers:
- A customer-facing activation map:
This Activation Process (customer-facing) map is a basic template. You should customize it to include your own communication and interaction milestones.
- How to use your SOLIDWORKS ID to log in to the 3DEXPERIENCE login page
- (if you don't already have a SOLIDWORKS ID - the link is accessible without a 3DEXPERIENCE ID)
2. ⏱️ Activation within a week
The sooner activation gets completed, the greater your chances to meet 100% activation with your customer.
The reason is that a customer who hasn't activated and has been happily using SOLIDWORKS for several weeks is less likely to see the value in the platform and complete activation.
Here is a strategy that works well for many of our partners to activate quickly the "Share and Markup" adoption level type of customer: at the time of the order, the Sales representative schedules a "kick-off" meeting with the customer within a week of order placement and ask them to complete activation before. You can find more details about this kick-off meeting organization in the "Ongoing Engagement" wiki section.
3. 🤩 Getting them excited
Your customer may not be interested in "activating their platform" if all they wanted in the first place was SOLIDWORKS Desktop. During the Pre-sales, you should have identified which adoption level your customer is at.
For customers who are interested in Data Cloud storage and Revision or Data Management, activation will just be part of their onboarding to access the platform capabilities, so they won't need a lot of convincing to complete the activation process. 🤝
However, for customers who have very limited interest in the platform's capabilities, activation could be seen as a pointless activity. But that won't be the case if you present activation as a simple process to complete early to make "Share and Markup" accessible straight away whenever they need it.
4. 🔑 Ensure Activation when providing SOLIDWORKS Desktop onboarding
🆕🔥 Several partners have been following this best practice with positive results on their Activation Rate.📈
Activation should be a part of your SOLIDWORKS Desktop onboarding process: Ensuring activation 🔐 while providing your client's SOLIDWORKS Desktop serial number increases the interest and focus your client will dedicate to the activation task.
5. ➕ Provide added value by creating your own custom Support and Resources Dashboard
🆕🔥 Make Activation a pre-requisite to providing added value by creating your own custom Support and Resources Dashboard to share support information and access to your valuable onboarding resources.
Support and Resources Dashboard for Your Clients
Creating a support Dashboard can help you make Activation part of your client's onboarding process whilst providing value through the 3DEXPERIENCE platform.
This dashboard can include access to:
- Your support services via a media link or embedded web page reader
- Your knowledge base
- Training content
- Other partner-provided resources
- Cloud Services learning and onboarding content
- And more...
Once you have created a default Support and Resources Dashboard you can create a generic link and then share this with your clients.
We would advise that you use the following app widgets:
- Web Page Reader - to Embed a website (be sure to double-check how this works for your website before sharing)
- Media Links - To create thumbnail images that link to resources
- Quick Links - To display a list of linked resources
- 3DSwym - To provide direct access to a Community
Note:
- Ensure that only 3DSwymer app widgets are used to reduce licensing authentication issues
- Also, since 2023x FD04 - Dashboards can only be shared within the same Data Center Region. If you have clients who are located in another region then you must generate the dashboard in that region.
Example page layout and resources:
How to share this dashboard with your clients:
Instructions:
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For the clients who purchased prior to this new and improved onboarding process and haven't activated, several partners have modified their support process to include Activation as a pre-requisite 🔐. Get your support team on board and have them help with the Activation process and sharing of your custom partner resource dashboard.
Also, in making Share and Markup a part of their support process (to share a model with instruction for example), these partners take this support call as an opportunity to get their clients to experience the added value of Share and Markup.
6. 👩🏫 Make Share and Markup a part of your SOLIDWORKS training course
In including the "Share and Markup" workflow in your SOLIDWORKS training course, you will make the activation a pre-requisite to your customer's training course.
This will get them excited and give you more tools to encourage your clients to activate.
🆕 Resources available as of October 2023:
To support the SOLIDWORKS Cloud Services initiatives released in July, the SOLIDWORKS Training team is happy to announce several enhancements to our training materials highlighting the “Share & Markup” and “Store & Revise” features. read more
7. 🤝Leveraging your Admin when there are several users
If your client has more than one user, then it can be helpful to leverage your Admin to ensure all users' activation.
You can suggest they share the documents with their colleagues, go through activation altogether, and test the basic "Share and Markup" workflow between them.
Conclusion
We have shared some common Best Practices for a strong process to ensure all your customers activate. 🎯
In the next section, we will introduce the "Adoption Dashboard" and explain how to leverage this data analytics tool to meet your activation targets with confidence. 😎
