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.

🔔 September update: The Cloud Adoption Dashboard has moved (you can read more about it here) - URLs in this wiki page have been updated ✔️

Introduction

In the previous Activation Best Practices, we gave you several ideas to improve your customers' activation rate: from clear communication to aiming for an early activation.

🆕 To help you with keeping track of your customers' progress, we are making several customer data available to you. 🆕

📈 The Adoption Dashboard Overview

Introduction.

This Dashboard allows you to see the following data for your customers:

• CLOSA agreement
• Activation rate
• 🆕 Tenant Activation (O.T.T.) link
• Weekly and Monthly usage data
• IFWE Loop

How to access your Adoption Dashboard

To get started, here is a link to the Adoption Dashboard wiki.

If you have questions, look at previously asked questions in the Questions section of the Adoption Dashboard community, and if it hasn't been answered previously, ask.

If you have suggestions, please share them!

How to track Activation

💡 Tip for looking at the correct Activation Rate data

By default, your Adoption Dashboard will show data for all your clients. This means that the Activation Rate displayed by default is not the same as the Activation Rate KPI used in the Bonus and Alignment calculation.

👉 You'll find a new filter that allows to restrict the list of lines (clients / license type) to the ones that participate to the KPIs calculation. This will allow you to follow the KPI value more frequently.

The filters are in the filter component on the top right of the Cloud Usage perspective. In the drop-down you'll find a new entry called Partner Program KPI and you should select the "CRE Activation Rate KPI" value.

More information about the latest improvements to the Adoption Dashboard can be found here.

🎯 Adoption Dashboard Best Practices for Activation

We highly recommend you leverage this dashboard to streamline your efforts to achieve your activation targets. Here are some examples of situations you can leverage your Adoption Dashboard efficiently:

🌄 Early tracking of Activation

Once your customer has placed their order and you have shared with them the onboarding plan, you should put a reminder to check their activation status 2-3 days later.

If they haven't activated yet, you can nudge them with some pre-drafted emails reminding them of the value of the 3DEXPERIENCE platform for them, and the instructions to access it.

📞 Preparing the first training session/kick-off call

We recommend that you contact your client early to make sure that they are all set. Such session is a great opportunity for you to get them to activate if they failed to do so before. You should check their activation status prior to the call, to ready yourself to walk them through activation while on the call.

🆕 With the October update of the Cloud Adoption Dashboard, it is easier to provide your client with their OTT link.

You can read more on this topic in the "Ongoing Engagement" wiki section.

☑️ For the customers who have fallen through the cracks of your activation process

Despite having a well-thought process to activate your customers, maybe some have fallen through the cracks. We know that some partners successfully take the opportunity of any call your customer may make to their Support team to check their activation status and make activation a pre-requisite to support. 🆕 With the October update, you can directly access the OTT link from the Dashboard, making this easier for you.

You will be able to only show the list of clients who haven't activated in clicking on the 0% column of your Cloud Usage graph.

You can read more on this topic in the "Ongoing Engagement" wiki section.

🏢 How to avoid a low activation rate

For customers who have more than one "User-Admin", once the Admin has activated and invited the other users to their platform, they will all receive an "Invitation" email from Dassault Systemes.

You can leverage the Admin to make sure that all users click the link in the Invitation email to activate, in suggesting them to warn their colleagues to look out for this email and take action. They could also schedule an "activation" meeting for all to go through it at once, as appropriate.

In the Adoption Dashboard, if the activation rate is above zero but not 100% (or whichever rate you've agreed with your customer), you should pass on this information to the Admin to ask them to take action with their colleagues.

Adoption Dashboard Best Practices for Adoption

The Adoption Dashboard is a very valuable tool for you to monitor your customers beyond Activation, to make sure that they use the solution, and if they don't, rapidly address their issues. In the "Ongoing Engagement" section, we share more on that topic.

Leveraging data is the sure way to make your engagement process efficient: assign the right resources and time to the customers who need it most.