Q: What is My Clients?
A: MyClients is a centralized app for managing client data, polls, canvases, and more. It allows Innovation360 Licensed Practitioners and consultants to maintain all relevant client information in one place while providing functionality to collaborate with others through various access levels.
Q: How do I add a new client?
Go to the My Clients app in My360
Click on the Add Client button.
Fill in the required fields such as:
Company Name
Contact Name and Details (email, phone, etc.)
Responsible consultant.
Language, Company Size, and Headquarters Location.
Relevant Markets and Trades.
Save the entry, and the client will appear in the My Clients list.
Q: What are the different roles for users in MyClients?
A: You can invite users with different access levels:
Observer (Read-Only): Users can view client data but cannot make changes.
Associate (Make Changes): Users can modify client details and associated information.
Partner (Admin Rights): Full administrative rights, including adding/deleting clients and managing all associated data. A partner can also perform actions that uses poll credits.
Q: What client data can be stored?
A: You can manage:
General Details: Company name, contact information, company size, language, and trades.
Polls and Surveys: Link all client polls, including Competence Surveys, PESTLED Canvases, Scenarios, and Commercialization Readiness diagnostics.
Associates: Add team members with specific roles (observer, associate, partner).
Financial Data: Add or update annual revenue, R&D investments, and EBT (Earnings Before Tax).
Q: How can I invite a user to collaborate on a client?
Open the My Clients app in My360.
Select the client you wish to share.
Under the Client Associates section, click Add Associate.
Enter the user's details and assign their role (Observer, Associate, or Partner).
Save, and the user will gain access based on the specified role.
Q: What security measures are in place?
A: All client data is stored under strict confidentiality and protected by the user terms and conditions signed during account creation. Specific data can only be accessed by users with assigned roles (Observer, Associate, or Partner).
Q: How can I monitor client polls and survey progress?
A: The Open Polls Dashboard allows you to track (depending on kind of poll):
Number of respondents.
Outliers.
Percentage of innovators.
Completion rates. Poll results can be reviewed and linked to specific clients for follow-up actions.
Q: The benefits of using MyClients app
A: By leveraging MyClients, Innovation360 consultants can streamline client management, ensure comprehensive data tracking, and foster better collaboration within teams.