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Cisco Confidential 1 © 2010 Cisco and/or its affiliates. All rights reserved. GTM Toolkit 2.0: Guide Me Wizard February 18 th 2013.

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Presentation on theme: "Cisco Confidential 1 © 2010 Cisco and/or its affiliates. All rights reserved. GTM Toolkit 2.0: Guide Me Wizard February 18 th 2013."— Presentation transcript:

1 Cisco Confidential 1 © 2010 Cisco and/or its affiliates. All rights reserved. GTM Toolkit 2.0: Guide Me Wizard February 18 th 2013

2 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2 The design philosophy around the guide me wizard is that it should be really easy to set up a new project. This means that it should not take more than a few minutes The data required to start a project should be minimal The options should be obvious even to an occasional user By default, a full engagement is created, but the user has the option to deselect certain steps to make a light(er) engagement By clicking on any tile, a pop-up box will appear listing all the sub-topics for that tile. The user can select/deselect any of the options. If all options are de- selected the parent tile will be greyed out.

3 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3 A project will consist of a number of tasks. Each topic will include one or more steps and will vary depending on the options selected in the wizard, e.g. Offer type or Geo. Each task may have one or more of the following associations. Data Capture Forms Documents ( for reference or templates to complete and upload ) Link to external sites In additional each task has a number of updateable attributes, including Assigned User Due & Completed Date Status Notes Tasks do not have pre-requisites or successors, so there is no enforced sequence on when each task is worked on. * CC wants to have pre-requites and suggested order, but enforned Tasks may be added or removed from the project. This can be done either by re-running the wizard, adding one or more pre-defined tasks or adding a new ad hoc task.

4 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4 Stream Stream or Phases of the GTM Plan – consists of multiple topics e.g. Enable, Market, Sustain Topic Equivalent to the the GTM 1.5 Tile e.g. Onboarding, Governance Activity Specific Activity or Task e.g. Onboarding - Get your partner ready for Cloud” Project A collection of Activities

5 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5 Setup Wizard Project Home Project Plan Dashboard Start New Save for later Resume wizard Task Detail Task Detail view active project work on project plan work on task Create project update project (add remove tasks) work on project plan Documents Data capture Forms External Links

6 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6 Step 1- About you & your Partner Partner Name Virgin Media Project Name Super New Project Offer Type HCS IaaS TPaaS Hosted VXI Geo APJC Americas EMEAR Region US Next Add Partner

7 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7 Next Step 2- Select Topics Back These options always the same, but the task and documents they pull in will vary based on project setup questions Onboarding Governance Value prop Train Activate Resource Market Accelerate Measure “hover over” help text to describe each task Click on tiles below to select / deselect the topics you want to include in your project Enable Market Sustain Some text e.g. experts view Governance Metrics.. xyz abc text Training text

8 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 Step 3-Add Team Members NextBack Need to send welcome emails newly added members – must be whitelisted & user needs to register upon first login

9 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9 Save for later Step 4- Build Plan Now Back Build Plan Review of Selected Plan Details ( READ ONLY – MAY BE REDUNDANT ) Partner Virgin Media Region EMEAR …. Topics included - Governance Team Members - John – Admin … Build & Start Visual Indicator of Progress. Click on step to go back to that step. Hover over to preview response provided at that step

10 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 GoToMarket Resource Center – Project Home Page Open/Overdue Tasks Return to Wizard Project Team Shortcut to project tasks by Tile or by next Scheduled Resource Center Go to Project Activities (make a link) Add Topic, Streams ( add color coding ?) - Show MyTasks. Other Tasks Add Topic, Streams ( add color coding ?) - Show MyTasks. Other Tasks Collapsible

11 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 Add additional tasks Return to Wizard Can have admin view and restricted view (show only my assigned tasks or show all but only allow updates on my tasks) Estimated % Complete button Click to access activity details such as external Links, Documents and Data Entry Forms (as defined for task ) Filters Project Properties Add your own task Adjust your plan Show all available tasks not included in the plan Export Plan? Warn if pre-requisites exist

12 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 Back to Project / / Mario Assigned Due Project Name: Status text Activity Details, may need additional attributes List of All Documents, maybe split read-only reference docs and Editable docs Forms Documents Activity Details Notes Add Note What about hyperlinks to systems?

13 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13

14 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14


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