Product Ideas Portal

Create a planning widget for Access Advisor customers

Include a planning widget on client landing page to reinforce for both clients and Level staff that planning out hours is essential to the management of the subscription - especially helpful for enterprise clients with multiple teams leverage a single large bucket of hours.

  • Guest
  • Apr 13 2018
  • Won't Do / Not a Feature
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  • Admin
    Zahra Safavian commented
    12 Mar 02:16pm

    Ultimately we are moving to an "Unlimited" model, which will negate the need for this sort of tool.

  • Admin
    Megan Alfaro commented
    11 Feb 07:09pm

    I'm moving this back into Needs Product Grooming as we rethink the hours widget.

  • Admin
    Megan Alfaro commented
    24 Jul, 2018 07:59pm

    Marking this idea as planned and merging it with ADV-I-4 because it's a duplicate.

  • Guest commented
    27 Apr, 2018 02:51pm

    I would like to see hours purchased and hours remaining. Might even be helpful to see a graph of what was used over the trailing 12 months. However, with regard to planning out the hours, it would be helpful to have the ability to enter "planned projects" (i.e. planned releases) per client team and associated target dates. We will not necessarily be able to associate hours with each line item, but it will give everyone in our company (from Tim/Craig/Kevin/Salesperson/CS rep/PMs/AS consultants) as well as the clients visibility into and confirmation that we indeed do have a plan in place for the hours to be used. It might be that Amy Livingston needs to create a new section in the Project view in Salesforce (related to the Salesforce opportunity for the Access Advisor subscription) where this information could potentially "live" when entered. Not sure if perhaps they could be tracked as "open activities" or how that would work, but it certainly would be wonderful if we could implement the overall idea!

  • Admin
    Megan Alfaro commented
    16 Apr, 2018 11:11pm

    Would the widget show the hours left vs. the hours purchased or would it be more of a widget that talks about the importance of planning out hours with some examples?

  • Caryn Pagel commented
    13 Apr, 2018 02:50pm

    Along with this, a reminder that we (Level Access) can help with that planning :)