KanBo Partner Program Handbook
KanBo Partner Program Handbook
1. Introduction
Dear Partner,
Welcome to the KanBo Partner Program! We are thrilled to have you join our network. This handbook is designed to help you understand the fundamentals of our unique partnership approach and how we can work together to deliver exceptional solutions to your clients.
Purpose of this Handbook
The purpose of this handbook is to provide you with comprehensive information and resources to partner effectively with KanBo, a leading Work Coordination Platform. You’ll find detailed instructions on how to engage with us, and deliver value to your clients without the need for extensive product learning.
Our Mission and Vision
At KanBo, our mission is to streamline work coordination and empower businesses to achieve more. Our vision is that you, as a partner, act as a liaison between KanBo and your client, enabling a collaborative ecosystem where you can focus on your expertise while we deliver tailored, ready-to-use solutions.
2. About Us
Company Overview
KanBo is a pioneering Work Coordination Platform designed to simplify complex workflows and enhance team collaboration. Established in 2011, we have consistently innovated to meet the evolving needs of modern businesses.
Our Product: KanBo - Work Coordination Platform
KanBo offers a comprehensive set of tools to manage tasks, workflows, and collaboration. With features like Workspaces, Spaces, Statuses, Views, and Cards, KanBo provides a powerful yet flexible platform for businesses.
3. Strategic Partnership Overview
Our Unique Partnership Model
We understand that our partners want to focus on their core expertise rather than learning new software solutions. Our model allows partners to submit client problems to us, and we, in turn, provide ready-to-use solutions built on KanBo. This way, partners can present immediate solutions to their clients without extensive product training.
Simple Steps to Success
- Initial Contact and Needs Assessment: Let’s kickstart the process.
- Submit Your Client’s Challenge: Log in to our Partner Portal and give us the details.
- Get Your Solution: We’ll deliver a ready-to-use solution, complete with detailed instructions.
- Present and Implement: You wow your client with our expert-crafted solution.
Mutual Benefits
- Access to KanBo’s innovative technology
- Comprehensive support and ready-to-use solutions
- Focus on core business expertise while leveraging KanBo’s platform
- Revenue-Generating Avenues
Partner Collaboration with Clients
Emphasis on Domain Expertise and Client Relationships
Our Partner Program prioritizes the utilization of your domain expertise and in-depth knowledge of the end client’s business. As a partner, you blend your specialized skills and strong client relationships to deliver exceptional solutions that address specific business challenges.
Leveraging Expertise for Increased Sales
Your expert knowledge becomes a valuable asset that increases sales to end clients. By integrating KanBo solutions into your offerings, you not only provide concrete solutions but also demonstrate how these innovations can significantly enhance your clients’ operations. KanBo and its platform-based solutions act as catalysts, boosting your revenue by creating additional opportunities for presenting value-added services.
Catalysts for Partner Revenue Growth
KanBo solutions serve as powerful enhancers of your service capabilities, leading to higher client satisfaction and increased business volume. By selling KanBo licenses, according to our compensation schedule, you secure a steady, additional revenue stream. These earnings become a consistent, passive income for your business, enhancing your financial stability and growth.
4. What is KanBo?
KanBo is a versatile Work Coordination Platform that provides a structured approach to managing tasks, workflows, and collaboration across organization. Here’s how it works:
Hierarchy
KanBo introduces a hierarchy of workspaces, spaces, and cards, which serve as the building blocks of your well-organized enterprise.
- Workspaces: At the topmost level, workspaces act as containers that hold different areas of work within your organization, like teams or clients. They contain spaces, where the real action happens.
- Spaces: Spaces are filled with cards, which represent tasks. Explore different space possibilities to see cards from multiple perspectives, utilizing various space views like lists or tables to highlight relationships, time dependencies, or detailed information.
- Cards: The heart of KanBo, cards are where all work is recorded. They can be assigned to specific users to clearly distribute responsibilities. Cards can include documents, notes, files (images, videos), and other content, and they enable real-time collaboration for team discussions and updates.
Cards
- Content and Collaboration: Cards are designed for clear distribution of responsibilities and real-time collaboration. You can add or create documents, make notes, and upload files. The interactive nature of cards turns them into living documents where team members can work together and communicate effectively.
Spaces
- Card Status and Grouping: Every card within a space has a status that indicates its progress. You can group cards by various criteria to visualize workflows better. Spaces allow you to track progress at a glance and use different views to gain a broader perspective on your projects.
Security
- Role-Based Access Control: Ensuring that only authorized users can access certain features and data. From day-to-day operations to strategic development, KanBo’s multi-level access control ensures your business’s security needs are met.
Integrations
- Seamless Integration: KanBo fits into your existing environment and prioritizes data security. With capabilities to integrate with various enterprise systems, KanBo becomes the essential piece for elevating your work organization to the next level.
5. The Partner Engagement Process
Initial Contact and Needs Assessment
When you identify a client issue, reach out to your KanBo contact for a preliminary needs assessment.
Problem Submission by the Partner
Submit the client’s problem through our Partner Portal. Provide as much detail as possible to ensure accurate assessment.
Solution Delivery by KanBo
Following our analysis:
- Ready-to-Use Solutions: We provide you with a complete KanBo solution, configured and ready for immediate client presentation.
- Detailed Instructions: Step-by-step guides to understand and present the solution effectively.
- Presentation Materials: Professional presentation materials to showcase the solution to your client.
Create a Collaborative Problem-Solving Model
Objective: Streamline the process for partners to submit client problems and receive ready-to-use solutions from KanBo.
Action Steps:
- Problem Submission Portal: Develop an easy-to-use portal where partners can log client issues and upload necessary details for accurate assessment.
- Rapid Response Workflow: Implement a structured workflow for acknowledging problem submission within 48 hours, followed by a clear timeline for solution delivery.
- Solution Templates: Prepare a library of pre-configured solution templates for common client issues, enabling quicker turnaround times.
6. Implementation and Deployment
Implementation Process Overview
The implementation process is conducted with the support of the KanBo support team. The end client, as indicated by the partner, receives the KanBo installation package. Installation is carried out according to instructions available on our websites and varies depending on the preferred deployment model:
Cloud: [KanBo Installation on Office 365 and Azure]
On-Premises: [KanBo On-Premises Installation Requirements and Prerequisites]
KanBo offers a rich and widely accessible set of information available on our websites, facilitating end-user familiarity with the product.
This relieves the partner of this burden. The partner, leveraging their domain expertise, focuses on extending their competencies in that area and demonstrating how using KanBo enables the end client to achieve more with the partner’s assistance. This is a win-win situation for all three parties involved in the process. The partner sells their expert knowledge, the client receives a solution to their problem, and KanBo provides the product and licenses.
7. Support and Maintenance
Support Levels Explained
Understand the different levels of support available:
- Basic: For general inquiries
- Advanced: For complex issues
How to Log a Case/Ticket
Follow our procedure to log support cases efficiently through the Partner Portal.
Knowledge Base and Self-Service Resources
Managing the environment, in most cases, lies with the end client, in line with the installation and implementation process. Support is offered through a ticketing system and training materials available on our websites. Access our comprehensive knowledge base for quick resolutions and troubleshooting.
8. Appendix
Links to extra reading materials and helpful resources.
KanBo Pre-Deployment Planning Guide
Glossary of Terms
Access Control: A security mechanism that restricts access to data and functionalities to authorized users based on their roles.
Business Unit: Divisions or departments within an organization that operate with specific business functions and goals.
Cards: Fundamental elements in KanBo representing tasks, which contain documents, notes, files, and enable real-time collaboration.
Client-Controlled Installation: Deployment of KanBo where the client retains full control over the infrastructure, ensuring data security and compliance.
Compliance Requirements: Regulatory obligations that must be met to ensure legal operation and adherence to standards.
Deployment Models: Various methods by which the KanBo platform can be installed and run, such as Cloud, On-Premises, and Hybrid.
Detailed Instructions: Step-by-step guides provided by KanBo to help partners understand and present solutions to clients effectively.
Domains: Specific areas of expertise or sectors within which the partners operate, utilizing KanBo to deliver specialized solutions.
KanBo Help Portal: Online resource providing comprehensive information and guides for troubleshooting and understanding KanBo functionalities.
KanBo Learn Portal: Online platform with educational materials to facilitate end-user familiarity with KanBo.
Knowledge Base: A repository of information including FAQs, articles, and tutorials to help users troubleshoot and solve problems.
Marketing Kits: Pre-prepared promotional materials like brochures, case studies, pitch decks, and demo videos that partners can use for marketing KanBo solutions.
On-Premises: Installation of KanBo on physical servers within the client’s organization, offering greater control over the data and infrastructure.
Partner Portal: An online platform where partners can log client issues and upload necessary details for accurate assessment by KanBo.
Partnership Account Manager: The KanBo team member responsible for managing the relationship with partners, including the receipt of problem submissions and follow-up communications.
Proofread and Finalize Documentation: The process of reviewing materials for accuracy and completeness before they are delivered to partners.
Quality Assurance Specialist: Team member responsible for reviewing and validating solutions to ensure they meet specified requirements and quality standards.
Ready-to-Use Solutions: Pre-configured KanBo solutions delivered to partners, designed for immediate implementation without extensive customization.
Role-Based Access Control: A security feature in KanBo that restricts access to features and data based on the user’s role within the organization.
Service Level Agreements (SLAs): Commitments by KanBo regarding response and resolution times for support cases to ensure timely issue resolution.
Solution Architect: A KanBo team member responsible for designing high-level frameworks and detailed solutions based on client problems submitted by partners.
Spaces: Containers within KanBo workspaces that hold cards and allow different views like lists or tables to visualize workflows and relationships.
Status: Indications of progress for each card within a KanBo space, helping track the state of tasks or projects.
Strategic Partnership: A collaborative relationship between KanBo and its partners, designed to leverage the strengths of both parties to better serve clients.
Task Owner: The KanBo team member assigned to a specific task within the solution delivery process, accountable for completing it by the due date.
Training and Documentation Specialist: Team member responsible for creating instructional materials and presentation resources for partners.
Work Coordination Platform: KanBo’s core product designed to streamline workflows and enhance team collaboration through structured task management.
Workspaces: High-level containers in KanBo that house spaces, helping organize different areas of work within an organization.