SupplyPoint 1'0 Training

1
SupplyPoint 1.0 Training

• John Shea April 23, 2003

2
Agenda

• Concepts
• Definitions
• Rules
• Activities
• Homework

3
SupplyPoint Concepts

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

4
SupplyPoint Concepts
A repository of SME information (28,000 records)
for NE states, used to support outreach and
contact management efforts. Users can search,
create, edit and disposition SME profiles based
on MSCC criteria. Users can also manage SME
relationship using the directorys workflow
features.

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

5
SupplyPoint Concepts

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

An online environment for survey development,
execution and response management. The survey
center provides the primary communication channel
for development of SME relationships.
6
SupplyPoint Concepts

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

A structured collection of data regarding an SME,
which profiles the business, its staff and
industry classification (Level I data). The SME
profile will evolve to describe an SMEs product,
service and application-specific capabilities for
DoD supplier opportunities.
7
SupplyPoint Concepts

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

Discrete responses from survey takers, which may
be analyzed for purposes of program performance
monitoring, capabilities assessment, SME interest
mapping
8
SupplyPoint Concepts

• SME Directory
• Survey Center
• SME Profile
• Survey Response Data
• Workflow

Individual SMEs can be selected as prospects for
MSCC contact, and assigned to field personnel as
candidates for MSCC involvement (currently
described as enrollment).
9
SupplyPoint Overview
Frontoffice Field Agent (FA)
Frontoffice Service Manager (SM)
Frontoffice Channel Partner (CP)
Frontoffice Enrolled SME
MSCC Directory / SME Directory MSCC Backoffice
Survey Design Management
Backoffice Administrator
10
SupplyPoint What Is It?
Prospects
MSCC Users
MSCC Admins
User Portal FrontOffice
Admin Portal BackOffice
Survey Portal
MSCC Mgmt Directory/Profiles MEPs, Channel
Partners, Personnel
Survey Tools
MSCC Profile Extensions Relationship, status,
capabilities interest
Survey Engine
SME Directory 28,000 SME company profiles
Survey data
B2B Web platform with database and flexible user,
group, company administration
11
SupplyPoint Definitions

• Profile Status
• Enrollment Status
• Field Agent
• Service Manager

12
SupplyPoint Definitions

• Profile Status
• Enrollment Status
• Field Agent
• Service Manager

Each SME profile has a Profile Status indicator
which is used to control edit activity as well as
to indicate the SME Profiles relevance to the
MSCC program. Valid states are NEW Newly
created/imported profiles OPEN profile is open
for edit by 1 user CLOSED profile edits are
complete ONLINE profile approved by
MSCC OFFLINE profile not germane to MSCC
13
SupplyPoint Definitions

• Profile Status
• Enrollment Status
• Field Agent
• Service Manager

Each SME profile has an Enrollment Status
indicator which is used to control contact
activity within the MSCC program. Valid states
are UNKNOWN Newly created profiles PROSPECT
SME is qualified for review CANDIDATE SME is
assigned for contact/review ACTIVE SME has
agreed to participate/enroll INACTIVE SME
disqualified or not interested
14
SupplyPoint Definitions

• Profile Status
• Enrollment Status
• Field Agent
• Service Manager

A SupplyPoint user and MEP employee who deals
directly with candidate SMEs regarding
participation in MSCC. System privileges
SME Directory Field Agent may
create/edit/search SME profiles and update
Profile/Enrollment status. Can only self-assign
SMEs. Survey Center Field Agent may
create/edit/distribute surveys and view/analyze
responses.
15
SupplyPoint Definitions

• Profile Status
• Enrollment Status
• Field Agent
• Service Manager

A SupplyPoint user and MEP employee who manages
MSCC activities at the MEP level. System
privileges SME Directory Same as Field Agent,
plus may view all MEP assignments and assign SMEs
to other personnel. Survey Center Same as Field
Agent.
16
SupplyPoint Rules

• Only one user can edit a profile at a time
• profile must be closed and re-opened for edit
• Only the current editor or Service Manager can
  close an open profile
• All profiles are visible unless in the Offline
  state (Profile status)

17
Common User Activities

• General
• Login/logout/request password
• Change password/update account
• SME Directory
• Review prospect and assignment lists
• Qualify and assign prospects
• Review/update/disposition profiles
• Survey Center
• Develop test surveys
• Distribute surveys analyze results

18
How to login/logout/request password

• Username first initiallast name . state
  (abbrev)
• E.g. Joe Smith of Vermont jsmith.vt
• Request password by entering your email address
• Must be unique if you have more than one account
  (e.g. user in multiple states)

19
How to change password/update account

• Select Account menu option
• Change password
• Click on Change Password link
• Enter new password (twice)
• Click on Update Password button
• Update Account info
• Edit individual fields
• Click on Update button

20
How to review prospect and assignment lists

• Login/select Main menu option
• Page defaults to Assignments view
• Select Assignments or Prospect Companies in
  pulldown menu
• Click on Go button
• Click on MSCC ID to view profile

21
How to qualify and assign prospects

• Use search functions to find companies of
  interest
• Search by city, zip, NAICS, product
• Qualify each company of interest
• Select company to view profile summary
• If it meets prospecting criteria, click on
  Qualify button
• Assign companies
• View profile summary of prospect SME
• Click on Self Assign button to self-assign
• Service Manager may click on Assign to Field
  Agent button for list of Field Agents (and
  Service Managers)
• Service Manager may choose one user for assignment

22
How to change Enrollment Status
23
How to review/update/disposition profiles

• Review
• View SME profile summary detail pages
• Update
• Set profile Status to Open
• Choose ltAddgt or ltEditgt options in detail page
• Edit and save changes to selected edit forms
• Set profile Status to Closed
• Disposition
• Set profile Status to Online if SME is relevant
  to MSCC interests
• Set profile Status to Offline if SME is outside
  MSCC interests

24
How to change Profile Status
25
How to develop test surveys

• Select Surveys menu option
• Develop survey
• Create survey choose New Survey or Copy
  existing survey
• Edit Survey Properties
• Edit survey content add pages, items, logic
• Test survey
• Take survey, review content logic update
  survey
• Activate survey and invite MSCC users to take
  survey
• Review results, evaluate responses, update survey

26
How to distribute surveys analyze results

• Click on Manage Surveys
• Choose survey from list
• Activate survey (otherwise no one else can access
  it)
• Distribute survey
• Invite survey takers enter email addresses of
  targeted respondents (e.g. SMEs)
• Monitor response rate (and content) by email
• Analyze results
• Click on Reports
• To Graph Results choose View Summary from list
  of surveys
• To Inspect discrete answers choose View Responses

27
Class Exercise

• General
• Login, logout and request password
• Edit your account, change your password
• SME Directory
• Find 5 machine shops and 3 companies that offer
  welding services (Hint use product categories)
• Qualify 5 prospects, and assign 3 of them to
  yourself
• Edit a profile and make it On-line as MSCC
  potential
• Find a printing company and make it Off-line
• Survey Center
• Create a survey that asks state, time zone and
  favorite color
• Test the survey 3 times and send to a friend
• Review and graph responses

28
Homework Exercise

• Read the latest copy of the SupplyPoint User
  guide
• Explain the system to someone else
• Think of improvements and send them to
  support_at_mepmsi.org as a SupplyPoint Change
  Request
• Enjoy!