In 2003, I worked with Beemix and Amazon Consulting to design and implement a cutting-edge, web-based partner portal and lead registration system. I had built some smaller scale portals in the past, though this was the largest scale project I had yet to lead.
We were able to design, build and launch over the short course of a summer. (I distinctively remember many long days in my backyard “office.”) After we launched Mercury Confidential for what was then Mercury Interactive, we paired up again a couple years later to develop PartnerPath. After that, I continued to work on implementing and enhancing the Sales Lead Registration system for our clients, some of which included integrations with Siebel and SalesForce. If you’re a high-tech company that needs a better partner engagement solution and visibility into your entire sales pipeline, I highly recommend taking a look at PartnerPath.
My Involvement and Roles:
Interface, System and Workflow Design for all people interacting with the system:
sales person who has to let not only their own sales team and manager know about a lead, but the vendor (who we built the system for)
local, regional and global sales managers, responsible for a specific subset of business- needing quick access to data and some
those account and/or regional managers responsible for reviewing and approving a registered deal through the claim phase
Discovery, Requirements Elicitation and Technical Specification
client meetings, internal consultations with specialists
Database Architecture and Model Design
flexible work-flow engine to accommodate unique sales cycles (terminology, statuses, percentage of close, etc.)
Sales Leads
Automate Sales Lead Registration and Management
In 2003, I worked with Beemix and Amazon Consulting to design and implement a cutting-edge, web-based partner portal and lead registration system. I had built some smaller scale portals in the past, though this was the largest scale project I had yet to lead.
Tags: Automate & Optimize Processes & Systems, development, information architecture, Manage: Process Optimization & Automation, process optimization, user interface design