Rosalie Chassat: Alright!

Rosalie Chassat: Good morning, good afternoon, everybody! Thank you for joining us today for our webinar. Today, we are doing the Make Product Update webinar, where we will be covering version 51.4, 5, and 6.

Rosalie Chassat: I’m Rosalie, so I lead the customer success here at Client, and as always, I am joined by Yannick, our CEO. Hi, Yannick, I see you’re wearing some cool shirts.

Yanick Abraham: Go abs, go, Roselli, go abs, go. It’s not going according to plan, but for our international customer, the Montreal Canadiens are in the playoffs.

Yanick Abraham: And they are losing 3-1 to the Hurricanes, but now we have a next game coming on, so we support them. And now, because we have those new, cool pins, I can wear anything I want and still be branded, so… exciting time, exciting times.

Rosalie Chassat: Fingers crossed for tomorrow’s game. Alright, so Yannick will be doing our product and demos, and as always, we have Natalie that’s in the chat that will be answering your questions.

Rosalie Chassat: And, you may have seen on the LinkedIn as well, last month was a big month for us, Yannick, with the agents. We were at Agent Force New York, Agent First Toronto, so very busy time for clients.

Yanick Abraham: Yes, exactly. And tell me, again, if you have a problem with my sound, but yeah, we’ve been busy traveling with those world tours. It was nice to see some customer in every of those countries we’ve visited. Next one is London, so exciting times coming in June, 18 of June.

Rosalie Chassat: Yep, for all our UK customers.

Rosalie Chassat: Alright, so, quick reminder, before we start, the webinar is meant to be interactive, so use the chat, use the comments, the emojis, you can use the Q&A as well, we want to know what you think. We’re actually gonna start with a quick poll, as always. I’m just gonna launch it, and then talk a little bit about the agenda, but we just wanna know if we have

Rosalie Chassat: first-timers for today’s webinar, or if you guys are there every month, which is great. Welcome back, or welcome. Oh, we have some new.

Yanick Abraham: Question.

Rosalie Chassat: Hi!

Rosalie Chassat: All right, okay, so today we’re back to our usual release webinar format, covering everything that was shipped across 51.4 through 51.6. So since the April webinar was really agent-focused, we haven’t walked through a couple of these, so that’s what we’ll do today.

Rosalie Chassat: 51.6 is our current version, and it was released on May 11, so that’s already a couple of weeks ago.

Rosalie Chassat: So, instead of going release by release, what we’ll do, we’ll just grouped it by feature. So, we’ll start with the snap. We’ll also talk about small improvements in the workspace, invoice, resource planner.

Rosalie Chassat: We’ll show public project workspace, Jira Time Tracker and Jira Sync Demos, first time we’re demoing those two, features.

Rosalie Chassat: Then we’ll finish with some updates on Agents and Feature Hub, and then product roadmap, upcoming release, etc. So, let’s jump in with our very first, updates. Alright, the Snap, perfect. So, Snap’s been a product since January, is when we released it. A lot of customers are already using it, which is great. We know adoption is still growing, so while we’re gonna cover some of the new things, we’re also gonna use the occasion just to showcase the Snap

Rosalie Chassat: workspace as a whole, because I know a lot of people ask a lot of questions about it.

Rosalie Chassat: So yeah, Yannick, do you want to walk us through the snap and what’s new there?

Yanick Abraham: Yeah, this is great. And we made those improvements because customers ask for it, because people are starting to use it, and even people are starting to really stretch the envelope, and using very, very big projects, and automating all of it, so very excited about this, and this gives us where we’re going with this product.

Yanick Abraham: So we’re gonna make it evolve. So I’m gonna show you a few things. So first, you can see my list is growing here of a snap that I have. I have this one. Let me just refresh my page.

Yanick Abraham: this one that ACME, that we want to look into. I don’t know if you knew, but you can click those, and it’s gonna open up that SNAP record, so you can access it directly from here as well. And, you can… and it’s dropped, and you can have access to the records if you wanted to, but you can drop the workspace here.

Yanick Abraham: We can see that, from here, I can collapse my tables, and what I like to do sometimes is to put myself in full screen, so I can really consume that snap properly, that report properly.

Yanick Abraham: This is nothing new, this is the snap, but what we’ve added, we have added a few filters. So if I click filters here.

Yanick Abraham: you’re gonna be able to sort and filter based on new practice region, resource practice, and resource region. So let’s say I just want to have my North America team, so… and I’m just gonna…

Yanick Abraham: collapse my filter, you can see that the graph have changed. And if I go back into my filters, and let’s say I just want to see my dev team.

Yanick Abraham: I’m gonna remove this one, this filter here. You can see that the graph is updating at the bottom based on the different filter that I have for my practice, my region, and my other filters. So as you grow, if you’re starting to use those filters, you’re gonna be able to classify your data a lot better.

Rosalie Chassat: Perfect.

Yanick Abraham: Good, so that’s the first portion of it. Second portion of improvement we did, it’s on the Resource 8 map, so I don’t know if you… so, looking at that graph, and let me, clear my filters…

Yanick Abraham: So, looking at that graph, we can see that we’ve started great, we’ve over-consumed a little bit, but we’re still tracking the curve. But at some point, we just stopped around November, we just stopped. Well, we were still scheduled to do more, so this is not good, right? And you can see those variations in different levels. You can see we were going the red starting at around January, in terms of catching up. This is the infection

Yanick Abraham: Point of the, or where the two lines cross.

Yanick Abraham: But you can also see that information through our different lenses, and one of them is the schedule variance of that heat map based on either your resource here, or you can group by role if you wanted to. But what we’ve improved here is that, for example, logged hours, you can see that we can still see the gray zone, because you were scheduled 2.9, you logged 0, so you didn’t log, but because of the

Yanick Abraham: that the calculation was made, those were disappearing totally. We were not seeing them, so now we’ve put some emphasis, because there is some calculation, there is some logic and intelligence in terms of how we’re representing the data, so we’ve just increased that logic. So, if you haven’t used the ITMAP, please start using it. I like using the heat map in different ways.

Yanick Abraham: Quite often, what I’ll do is, on the schedule variants.

Yanick Abraham: I would group it by week, for example, so I have more… less granularity, and a bigger overview of my project, and then I can even group it monthly, so I can see, okay, the first few months that were in the green, but it’s really been at the end that is really dropping it, so the variance is for 114 hours.

Yanick Abraham: So that heat map is very, useful for this.

Yanick Abraham: Good, so that’s about it for the SNAP. The other improvements, they’re more on the back end of the SNAP workspace, so those projects that, or those SNAP year created, you can create them on a schedule. So, for example, if you want to have a SNAP every week, or every day even, you can create those in a schedule, because one thing we have already, but we’re gonna continue to improve, so

Yanick Abraham: if I’m drawing that graph, I can compare against my other version and compare against my baseline. So, and because of that, I want to keep older versions, so I can compare my scheduling in the past with my current scheduling, what was sold.

Yanick Abraham: So it’s really a snap, it’s a snapshot of your project, so you want to keep version of those, you want to baseline some of those, and we… the automation can create those and can delete some of it, too.

Yanick Abraham: And we were talking about the improvement. This is where we’re going to add to the platform to increase, to help you with the incremental snap, so you don’t have to snap the entire project all the time.

Yanick Abraham: So those will be add-ons. As you guys use it more and more, you will see that you will need those scheduling jobs, so you don’t have to create them manually every time.

Rosalie Chassat: Perfect. And I know the scheduling portion is something, it’s like the first question customers ask when they start using Snap is like, how can I automate this? Now you can.

Rosalie Chassat: And yeah, as always, for the Snap Workday specifically, that’s one of our top features that we’re working on, Yannick, if I may, so if you have feedback, it’s really important that you share it with us, so we can incorporate this. All these little things were based on feedback from customers, so please try it and share your feedback.

Yanick Abraham: Yeah, and we’re really stressing it, doing stress tests with it now, with really big volume, so we should… it’s been a bit rocky in that level, but we’re, yeah, fixing everything. For a small project that doesn’t spend multi-years and have hundreds of tasks under the resource, you’re fine already, but this is going to be fixed in the next release, and after that, we’re gonna just improve. We know that the resource portion is a bit lacking, the project portion

Yanick Abraham: is better, so there’s a lot of places we can give you more feature, but yes, feedback, please, so we know what… where we should aim next, and we’re going to be looking at the idea exchange also.

Rosalie Chassat: Yeah, perfect. I see Natalie shared in the chat the link for if you want more information about the Snap workspace, it’s right there, and I’ll send it after anyways. So, in terms of other improvements, in other interfaces that came from 51.4 and onwards, we wanted to highlight a few things, so we’ll kind of demo one by one. They apply to different teams, so let’s just dive into it, Yannick and show the zero duration milestone one.

Yanick Abraham: Yep. Okay, so, this is more kind of,

Yanick Abraham: It’s a battle of philosophy, in terms of where you stand. In my mind, and in the design mind, a milestone. It’s intemporal, it doesn’t exist in time, it’s like a moment, it’s punctual, and there’s no date to it, meaning that the duration should be zero.

Yanick Abraham: So, but in the past, for our existing customer, the duration is 1, meaning that, for example, if I had a milestone, a signature milestone today.

Yanick Abraham: The start date, because of my dependency line, would be tomorrow, because it would take into account that I have a duration of one day. In this specific case, you can see my signature milestone is on the 28th of May, and that dependency is bringing that kickoff on the 28th of May as well. There’s no one day duration. So this is what we changed.

Yanick Abraham: To make sure that we didn’t break anything and it’s backward compatible for existing customer, the setting remains, meaning that duration is 1. If you want to switch it, it’s in the client configuration, custom settings.

Yanick Abraham: It’s a milestone duration, you just need to check it, and then, you’re gonna be enabling that zero day milestone.

Yanick Abraham: Yes.

Rosalie Chassat: So if you’re using dependencies and milestones, make sure you read that release notes carefully and make a decision.

Yanick Abraham: Yeah, if you don’t do anything, it’s gonna stay the same. If it’s been a problem in the past, and if you always debated in terms of it should be 0 or 1, then you have the option. Any new customer will be to 0 by default. Existing customer remain at 1 by default.

Rosalie Chassat: Perfect.

Yanick Abraham: real-time assignment, then. We’ve mentioned that now it was easier to work with that assignment grid. What we’ve added as well is more of those refresh and making sure that everything is following through, and it’s, the user always knows what’s happening. So, for example, if I want to add some hours in that opportunity or that security task here, and I want to add January.

Yanick Abraham: I can just tell them how many hours I want to assign, allocate to Jenny Red, and then it’s gonna create, and you can see that on the left side, it updated automatically, so it’s all those kind of refresh in the background that is now happening, so you don’t have to refresh your screen, for…

Rosalie Chassat: Our extra selfish.

Yanick Abraham: Given the information.

Rosalie Chassat: Perfect. Yay.

Yanick Abraham: The next one is on the resource plan, so if I’m opening up this specific project resource plan, and it works on both the global resource planner, but also, that project resource planner.

Yanick Abraham: And I left those color codes so we can really see the difference. So, those big 8 hours block, those are vacations, those are PTO.

Yanick Abraham: So if I expand, Jenny, I’m gonna see those are time off hours.

Yanick Abraham: And they do add up into the month’s calculation, so you can see, for example, that January, she has 8 hours of PTO plus 12 for 20 hours, which is 11% of her workload.

Yanick Abraham: Now we have an option to hide PTO, and then the recalculation is made as well, and you can save those into your presets, so this way you can hide easily your PTOs.

Rosalie Chassat: That one, a lot of customers were really happy that we rolled this out.

Yanick Abraham: Go ahead, sure.

Yanick Abraham: And again, for practice and region, as you grow and as you want to segment your project a bit more, you need those segmentation in terms of region practice. So on the invoice side of things, if I’m going to my generate invoice.

Yanick Abraham: We’ve added, again, those, region and those practices. It’s a lookup object, so it’s a record that you need to create, to create a region and a practice.

Yanick Abraham: So here, it’s just listing you, those, so, when you search, it’s gonna search just for those practices and those,

Yanick Abraham: those.

Rosalie Chassat: So, any organization that’s generating tons of invoices, you’re welcome, again.

Yanick Abraham: Yeah, exactly. So it’s, again, it’s to simplify the life when you’re executing, so if I just want to see the Africa and the North American, then I can just only have one project associated to that region, and that’s it.

Rosalie Chassat: Alright, beyond the little demo we did, there was also a bunch of fixes, smaller improvements that were maybe not worth doing a demo about it, but be sure to read through them if you were waiting for some of these fixes. That was a big focus for the last few weeks on the dev team, so…

Rosalie Chassat: Yeah, we won’t walk through those, but… Alright, moving on to the next, interface, the public project workspace. This is one of my personal favorites of the moment. We wanted to take the occasion today to revisit it, because still some customers don’t know about it.

Rosalie Chassat: Just before, getting into it, let’s just do a quick poll, because we’re curious to know how you’re currently sharing project visibility with your stakeholders today. So you can select more than one answers, we’re just curious, as we’re jumping into that, if you’re already using the public project workspace, or maybe something else, or nothing at all.

Rosalie Chassat: And then essentially what we want to do today is just recap what the public project workspace does, and then tell you what’s new and improved, in… maybe I should launch the poll, that would be helpful.

Rosalie Chassat: And then we can tell you what’s new. Yannick, I think you’re already sharing your screen, so maybe you want to jump in?

Yanick Abraham: So, while you guys answer, I’ll show you the technical aspect, and then we’re gonna see the end result. So, the goal is to be able to share with your customer their

Yanick Abraham: the workspace, the project workspace, meaning a Gantt, or maybe just a grid, or maybe just the timeline to your customer in a read-only mode.

Yanick Abraham: Also, having the capacity to change the format of what you’re showing, depending on the type of project, so that’s the goal of that. And you don’t need to buy anything for this to work, you just need to set… there’s one license required, but you just need to set up a site, and then you don’t need to buy a customer community, it’s just part of that standard package.

Yanick Abraham: And what happens when you have this, you get two fields, mainly, that work with your system. So you can see here that I have my public project workspace link, so this is how I’m gonna access it. And you can see that that public project is using a preset, and I have my preset set up here, webinar. So this is how you control what you show on that read-only public project workspace.

Yanick Abraham: And as soon as I click on it, it’s gonna get me to that

Yanick Abraham: specific preset I’ve defined, and this is a read-only thing. I can still adjust my column for visibility. I can unwrap if I want to, and I can wrap again, but that’s mainly it. I can download, there’s a few filters or toggles, but you can change the theme, but it’s a pure read-only, there’s nothing that can be edited in this interface.

Rosalie Chassat: Perfect.

Yanick Abraham: What has been improved here, it’s, something in the backend, so URL security, but also, the description field and the wrapping, that behavior that I’ve just shown, is, has been improved.

Rosalie Chassat: Right, and if I can add, so this was released in 50.9, so that was, like, before Christmas, but still a lot of people don’t know, and I’m looking at the poll results, and a lot of people are still building reports outside of clients, so please give this a try, or a product status report a try, a combination of both as well. Also, if you’re used to taking screenshots of the workspace Gantt, which a few people said they are doing that.

Rosalie Chassat: Please try this public project workspace. I’m sure the end result will be better. If it’s not, let us know. I would be very surprised, but please let us know. And the last thing, I don’t know if you mentioned it, Yannick, but it’s pretty cool. You can, if you’re using the project status report, you can also add the public project workspace link as a field to your project status report, which is a nice way to kind of combine both, so…

Rosalie Chassat: Alright.

Yanick Abraham: a live version. This is a live version, while the status is on a stamp or on a snapshot again, so you can combine both. And then if you really want to push the envelope, then you need the customer community, which what we’re seeing is becoming kind of the norm.

Yanick Abraham: So everybody should be collaborating with their customer and their community, but that’s the other level.

Rosalie Chassat: Perfect. Alright, now we’re diving into the Jira world, and

Rosalie Chassat: We are getting started! It’s not the first time we talk about the Jira thing and time tracker, but it is the first time we are demoing it. So I just launched a quick poll. We want to know if you’re using, Jira in your organization or not. I did this webinar back in December, and it was about a 30%, 70% for 30% using Jira, so I’m just curious to see where we land today.

Rosalie Chassat: If we have the same audience, it’s different people.

Yanick Abraham: Yep.

Rosalie Chassat: We’re probably gonna lend around the same, we’re at, yeah, 40% Jira-ish.

Yanick Abraham: We have a cool new feature around Jira that are available for purchase. We have a customer that are live with it, and that are using it daily.

Yanick Abraham: I’m happy that we have that connector. This being said, if you don’t have Jira now, don’t start. Don’t get it. You can do everything in client, and even better. This being said, some customers have been using Jira, and it’s embedded into their culture, and there’s no way of getting it out. So now you have the possibility to link both together, so you can get that, all the value that a PSA provides, meaning

Yanick Abraham: all aspects of schedule versus actuals, and be able to have proper reporting and measuring your workbench and your workload, while your dev team can still work in the environment that they are used to. So this is both of both worlds. So it’s starting for the Jira thing, it’s starting per… it’s per org pricing.

Yanick Abraham: And for the Time Tracker, which is an app in Jira, it’s per user per month. If you want more information, Rose Ali and Raul will be in contact with you, don’t hesitate. And they’re going to soon be released on the AppExchange as well, and on the marketplace. This being said, if you want to start using them now, you can. They are available right now.

Yanick Abraham: Okay, the demo part of it. Let me get into the proper environment.

Yanick Abraham: Here… Oh.

Yanick Abraham: Fresh. Okay, so what we’ve, when you will install that Jira Sync package, so this is another package to install, you’re gonna get a new app that’s called Jira Sync, and in there, you’re gonna be able to do a lot of things. And the use case usually is that you have projects that are being

Yanick Abraham: run in Jira, and you want to bring them and keep them in sync in Salesforce and Client.

Yanick Abraham: So this is what that Jira thing is doing. So, for example, I can search across my entire Jira database to see all the different projects that I have, and I could sync them directly. In my case, I’m gonna just look for the one that has been created today. So I have that new Acme cool project that hasn’t been synced yet. So if I am pressing the summary button, I’m gonna see some technical aspect.

Yanick Abraham: on the Jira side, but for you guys to understand, so those are the Jira fields, either standard or custom field, and then you have mapped fields, so you can map them to

Yanick Abraham: task field in clients, so project and task field, so you’re gonna be able to map those and do account code mapping to map those, to sync those.

Yanick Abraham: So this is one thing. And then what you can do is, in our case, we want to sync the project, so we want to start syncing the task within that project. So right away, it’s being synced already. You can see that it’s created here at the bottom, and I can view it.

Yanick Abraham: And you can see that I can auto-sync, meaning that I can keep that project in sync, and it can always refresh, and this is based on schedule job.

Yanick Abraham: So the scheduled job, you can make it run. For now, it’s a fixed 15 minutes, but it might be parameterable at some point. You can always run now, and you can unschedule the future run if you want to unschedule the future run. So you can run that on the schedule, so everything gets synced all the time.

Yanick Abraham: So if I’m taking a look now at that project that got created, that Acme Cool project, there’s a few things to, notice, if I did everything correctly…

Yanick Abraham: Which I assume it didn’t.

Yanick Abraham: Let me revert back to my other project, then. So what it does, it’s, it’s creating task assignment, based on the different tasks in the project, and based on the assignment of those tasks.

Yanick Abraham: So, it’s gonna create those task assignments, and it will also create, the tasks. So, the task, and the one that I was looking for is this one here. What is the fuss about Jira? So, this task has been brought from that Jira project.

Yanick Abraham: and created here in client. Okay, so the first thing to, to know, to notice is that, kind of curious, let me just refresh to make sure.

Yanick Abraham: on my test run, it was working fabulously. Okay, so what is important to notice is that on the client side, now what you have, you’re gonna have some Jira section, where the, you’re gonna get the project ID, the key, and also a link to your project with some syncing message

Yanick Abraham: Meaning that, what has been synced and, when it got synced. So that’s one thing. The other, aspect is, on the task itself, so if I’m opening up my…

Yanick Abraham: Basket.

Yanick Abraham: I’m gonna have some section in the Jira section here. Again, that’s linking, and that’s telling us that statuses, and I kind of work both ways as well. You can create

Yanick Abraham: from client, you can create in Jira. Now it did the opposite. And now I’m back into that board, and I see that this is the Jira side of things, so this is a Jira card. And here in that Jira card, I can… we have that second product that we’re promoting today. It’s the time tracker. So you can see on the Jira issue, now I can have that log time button.

Yanick Abraham: And what it does, it’s connecting to client with all the different permission that’s already set in client, so very trusted and very secure. And it’s looking… it’s already linked, in this case, to my project and my task, so my teammate can already come in here and lug some hours on its task, so it respects

Yanick Abraham: all the different criteria that are set in client while we are in Jira right now.

Yanick Abraham: And at the end of the week, or if you want to see his recap, we even have a kind of a replica of our mobile timesheet, where you can see all your submitted time, and at the end of the week, you can just go ahead and submit.

Yanick Abraham: Meaning that for devs that are purely just on the Jira side, they can use this to track time. If they need to do other things, they want to see project, and see tasks and create projects and tasks, then they will need a time PSA license.

Yanick Abraham: But, this is, the Jira time tracker.

Yanick Abraham: Prudicolo?

Rosalie Chassat: Pretty cool. Again, if you, if you are interested, I know some customers I’ve already mentioned they were interested, on calls I had with them, so be sure to rewatch this demo afterwards, and or reach out to, myself or the support team, for next steps, or if you have some questions, on this.

Yanick Abraham: If I continue, I’m still in the board, the Jira board, so let me just create a new task, and I’m gonna assign it to myself, and then this task has been created in Jira, and if I’m coming back into client…

Yanick Abraham: And let me just go back to my project, my implementation project.

Yanick Abraham: And if I press, it would sync automatically, right? After 15 minutes, it would sync. I can… in my project itself, we have a new button, the Jura Sync, so you can press that button to sync all tasks, or you can even just sync a specific task.

Yanick Abraham: So you can see this one, this is under the task, the one I just created. I can just sync it. It would have done it automatically if my setting was on. And now, just like that, my task has been created, and with my task assignment as well linked to it, meaning that everything is all

Yanick Abraham: included together, all link, and then you can really start tracking your cost rate, you can start tracking your performance, you can start to validate your schedule against what’s really delivered. So it’s really bringing another value level of visibility on top of Jira.

Yanick Abraham: So yeah, I think the combination of both is great.

Rosalie Chassat: Yay. Alright. Thanks.

Yanick Abraham: You see, if I looked everything up…

Rosalie Chassat: Yeah, and Natalie shared that we have documentation on both these features, so the time tracker, and as you were saying, full documentation, like, what it is, how it works, how to set it up, all available, so we just dropped the link.

Rosalie Chassat: Here. Perfect. And I see our questions have been answered, so all good there. All right, okay, for our next… I think we have something just before.

Yanick Abraham: No, the other feature, it’s after.

Rosalie Chassat: Okay. Alright, so, next section. So, agents update. So, on the agent side, we talk about it every webinar, but probably the biggest update is that Planning One is now officially live on the AppExchange.

Yanick Abraham: Yeah, exciting.

Rosalie Chassat: Today!

Yanick Abraham: That was last night, but yes.

Rosalie Chassat: This morning, we got notified, you told everybody, so… So, Yannick is showing it on the screen, so this is just some images, but I think we can show a bit of the documentation.

Rosalie Chassat: And essentially, yeah, so this is the AppExchange, you can see a little bit of information. We did include most of the information we have on our website as well.

Rosalie Chassat: So you can just download it after today’s webinar. We’ll drop the link to the app… well, it’s already there, I’ve seen that put it. You just, get it now, and you can have a free trial, test it out, play with it. Here we highlight what action it does, so you can get your morning brief.

Rosalie Chassat: Telling you which, which task you should tackle first, your night recap, so what changed during the day, these are scheduled, so they happen, automatically. Then you also have the on-demand recap you can do, so ask follow-up questions, who’s the owner of this, log time, blockers, etc. Priority list, so tell me what I should pay attention to, and then week ahead summary, what’s coming up in the next week.

Rosalie Chassat: And the coolest part, which is really what we want to mention, beyond surfacing the information, Planee is also able to take actions directly in client when authorized.

Rosalie Chassat: So it can update task status, push a due date, create a new task, so if it flagged a couple of tasks for you, and you’re like, I already did these, you just tell Plani, please mark these as complete, and Plani will do it. So, saving you some time, hopefully.

Rosalie Chassat: Yannick, what else do you want to tell us about Plani and what it can do?

Yanick Abraham: It’s exciting because, it’s really the first agent that is following our new model, and that is really aligned with making, like, being very good at something specific. So this is version 0.5 of Planee. We’re still in beta, meaning that we’re expecting a few more releases of it, and then it’s gonna be stable at version 1.

Yanick Abraham: But you can absolutely start using it now, and you can have an impact on it now. So, yeah.

Yanick Abraham: It’s the first one, and you can maybe notice that we’re changing the… because it’s, we’re doing a new iteration. If you’ve been in our community, you might have seen that the screenshots are still missing, so now we’re reinvest… not reinvesting, but getting back into generating those screenshots and the branding, too, so this will be the new face of our

Yanick Abraham: Pliny One, so excited about the new branding also.

Rosalie Chassat: Alright, and just as an FYI, you have to be on version 51.4 and above to use this, so just a little disclaimer here, and as you can see, this agent, all our agents are $1,000,

Rosalie Chassat: one time, you pay one time, you have it forever, and then, of course, you also need, Salesforce Flex credits. But these are the kind of details that are all included in our documentation when you start digging through it.

Rosalie Chassat: A lot of… even if we don’t have the screenshots yet as well, you still have, like, a clear example of what kind of questions you ask and output you get, so have a look, there. And then as for other agents.

Rosalie Chassat: Touchi, our Touchpoint agent that I’m very a fan of, was officially submitted to the AppExchange last week, so on the next webinar in June, we should be able to demo it to you as well, so stay tuned for that. I know that agent’s also applicable to a lot of our customers.

Rosalie Chassat: And…

Yanick Abraham: And I don’t know if you picked it up, but at some point I scrolled, and there was a tiny widget on the left.

Rosalie Chassat: I didn’t want to mention it, I didn’t know how official it was. That’s a next one. I know Tachi will have for sure on the next webinar. Time is the timesheet.

Yanick Abraham: Yeah.

Rosalie Chassat: We’ve done that.

Yanick Abraham: It’s following closely, it’s following closely, and then Staffy is the other one after, plus our MCP, and then Guidey, which is the onboarding agent, so, yeah.

Rosalie Chassat: Yeah, and we did have a question, in the chat about whether planning will be able to schedule time on tasks. I think that would likely be something more staff you would do in later versions, but for now…

Rosalie Chassat: Yeah.

Yanick Abraham: Plani, you can see it as he’s gonna report on how many hours has been logged, and if they’re going over budget, while staff is gonna have the knowledge of somebody there, a resource manager, that kind of stuff.

Rosalie Chassat: Yeah. Let me just launch a quick poll, because we covered a couple of different… very different functionalities. So we just want to know from today which, features or updates you’re most excited about. So Snap, Public Workspace, Jira, Plani, Other Agents.

Rosalie Chassat: other fixes and improvements, if we were really waiting for that PDO toggle… hiring toggle, let us know, and we want to know as well, always curious to know if you already upgraded or not. I know a bunch of customers did in the last week, but, always good to validate.

Rosalie Chassat: And then, if there is nothing else, yeah, let’s move on to the Feature Hub. Alright, so Feature Hub, Customer Community, however you want to call it. Just quick updates outside of product release. So, first, on the side, the old community has officially been discontinued. So after today, if you try to get to the old link, it will redirect you to the new community.

Rosalie Chassat: So, yay, so it’s officially, officially live. We demoed the community on the last few webinars, so we won’t do that again today, but you can see some… we will just show you what’s new.

Rosalie Chassat: So over the past month, we’ve added a couple of things. So, we have now a home page. This is what Yannick is showing now.

Rosalie Chassat: That includes a couple of cool things, so it’s telling you, which, which version is the current version, it’s telling you how many updates you’re missing out on, so I think this means you’re kind of on the right… on the right version. It’s also telling you, if you have an onboarding project, it’s gonna show you the tests that are coming in there. Also some data… this is our test account, so the data is empty, but assume when you log in, you’ll see…

Rosalie Chassat: Proper data.

Yanick Abraham: I’m sorry, I had to refresh our cat.

Rosalie Chassat: Perfect, so you see a couple of stats, like how many days ago you upgraded, when was your last upgrade, which version you’re on, so winter 2024, hmm, that’s a bit older, I guess.

Yanick Abraham: Yeah, so this is a test data, yeah.

Rosalie Chassat: Normally.

Yanick Abraham: Nobody…

Rosalie Chassat: And then at the bottom, you have, I don’t know if you have the badges, yeah, a couple of badges, we’ll tell you more about this in the coming, weeks. We also have a new little section for referrals, so know a consulting firm that could use Client? Wink wink. Yes, please.

Yanick Abraham: Please, tell us!

Rosalie Chassat: We have a whole page about this, and we really wanna encourage you to give us referral, and also reward you, and thank you if you do, so have a look at that page if you have some

Rosalie Chassat: referral in mind, you can just fill in the form, and then that’s it, we’ll get back to you. So, thank you in advance. And then you have direct link to all those different sections of the community, the ideas, etc, etc. And then if we click on chat with… I don’t know, chat with Clara, that will bring you to the support tab. We made a couple of improvements to the support tab, so now, Clara has been there for a while, but if you go to the support

Rosalie Chassat: at the top, this is our recommended way, so chat with Clara first, and then if she can’t help you, she’ll create a case for you. So this is now officially live and working, and Natalie, the rest of the team, is not going anywhere, so there’s still humans behind answering you.

Rosalie Chassat: But, do give it a try with Clara first. Anything you want to add on that, Janik, that I missed?

Yanick Abraham: Just to, reach your homepage, you click on client. You didn’t want to talk about it today, but, we’re gonna be launching our onboarding project shortly with every one of our customers, so this is another exciting portion. This homepage, we’re still, improving the versioning and what’s new, so, please be patient with that small block here. There’s a lot happening behind, so…

Yanick Abraham: We can make this,

Yanick Abraham: relevant to you guys, but yeah, a lot of improvement in here. We are covering other portions, correct, Roseli? From the community?

Rosalie Chassat: We already covered them last time, I mean, you can talk about it, I guess.

Yanick Abraham: Maybe the only thing I want to show is on the documentation we just saw today, so about the planning documentation, so you have the feature spotlight, the quick start, the full reference, the admin guide, the release note, and some FAQ.

Yanick Abraham: And please, please use our comments function if you need more information, if something is unclear, you can just…

Yanick Abraham: navigate, and if you want to know, let’s say, more information about something here, or the formula is not described, just leave a comment, and then our AI agents are looking at those and are improving the documentation all the time.

Yanick Abraham: So this is the best way to ask for more information.

Yanick Abraham: about documentation is to use our comment mode. So… and if you’re looking at the feature, you have that planning agent, and if you click on Jira, you have those two, those two as well available.

Rosalie Chassat: Perfect.

Rosalie Chassat: Alright.

Rosalie Chassat: Our next section was going to be the product roadmap, if we go back to the slide. All right. On the roadmap side, a couple of bigger items that are, coming on 51.7, so just so you know, 51.7 should land in a little… about a month, end of June.

Rosalie Chassat: So when we do the webinar, it’s gonna be a little bit of a teaser of what’s coming the next week.

Rosalie Chassat: So one highly requested feature was for skills support inside project templates. A lot of people were waiting for this. This is coming, for sure. We’re also continuing to improve My Deadlines, which was released, in autumn a couple of months ago, so just making it more usable.

Rosalie Chassat: We’re also adding group by resources capabilities in the workspace. That should be a really cool one to demo on the next webinars.

Rosalie Chassat: Yannick, I don’t know if there’s anything else you want to share on that one, or we keep it very, secret and mysterious for today.

Yanick Abraham: No, I think a picture is a word… a thousand words, so let’s wait for it the next time. Anyway, I’m not able to talk anymore, so…

Yanick Abraham: It was a game last night, if you recall.

Rosalie Chassat: We’re… we’re… you’re still recovering. We’re also extending the undo and redo capability in the workspace to add the assignment, take into consideration assignments, and then the copy-paste capability to also do it for assignees and checklists, which it’s not supporting right now. So, if you’re using those two and you were really excited, it’s gonna be even nicer to use moving forward after 51.7. And then on the agent side, Yannick already mentioned touch sheet, timely.

Rosalie Chassat: coming. And then I’m not sure if Natalie shared it already, but we have our full agent catalog, there it is, if you want to see the full suites.

Rosalie Chassat: That’s coming.

Yanick Abraham: Lara is getting a big revamp, too. There’s new tech… new technology on Agent Force that we’re gonna benefit from, and the new agent as well, but we are revamping, so now we have our agent building and training our agent, so the

Yanick Abraham: pace of development and innovation is gonna go even faster. That’s exciting.

Rosalie Chassat: Yeah, so this is, even more important for you to share your feedback, because, like, our capabilities have just, like, increased a lot as well, in terms of what we can develop, what we can deliver in the product. So please, again, I feel like I repeat myself, but do share feedback on anything client-related.

Rosalie Chassat: All right, one final invite before everyone drops off. Just to let you know, next week, June 4th, same time, 11 a.m. EST, we’re hosting a special webinar. Raul, actually, from our team, is hosting the webinar, featuring our customers and partner, 28 North, so Caitlin and Ryan. It’s going to be very practical, they’re gonna talk about what their operations looked like before using Client, how they evaluate their different options.

Rosalie Chassat: It’s a bit salesy, but also it’s very, useful. I don’t know if you joined the last webinar that was a bit in that style, but you can see really, like, how they, implemented Client, and what they’re using it for, and where they are now, with, their business and using Client, so very, hands-on. We’ll, Natalie drop the registration link, so you’ve got that there.

Yanick Abraham: You know, it’s always good to see how other people are using the system. It gives a lot of ideas, usually, so yeah.

Rosalie Chassat: And if you’re curious, you can also watch the webinar we did with InCloud.

Yanick Abraham: Oh, no.

Rosalie Chassat: It was a couple of weeks ago, and it’s in the recorded section that you can watch on demand as well, in the same style. And then, as a reminder, our next regular product update webinar will be June 25th. It’s the day after Saint-Jean-Baptiste in Quebec, which is a very big holiday, so everybody.

Yanick Abraham: I’m gonna have another outfit for that one.

Rosalie Chassat: But we’re doing it! So, you can register, and it’s gonna be version 51.7 and Touchy Agent, demo, and maybe more things, who knows? Alright, and again, if you can’t register because it’s summertime type of thing, still register, you can watch it on demand. And before we wrap up.

Yanick Abraham: We didn’t, put it there, but the London people and people in Europe, please come to the World Tour June 18, correct, Rosalie?

Rosalie Chassat: Yeah, June 18. By now, I would have reached to most customers about it, of people I know are based in the UK, but I know sometimes teams are bigger, wider, like, kind of global, and they may have key people in the UK, so please, reach out to me if that’s the case, and we can coordinate. We want to make sure we meet as many of our customers as possible, it’s always nicer in person.

Rosalie Chassat: So… yeah, that’s a good point, and as always, if you want to review us on G2 AppExchange.

Rosalie Chassat: Please take a few seconds to do so, minutes, and then continue sharing your feedback. I will send a follow-up email after today that’s recapping key things, and there was a lot of links that we shared today, so…

Rosalie Chassat: If you didn’t copy all of them, then you’ll have it in the emails. If there’s any other questions that you have, I invite you to just send us a quick email and support, and maybe just put webinar in the subject line so we know it’s something about the webinar.

Rosalie Chassat: And then, yeah, someone is asking, I’ll just let it, run. Someone is asking where to see the previously recorded webinar. If you just go on our website to events, events section where you register to webinars, and you just scroll down, they should be in the recorded webinar. If they’re not,

Rosalie Chassat: We should fix that.

Yanick Abraham: I’m never gonna be there, yeah.

Rosalie Chassat: Perfect.

Yanick Abraham: Perfect. Awesome!

Rosalie Chassat: Alright, and thank you very much. We’ll see you next time. Have a great day.

Yanick Abraham: Yeah, and go, as go.

Rosalie Chassat: Co-ops come.

Yanick Abraham: Enjoy one.