Rosalie Chassat: Hi, everybody! Welcome to today’s client product. Update webinar. My name is Rosalie. Welcome to everyone. We’re just gonna wait a couple of seconds to let everybody join in, and then we’ll get started. 2 .870 –> .460
Rosalie Chassat: Alright, perfect. 3 .280 –> .219
Rosalie Chassat: Okay, let’s get started. I see people have joined alright. So today, march product update webinar for client we are talking about current version 51.2, as you can see on the screen today. My name is Rosalie, and I’m a customer success manager at Client, and I’ll be your host today, as always. We also have a Yannick, our CEO. Hi, Yannick. 4 .220 –> .830
Yanick Abraham: Spring today. It’s a perfect day for have a for having a webinar 5 .180 –> .440
Rosalie Chassat: Yeah, really hot in Montreal today. Right now. And finally, we got someone new joining today. As our moderator. So we have Isabel from our customer success team as well, who will be answering your question in the Q. And a. And chat. 6 .780 –> .920
Rosalie Chassat: So let’s go to the next slide. How to be a great webinar participant, as always. Just make sure you participate to our polls when we launch them, use the react button to let us know how you feel about everything we’re saying, and you can use the chat and Q&A to ask questions we will try as much as possible to answer during the webinar. If not, we’ll follow up with you afterwards. 7 .949 –> .990
Rosalie Chassat: Let’s fire off this webinar with our very 1st poll already, as always, we want to know. Is this your 1st client, Webinar? Yes, no, I’m a regular no, I’ve been to a couple. It’s always nice to see new faces. Well, we don’t see you, but we feel your presence, so I’ll give you a couple of seconds to answer, and then we’ll be moving on to our agenda. 8 .460 –> .029
Rosalie Chassat: Alright. So first, st today we’ll be covering new features and improvements that were released in version 50.1 point 2 that was released earlier this week. So just on Tuesday, so very, very fresh we’ll also discuss what’s coming up on our next release. 9 .330 –> .738
Rosalie Chassat: So product, roadmap and then we’ll finish by announcing a new initiative that is now live to help you contribute more to our product roadmapproduct roadmap, and then conclusion best practices at the end. Perfect. Thank you for voting everyone 10 .370 –> .529
Rosalie Chassat: alright. So in terms of features that we will be covering today. We’ll be talking about test filters in my deadlines. We also have couple of really fun features in the workspace. We always have things in the workspace to help you work faster and view information better? Then we have a couple of features in the resource planner. This 11 .550 –> .299
Rosalie Chassat: release. We actually have more than a couple. And finally, we’ll talk about research utilization, something new there. So, Yannick, shall we get started with that 12 .300 –> .289
Yanick Abraham: Absolutely. So let’s start with my deadline. Ask Filter. So we’ve been, as you know, we’ve released my deadlines a few release ago, and in my deadlines. Now we’ve brought back some of the filtering mechanism, so let me open up my deadlines. As you recall, you can drop that page directly on the home screen if you wanted to. You can also access it from the main menu 13 .290 –> .920
Yanick Abraham: and the addition in this specific release. It’s about that filtering. So the same that we have filter on pretty much all our interface, the planner, the workspace, the Kanban. Now we have those on the my deadline page 2. So 14 .930 –> .314
Yanick Abraham: out of the box there’s a few of those 15 .890 –> .689
Yanick Abraham: pre-configured filter that are showing the 1st one we can look at. For example, it’s the task status. So just by, if I would just want to see my different tasks that are in progress across my different project that have deadlines upcoming in the next few weeks or this week I’m gonna be able to just use those filtering like that. 16 .690 –> .480
Yanick Abraham: But also you can create your own filtering. So, for example, this one I’ve created, it’s called I or Block Task. So where the priority is I and the status is block, and I created the or condition. So it’s not the end condition. So it’s 1 or the other. So if we’re taking a look on how this is built, let me just edit it. So you can see that I have my priority equals, I and my status equal block. 17 .580 –> .209
Yanick Abraham: and you can even build for those that didn’t know that knew that you can build your own filter logic. So in this case it’s or by default, it’s an so if I would not have that filter logic. It would just give me the IM Block task. In this case I have, or if you want to add a filter, it’s as simple as just clicking. Add filter, and let’s say you want to have something about only looking at billable tasks. 18 .210 –> .170
Yanick Abraham: You could just set it up like this and save it, and then it would take that into account. In this case I would need to modify my filter logic to add another condition on top. So 19 .170 –> .460
Yanick Abraham: this is the way that this filtering works. So if I go back to my default value, which is my work, then I’m seeing back all my tasks that have a deadline approaching or overdue task 20 .170 –> .000
Rosalie Chassat: Perfect. 21 .000 –> .780
Yanick Abraham: That’s so. This is the latest improvement on my deadline page. So let me go back to our slide and move to the next functionality. 22 .520 –> .480
Yanick Abraham: So this one you voted. That’s your favorite feature, Rosalie, the wrap cell content 23 .480 –> .035
Rosalie Chassat: Yeah, rep cell content and copy pasting tech. I think I’ve been talking about copy pasting since I joined 24 .900 –> .090
Yanick Abraham: While for me it’s the zoom in zoom out. So it’s kind of a we all have our own favorites. So let’s look at that. Let’s start with that wrapping of the different text columns that we have in the system. So 25 .150 –> .799
Yanick Abraham: this works on both the global workspace and the project workspace on a specific project. So you can see here, for example, if I’m expanding one of my project here, the smile, agile custom development, this is the default behavior that you’ve been seeing in the past. You can see that description that I have here. You only see the 1st line and a little bit of the next one below. But now you can right click on the editor 26 .800 –> .769
Yanick Abraham: and do wrap for any kind of text field. So now you can see a lot more across your project and throughout your different task to see the detail of this. 27 .770 –> .840
Yanick Abraham: And you can resize and move things around. And it’s gonna and it’s gonna do applying that wrap columns. And 28 .070 –> .759
Yanick Abraham: as you can do it as well on any other text field, let’s say you do have tasks that are very long task name that are very long. This can be also another field that you can wrap. And the cool thing, Rossetti, as you like to point out, right, those are gonna 29 .029 –> .750
Rosalie Chassat: When you see the red asterisk, it means you made some change to your preset. So then, you can, of course, save that as your preset. So next time you have this all wrapped up, this is a really quick win in terms of like after today’s webinar, you go upgrade. You just update the those columns that have more text, and then you just save your presets again, takes you a couple of minutes, and then you already get value from this new upgrade. So 30 .460 –> .950
Rosalie Chassat: I like 31 .950 –> .240
Yanick Abraham: And this work, like I said on a pure text field task name, long text field rich text area. So I know you’re using the next step column or field quite often. So let’s go ahead and and do that. We’ve upgraded our production environment so we can now play with this on our own board. 32 .401 –> .646
Yanick Abraham: So now let me open up that specific smile. Agile custom project and I’m gonna switch my preset. Now let’s look at the timeline execution. So I’m gonna bring the timeline so we can talk about the zoom in zoom out so this is a functionality that I’ve been waiting for for a little while, because, 33 .860 –> .069
Yanick Abraham: first, st when you have very long project, it was difficult to see that that project in the past. 34 .070 –> .970
Yanick Abraham: So now this is going to help you do this. And again, in terms of ease of use and in terms of speed, it’s all about being able to see your project at a glance. So now we’ve brought those 2 icons here on top, so you can easily zoom out or zoom in within the interface and on top of just using those you can even use the control with your wheel. 35 .970 –> .000
Yanick Abraham: Also control and the wheel for zooming out or zooming in, so you can do it on the Mac. I believe it’s a common key, so you can do that for those who didn’t know that you could also use the shift and the wheels to move from left to right. So this is another way that you can easily, just with your keyboard and mouse instead of clicking that, you can move your project around. 36 .000 –> .020
Yanick Abraham: So this is a definite win to be able to see and focus more on your project very fast on top. What we did is that we introduced 2 more option in your calendars for the scaling. So now we have 37 .020 –> .920
Yanick Abraham: years. So again, like I said, this is a pretty small project. It’s only a few months. So we don’t see the the purpose of having it on a year format. But you can see that now you have multiple here, and I could even zoom out more if I wanted to see more. And we have also quarters. So that’s gonna bring you a grouping between your Jan and March in this case, so you can easily switch between all our current view that we have in the past. And now we’ve introducing more of those 38 .170 –> .710
Yanick Abraham: scales for having a better visibility across your project. 39 .340 –> .818
Rosalie Chassat: Yeah. And once again the zoom granularity is retained when you save your preset. So 40 .910 –> .310
Yanick Abraham: Absolutely. And I think it’s worth mentioning as well. Another functionality we have in the system. So, for example, you see, I have more columns here in my my system and depending on my zoom level. So let’s say I’m I’m gonna zoom in. 41 .450 –> .940
Yanick Abraham: This is my browser. Zoom, let me just zoom back I’m gonna zoom in a bit more in my in my project plan and when I do the export so that the icon here on the right side. Whatever format I decide in this case, I’m gonna generate a Pdf. 42 .210 –> .650
Yanick Abraham: And let me just open up that Pdf oops. 43 .290 –> .119
Yanick Abraham: So by generating, depending on the scales you have and the column. You see, it’s gonna generate that specific project plan. So in this case I was pretty much zoomed in, but I could have done the the same thing with a lot more zoomed out. Let’s say I’m going back to my quarterly view and export it now it’s gonna take really that scale and the column on the left side as well in term of what I’m seeing. So now you can see that I’ve 44 .120 –> .720
Yanick Abraham: a bit cleaner project plan, but the export is also following this. This zoom in. Zoom out 45 .720 –> .160
Yanick Abraham: ratio that we’ve put in 46 .590 –> .459
Rosalie Chassat: Yeah. And this is feedback. We get a lot from customers that they are exporting and not quite finding the right view. So it’s probably a couple of tests you can run after and just play with those different ones. And of course, if you save those as presets the next time you need to share that with a customer. You just go to your preset. You don’t have to set it up every time, so 47 .530 –> .470
Yanick Abraham: Exactly so. So this is the zoom in zoom out functionality so the other one I want to show it’s the copy paste. So, depending on the use case, there’s different use case for copy and pasting. In this specific example, for example, I have my epics and my user stories that I need to develop. And I’ve 48 .480 –> .769
Yanick Abraham: a few of those here are here that are blank. And let’s say in my project, template, I could have those as blank item. And now what you can do is that 1st you can do it via the right click button. So I can just write, select multiple cells with again, with my control or my shift controller my keyboard. And then if I right click and I do paste. 49 .770 –> .490
Yanick Abraham: I have 2 options. So first, st we’re going to use the paste all task field. So by doing this, it’s going to bring several information. First, st you saw that the sprint is still the same. My description came in, my duration came in. So there’s a lot of different fields that are being copied from that original task. 50 .510 –> .469
Yanick Abraham: One caveat, though, is, and you can see as well that the duration on the right side as follow one caveat, though, is that we’re pasting on a flat level because, depending, you could have taken several tasks across all your section or in your parent task. So for simplicity, we’re just, we’re just pasting on one level. So at a flat level. So if I just want to re-end them back, I can just again use a different keyboard option. But I could 51 .862 –> .480
Yanick Abraham: reinvented and then those with with my keyboard, and and and properly map my parent of my my child task this way. I’m missing up now. My, my stuff, but the idea is that you can play around with that pace, copy and paste the other option you can do the keyboard as well, so you can do control. C control. V, so I still have my task copy. So now I’m going to do control. V on my keyboard. 52 .480 –> .080
Yanick Abraham: And now let me just paste the name. So now you can see that everything is blank. My duration is as default to the default value, and there’s no description. So those are the 2 options that we’re providing for copy and pasting tasks. Either 53 .180 –> .430
Yanick Abraham: several details of the task or just the task name to suit your your need of copy and pasting 54 .830 –> .900
Rosalie Chassat: Yeah. And if I can add something, because I see a question in the chat where we’re asking if you can copy paste from different projects. Which you can. So it’s the same. I don’t want to show that quickly. Yannick 55 .900 –> .809
Yanick Abraham: Needs to be in the same browser, though. But besides that, yes, you can copy across different projects 56 .170 –> .800
Rosalie Chassat: Yup, and I invite everybody. If you’re looking into that functionality to copy pasting to review the release notes after on the webinar. We’ve included a list of all the things that don’t get copied over. So at least you can review that. And when you’re copy pasting, you’re doing it with full trust that. You understand some things like financials, and anything has to do with the logged hours is not copied over. So just to keep in mind. And then one thing 57 .800 –> .910
Yanick Abraham: And then also the parent thing like I said, and some of that linkage because we didn’t wanna mess the planner. This may be something that we eventually can revisit. And if we’re gonna talk about ideas at the end of this webinar, so if you want more stuff to be copied over. We can have that discussion and revisit the that functionality at a later time 58 .250 –> .520
Rosalie Chassat: Yeah. And one thing to keep in mind. So the copy pasting really nice, there may be other options for you. If copy pasting is not the one. For example, you may be better off using our task templates for certain things. So task templates that will keep those dependencies and checklists and all that. So just keep in mind. You have task templates as an option as well. And another thing, I think, would be nice to show Yannick is 59 .816 –> .339
Rosalie Chassat: let’s say you want to copy a specific task multiple times. Maybe it’s a specific event and you’re copy pasting it like 10 times because it happens every month, we actually have a functionality for that that you can use. So maybe it’s a good opportunity to show 60 .675 –> .030
Rosalie Chassat: that right now. So the repeat functionality. Yannick, maybe 61 .320 –> .739
Yanick Abraham: Yeah. So, for example, I have this specific task here, validation session that let’s say I want to do it every week. And instead of copy pasting 12 time. You have an option here on the task panel called Repeat, if it’s not there, it might be one of your custom setting that needs to be updated. And it’s giving you the option of defining that recurring pattern. So in this case, let’s say, I want to do a weekly every week on Tuesday. I want to create that specific task. 62 .740 –> .100
Yanick Abraham: And we’re gonna start from this week and or from next week, and for the next 3 or 4 weeks. Let me just pick a date. 63 .100 –> .309
Yanick Abraham: and then by saving it, it’s gonna create in the background those tasks within the system. And now, if I just refresh. 64 .310 –> .470
Yanick Abraham: I should see those tasks showing up in my my project plan, and you will see on the timeline side that those tasks have been placed in time. So you see, all those validation session have been created automatically with that proper range of date that I’ve selected and that weekly occurrence. 65 .470 –> .349
Yanick Abraham: So you can easily repeat those tasks. And again, if you want to move a lot of things at the same time, you can always do this too. Right? So this is something that people didn’t know. But you can select multiple tasks and move them in a bunch. 66 .350 –> .289
Yanick Abraham: depending on your hierarchy. Sometimes you cannot move. If if it’s across different section. But 67 .290 –> .929
Yanick Abraham: when it’s on a flat level like that, it always always work. So that repeat recurring tasks, it’s another cool feature when it’s time to to do some repetitive repetitive work, and you don’t want to do too many copy and paste 68 .589 –> .229
Rosalie Chassat: You definitely got options 69 .640 –> .379
Yanick Abraham: Yeah, exactly. 70 .710 –> .960
Yanick Abraham: Okay. So this is some of the improvement that we have under workspace. Now let’s move on to that resource, planner and functionality that we’ve added. So we’ve added a few so columns wrap project name. I time off cell phone coloring. Actual hours display on the task level and the new filtering options on the project assignment statuses. 71 .160 –> .859
Yanick Abraham: So let me go back to my demo environment and open up my global resource planner. This works on both the global resource planner and the project planner. So as you recall from one of the previous webinar, we’ve one code base now for our 2 planners. So everything we develop on one. You have access usually on the other one, too, in this specific case. Now, I’m looking at my professional service team. And let’s say I want to see a lot more weeks in here. I could now select between one and 30 72 .860 –> .640
Yanick Abraham: one any columns that I want to see in the system. So now I’m missing 13 weeks or a full quarter of resource, allocation, or resource utilization. For across my different. 73 .640 –> .890
Yanick Abraham: my different projects and resources, what we have here. We have a small 74 .890 –> .481
Rosalie Chassat: They just have the preset 75 .400 –> .750
Yanick Abraham: So you can save the number of column in your preset. Mine is gonna default back to 6 when I’m gonna come back. 76 .027 –> .659
Yanick Abraham: This being said, you can also. We also introduced it in the Day view and the day View. It was fixed to 31 in the past. Now you can select the number of days that you want to see. So let me maybe select 3 days. And another functionality is that you can click here on the calendar and then really pick the day that you wanna the specific day that you wanna zoom in on before? It was just like at the beginning of the week, or at this, the beginning of the month. Now you can really specify where you wanna start 77 .660 –> .550
Yanick Abraham: and another small improvement. But for me. It’s marvelous, because before it was moving the entire block from left to right. So now it’s just moving per one day when you hitting those arrow here on top. So here you can see it’s Thursday. And when I’m hitting that it’s gonna do Friday instead, before it was doing the entire week, so it was difficult to just move something from one week to the other week, or from one day to the other day. 78 .550 –> .737
Yanick Abraham: And now with that functionality it helps a lot in terms of moving your different block of scheduling to a specific week or 79 .130 –> .440
Yanick Abraham: or days depending on your your 80 .690 –> .699
Yanick Abraham: your scale, that you’re selected here on the left side 81 .480 –> .539
Rosalie Chassat: Yeah, and those as well can be exported that view as well similar to the workspace. So you can set specific presets, and then you can also export them. So lots more flexibility there. 82 .023 –> .116
Rosalie Chassat: So those are a few of the options in terms of the scaling 83 .670 –> .770
Yanick Abraham: The other thing that we want to be looking at. It’s some of the again, usability or visibility. So first, st if I’m expanding our Roxanne Green here in that environment. So you can see here that I have a very long project name with way too many characters. So now it’s wrapping those those long names. So before it was just cutting it. Now you can see the entire project name even. It’s a very way too long title for a project, but now you can see the entire content of it. 84 .900 –> .870
Yanick Abraham: Another great thing is that the color coding is now dynamic. So before it was purely. You can change the color here right if you recall that we have a color set up, and before you could only have black as the font. Now you can see we have white here, and if I’m expanding as well, one of my my other items, this means that you can now put darker color in the planner. 85 .870 –> .939
Yanick Abraham: because now it’s not only black, it’s going to dynamically know if the color is is darker. So it’s going to switch to white when the color is a bit too dark. 86 .000 –> .180
Yanick Abraham: and in term of the time off I think you voted as one of your favorite. That was Eddie. So 87 .850 –> .770
Yanick Abraham: in this case you can see that Roxanne has some time off coming next week for a long weekend with her family. But you can see that Lou doesn’t have that time offline before it was always showing that time offline, even if he didn’t have any time off now for sake of really again focusing on the proper thing and removing the noise we have remove lines that of time off that don’t have any time off within the range you’re looking at. So 88 .770 –> .499
Yanick Abraham: if I was looking at the 31 columns I would see more. But in this specific case I only see it when it’s my within my 6 week of my project here 89 .070 –> .159
Rosalie Chassat: Yeah. And if I can add something, just best practice slash reminder. If you are leveraging the resource planner, and you’re not using our time off functionality. You definitely should, because otherwise you’re missing out on that visibility. So if you haven’t set that up yet, and you want to know more about it. We actually have an e-learning course on it, or you can reach out to support. But we definitely encourage you to leverage the time off feature. So that’s a little disclaimer 90 .160 –> .879
Yanick Abraham: If you don’t like your caller scheme that you have presently take a screenshot and then go here in the menu color mapping for the Admins, and then you can change the color mapping of pretty much all the information that you see here. And now the other functionality. I wanna showcase. It’s the we have a toggle, we add in the past, but display actual hours. But now it’s also showing it. First, st there’s a new icon that represent that number hours log. So now you, it’s easier to see 91 .381 –> .919
Yanick Abraham: and differentiate the assignment or the scheduling versus what got log. But also now we have it on the task level before it was purely on the project level. Now you can see it as well on the task level. And we’re bringing other functionality. Eventually, we’re gonna have it on the resource level, 2 on the top. But now you can easily see those hours based on what has been logged with 92 .920 –> .489
Yanick Abraham: in the system. So in this case I’ve worked 2 h on that provide documentation 3 h on that initial configuration. And again, this can be saved in the preset, and it can. It’s a toggle that you can do on and off in term of if you want to see it or not. 93 .670 –> .359
Yanick Abraham: And the last functionality I want to show it’s the filtering on the project statuses. But just to give a bit more context, maybe so, let’s look at Kenta here. So we have kenta jade that she’s involved on 2 project. 94 .530 –> .960
Yanick Abraham: 1st thing I want to point out. Since we’re talking about color a lot you can see here. This one is blue while this one is pink. So this means that the project they are in a different status. In this specific case. This blue means 95 .460 –> .960
Yanick Abraham: that. Well, sorry I’m misclicking 96 .130 –> .982
Yanick Abraham: the project. Status is in progress, and in this specific case the project status is in pipeline, meaning that we haven’t sold yet that specific project. But we still wanna plan to have Canta doing it. But it’s not sure that she’s gonna be doing it because it hasn’t been sold. It’s in pipeline, and 97 .380 –> .269
Yanick Abraham: the color coding on the right side here also means something, and you can refer to this legend here to know it. So again, this is the project assignment status caller, and you can see that the pink one means pipeline. You could have sub book and closed. And also this is what we’re going to see. So we can see that the canta here on the week of the 24th of March is 115% of our capacity for 46 h, 62 here. 98 .270 –> .590
Yanick Abraham: But now, with our new functionality, you can really zoom in on only the 99 .710 –> .040
Yanick Abraham: project that are or the assignment status that aren’t a specific status. In this case, let’s look at only the booked statuses. And you can multiple stack those. But just by doing this now it’s gonna filter out the list. And now we can see that are really true, effective project. If the other one don’t close. She’s more around 45%. So 18 h, meaning that we need to provide her a bit more work 100 .040 –> .600
Yanick Abraham: to to work on. Or we absolutely need to close that project to make sure that our people in Kenta is busy for the next few weeks. 101 .600 –> .059
Yanick Abraham: So this should help as well to really understand better. If your people are booked or sub book, or if some of your project are in pipeline for the pipeline approach, you could have also just take the status of the project because you also have the project status that is available. But you can also look at the booking status of your specific resources. 102 .110 –> .161
Rosalie Chassat: Yeah, can be a little bit confusing difference between project status and project assignment status. But 103 .540 –> .770
Yanick Abraham: Project status is the old project. So when you’re looking at the project? Is the project one in progress or blocked at risk, while the project assignment status is really the individual within your project. Are they books of book? Is it the project that you want to play in pipeline, or I wanna and I want to show you as well. So if I’m just removing my filter here 104 .241 –> .149
Yanick Abraham: this is being controlled on the project assignment itself. So if I open up this here and I press the pen, you can exit your resource, for example, and then you can see that the status here is pipelines of book book. So in this specific case, let me put it to book. 105 .150 –> .599
Yanick Abraham: And now you can see that the color has changed. And now she’s officially booked, and it’s mainly a status for representation. But you can build automation on top if you wanna resend it. Notification or things like that. That. Now the status of that project assignment has switched to to 106 .790 –> .580
Rosalie Chassat: Perfect 107 .740 –> .999
Rosalie Chassat: lots of things in a resource, planner. I think I feel like that’s the release with most things, most little small 108 .000 –> .480
Yanick Abraham: Yeah. 109 .960 –> .580
Rosalie Chassat: Okay. 110 .040 –> .769
Yanick Abraham: This was our commitment, right to really improve that resource, planner. And we’re not stopping there. We have still a lot of other stuff that we’re gonna be building in the next few releases 111 .770 –> .910
Yanick Abraham: perfect. Let’s move to the next one. 112 .200 –> .450
Rosalie Chassat: Yeah, our last one. 113 .200 –> .320
Yanick Abraham: So the 114 .400 –> .549
Yanick Abraham: other functionality that we’ve added. So it’s the resource utilization. So this is a resource. Utilization is an object that’s been created in different ways. You can have a routine that’s running a daily or weekly routine. That’s gonna stamp 115 .550 –> .149
Yanick Abraham: your utilization. While we moving on the planner like I was doing or showing you. This is real time, but that utilization routine is able to stamp stuff. So if you want to refer back to what was scheduled, and and if you want to look at future utilization as well, and then even you can compare between what was predicted 2 weeks ago versus what it is now you can use our resource utilization. 116 .290 –> .239
Yanick Abraham: The problem was in the past that you could only do either weekly or monthly, and the concept here is that we can spread across 2 months. But quite often you wanted your resource utilization on a weekly basis. So we were lacking that capacity of doing both at the same time. So now we’ve introduced that capacity, and from that custom setting called client configuration. You now have another 117 .240 –> .340
Yanick Abraham: checklist here, or checkbox here. That’s create resources decision by week. So you can check both now 118 .340 –> .910
Yanick Abraham: and let me show you in the environment what’s gonna change. And this is important to know for the people that are currently using this, you if you don’t change anything and you don’t go and check it, you don’t have to change anything. But if you start and checking both, or then you you will need to filter out one of the 2 based on your reports and dashboard. 119 .910 –> .520
Yanick Abraham: So in this case here in our homepage. If you recall, we had that graph. This one is really based on that object called resource utilization. And within that report I can see that 120 .710 –> .470
Yanick Abraham: this is the object itself or resource utilization record that got created. And now we’ve we’ve created a new picklist value for monthly or weekly. So all your previous utilization, if you don’t rerun the routine, are going to be to none. 121 .470 –> .189
Yanick Abraham: and the next one that are going to be generated are going to be either weekly monthly, and you you might have some record that are monthly while you have some other that are weekly. So in specific dashboard. You will want to filter out one of the 2, so you don’t double count any values. But now you can have that visibility on a monthly basis, and you can have that visibility on a weekly basis without any problem, something that we 122 .190 –> .099
Yanick Abraham: in the past. And this is something that a lot of our customer were were asking for as well. We also have in our roadmap. I think it’s a future release, a longer future release. But to be able to do 123 .100 –> .909
Yanick Abraham: by project and by resource at the same time, too. So now you still have to toggle either project associated or just resource associated. And there’s different use cases so we might introduce that in a in a future release as well 124 .000 –> .030
Rosalie Chassat: Perfect. 125 .690 –> .780
Yanick Abraham: That’s it. This was a bit more technical, but very useful. When you wanna predict or see your future utilization 126 .120 –> .090
Rosalie Chassat: Yeah. And we don’t talk that often about research organization. So it’s good that we spend a couple of minutes on it. I just launched a poll, because we want to know, as always, which functionalities you’re most excited about from the one we presented. So you can take a couple of seconds, and just let us know otherwise if you go to the next screen. Yannick, indeed, we’ve included in his presentation that we share after the webinar. We’ve included all the other fixes and improvements that are available in this release. Of course you can see the full list in the release notes. 127 .170 –> .669
Rosalie Chassat: but if you check our presentation. Then you can just click on the one that’s interesting to you to go directly. To the release notes. So little tip here. And I’m just looking at the results from there. 128 .670 –> .950
Yanick Abraham: Yeah, I’m curious. Which one is on top. 129 .350 –> .009
Yanick Abraham: Is it yours? Is it mine? Something else 130 .010 –> .760
Rosalie Chassat: Yeah. Oh, that that the one, the the display actual hours on task levels getting some traction. But yeah, the copy pasting copy pasting is just such a classic one that’s getting like half people voting on that one. And of course, if you want to take advantage of all these different functionalities. 131 .900 –> .720
Rosalie Chassat: Just need to make sure. You go and upgrade after today. So we’re expecting a big spike of upgrades tomorrow, of course. Friday afternoon. And yeah, it looks like most people are planning to upgrade. So that’s great to know. Thanks so much 132 .970 –> .300
Rosalie Chassat: for sharing that. And these are pulled results. By the way, you’re not doing that for nothing like we look at them, and we share with the whole team internally. So it’s always good to know which interfaces. You guys are more interesting in which which features you’re most interested in it. It also helps us decide like what we work on next. So thanks a lot. 133 .900 –> .160
Rosalie Chassat: All right. 134 .961 –> .479
Rosalie Chassat: Okay. So our next section product, roadmap and ideas voting. So let’s have a look at our product roadmap. Every webinar we talk about what’s coming on our next release. So we’ll continue to do that. 135 .790 –> .040
Rosalie Chassat: Moving forward, though, we’ll encourage you to vote for some features. So we’ll talk about that after. So 1st of all, if we look. And this is a screenshot from our community roadmap. If you look at the screenshot. You’ll see we’ve got a couple of things that the team is working on for a next release. Next release should be mid-april. Something like that. 136 .040 –> .950
Rosalie Chassat: Majority of those came from customer requests. So we’ve added in a roadmap those little light bulbs. This means it’s coming straight from customer feedback, most of them from the next release. Actually, that’s the case. 137 .950 –> .370
Rosalie Chassat: And then, if we just go over a couple of things that are coming. So in the resource planner, we’re working on hiding empty rows. So today we talked about hiding those rows for time off when there’s no time off. So we’re working on just cleaning that resource, planner. So you have more space to see what really matters to you. It’s probably going to be a toggle filtering by project owner. 138 .370 –> .849
Rosalie Chassat: I feel like in every last release. We’ve added a new filter. Slash option there. And then one that a lot of people are waiting for is the preset sharing and resource planner. So we already have preset sharing in the workspace. So we’ll add it to the resource planner, so that all those nice views I know I spoke. I don’t remember which customer I spoke recently that had, like 2020 presets in the resource planner, so definitely waiting for that preset sharing option. We also have 139 .170 –> .129
Rosalie Chassat: linking timesheet split to task assignment task assignment schedule. So that should help you in terms of reporting. That’s a big one, too, that people are waiting for 140 .867 –> .570
Rosalie Chassat: invoicing. So we’re working on flagging, invoice when they’re done generating revenue recognition. Some work on there as well in the workspace we’re working on auto, save for when you’re typing your text in the Rt. Model default presets as well. That’s going to be something useful. For if you’re using community, for example, and then this next release, maybe there’s a little bit less things 141 .994 –> .485
Rosalie Chassat: in terms of features. But we’re working on doing a lot of issues fixes. So we just wanna make sure the platform works well with everyone 142 .800 –> .450
Yanick Abraham: You need to talk about this one here 143 .770 –> .420
Rosalie Chassat: That one is the next week, if you want to talk about it. But that’s like 144 .429 –> .289
Yanick Abraham: What happened 145 .800 –> .889
Yanick Abraham: currently being developed, and that this is gonna be very useful, because, it’s a new scheduling mode we’ve been talking about adding new scheduling mode, and you can still do like hours per week now, but it’s a bit more cumbersome. And but now you’re gonna be able to have a new interface for scheduling per week per day per month per quarter. So this is gonna be very, very useful across the board. So. Yeah. Again, another 146 .409 –> .969
Yanick Abraham: ideas and improvement on the resource planner, like we’ve committed ourselves last the last few sessions 147 .870 –> .050
Rosalie Chassat: Perfect and I just want to pull. Because again, we’re curious to know which of these upcoming features you’re most interested about. So you can go ahead and vote some of them, like most of the one we had on last webinar, we actually all released on this on this release now, but some of them they’re there again. So we’re just curious again to see. 148 .590 –> .020
Rosalie Chassat: There we go. Oh, we’ve got traction for the revenue recognition one. 149 .860 –> .374
Rosalie Chassat: all right. So I’ll let people voting. And then we can go yeah to our next screen. So what’s this ideas voting thing that we mentioned earlier, and we mentioned on the last webinar so let me just finish this poll. I’m just gonna start with a quick question. 150 .900 –> .869
Rosalie Chassat: before we move forward. Let me just go back. Okay, so before we talk about the voting on ideas we were just curious, because this involves our customer community, and we didn’t really ask any poll on that. So we were curious to know if everyone on the webinar already has a community login. So if you have seen these pages before in these tabs, and this view 151 .870 –> .770
Rosalie Chassat: means you have logged in so yes or no. If you said, Yes, how often do you log in? We’re just curious like, are you there a few times a week, few times a month, or barely, ever hopefully, after today you’re there all the time. And then also, like, what do you do in our community? There’s a lot of different things you may be logging in just to do one of these things. I think people are aware that they can consult like help article, but maybe not aware. 152 .770 –> .280
Rosalie Chassat: can do other things. So we’re just curious to know a little bit more. And if I look quickly like 153 .320 –> .400
Rosalie Chassat: that’s good, we’ve got really engaged bunch on today’s webinar. Everybody already has a community login access maybe not logging in that often. But most people it looks like you’re consulting help article and reviewing release notes. Very good. There’s other things you can do. So today we’ll talk about. The ideas Tab. More specifically. 154 .096 –> .569
Rosalie Chassat: so earlier this month, our team sat down, went through all the ideas that our customers have submitted over the past months. So you may have submitted those via support ticket by reaching out to our support team, or you may have posted those in our ideas. Section. 155 .570 –> .499
Rosalie Chassat: Then our team scored all those ideas. They went through it. It was quite, quite the worthy right, and came up with a short list of 20 ideas that we put back on our community. And we also did internal voting as well. So now on our community. We have 20 ideas. 156 .500 –> .310
Rosalie Chassat: And starting today, what we want you to do is you and your team to go log into your community. Go to the idea section, review those ideas and vote for the ones that you want us to work on. You can vote for more than one idea. And if there’s an idea you’re super into, make sure you invite your colleagues to vote as well, and what we’ll do is you’ll have 4 weeks to vote for those. 157 .430 –> .339
Rosalie Chassat: and before the next webinar we’ll make sure to review those ideas, and on the next webinar on April 24, th we will reveal which ideas had the most votes, and those will be the one that we will be adding to a roadmap and developing. So we’re really looking forward to having this better communication and better alignment with our customers. So we really hope there’s a lot of votes coming in the next few weeks. 158 .950 –> .469
Yanick Abraham: Invite your colleagues. If if this is one of your idea, or you really want it, make sure that they have a just right to [email protected] to get the credentials for those people and have them vote because, the is one are gonna be the one that’s being developed. 159 .765 –> .504
Yanick Abraham: As you saw in our roadmap, we’re still developing a lot more than just the one that you’re voting on. Those. Those are the one that we were on the fence, so should we prioritize them or not. So but yeah, please go vote. Because you you saw that. Yeah, we’re listening to you. And we’re really deploying and developing what our customer wants. This is just gonna give us a lot better. 160 .480 –> .969
Yanick Abraham: context. And actually, what you guys want. So please go vote 161 .480 –> .409
Rosalie Chassat: Yeah. And in the meantime, of course, if you have any feature requests new ones that you’re not seeing on that list, or you have not shared with us just email our support team. And then it may come in that list in the future, because we will be refreshing this. This list every month we’ll remove the ideas that don’t have any votes. We’ll remove as well the most popular one, because they will officially go on our roadmap, and then we may add some of the new requests that we’ve got in 162 .410 –> .490
Rosalie Chassat: meantime. So we’re really looking forward to that. And, by the way, if you are on the ideas, Page, and you share the URL with a colleague, and the colleague cannot see the content. 163 .490 –> .259
Rosalie Chassat: It means they’re either not logged into the community, or they just don’t have access. Yeah, they don’t have access to the community. So can like. In contrary to like release notes. For example, this link. Even if you’re not logged in, you can see them. But 164 .260 –> .250
Rosalie Chassat: for the ideas you really need to be logged in as a community user, so 165 .250 –> .719
Yanick Abraham: And now we’ve there’s a question from Darren that so it’s really. Now we’ve removed that button to create new ideas, because this is a curated list before it was way too long and a bit not aligned. So now we’re still, and even more than ever we’re reviewing all those ideas and making sure that we’re gonna have a fresh list every webinar and we keep you updated on those statuses. So just please just write to [email protected], if you have any ideas. 166 .057 –> .562
Yanick Abraham: Darren, I were not forgetting you for your time. Sheet notification, customization. It’s there. It should probably be in the next batches if it’s not already here, so we’ll be we’ll be looking at those 167 .900 –> .575
Yanick Abraham: those ideas coming on to support, and we can make sure to develop them. So we sometimes we take some complex ones, some that are very lowing food, very easy. But again, this is there to understand really what you guys want, because we think it’s a good idea that it is 168 .260 –> .499
Yanick Abraham: So you’re gonna help us out for sure. 169 .820 –> .509
Rosalie Chassat: Perfect, and then we’ve got 5 min. So I think we’ll just head to our conclusion. Slash. Best practice. We remind you about these every time, but we’ve put it in some more organized way. So a couple of things to make sure you do as great client customers make sure you upgrade every quarter. If you’re not sure. When should I upgrade? Every quarter is what we recommend? We’ve included a link on how to upgrade their accessing release notes, etc. 170 .510 –> .710
Rosalie Chassat: Make sure to check out our new e-learning courses as well that we talked we launched last month. If you click there, you’re going to get directly to our website. It’s accessible from resources. 171 .023 –> .870
Rosalie Chassat: E-learning. And then you can start any course. You can copy a link and share it with a colleague as well. For those of you who don’t know Isabel. She just popped on the webinar, so you can say, Hi. 172 .190 –> .854
Yanick Abraham: Don’t think she 173 .410 –> .159
Rosalie Chassat: There she is. If you haven’t met her also email or [email protected], or create support cases directly from client community. If you have questions, feature requests, make sure to book your next quarterly check in with our customer success manager as well. If you don’t know what those quarterly check-ins are, it may be because you have not booked it yet, or you were not invited. But then you can ask whoever was invited to join in. The more people that join these calls, the better 174 .160 –> .570
Rosalie Chassat: make sure to follow us on Linkedin as well. Lately we’ve got way more content that we’re putting. Actually, I know today, we released a video of Yannick, a little spotlight. So be sure to follow us on Linkedin. If you want to see those updates. We tell you as well when we have new features, what’s coming up, etc. 175 .570 –> .880
Rosalie Chassat: and then make sure to read our monthly newsletters. And that is what concludes our webinar, as always, we would love to get some feedback on how we did today on the webinar. Otherwise, after today we will be sending you a follow up email with this slide presentation, the recording couple of the highlights from the webinar. And that’s kind of it for today. We’ll see you next month for the Webinar on April 24, th 176 .230 –> .470
Rosalie Chassat: anything you wanted to add to Yannick 177 .690 –> .648
Yanick Abraham: Oh, happy spring! That’s it! 178 .240 –> .240
Rosalie Chassat: Alright! Have a great day, everyone 179 .620 –> .680
Yanick Abraham: Thank you. Thank you. Thank you. Zarel 180 .880 –> .210
Rosalie Chassat: Bye. 181 .210 –> .550
Yanick Abraham: Thank you to our customer.

Introduction & agenda 

hi everyone welcome to today’s product update webinar with client I’ll let a couple of people get in and then we’ll start in a couple of seconds if that’s okay all right I see we still have people coming first webinar of the year yes all right let’s get started so welcome to today’s January webinar um today we’ll be talking about version 49.1 14.2 which is our latest version um my name is Rosalie and I’m a customer success manager at client um and I will be your host we also have as always Yanick our CEO hi Yanick hi everyone once again our team has been working very to bring a ton of value to our customers so we have another feature pack webinar today so exciting Ros and we also have Natalie our project advisor slch change advisor uh wearing many hats at client and she’ll be answering your questions in the Q&A and in the chat um let’s go to the next slide perfect okay so these webinars go very well if you do the three following things make sure you participate to our polls we have a couple takes a few seconds and it helps us know what you’re thinking um make sure to use the react Button as well we have the little screenshot if you don’t know where to find it and then you can use the chat in the Q&A to ask questions this is where Natalie will be able to answer you um so let’s get you to participate to our very first uh poll which I’m launching right now we just want to know is this your very uh is this your first client webinar yes no I’m a regular no I’ve been to a couple um and it’s always great to see I think every time we always have people that answer yes well half the people so that’s great we always have new new faces joining us and hopefully we keep doing great webinars so there’s more and more people that want to join us every time yes we have a lot of newbies I think it’s probably part of some people’s new resolution for 2025 to joining client webinar every month all right thank you so much everyone all right yeah it was about half people are first timers that’s great um all right so what’s on the agenda for today so we’re going to be talking about new features and improvements that were released in version 49.1 14.2 and uh before that uh we’re going to look at the product road map for version 50 yes we’re already at version 50 that’s gonna be released in early February and we’re also going to talk um we’re going to share some exciting news about a new e-learning initiative that we you have um so stay tuned for that at the end of the webinar let’s dive right into it shall we um so in terms of new functionality we have five of them today and as you may notice there’s a recuring team it’s all about the resource planner so let’s start with our very first one which is align schedule with with logged hours

 Yanick before you show us how that works can you tell me why someone would want to align their schedule with logged hours yeah absolutely and um you might burn a few brain calories on this one uh it’s not the easiest one to demo and I wanted to be everybody to be attentive for the that first demo uh but uh and I’ll try to make it simple uh so we can look at the details the the concept is in client you have several uh fields or several way that you can um that we address effort Associated to a task so first on a task you have the estimation of ours as we can see here we have on that specific build task we have 120 hours of estimation meaning that we think that it’s going to take the team to deliver this 120 hours then we have another concept where it’s scheduling hours in this case you can see as well that we have 120 schedule hours meaning that there’s only roxan is sign here on this uh on this task so she has she has 100 hours of scheduled to work on this uh I’ve put also the variance between one minus the other so we can see that there’s zero variance and the other interesting field is the number of hours that you’ve logged so all this is to cap U to capture the effort and we allow as well for over scheduling and under scheduling which sometime brings some over U some some misalignment and some variance in between so this is what that feature uh is going to be U addressing so let me show you what it means by looking at the global uh the project resource planner for that specific project let me just uh realign a little bit my dates and show you the task underneath so as you can see here in that build task we have 120 hours so three blocks of 40 hours for that specific task and if I show the actual hours log we can see that um last week uh five hours have been logged on that task while the scheduling was 40 meaning that there’s 35 hours that we not work on and this happen all the time right you ask somebody to do something other emergency comes um I’ve pushed back but this create a Delta of 35 hours same thing for this week uh roxan told us as well that she’s not working on this tomorrow either so there’s 30 hours that’s going to be remaining so total 65 hours are going to be uh needs to still be rescheduled usually what you would do is that for example if you’re in the the resource planner like this uh you would come in here and you would reschedule 65 hours on top uh and then it’s going to add at the end so you can see that those 65 hours have been added in the week after the problem now if you do the maths is that we’re over schedule so if I’m coming back here and I’m refreshing my page I can see that we are now over scheduled by 65 hours okay so it could be fine because you could might be measuring if your resource really doing what you expect them to do so a schedule versus log but let’s say you did that mats and you did log it and maybe you use one of our snapshot item to capture that information and that variance at that point though having over schedule sometime cause problem for a project manager because it doesn’t know really how many hours still need to be scheduled to work on it so this is where the feature come into play so let me go back here and by opening the task panel for that specific task and going to the schedule tab we have that button here that’s going to do that alignment and the dates that are shown are the start date of that assignment till the end date of that specific assignment we’ve created uh now what I want to reset I just want to reset up to tomorrow because we said that there’s o this is not tomorrow let’s go back to January so up to tomorrow so we’re going to clear and align the lugged hours with the schedule hours for this range year and by doing this there’s a warning meaning that the schedule going to be changed accordingly so by doing this what it does if if I’m coming back here I’m going to see now that the schedule is now five for that specific week because I log five hours and this last week or this week it’s 10 hours of schedule versus 10 and uh then we now have because I’ve added my 65 before if I’m coming back uh in here refreshing you can now see that my variance has uh been um eliminated so I’m back to a proper estimated and a schedule hour so this is one use case sometime though you just want to just okay I’m going to clear the pass and then I’m going to see what’s remaining and I’m going to do some kind of scheduling later on so you can do the same thing uh but now I it’s available through throughout our right side panel so now even if I’m staying here in the workspace I’m going to schedule tab what I can do now is that I can repress that button and instead of changing my my end date I’m going to REM leave it this way and I’m going to save by the warning and now what’s happening is that I’m going to be under schedule because now it only uh it only aligned with my lugged hour so now you can see that I’ve still one on 105 hours remaining to be scheduled in the future which could be uh something that your team want to do uh because they just now they really want to know uh and they they can come in here and now start scheduling their hours directly here so that’s a concept here of that uh aligning schedule uh versus with log at this point we’re just flushing the hours aligning and we’re not doing anything with the remaining hours in a future version we’re going to prompt you other question what do you want to do with the 105 or the number I’ve said before 115 hours do you want to schedule it at the end do you want to apply another scheduling pattern you want just clear it and leave it so I can manual manually schedule it so those options are going to come in a future release but at least now you can align so you can have a fresh Baseline of your schedule and having a clearer view uh in term of your scheduling versus your estimation does it make sense clearer yeah it does make sense and I think just to mention and I’m gonna launch a quick poll just to support what I’m about to say but this functionality is really useful if you’re doing two things so you need to be scheduling your resources and then you also need to be logging time unless you’re doing those two things then you can’t really use that feature um but these two things are definitely best practices so if you’re already scheduling your resource you’re already logging your time um you should also make sure that that um those columns here the estimated hours scheduled hours estimate versus schedule and total hours you should definitely have a preset that you’re using that shows those columns if you’re going to be using that functionality I think that’s key um and uh yeah as Yanick mentioned we have some more work coming on but I think the demonstration was pretty clear to me at least so yeah for the polar we were just curious to um check because we’re working on that functionality so we want to see if people are actually scheduling their resources which most people seem to be doing it so that’s great news and then if people are logging their time which people also seem to be doing if you’re not then you can definitely start doing that and then use that functionality all right good so this is the Align uh let me switch back to the deck so this was the Align with schedule uh LED hours uh 

Resource Planning grouping now works from everywhere and if we’re moving to the next feature uh now we’re going to talk back uh talk about grouping so in the previous webinar we said we were able to group um some resources the only place you were able to not resource some schedule uh the only place we were able to uh group was from the planner itself Now everywhere in the system you’re going to any anytime you’re creating a project assignment schedule or a task assignment schedule they’re going to be grouped together so I’m going to Showcase this functionality now so to do that I’m going to just create a brand new task here and I’m going to create a great Emoji now you can add Emoji so it’s going to be a train task uh that we’re going to do it’s for 40 hours I’m gonna come and I’m gonna sign again just our friend Haan to keep this yeah to keep that project going and I’m just going to readjust a little bit the timing of that specific task I’ve created I’m going to spread it across a few few days and I’m going to link it after the deploy to train the team okay so now I’m set up with a new task that’s been scheduled uh to roxan so if I come back to my project plan here and let me just maybe widen my arrange a little bit so I can see the U the hours have been assigned to ran so we can see that those for the hours have been assigned here and by the color coding you can see that they’ve been grouped together so this one is all purple so they all been grouped together we have that other one here that is um teal or light green so those this is the kind of grouping that are created so I’ve created from the the I could have created from the stas panel or there’s another other mean that you’re creating those uh uh those assignment they’re going to be grouped together and let’s say I’m adding another Block in here maybe for another 12 hours of training you will see that this going to be a separate uh block uh and uh it’s going to be whoops I didn’t spread it enough so let me just recreate on 3 weeks let me put the 40 hours and I I’ll change the other one so now you’re going to see that uh it’s going to be group this one is not group because it’s in the same week so there’s uh that concept is not done that as soon as you put it on several um several cell it’s going to show you that grouping so they’re group meaning that they’re going to be as we were see in the next feature you’re going to be able to move them separately and this way it also helps you uh streamline your rescheduling so you don’t have to move one block at a time or change one block at a time so that grouping is going to really help in term of scheduling even more so when it’s a schedule that’s not just prad across or distribu evenly when you’re creating your own schedule of uh uh that there’s some break in between your work on the same task those grouping helps a lot uh for the uh for your team this is the grouping part uh this works as well on the project assignment schedule perfect um and then I think the next one Right click in Resource Planner 

right click in resource planner so yeah no exactly um so if you like to get things done quickly you’re gonna love this new feature um I know we’ve talked about right click in the workspace couple of times um so we figured we’ll just add that functionality to the resource planner too Yanick I know you’re pro at getting things done quickly with your shortcut and everything so why don’t you do a little demonstration on that right click function it yeah uh streamlining and making sure that we can do everything in one place so we don’t have to go in several uh interface to do stuff so again that right click is very helpful so we brought a few features so first if I’m right click here in this one this one is not group like we’re saying so you can easily now move and delete uh some of those block let’s say am I’m clicking on a group now I’m going to have more functionality Associated so maybe I want to move that and instead of dragging can drop it like I was doing it before I can just pick a date and let’s say I’m going to do it the beginning of uh change it a bit more uh the end of the March 17 and clicking move so that block now is going to be moving uh March 17 so the entire group is moving with it so that’s the move so again uh if you’re because drag and drop it let’s say you want to drag and drop it and you don’t see it here instead of changing the number of column you see uh because I could have done the same thing just by drag and dropping that block for example now it’s going to be uh it’s going to move two blocks within that week or it would have um because I’ve it’s possible to work that 4 the hour in a single single week um now that right click move is going to help as well the other uh functionality that we can see is that we have uh ungroup and delete group so delete group is it does what it does what it says is going to remove the entire group that we have in here and uh unless let’s say I just want to delete one specific block I did it before but I maybe I could ungroup so now it’s going to be SE this block is going to be separated and I can just delete that specific block if I wanted to even in a specific grouping you can delete that specific block too so those are the kind of functionality that you can do uh now with the right click menu uh and now I’ve deleted everything so let me maybe just create another one or the other functionality so uh as in many software the we use as well keyboard uh shortcuts so you can do control and selecting several group together or several block together and then you can group them so the control key is also uh enabled in here so you can select multiple uh separate groups separate blocks and group them together so after that you can when they’re going to be moved they’re going to respect that Gap in between uh the grouping yeah I think that was actually our second uh the moving multiple uh that was our second thing right perfect that’s covered yeah no no actually it’s another one you’re going to see it because now you can also move control with another on the other slide I I see let me know if there’s any question you want me to answer um I’ll be pleased no I think we’re seeing a lot of people that have feedback and uh like oh would be great to do this and that but it’s all going straight to host and panelist so I don’t think everybody else is perfect but keep them coming awesome okay so now um the

 Move multiple TAS/PAS blocks in Resource Planner one that you talking about is this one so it’s moving multiple blocks at the same time but the the key trick is now what I was doing is I was moving on a single line okay but now what we also did is that you can do control select but you can also select across different task and then you can move several of them and uh remember that we still have some tweaking to do in term of the UI the first block is the one that’s going to be um even if it’s not showing this one is is where you drop it the rest is going to respect that scheduling but you saw that my two lines got changed uh because I’ve did again that control and selected multiple across multiple lines so again uh to facilitate that uh the usability of that resource planner you’re going to be able to do those kind of uh of changes and movement across your across the board yeah I know right now you’re looking at one project but I can see how um if you’re looking at the resource planner for all projects you you can have way more lines so and this work with project assignment and task assignment we recommend using task assignment because at the end it’s a bit more granular the task again could be very simple as a build deploy train but if you want to go very granular all those functionality also work uh so this going to be helping a lot of our customers perfect um I think we’re getting to our very last feature and then we’ll move into Improvement so improvements are whole feature in my mind but like the big resource planer the resource section exactly many Yeah we actually added a new filter in the resource planner um to 

Scheduled utilization filter in Resource Planner get visibility on the schedule utilization before we dive into it I just wanted to do a quick poll um I’m just really curious uh we often talked about the filters and presets in the workspace uh but we’re curious to know if you’re actually using the filters and press uh in the resource planner because that’s what we’re going to talk about now um so you can take a few seconds but Yanick you can already get started and show us what that looks like I’ll let people answer uh let me go back to My Demo environment and now I’m going to open up the global resource planner to show you that filtering uh and um so what what we have now is I have a certain preset I’m showing only a few resources uh just to put you give you a certain context you can see that my coloring code is between 80% of utilization and 100% is going to be in green less than 80% utilization is going to be in yellow and red over 100% so meaning that all the yellow one is the one that I need to address so we’re not uh we don’t have assigned enough task or work in the upcoming week or this week for those specific resource uh I’m only showing four resources one with one placeholder here but let’s say you have a very long list uh filtering is becoming key so key so we have that filter uh panel here that’s showing up and this is the newest uh addition to that filtering and then you have those uh um com comp comparator it’s not a word right it’s a those uh those filtering that’s going to tell you which one uh what you want to do so for example in my case I want to show all the resource that have less than 80% utilization so by applying that filter now you can see that uh the the one the line that was all over 80% has been removed and only the one that I need to address in term of the workload are now showing uh so I could do the exact opposite than having a greater than uh so the operator this is the word I was looking for my operator so now um what did I didn’t put put the percent but maybe we’ll back put the percentage here greater than 80% now only Mia is showing because she has more than 80% across her her workflow if you want to reset it you just have to do a select and then it’s going to go back to cleaning up that filter uh so hopefully this going to help in term of really putting in front of your project manager or your resource manager who uh needs to be um schedule or which one of your resource need a bit more work in the upcoming weeks uh so and that filtering take into account the column we’re showing so if you were showing more than six column uh it’s going to be apply on that room range uh that we’re looking at go ahe yeah I was just going to say based on the poll I know some people may just use filters I think most people use just filter maybe not presets yet but this is the type of view like if you like this filter then save it as a preset exactly so for example even my range for example I have my range 80 to uh to 100 so this is also Sav in my preset so everything is being saved within so this one you can see it’s 8500 uh and uh that filtering is going to be also be saved so yeah again it it comes to improving the filtering uh we know we have other um backlog items in term of putting more criteria and having other um like logic operator and an ore kind of filtering so those are coming in the future release too but this is the first one that’s being rolled out in term of utilization so hopefully it’s going to help and this came from ideas from our customers so again we’re delivering on what you guys requir but we’re super open to feedback so if you have any any other feedback we want to hear it um all right I think that was our last um feature and I’m just gonna do the poll we always do because um we’re doing internal uh internal uh bets internally to see which one we think are going to be more popular but we just want to know which functionality you’re most excited about from all the ones that we mentioned um and then if you already upgraded to our latest version so I’ll leave that poll open um and then we’ll transition to our improvements and fixes I think in this

 Improvements & fixes release there’s actually sometimes the improvements and fixes are kind of hidden in between the release notes but we want to highlight them today because there are some great ones um in their workspace um Okay and like I was saying before some of them are should be labeled as a new feature because there is a lot of functionality and ease of use that’s being added and again it’s it’s all about efficiency making it easy for you to be able to work with our platform and we’re going to be looking at all those that have a star a uh and you can always refer back to the release note or that deck if you want to know a bit more about what has been added so let me uh go and uh do the first one so the first one I’m going to go into my come back to my project uh my resource plan here or my project plan with my workspace my project workspace and and it’s about U the right click menu on the Eder and adding field so before U or when I’m going to add a field now you’re going to see it’s going to show on the right side of where I clicked before it was always showing up completely on the on the right so uh you had to scroll a bit more to get there so let me add a few Fields I’m going to add the start date I’m going to add the description uh and uh and just by doing this now it’s on the right side of where I click that is going to be show so I don’t have to go back on the right completely and then move my column back or where I want it to be clicked so it’s all about making sure that that information you require or request uh they’re showing up exactly where you you want them to to show and again because this has changed my preset I could save my preset you can see that uh some change have been applied with that red icon or red star here on the right side so this should also help in term of uh making sure that you’re seeing the the task and limiting the number of click and and and moving around in that workspace this one is simple yeah if I can add something because I always miss it so maybe we can point it out to customer when you’re actually right clicking um you can like uncheck and check certain uh column headers but you also have always on the top you can hide that specific column so sometimes I forget and I have to go back and try to find the name of the column and my whole list but you always have the shortcut at the top to just hide it um so little tip there while we’re on absolutely and Y absolutely so the IDE is always there and then you can select whatever you want and right clicking the feature is putting it on the right side yay okay uh the the next one uh if we’re moving along uh we brought back the overing on the timeline side so on the left side is our grid the right is the the timeline together it it create a gent uh but that overing is also bringing that uh that list of start date and date and the status uh so this way it’s uh a bit easier when you’re looking on the timeline side uh and it it makes everything simpler even more so when you are in that timeline view and you don’t see the grid anymore so uh before and this is also linked to the next feature we’re going to do so we’ve re uh We’ve reimplemented again the right click menu so now uh on the timeline before we didn’t have any right click menu on the timeline online now we do have that same list that we had on the grid so you can uh you can do some work right from here including uh inserting task uh above or below uh the way you want and then you can play around and move your task around directly from the timeline by double clicking as well on the on a task it’s going to bring the task panel so if you want to change the name or change some of that uh setup of that specific task you’re going to be able to do it right from here as well and as you can see the menu we have add task you can assign people right from here you can move them if you have to move them in the in the project itself uh and updating statuses including the D task and if you want to see what else we can do we have that uh keyboard shortcut when you’re working with the grid that’s also available from that right click menu okay uh so let me delete back maybe that specific task with that right click menu and and uh now we can move to the next one and the next one it’s about uh statuses so again here you can see the percentages and you can move that percentage around uh if but with that endler but if you want to see the status right from here too so you can just we have tuggles that allow you to switch and show you that timeline statuses across your different task so this should be helpful in term of uh what you can do uh with the right right click uh menu uh within the platform just going to whoops I’m going to go back to my Grand View so far so good no question yeah yeah I think the timeline is maybe one that people are not looking at as often so it’s nice we focus on it a little bit yeah and one of the main reason was that too because you could do when you wanted to add a task or move things around you were not able to do it from the timeline view only now you can you can do it and I think you’re going to mention but now we’re bringing the future release some zoom in zoom out on the timeline too so it’s going to be very helpful workable okay the the next one it’s uh another toggle that we’ve moved around it was in the filter now before but now we’ve brought it back into as a toggle in the project workspace so it’s the Milestone view so you can see here that I have my Milestone signature and go live only two Milestone so the difference between a a task where you have to work and a a milestone a milestone is a specific date and time when it’s a pink pink diamond it means it’s just a date when there’s a black you can have a black milone as well means that there’s some amount Associated to it there’s no amount in here but when it’s black it means an amount so those are very useful they also very useful to show progress or show specific date either during the um cell cycle or when you’re looking at a project and to remove the noise and only Fe focus on those Milestone uh we have that that toggle here that you can just filter out easily and only see your Milestone uh so now in it’s again it’s a very simple project I have with only a few tasks but when you have a project with 100 lines just being able to uh within a single click see when is my goal I schedule so I don’t have to search even if now we have some cool search functionality uh have being able to filter out or like toggling those information with a single click helps a lot so we have that toggle that’s been added in our menu and we’ve reorder as well the uh the the menu on our tole site uh I think I was it’s not a new feature but I think he wanted to meet as well to to Showcase that we can do like multiple task and move multiple tasks so again with the control click uh now I’m going to mess up my project but I can I can realign uh some task just by uh selecting selecting multiple task and moving them along so this is also very useful when you just want to do a kind of a a translation of your project and not just changing dates across the board so you can again with the uh clicking and do uh control you can select multiple tasks and you can move them around uh by by doing so so uh the the task you’re going to select are going to be moving depending on on that selection yeah and if you’ve already set up dependencies then you really just need to move that first task but I know sometimes when you’re creating your project and you have all the task on the same date you don’t need to manually go in the pick list for each one and change it it’s much faster just to select and drag exactly and in this specific case you see I in purposly didn’t create that linkage between my my start and build because I want them to be separate but when you have those linkage they’re going to follow but when you don’t then you can do control select and move this has been there for a while but yeah people don’t always know okay uh next one next Improvement on that workspace so we have that description column we have other fields text Fields so let’s say we have a next step so as you know all those column you can change right I’ve created a task before uh the next step I can just come in here and put some some text but when you have Rich Text field where you can put images you can just double click on those and now we made that UI a lot bigger so it’s easier to see more context I was a bit too zoomed in and zoomed out now but now you can see that uh and and this make it very easy to just come in here and take your notes uh we’re coming with the autosave functionality as well soon uh from here you can hit the control save and it’s going to contrl S and it’s going to save otherwise you have those save button and cancel button uh but by just double clicking on those Rich Text area field so not only just the description let’s say you’ve added some other fields by double clicking on it it’s going to bring that interface and it’s lot bigger than it was before so it’s easier to uh to see at the full description of that set up uh the difference is this is a rich text area so you can paste images you can put balls and bullets uh while other field like the next step uh this one is just a pure text field so this one you can just edit it straight from the grid uh we’re coming with a wrap I think I’m stoling all your punch J on the RO map but there’s going to be for longer field we’re going to have a wrap feature as well that’s coming uh for now um yeah for now you have to make that column a bit wider when you have too much text uh what you want to show okay another one that’s an improvement in term of uh of the look and feel and it does help to really know what’s happening so we have let’s say you have the billable column you want to show and the Milestone column you want to show so I’ve added both of them and now before it was a true false you would see true and false as word now we’ve brought just the fact that it’s a checkbox like like it should be so let’s say that train platform uh train task it’s non available I can just come in here and Mark it as not available so any checkbox item are not represented with checkbox so it does again for visibility of views and uh you don’t need to go inside and put the text true false so it’s very simple but uh with the number of arts and flap I just saw as emojis I’m guessing uh this is what this was wanted by a lot of customer and uh so we added that for all the check box Fielding including your custom checkbox that you might have put on a task they’re going to be showing as a a checkbox now I know that was one of my favorite one it was hidden somewhere in our notes but I was like oh this is game changer I’m using this the day we can access it before you had to do a true and false and with the keyboard wasn’t that bad but now you can do it and it with the keyboard shortcut if you do the the the space bar this is all we’re going to trigger between check and uncheck so you can move around and just uh use the space bar to um to Mark those task easily uh okay the next one it’s not as much as in the grid but uh depending on how you’ve you’ve been using uh our filters um sometime you create complex filters and sometime you just want a variation of that complex filter uh before you had to restart from scratch and creating a brand new filter and try to do the same logic that you add and the operator and redo and sometime there’s six because you can do conditional logic as well in our filter so uh sometime it it becomes very long I don’t know if I have a have a longer um filter that I can exit for example this one is just one and two but sometime I have a list of eight filters uh so instead of redoing them all now we have a save as so it’s just going to take that specific filtering and then you’re going to be able to save as you just have to enter a name and it’s going to create a copy of that filter that you have built uh so so again to simplify your life and make uh everything uh faster in the system uh we have that save as that been added on our filtering list yeah two more Improvement that are not related to the workspace um here under Global actions and the global layout you can now drop a new one that’s called new project uh if you recall from a previous webinar we’ve shown you in I think 30 seconds how you could add that client preload to really speed up the first time load of the day you can now do the same thing so you just have it Go in set up and then your Global layout and Global action and drop that new project so now that new project what it does it just show our new project uh our new project page uh which includes our uh project import wizard so uh from that Global uh workspace uh that from that button here with all the global action So within a single click you can create a brand new project before you had to go in client project and do a new which going to do exactly the same thing but now wherever you are in the system you can just press in here and it’s going to open up that uh that new project window uh so it’s going to be easier to uh to create project and please start using our import wizard uh and we also as you know we have a templates that we’re providing through our Marketplace and we’re going to be Bon ifying that list in the very near future so um this is a simple Improvement again um speed speed speed and the last one I don’t think I’m going to have time to show it but we have a the QuickBook grouping so uh before when you’re generating an invoice and sending it with our Bridge uh that’s included in the package sending it to QuickBook uh every line item would follow through in zero connector we have another connector included in zero that you can group in sage and Tech as well you could group and Define the grouping that should be sent to QuickBook and not each and line of time comments so we’ve added those for QuickBooks as well so if you don’t want all the individual line but you just want a one line per task or one line per project or one line per resource this can now be sent to QuickBook uh the reason is that you might be generating your invoice in QuickBook and not with our PDF uh for whatever reason so you might be doing it so now you can group it this being said all the information remains and and you can rely on the data in clients so it’s just a representation the data is intact with all the different line but for the generation purposes you can group it so I didn’t I don’t showcase that feature but uh it was worth mentioning and in terms of improvement and fixes like we’ve talked about a couple of them but essentially after the webinar we’re sending the deck and then you can have the direct links to all the fixes and improvements so you can read more about all the ones we didn’t talk about the star ones are the one we mentioned and then the other ones are also important but we didn’t showcase them today the project status in the fixes you can edit now the uh the send email you can edit the the title so there’s been a few quick uh good fixes as well in this specific release perfect yeah I think we’re gonna move to the road map and since we 

Product roadmap already kind of talked about a couple of them should go super fast um so as always just reminder you can always access our road map from the community so if you log in you have the road map Tab and then you can see our latest up toate um road map of what the product team is working on so that’s what I I’ll just cover quickly but then you can have a look later and we’ll talk about it on the next webinar anyways so our next version is version 50 should be released early February so in two weeks or so um essentially what we’re going to be doing in that version so we’re gonna have column filters in the workspace yay I think we’ve teased at that one a couple of times um and uh my work so we talked about my work two webinars ago or one webinar ago it’s going to be rebranded to my deadlines and since it was like a new page that we released we’re just adding making improvements um in the next version so among those um you’re going to have column sorting uh sorting icon project redirect a couple of different things which is all based on the feedback we got from customers that already tested out uh my work my deadline so keep sharing your feedback um but we’re making improvements there um preset sharing in global workspace as well when we release preset sharing in Project workspace a lot of customers yeah it’s great we want it on global too so it’s going to be available um and then beyond February a couple of fun things that are coming up I think you mentioned it Yanick wrapping columns um zoom in and out in timeline and this has been waited on for so long copy pasting tasks that one is going to be Game Changer can’t wait to test it out but um that’s coming um editable Global workspace as well right now in the global workspace you have to click in a project workspace to then make edits but you’re going to be able to do all that from the global workspace um we’re gonna have some time sheet improvements as well on the UI and ux we’re going to add filters and presets as well to my work slm my deadlines uh we’re going to do some uh color uh adjustments in the research planner as well um for me that one zoom in zoom out I love this it because when you have like a two years project three-year project uh this is going to be very very use ful so we’re working on it there’s like subtility about it but uh the zoom in zoom out is coming out very soon as well yeah and a couple more that you can see in the list you can have a look later and then again before our next webinar we’re going to update that list um so yeah I’m curious to know actually I’ll just do a final pull and we’ll move on to um the next section we just want to know which feature upcoming feature you’re most excited about so I’ll leave it on the side and then move on with the next section if that’s okay next one on so yeah at the beginning of the webinar we mentioned that we were working working on some exciting 

New eLearning initiative & conclusion e-learning initiative so to be more specific we are planning to launch this initiative in early February that’s very soon um and then as part of that initial launch we should have 10 courses that you can see on the screen now and yanic maybe you can give us some more insights into that yeah part of why we’re doing this initiative of the product webinar while we’re writing content while you and our customer Su team trying to um talk to us as as often as possible to our customer to Showcase new functionality it’s all about knowing they exist but also knowing how to use them so our Consulting team and our change management team uh lead by natal and the rest of the group are is doing a tremendous job but quite often during implementation we train Champions so we don’t train the entire company so that’s a concept here it’s really bring uh to par the knowledge of everyone in the business new customer but also existing customer or new employee that you might hire that needs to learn clients so we’re we’re starting with that how to use client courses uh and those are the 10 uh first topic uh creating project using the workspace assigning managing uh executing work with the my deadlines and my schedule we’re going to be looking at at the the next with that new homepage and the next webinar so we have that list of 10 courses uh if you guys like it and if you want more we’re going to create more advaned classes but also admin classes so we have a a full list of uh of learning uh class that we are going to be doing the differ between we’re doing already Al articles and Al text this but there were more kind of technical uh documentation on that specific functionality this is more how to do it the impact of it and a list of best practices use cases and plus we have quiz and we’re going to have also some nice surprise as soon as we officially launch it uh so and it’s going to be available to all of you for free so there’s no additional cost link to that uh so this way you can get up to speed on some of those functionality but also send it to all your new employee like I said and so this way they can learn a client very rapidly perfect and what I’m going to do just before we wrap up we’re just curious to know if this is actually something you’re EXC exed about or not so we just want to know about the e-learning and then which course you’re most excited about because we’ll we’ll release all of them but it’s good for us to know like on top of your head looking at that list is there one that’s like catching your attention one or or more um and then the good news I’ll let you answer that but the good news is we want to give you a sneak peek into those e-learning so uh when I uh when we send a webinar follow-up email we’ll include the link to one of the courses um so it’s likely going to be the logging your time so we’ll include that link so you can already do that course if you want uh but then you’ll have to wait uh for early February to get access to all the other ones but um yeah and in that follow-up email just um as always we include as well the today’s webinar recording um the slide deck as well where you can find information on how to upgrade which is what Yanick is showing right now the release notes and all the other useful resources um so you have links to all of that um and then as always just a little reminder if you have any questions or feature requests or after today you go and upgrade your your account and then you start testing out or new features and you have like feature requests more things you want us to work on please just email us at support um I’ll just close off the poll thank you for answering um and then the last last very last poll I just want to do is for the webinar feedback um so if you can just take a minute 30 seconds to just let us know how we did today um and then if there’s anything you want us to talk about on the webinar next because we’re essentially looking at your feedback and that’s how we make every webinar um better so was a really future pack webinar we went over time um thank you so much everyone I don’t know Yanick if you have anything you wanted to add before we end this webinar I’ve talk enough I’ll see you in the month with another list of great features all right perfect thank you so much everyone and we’ll see you uh next month for our webinar in February thank you everyone thank you always a pleasure

00:00 Introduction

Thank you very much for attending our Klient Inception webinar. This is episode one of season two, and today we’re gonna be digging into the five projects that drive success and revenue for Salesforce SI partners. I do believe it’s gonna be very interesting for all consulting firms as well. I’m Yanick Abraham, I’m the Inception Architect. I’ve been in the Salesforce ecosystem for the past 16 years. And I’m Klient CEO. I’m joined today by our Growth Agent Sean. Hi Sean!

Hi Yanick! Hi everyone! Thanks so much for joining this webinar. Make sure you stay at the end because we’ve got a special offer for you. You wanna make sure you stay tuned for that.

Here we go, the sales guy talking already! So we are from Klient PSA, we are an all-in-one project management suite, fully native to Salesforce. So we help you manage your project directly in Salesforce. We are a partner since 2015. The Klient inception, quite often we feel that we live in a dream. We used to be an SI partner, then we became an ISV partner. Now we’re developing a tool that helps SIs grow their business. So we are you and you are us. And it’s bringing that great movie of Leonardo DiCaprio, Inception. So a dream within a dream. So today we’re trying to seed some new ideas and we have a guest speaker with us, Sean today?

Yeah, absolutely. So I wanna welcome Katie Bluth. Katie started her career, actually at the prestigious Culinary Institute of America. I have a lot of questions about that later, Katie. But, you know, she somehow got into the Salesforce admin world and she focused on really, solution-based architecture. She started SaasInct in 2016 and since then has been developing solutions, for some of the better-known brands in the financial services world. So, welcome Katie.

Hi everybody. Thanks for having me.

Awesome. Thank you for being here, Katie.

02:00 Customer Success Equals Project Success

So the title, Customer Success Equals Project Success. What does that mean? So, let’s just start by maybe redefining what a project is because at the end, a project really helps drive your business and it’s a key driver for the success of your business. So, a project has a start and end date, just the way that it’s structured with tasks and checklists. It’s really a good way to streamline your business by structuring your processes and by assigning people to the task. Making a project owner visible and aware creates responsibility across your team.

So really, a project helps on several levels, including providing a ton of visibility to stakeholders. So when it’s a customer billable project, you want to have your project aware of the development, but also maybe the Salesforce AE might have some interest in terms of the progress of the initial deployment because he wants his license to be renewed the year after. Structuring a project well and creating visibility helps a lot. Plus, all the data points you have on a project can help you take better decisions with the business insights it provides, whether we’re talking about margin, utilization of your resources, billable versus non-billable. And the most beautiful thing is that you can templatize a project, meaning that you can make a template out of it. And every time you’re done executing that project version of that template, you can improve it and always improve your business process and always streamline your business.

So that’s why, Sean, projects run your business.

03:36 Overview of the 5 Projects that Drive Success

Okay. So what’s the first one we’re gonna be talking about? Oh yeah. The five projects that drive success and revenue for Salesforce SIs. So, what are those five types of projects, Yanick?

Yep. So what we recommend at Klient is that when you implement a project management solution, whether it’s Klient or any other PSAs, that you structure your business and implement those five projects within your company. The first one is a classic, you need to bill your customer. So we’re gonna be looking at the structure of billable projects because there are different types of projects in the billable world. After that, we’re gonna look at the customer roadmap project. So this is something you need to start building to create future revenue. We’re gonna also spend time looking at a non-billable customer support project, meaning that this is pure support and pure costs so you have to monitor it closely.

And then moving to recruiting and onboarding. So, maybe at this point with the economics, it’s a bit more difficult for some of us, but some others are growing as well. So, at the end, you need to hire, and we hopefully gonna all be hiring a ton and onboarding a ton of people. So you want to be streamlined and you really wanna be able to get your first billable hours from those new resources as soon as you can, and their certification as well in Salesforce as soon as they can. So we’re gonna be looking at that. And the last one, it’s kind of our new pet project. So, Sean, we’re gonna come back to what we’re gonna use Klient for moving forward on the pre-sale side of things.

05:10 #1 Customer Billable Projects

Alright, billable projects. Do you want to kind of describe what those are and then maybe we’ll bring Katie to talk about some of her billable projects?

Yeah, because a lot of the people in attendance are from Salesforce SI or the consulting world. I won’t go too deep but usually, these are the four kinds of billing types that we see across projects. Time and expense is the most classic one. It’s the less risky because you have to deliver under a certain scope, not a certain amount of hours. If you go over, you can charge your customer. When it can get tricky is when you go over budget. So the customer might interpret the requirement that it was in scope. Well, it’s not. So you have to just maintain the budget and have a lot of transparency if you wanna make this work. But this is a classic project type. Fixed fee. You need to know what you’re doing. So it’s a lot more risky because you have a set amount of cash. You’re gonna invoice the customer for a deliverable. So if your recipe is not clear and what you deliver is not clear, you might come into margin problems.

And those fixed fees, usually the way that you get paid on fixed fees, it’s either on the first day, the beginning of a project, or at the end, or with milestone completion, let’s say after the design is approved or after the user acceptance testing is done. Okay, so those are the main classic ones. Then we have recurring, more for software but SIs quite often sell products as well, or maybe recurring products, or recurring every month for a certain amount. Some resource placement firms as well use this kind of mode to just charge the resource that they are placing at their customer. And the last one is a retainer. It’s a good model. You charge like, let’s say $4,000 in advance for 20 hours of work during the month. If the customer doesn’t use it, you still charge $4,000. And if they go over, you charge more if you have over it. So it’s a great model. The only thing is that you need to absolutely prove value if you want your customer to renew.

So we’re gonna be looking a little bit at that structure here to generate more revenue.

09:56 Klient Demo (Customer Billable Projects)

But before Sean. We’ve got Katie on the line. So Katie, maybe you can tell us a little bit more about Saasinct. And, you know, what are the types of projects that you folks do, billable projects, and maybe if you’ve got some tips or some insights you can add to that as well, that would be cool.

So we do three out of the four of these project types as billable. We do time and expense, we do retainer, we do recurring. So I think a lot of what’s nice about what I focus on is, you know, what is the project success for billable projects? And for me, it’s really about the profitability at the end of the day. That’s, as a leader, what I care about. But also, from our customer perspective, it’s making sure that what I’ve sold and what we’re doing with our customer, we’re closely aligned with them. So I like that I can have kind of the flexibility to mix and match based on the different offerings that we have because we do the time and expense for a typical implementation, but we also have a monthly managed services where we do kind of a fixed fee and then we can do the overage afterward. So this really allows us to be able to kind of mix and match all of that, and then easily generate invoices with the right rates, right minimums, all that kind of stuff. So just making it super streamlined for customers helps us be successful, but also just being able to track that profitability is really important. What did I sell? Did I sell it at a certain margin? Are we executing it at the same margin?

So we’re talking about profitability. Yannick talked about visibility structure, right? And then, we have a lot of SIs on the line. What about scope creep? How do you deal with items where the scope starts to kind of grow out of what was originally agreed upon? So maybe some tips there, if you wouldn’t mind.

Yeah, I mean, for us, we are okay with, kind of wanting to do a change order in the middle of it. We’re getting much faster at producing those change orders. We love it when our clients increase our expected revenue. So whether our client has the budget and wants to go do more than what we originally expected, we’ll do a change order and just tag it on to one of these existing projects. We’ll kind of do a roadmap project, which I think you guys are also gonna talk about. So it depends on what they’re interested in, but we can either add on to an existing project we’ve already been managing, or we have the flexibility to sell a new project.

Awesome. And I think this is a good segue as well to go to kind of the portion of the showcase of what we can do. So that Klient Inception Series, the concept, it’s a customer success series, but also with insight on how we run our business at Klient. So we wanna showcase the customer billable project, but mainly the structure of how to properly structure those for success. So for customer success and for transparency.

But as you can see here, I have a list of all my projects. I’m logged in Klient, and I have my billing types for the projects we discussed. What we recommend in terms of project structure, it’s at the minimum to have those phases here listed, that are big kinds of buckets. So at the minimum to have those as tasks in your project. So you can have that granularity of tracking and logging time on those buckets, at least the minimum. And the other minimum, bare minimum, is to have milestones. So a list of key deliverables that you need to deliver with specific dates.

So let me just bring that Gantt version here. So you can add that Gantt chart and really dates that are easy to focus on and target for stakeholders. So as a business owner, as the customer, I don’t wanna track every 22 tasks that we have, but tracking four milestones for when we go live, when the bill is approved, this is totally manageable and something that we encourage all our customers to maintain. So having those dates and sharing those dates with the Salesforce AE, like I said as well, they love seeing where the project is going on the Salesforce side of things.

So this was a very bare-bone structure. Let me go in maybe into something that is more substantial with the custom development project here, where I have different layers. So first we can see we have subtasks and this one is based on, we’ve talked about billing types, but there’s methodology as well. So we can be more Agile, more waterfall, or in the hybrid just in case it’s a hybrid. And we have that level of detail.

And what do we wanna point out is how efficient and how powerful it is to have good descriptions.

Yeah, absolutely. We recommend putting these descriptions very clearly, right? You’re defining that task so that the customer has an understanding and expectation of what that task means, what that deliverable is. So transparency is the key to kind of eliminating scope creep. Because they have an understanding of what you’re gonna be doing. And we also recommend that these descriptions be customer-facing. So these should be pushed out to your SOW during that sales cycle. And that way you have alignment on what’s gonna be done and when it’s gonna be done.

And there are a few things you said Katie, when we were practicing and before, it’s about the structure and one platform. So this could be customer-facing, and really to create transparency during the sales cycle and during execution. But you can also have guidance for your internal team to make sure they follow the process. So when it’s a story like that, maybe you wanna make sure that they validate the requirements, that they will write a proposed solution and get it approved. So you can build a list of checklists to really guide your people.

So again, this is within our system, but any system could have that granularity of project structure and sub-level of detail. So this is what you need to make sure that you improve your quality because based on templates, you create more and more updates.

So this is kind of the high-level review that we wanted to give on the customer billable project templates. There’s a ton of other variety that we can look into. We have four others, where we’re gonna cover some of those aspects as well.

13:20 #2 Customer Roadmap Project

Ready for the second one, Sean?

Yeah. Customer roadmap project. So I like this because what this does is create pipelines for me, right? So you don’t want to put everything in a phase one because that’s not feasible. It’s gonna scare your customer. It’s gonna be a big bill. So the things that don’t fall into phase one, fall into next phases, and that becomes a pipeline project. I think it’s very important during the delivery phase that your consulting team starts to identify those right away. And I think we should kind of do that here on this call. What do you think?

Yeah? It’s really on the sell side. Sean, already during the sell cycle, you can identify a lot. Then during implementation with the consulting team, they will get a ton of wish list items, nice-to-have, some like Katie said, you can add in your existing project. Other bigger ones not related, you can, you should park them because when you’re gonna need more revenue, you need to go have a fallback plan to show exactly what your customer needed so you can position it better.

So yes, let’s do that. Let’s do a role play. But before we jump into the role play let me switch environment and come to a Saasinct account. So, in our environment, we do have Katie because we use Klient to run our business, right? So we have Katie in our system with our contact, with our opportunity, but we also have all the projects that she’s completed with us. So we truly have the 360 degrees of our customer in terms of the project side. And you can see that she followed the Academy and all is in green. She became a partner. And now we have that customer roadmap project that we also track. Those projects are created as soon as Katie became a customer of ours. So we created it automatically.

And this year, this is where the map, the role play comes in play. This is an empty document, with only sections, but we have suggestions for your team in this case, Sean, if you wanna run and define that roadmap planning for Katie to see how she’s gonna get even more customer success. And, I’ll be your sales engineer or your note taker, and I’ll build right here that project plan to see how easy it is to build those.

We’re calling it a role play, but this is for real, right? This is real. So Katie, you know, thanks very much for being a Klient partner, and being a Klient customer as well. Obviously you have a deployment of Klient. You’re using it, you’re leveraging various kinds of modules as you’re going forward. But, what does the future tech stack look like for Saasinct, right? Where are we? Where are we going next? So maybe you could start identifying areas in the business that you want to kind of start adding value.

Yeah, so we’ve already rolled out the projects. We do invoicing using Klient. We do a lot of pit pieces. Now that we have all that running, there are a few more features we’d love to roll out. So I think that one of the things we want to do a better job of is getting customer surveys. I know Klient might have that feature ready for me. So customer surveys, I wanna be able to send a survey out to my customer, get their feeling of what kind of a rating they’re gonna give me, and then submit that to my Salesforce partner portal so that I can get those CSAT ratings on my AppExchange. So using the survey feature would be one thing I’d be interested in, so that I can focus on that goal of getting some of those ratings.

Another one would be doing weekly budget updates for our clients. So like a status report, automated out of Klient would be great. We have all this data now in our projects that our project managers are tracking, and I’d love them to be able to just click a button and send the weekly status report. I know that’s also something you guys offer, so I just wanna look more at that feature and see if we can do that for our customers and save us some time manually pulling those slides together.

And the third thing I think we wanna do is build out some project templates. So you’re obviously showing us some project templates, but when we’re doing pre-sales activities, we have a number of offerings now that we’ve gone to market with. And so each of those offerings has a certain dollar value, certain estimates, a certain different set of tasks. So we’d like to set up templates for each of our offerings so that our sales team can kind of pull from those templates and limit the pre-sales time we’re spending on deals prior to closing them. So those would probably be the next things on our roadmap.

Awesome. Awesome. So we talked about surveys, we talked about status updates, and we talked about project templates, pre-sales templates. You know, give me a concept of priority, right? What’s the first thing you wanna work on? What’s the most, the next thing you wanna start out?

Something very relevant for us right now, I was just meeting about it yesterday actually. The project templates. So we are putting some new offerings on our website, and we wanna get that first project template so it’s repeatable and something that will help us continue to scale.

And what kind of timeline are we looking at for starting something like that?

As soon as I get back from vacation, so in a couple of weeks.

In a couple of weeks, okay. So let’s say mid-September.

Yeah. Okay. That sounds great. Thanks Yannick for building that out. And, this was a bit of a role play, but I think there’s some reality here, right?

And by the way, everything Katie did mention is available out-of-the-box. The purpose of all this, it’s not to show how fast I can type. It’s really to show you how easy it is. And it’s always something. You should always be doing it. Your consultants should always be tracking new ideas or wishlists of your customer because this is future revenue. It’s a lot easier to close with existing customers, new business on the service world, versus finding a new customer. So building that roadmap and not just relying on sales, really having the consultants, the teams, the project managers, even the developers logging ideas. Everybody should be involved, everybody in sales when you do this. We need more projects so this is a great way of doing it.

14:26 Klient Demo & Role Play (Customer Roadmap Project)

How are we doing on time? Pretty good? Non-billable customer support project. Why are we logging time against non-billable projects?

Just one second Yanick. I will say we’ve already answered a couple of questions, but there are some questions coming in. So if more come in, we can ask them now, or maybe at the end.

Yeah, I didn’t mention it. Please ask it. And we’re going good on time, so at the end, we’re gonna answer all the questions. I just wanna make sure we go through the five templates and project business recipes. And at the end, we’re gonna answer all the questions. We’re gonna have time then. Cool.

20:56 #3 Non-Billable Customer Support Project

Non-billable customer support project. So the concept here is, why do we need this? Why do you need this? As an SI, it seems to be more kind of a SaaS world thing, or just support. It’s true and not true. So at the end, it’s between paid engagement that you have holes, that maybe your project manager or your consultant are receiving questions from the customer. Sometimes it’s something that takes 2, 5, 10, 15 minutes to answer, and they will answer it for free because there is no engagement. But if you don’t do that and collect all those 15, it’s a lot of revenue that you’re leaving on the table, or it’s not a good offer that’s packaged for the customer too, so it’s important to restructure those requests from the customer, like those support cases, and properly manage them inside a project.

Because those are pure costs and if you don’t monitor them closely, it can be very expensive. And there’s a way that you can always figure out, the simplest way to answer support cases. But as a concept here, if I’m going back to Katie and Saasinct…

One other thing to add there is some of those questions become roadmap items that can add to revenue as well.

That’s exactly it. That’s the concept. When your case is coming in, you’re gonna find a solution to resolve a problem you might have with your service, but also you might find new business opportunities. So again, Katie, when you joined Klient, we’ve created automatically a non-billable support project. And in this project, it’s empty until you create cases. We use Salesforce cases for our support, for our omnichannel and everything. And every time there’s a case coming into our account on that non-billable support project, we create a relevant case. So this way you can come and log your hours to it, and we can see we use assignment and we use statuses to track it. But the key thing is that we want our people to log time so we can really measure the costs. And you can do this simply through this interface here.

But the beauty as well is that that interface, you can directly put it on your case object, so your support team can log their time directly through their case. They don’t necessarily need to come through that environment. So this is a really simple demo. There’s not a ton of structure here, but this is what has been working well for us. It’s to create a support project when you close a new customer, then create a case every time there’s one coming, and then logging hours to really measure the true costs, which is the purpose of this, right? The overall margin of our customer includes all billable and non-billable time so it’s important.

Any insights Sean?

Yeah, like we mentioned, you’re gonna get a good overall understanding of your margin because your consultant has a cost associated with it, and you wanna log that so you have an understanding of what that project margin is. But most importantly is you’re gonna get a lot of pipeline ideas from there, right? Support issues create opportunities for you to get closer to your customer and create revenue opportunities in some of those findings.

Here you can see there’s ‘gather feedback after case resolution’. So when you’re binding this through that project and that task, you can send that new survey you’re gonna build as well after a support case. So this way you can get your CSAT easily and see how’s the feeling because when you resolve a problem, it’s probably a good time to ask for an AppExchange review. So, tying it with that mechanism here really helps get those reviews out because we know it’s important for both SIs and ISVs to have good AppExchange reviews.

24:43 #4 Employee Recruiting & Onboarding Projects

So moving on to the next one. We’re going deep on the inception loop here. So it’s gonna be on the employee recruiting and onboarding project.

So Sean, why is it important, before we look at the detail with Katie, why is it important to have a project of recruiting and onboarding resources for an SI?

Speaking for myself, on day one, I knew who to go to for what, had a structured process that allowed me to kind of understand where the information was, where the buckets of information were, and what was expected of me in terms of knowledge gaps. And so, structuring that onboarding process allows you to get to that first billable hour, as fast as you can, on the consultant page. And really that requires structure and rigor. And also to be templatized.

And that full inception is that today we have a discussion with Katie about best practices on recruiting and onboarding, we’re gonna look at your own candidate record in KORG. This is our production environment of Salesforce, where we run our business. And the candidate is a Klient object. And this is where we capture everything during the interview process and the onboarding process before his 9, 30, 90-day probation period. And as you can see, here at the bottom, we have three projects. We have the candidate selection/recruiting project, we have the IT onboarding, so all the credentials that need to be generated and all the payroll stuff for the internal people before Sean gets in. And then we have the workforce onboarding. So from day 1 to day 90 or to his first billable hour, if he was a consultant or to his first sale for Sean, if he’s in sales. Or to his first demo as a sales engineer, this is the workforce onboarding.

So Katie, let’s look at how we structure it and then you can tell us what works well for you in terms of recruiting.

The mechanism I’ve been doing in recruiting with the team is pretty much the same for the past 12 years, in different environments, is that we have a structured way, which is always the same. And for us, it goes through those steps. So Sean went through an intro call, then he did a Battle Station Challenge, which is something on the Trailhead on the AppExchange that he has to do, and then record himself to show that he can express the business side of things and the technical side of things. Then we do a psychometric test. So we have that all structured process that we do all the time. So for us, this has been very key to our success, and that’s why we’re templatizing it adjusting the questions, adjusting the checklists, the descriptions, and logging all that information back.

So that’s why you can see, one system to rule them all. We have the notes, standard Salesforce notes, standard Salesforce files, but with all of Sean’s psychometric tests, videos, all the notes that we had so all this recorded in one system.

So, a first for you Sean, right? You had never seen that side of the business either?

No, and it makes complete sense to me. I always understood why we had offboarding projects. You wanna make sure you get people logged off of their systems and get their computers back and all. I always understood that part but honestly, and this is real stuff that he’s showing you, this is literally my candidacy profile. This helped me get accustomed to Klient, the way Klient does things, who does what here, where the information is, very very quickly, in a very structured way. I knew from the moment I started at 8:30 AM, what are the tasks I need to complete that day. So yes, it was very helpful.

So this is the recruiting. We’re gonna jump in onboarding in a sec. So Katie, on the recruiting side, any tip, or advice that help you get the right people for your team?

Actually, I just learned a whole lot from this, so I’m excited to take some of this. The Battle Station Challenge looks pretty cool. It’s something to add to our recruiting process but I think learned lessons for us is really having a recruiting process. You can spend a lot of time going down the path. Spending my time interviewing people that maybe aren’t the right fit. So we wanna be really organized in our recruiting process, so we’re maximizing everybody’s time. And then obviously investing in resources is a very expensive thing for us. So we wanna make sure we’ve kind of thoroughly vetted all of our candidates before they join the team. And so we found that having that process in place, especially for a small team where many of us are wearing multiple hats, where we can kind of share and team up on activities and finish them based on all of our skill sets. So I would say the process is the most important for recruiting, onboarding, offboarding, and tackling, kind of swarming things as a team to help finish it.

And then the other thing we’re doing right now is we’re building out more training materials. So because we’ve consolidated everything and Klient is the main use case for all of our users, and then we also use Slack, those two things are kind of the key to all of our teams. So we’re doing more role-based training as we onboard new people, so that project managers can get up to speed with how we run Klient, how we execute projects and get the tools and templates they need. And then, also kind of architects and technical people. So we’re kind of really focusing our training for each type of role that we’re hiring so that they can get onboarded and up and running with our best practices as quickly as possible.

25:48 Klient Demo (Employee Recruiting Project)

Exactly. And while you were talking, I was showing our onboarding project, or Sean’s onboarding project, and it’s exactly that. Like, what should I learn? I’m in sales, my track is a bit different, but the main track of learning the company, the codes of ethics, the values, the vision, all the same. So that’s why I think structuring it makes everything faster. We don’t see it here because Sean is in sales, and I decided to go with Sean for the demo, but when you look at the consultant one, we have a milestone that we track for the first hour billable and for the Salesforce certification admin, let’s say if it’s a project manager coming from the outside of Salesforce, we want them to become admin fast. So we have one of our resources, Francois-Pierre that did it in record time. So we track those because we want our people to be billable as bigger than 85% as soon as we can. So this is the milestone you need to track plus is he happy in the role? So that’s why also getting that structure for the first 90 days helps. After that, there’s a lot of other things that’s gonna help that new employee to be happy, but at least he’s gonna be definitely structured to learn your business and your practices.

30:47 Klient Demo (Employee Onboarding Project)

Exactly. And while you were talking, I was showing our onboarding project, or Sean’s onboarding project, and it’s exactly that. Like, what should I learn? I’m in sales, my track is a bit different, but the main track of learning the company, the codes of ethics, the values, the vision, all the same. So that’s why I think structuring it makes everything faster. We don’t see it here because Sean is in sales, and I decided to go with Sean for the demo, but when you look at the consultant one, we have a milestone that we track for the first hour billable and for the Salesforce certification admin, let’s say if it’s a project manager coming from the outside of Salesforce, we want them to become admin fast. So we have one of our resources, Francois-Pierre that did it in record time. So we track those because we want our people to be billable as bigger than 85% as soon as we can. So this is the milestone you need to track plus is he happy in the role? So that’s why also getting that structure for the first 90 days helps. After that, there’s a lot of other things that’s gonna help that new employee to be happy, but at least he’s gonna be definitely structured to learn your business and your practices.

32:09 #5 Pre-Sales Projects & Klient Demo

So we’re going to the last one. Sean, this is new, it’s not even released. This is a new thing we’re gonna start, right? We’re going deeper into the dream and the inception.

Yeah, absolutely. So up to this point, we talked about best practices for those common projects, right? These are what you should be doing, the best practices, but what we’re gonna talk about now is next practices, right? So how can we use the project management concepts for completing a sales cycle? So you may already be sharing your discovery notes with your customers. I do. So this is what I understood from our discussion, can you validate these notes that I’ve taken? But what about structuring the process and giving visibility into that sales process to the customer and actually involving them? Yanick, maybe you wanna show how we’re planning on doing this.

Yeah, exactly. So this is still in the work. I cannot show the real thing. While we still run this process all the time, now we’re restructuring it and we are exposing it, and we’re making sure that the customer collaborates during the pre-sales cycle. We are already collaborating with our customers through the community during the execution of a mandate. Now we wanna bring it even earlier in the process so the customer can already see our structure, can see his project. We can build his roadmap with him right from the get-go.

So from day one, Sean, moving forward, we’re gonna be sending credentials to our prospects, and they’re gonna have access to their pre-sales project, which we all have a certain flavor of. In the SI world, you have your ideal sales cycle that you want to follow, and you don’t want to deviate too much. This is ours. A full sales cycle up to a go-live can be as short as three months. For SI partners with a sales cycle of a month and a half. So this is our typical cycle that Sean will adjust with the customer. So that concept of having this project here and assigning the customer to some of the tasks will allow us to expose this into our Klient Customer Community. This is the overall one, where it’s gonna be a lot more streamlined just for the pre-sale cycle, but here you can see that we’ll expose that cycle where we stand, where we are, but we’re gonna also assign tasks like we saw. So the customer can come in here and can see that Sean asked me if we can do a proper demo of the platform that I submitted a statement of work, a work breakdown structure, an invoice. The customer can just come in here and upload it and even chat to Chatter directly to Sean because all this is within the sales experience, Salesforce Experience Cloud.

So that’s the beauty of having this. I wanted to show the checklist, but they’re not showing now. But even checklists will be shared with our customer.

So we’re managing engagement right off the start, right? We’re exposing his project, the milestones are his, Mr. Customer do you want to go live on this date? In order for you to go live on this date, we’re gonna do a reverse timeline. You’re already doing this, right? These are the things that need to happen. You can go live by this date. But I create that project plan, I expose it to him. Guess what? He starts using my tool right away in the beginning of that sales process. So he’s more familiar with it.

There’s the inception. The inception, it’s the dream within a dream. And to not confuse, this is the sales process that we will share and collaborate on. And this block here, it’s the implementation we will sell. This one is based on our standard Academy, which is a two-week thing that you can get rolled in Klient. Sometimes it would be a six-month project, that block here. And we would spin another project for this. We’ll not build that within this one, it would be another professional service project, starting from a template that we will generate. So this is really pre-sales. We’re gonna start experimenting with this.

So Katie, do you have any comments? This one is out there so we’ll tell you the results in the next episode, but what are your thoughts so far? Would that be useful?

Yeah. I mean, the sales process is a science. It’s just a checklist. That really is what we do in sales. So I love the idea of being able to teach other salespeople that it is a process. And especially when I’m co-selling with Salesforce, I’m typically trying to line up very quickly with their sales process. So being able to kind of get through that scoping, that discovery, and getting those proposals turned around, the more organized we are and again the more I can pull in other people to help me expedite those sales processes… I like this. I think this would be really helpful.

I wanna say this is a great way to hold your account, your prospect, accountable to the milestones they set, and the dates they set, right? Awesome, awesome. This is not relying on emails, this is the actual project you’re interacting with. So that’s what I like about it.

So this was number five. I will tell you how it goes when we start experimenting with it but for now, Salesforce partners on the line, it’s time for you to live the dream so you can become a role model and also run your project in Salesforce, with the Klient PSA.

37:38 Special Klient Offer & Conclusion

And Sean, what’s that special offer you advertised before? This is an incredible offer, an opportunity for you to start using Klient, right? Remember this email address, [email protected], essentially I want you to reach out to me, I’m the one who’s gonna receive that. You’re gonna get two free lifetime licenses, so it’s not a one-year thing. I wanted to do that but Yanick said no, it’s a lifetime thing for two licenses. We’re gonna give you five project templates via our marketplace so that you can get started using that right away. And one of those spinners that they use in the inception, so that will be mailed to you via snail mail, just go ahead and reach out to me and we’ll be happy to talk about that. Of course, Saasinct is available for your deployment services.

Thanks so much Katie for attending this webinar as well. Do we have any more questions to take online? I’m seeing a lot of comments here.

Yes, we do have time. But first I would like to thank you Katie, before we jump into the questions, thank you very much for being here with us and showing those insights. And Sean, thank you for being a good growth agent throughout this episode. We’ll come back with episode two, which is gonna be about how to deliver a product. We’re gonna have our product development team talking about how we manage our sprints and development stories, and ideas coming from our customers. This is gonna be the topic of episode two.

Available soon