Solution Consulting – October 2023 Update
Hi All,
What a way to end the week! The Solution Consulting team have been hard at it, with the release of the new Advanced Spring release snapshots, new demonstration scripts, new Consensus content, and to cap off a busy month, holding a webinar on the Digital Transformation Resources available.
Environments
The Solution Consulting Team is pleased to announce the release of the MYOB Advanced Spring Release (2023.108.100.5419) snapshots, which are available now for download via the Partner Self-Service Portal. Along with feature updates, Projects data has been refreshed, with some project-specific tasks and timecards. Sales Demo AU, Sales Demo NZ, Payroll AU and Payroll NZ have all had their data updated to October 2023. See the Release Notes and our snapshot change logs (via PSS) for more details.
Please Note that your site’s build must match the snapshots build to use this Spring release Snapshot.
We are excited to add a brand-new demo script to our collective: Wholesale Distribution which provides a helpful overview covering two demo workflows: ‘Quote to Cash’ and ‘Procure to Pay’.
The Field Services script has also been updated to include an additional workflow: ‘Projects to Field Services’.
Consensus
Our Q3 Consensus video release has been uploaded and is ready for use!
Product | Title | Included in DemoBoard |
MYOB Advanced | Purchase Requests & Requisitions | AUS MYOB Advanced Business - Introduction |
MYOB Advanced Construction | Mobile App | AUS MYOB Advanced Business - Construction - Introduction |
MYOB Advanced | Customer Portal | AUS MYOB Advanced Business - Introduction |
MYOB Advanced | Marketing Campaigns | AUS MYOB Advanced Business - Distribution - Introduction |
We’ve also created a new Standard DemoBoard combining existing content for Finance only. The new DemoBoard is titled ‘MYOB Advanced Business - Finance – Introduction’ and includes the below videos:
Title |
MYOB Advanced Business - CFO Overview |
MYOB Advanced Business - Journal Transactions |
MYOB Advanced Business - Accounts Receivable |
MYOB Advanced Business - Debtor Management |
MYOB Advanced Business - Accounts Payable |
MYOB Advanced Business - Banking |
MYOB Advanced Business - Tax Management |
MYOB Advanced Business - Fixed Assets |
MYOB Advanced Business - Inter-company |
Velixo Reporting |
Partner Solution Consulting
The Exo Employer Services (ES) retirement announcements are driving engagement with Exo customers towards digital transformation, both from a payroll & ERP perspective. Exo customers expect MYOB teams to understand the platforms they are considering moving from and to, given they are under the MYOB umbrella. This includes the strengths & weaknesses of both platforms. Tools have been developed to inform our teams and enable them to speak confidently with our Exo customers, to provide them with a compelling experience. Partners may have already developed similar materials within your own business, but MYOB are sharing the resources developed internally to perhaps supplement partner’s own tools. A webinar was held on Thursday 19th of October covering these materials. If you missed, the recording along with all previous Solution Consulting Webinars can be found on PRC. Just search for ‘Solution Consulting’.
The Information Gathering Guide has replaced the Qualification Guide. This is now available on PRC and the Qualification Guide has been removed. When requesting SC resources, please populate all details for the required vertical in the Information Gathering Guide and provide alongside the Phoenix ID with your email to screquests@myob.com.
Tip and Tricks
Want to increase your Consensus view rate by up to 43%? A personal intro video or PIV, allows you to add a personalised greeting on top of the DemoBoard you’re sending your customers. Giving you a way to introduce yourself, advise the customer what to expect and what to do with the DemoBoard itself. Looking at the Consensus data we’ve obtained since launching early 2022 and that of all the Consensus Customer base, we’ve seen the View Rate increase from 36% to 79% when a PIV is used, giving a 43% increase and stakeholder discovery also increasing 10-fold. So please watch this 5-minute video which covers the benefits of using a PIV, how to create a PIV and lastly tips and tricks you can use when creating your own.
Personal Intro Video Best Practices
Contact Us:
Solution Consulting Requests/Assistance/Feedback - screquests@myob.com – Include Phoenix Opportunity ID and Information Gathering Document (available on PRC, search for “Information”)
Consensus Requests/Assistance/Feedback - consensusteam@myob.com
Demo Snapshot Requests/Feedback – scenvironment@myob.com
That’s all for this month from the Enterprise Industries Solution Consulting team.
Cheers,
Callum and Veenu