Transcript
to be talking about UBI, that is Unified Billing Intake. I'm going to just quickly cover a couple of things before handing over to Prabhu and Netravati for the main demonstration and Q&A. So product office hours, just very quickly, it's our chance to show to you what we have been releasing recently, or what are some best practices and kind of how-to guides for using Connectwise products that you can take away and use to help you and your business. And it's a chance for you to give us feedback and ask us questions. As I say, there will be a Q&A, so please do get involved. It's very, very helpful to us to know what are you wondering about, what are you thinking and feeling about what you're seeing, what would you like to see? So please do make use of that. And the way to do it is you should see here in GoToWebinar a questions option. Please put your questions in there. Don't use the live chat. Questions is much better because it all stays nicely organized where we can answer the questions and also anything we don't get to or anything you ask us to follow up on, we are able to kind of see and follow that up after the live broadcast. And in case you're wondering, this is being recorded. You will be sent a recording automatically because you signed up, and it will also be added to YouTube. And I'll come back just very quickly at the end and share a QR code you can follow to get to that YouTube channel. Any problems, you can just put that into questions. I'll look out for anything to do with the broadcast itself or the overall product office hours. And then I'll leave the subject of today to Prabhu and Netravasi to answer. So with that, here's the main topic. So Prabhu, please go ahead. Yep. Thanks, Evan. Hello, everyone. It's good to see you all here. I'm going to talk about two exciting features that we have recently launched in UBI. These are quite powerful features that will help you the way you build your customers. It's going to make it much, much easier for you, right? So the first one is the agreement mapping by vendor, and the second one is the one-to-many product mapping. So I'll give you a bit of context, and then we're going to see how it actually works in the system. So I'm going to log in and show you those features in action. So starting with the agreement mapping by vendor. So this is a feature where you can now send all of your product usage details to a specific agreement by vendor. So earlier, UBI only allowed you to push the product usage based on the company. So if you have a customer, you can send all of your usage to a particular agreement, or if you have a site, you can send all of that usage to a particular agreement, right? Now we also have opened up the ability for you to push all of the usage of a particular vendor, for example, Microsoft, into an agreement, right? And what this really translates to is that you will be able to generate invoices by vendor. So that's how it is helpful to you, right? The second one is our one-to-many product mapping. This is a feature that allows you to replicate the product usage and create an additional line item on your invoices so that you can also build your customers on added services, for example, right? So just to give you an example, again, going back to Microsoft Office 365, right, where you can create the usage data that is coming in from Microsoft for your given client. You can replicate that and maybe add an installation services that you would like to add or a maintenance services that you would like to add, right? So the original usage gets replicated into two or three entries as you wish, and that is what is shown on the invoice, and you can add your own pricing to that service and charge your customers on that value-added service that you provide from your site. So these are the two features. Let me quickly jump into the system and show you how these actually work. I'm going to share my screen. Okay, I think I've shared. Are you all able to see my screen, Netra or Iben, can you confirm? Yes. For some reason, I don't see my full screen, so I'll have to re-share again. Okay, Netra, can you confirm my screen is visible? Okay, perfect. Okay, so Unified Billing Intake is part of the Azure platform. And on the left navigation, you can see it under Finance. Once I go to UPI. Let me just walk you through end-to-end. So here is an example that I've taken, which is for the CDW vendor. And AV Builders is my sample company over here. So I have created some usage for the vendor CDW. And AV Builder is my company. And if you see here, the products are Proofpoint Adaptive, Email DLP, and Proofpoint Capture. So these are the two products I need to charge my customer, which is AV Builder. And this is being provided by CDW. So I have the usage with me. I'll quickly go and do the vendor-client mapping first, and then I'll do the PSA and agreement mapping. So these are the mappings that are required for me to tell the system that which usage has to go into which PSA company and into which PSA agreement. So I'll start with mapping the vendor clients first for AV Builder. So this is my Azure company. I need to map it to my vendor-client company. And this is my vendor-client company. I save that. So with this, I'm done with my vendor-client mapping. Then I go to PSA and agreement mapping, which is the next step here. I map my Azure company and site to a PSA company and PSA corresponding PSA agreement. And this is where the magic happens, right? So this is where the agreement by vendor can be achieved. So earlier, we only gave you option to map up Azure company to a PSA company and the corresponding PSA agreement. So I'll go ahead and do that. So in this case, I'm going to have a master agreement. So let me first select the vendor. Or the company. There was an extra space there. Yep, so this is my AV Builder. And under that, there are multiple vendors. So I want to do a mapping by CDW. So what I'm going to do is I'm going to overwrite the agreements that I have, the master agreement that I have for all of my other clients. And I'm going to just change it for CDW only. So here you can see that I have mapped a different agreement only for CDW, which is AV Builder agreement for CDW. For all my other vendors, I have it as the master agreement. So all my users from other vendors will go into the master agreement. And my usage for CDW only will go into the agreement that has specifically created for CDW. So I've done the mapping already over here. And this is how the sync to PSA would take place. Before I go to the product mapping, I would like to show you how the agreements look like on the PSA today. So I have three agreements for my company, which is AV Builders. One is agreement for Wyscorp. That's another vendor agreement for CDW. This is the targeted agreement that I am focused on. And I have a generic master agreement, which applies to all of the other vendors. So if you go and check this agreement out, there are no additions created yet. So this is what the UBI will do. So as of now, no additions created. Let's go back to UBI and finish the rest of the steps and perform the PSSA. And then come back to manage and see how UBI has created those additions on the agreement for you to generate your invoices. So the next step here is the product mapping. And for product mapping, I'm going to locate my product. So for CDW vendor, there are two products as highlighted earlier, Proofpoint Adaptive Email DLP and Proofpoint Capture. So I'm going to map it to my corresponding PSA products that I've already created on the product catalog on PSA. So I'm going to map them with my vendor products. So starting with the Adaptive, Proofpoint Adaptive. So there are three products that I've created on the PSA site. So I'm going to map the first one, which is Proofpoint Adaptive. And click on save. Next, I'm similarly going to map the Proofpoint Capture. So select this. And this is done. So this is where I would like to introduce the next feature, which was one-to-many product mapping. This allows, as I said, you to replicate your product usage into additional line items on your invoice. So let's assume here that for Proofpoint Adaptive Email DLP, you also want to add your additional value added services because you provided some additional services for this to be installed and all of that. So to do that, I am going to click on this little icon over here. And that allows me to add another product from the PSA product catalog. So I've already created a product, which is the Proofpoint Adaptive Services. And I would like to add this to my invoice as well for that vendor usage. So I select that and add it. So that's where you will see now for Proofpoint Capture, there is one product. But for Proofpoint Adaptive, there are two products that I have listed. So the usage from this particular product would go into both of these PSA products. And this will show up as two line items on my additions and ultimately on my invoice. So let's go to the next step, which is the PSA sync. Now I've done all my mappings. I'm ready to sync this usage into PSA agreement. So this is how you do it. Go to PSA sync. You have an option to do it automatically or for the demo sake, I'm going to do it manually here. So I have the PSA sync button. I click on that button. And since I'm only interested in AV builders, I'm going to only perform the sync for AV builders for now. So I select the company and I click on PSA sync. And this would initiate a PSA sync to my managed agreements. And I can, okay, I think there are some issues over here. Let me just do that again. This is a test account, so a lot of people keep testing and there may be some errors that have occurred. Okay, so the PSA sync has been initiated already and there's a feature for you to monitor the sync. So I go to monitor sync to see what is the progress on my sync. So here you can see for AV builders, this is the most recent sync that just started a few seconds ago and it is in progress. So I'm going to refresh the screen. It takes a couple of seconds for the sync to complete. And you can see that the sync has been completed for my AV builder agreement for CDW. For the master agreement, it has failed because there was no mapping done. So since there was no mapping, the agreement, the sync could not happen. But for my CDW agreement, it is success. And when you double click on this line, you can actually see which are those three usage records that have gone into the agreement. So you can see it in UBI here. And as you can see for adaptive email proof point, there are two entries that have come in, both with the same quantity, but different price, which gets picked up from the product catalog. So now let's go and see how this looks like on the managed agreements. So I'm going to go back to the AV builder agreement for CDW and I'm going to refresh my screen. So as you can see, there are three additions that have been added by UBI, two for proof point adaptive. One is for the license. The other one is for the value added services that you provided. And the third one is for the proof point capture license. So when I go into these, let me click on this and get in to the addition. So here you can see that the serial number starts with UBI. So this is how you know that this has been created by UBI. When UBI creates the addition for the first time, it picks up the price and cost from the product catalog. However, any consecutive syncs that you perform here onwards would only update the quantity and not the price and cost. So this would remain the same. So this is how you can perform, you know, two actions that we did. One was just to recap here, right? So one was for the agreement mapping by vendor, which you did on the screen, PSA and agreement mapping. So here you have the liberty to map your agreements at three levels. One is the company level, the site level and also the vendor level. So that was feature number one that allows you to divert all of your usage into respective agreements. And secondly, on the one to many product mapping. So on this green product mapping screen, you were able to replicate the usage of one product into multiple products so that you can add your own services or any other cost that you've incurred to be added to your client's invoice. So. I hope this was useful. And. Yeah, feel free to put in questions on the chat while Nathan is answering those. And you can also catch up offline if you would like to understand more about these features. Are there any questions that. We would like to showcase since we have some time over here. Yeah, so there are questions on can this be accessed by old PSA that is classic PSA, right? So there are two one. So I've answered the can integration classic PSA can be done, but to access UBI, Asia should be provisioned. That is right. Yeah. So you need to have the Asia provisions to you to be able to access UBI. As I mentioned, UBI is part of the Asia platform and UBI is free of cost. I mean, there is no additional expenses for you to use UBI. If you have the PSA standard or premium package, which most of you already have. So you can reach out to us. You can reach out to support or your PSNs if you don't have the access to the Asia platform. And as soon as you get access to Asia platform, you will get UBI access by default. Any other questions? Can you map one vendor product to several products in PSA catalog? That's the one one too many product mapping. So maybe they're asking more on that. Can you map one vendor product to several products in PSA catalog? Yeah, absolutely. So that's exactly what I showed when we did the. Product mapping. So I'll just quickly go back to that. So to map one vendor product to multiple PSA product on the screen, you can go to product mapping and click on this little icon. For the first time, when you add a second product and from there onwards, you can click on this. So, for example, I'll just show that once again, since we have time. So if you want to add one more PSA product to this profile capture, which is a vendor product. I click on this icon here and it shows me a list of all of the products from PSA product catalog. So. I can search whatever I want to add and then click on save. That is how you can add more than one PSA product to a vendor product. In fact, I can add a third product, fourth product. There is no limit. And when you generate the invoice, that is how it would show up. So if you if I go back to manage on the addition, you can see that it replicates. Those products and when you generate an invoice, it would come as a. Line item on your invoice. So let me do that as well. So here is the invoice. There is another one related to Excel. Do you have a way to build? Let's mark MPS, which uses monthly Excel file that lists how much each printer use that is emailed to us. So there is a question. It is for uploading the file of other vendors. So they're asking they have a vendor which sends them an email of Excel file. So can we do that? Yeah, absolutely. So you as we speak, we are expanding to more and more vendors, which means that we are having the integrations so that the users can automatically come in. So today, all of the ConnectWise core products and some of the other third party vendor products which have been purchased through ConnectWise will show up automatically on the client usage details page here. So that is available. But yeah, there are a lot of vendors with whom we don't have an integration. If you want to, you know, sync that usage to your agreements, then we have an option to upload that. So you'll have to bring in that usage in a CSV or an Excel format from your vendor. Come over here into UBI and upload that using this stack. So for the first time when you upload it, you will have to create a template because every Excel from the vendors, different vendors would be in a different format. So once you create the template and upload the CSV file, that data shows up here on the client usage detail. And you can follow the same steps that I showed you for company mapping, product mapping, and then you can ultimately go and sync it. And that is how it will get synced on to the agreement. So we do have an option to bring the usage from outside and upload that here into UBI. OK, there's one more. How does price or cost get updated as an agreement will often be created from a sales order or opportunity conversion, which will often be different price and cost from the product catalog? Yeah, a good question there. So there are a couple of options that we have. I know it's not a robust solution as of now. We are working on it. But as I mentioned, when UBI creates an addition for the first time. It has to pick up something. It has to take some value for price and cost. So it picks it up from the product catalog. So whatever value you would have on your PSA product, that is what gets picked up for the first time. And if you wish, one option is that if you have custom pricing, I'm sure most of you would have custom pricing for different clients. You can come to the addition and directly update the price and cost over here itself. And UBI will not touch that. So next time when the sync is performed, UBI will only update the quantity and your custom price is preserved on the addition. So that's one way for you to control or update your prices. We are also trying ways to see if we can get the cost and price from the vendor. So in the usage detail, we are working on this feature where we would want to bring the price and cost from the vendor through this usage data. And allow you to add a margin to it, a step up margin. And then that is synced onto the price and cost over here onto the addition. So that feature is in design phase as we speak. And we would like to introduce that so that the moment the vendor changes the price. And if you have a fixed margin of, let's say, 10 percent, that would just continue. And you don't have to go and update every time the vendor changes the price on their site. You don't have to come and update it on the addition again and again. So that's a feature that's going to come up in the future. How do I map multiple sites to one company? Multiple sites to a company. If I have understood that correctly, I think that is when you create your clients. So you create your companies and under the companies you can create your site. So that is how it gets linked. I mean, there is no provision or there is no need for you to link a site to a company in UBI. I mean, UBI adopts to what you create on the Azure here. So if you see here on the mappings, the company mapping, we are talking about Azure companies and Azure sites. These are nothing but the same one that you create over here on the client companies section on the platform. Can we sync this with Pax8? That is where we get most of our pricing from. Sync it with Pax8. I'm assuming you're saying that you would want to bring in the usage data from Pax8 and use UBI to sync your usage into ConnectWise PSA. If that's the case. Yeah. As I mentioned, as of now, we don't have an integration with Pax8. So there is no automated way to bring in the usage from Pax8 into UBI today, but you can always use this upload feature. So if you can go to Pax8, download the usage and come and upload it over here, then you will be able to automate the rest of the steps through UBI. And there's one more which says any options now are on the road map to report on a vendor line items not being synced or in moist. So if you understand this correctly, are they talking of marking them not believable or not charged or like completely do not sync? Yeah. So I understand this in two ways. One is if you're saying that you would like to know whether a particular usage got synced or not, then you have an option in monitor sync to come and check that out. Like for every company, for every agreement, you will be able to see what is the status. So whether your record got successfully synced or not. And if it's a success, you can double click on this record. And it tells you whether that particular usage for that product got synced or not. So you can actually check it over here in UBI itself. I hope that is what you were asking for. The other way to understand this question is like, is your question that, you know, if I don't want to sync a particular company or a site, then I have an option here because, you know, there could be valid reasons why you may not want to sync a particular company for this month. In that case, you can come to the company settings. So under settings, there is a company setting. And you can select the company which you don't want to sync for various reasons. And you can go and disable the PSSync over here. Any more questions? Yeah, one last question. Which vendors are available for sync on release in Grum ShareWeb? So currently we have automated only ConnectWise vendors. For any third party vendors, you have to use the upload file. That is right. Yep. You'll have to use the upload file. But as we speak, as I mentioned, we are in talks with Accient, Proofpoint, Pax8 and a few others to see if we can integrate with them and bring in the user's data automatically. So over the course of next year, you will see a lot more vendor integrations which will bring in all that user's data into UBI. Yep. Any other questions? If not, then I would like to pass the cursor back to Eben for closing. I think it looks like Jim's got one more. Although it's about Pax8, maybe it's the one you already answered. Of course, as I mentioned beginning, we can also email people afterwards if there's anything left over. OK, I'm just going to take back the screen share for two minutes before we finish. So we do have a ConnectWise YouTube channel and all of the product office hours are uploaded to a playlist there. You can get there through this QR code that's on the screen right now, or you can simply go to YouTube and look up ConnectWise. As well as the product office hours, we put our other webinars there. There are explainer videos and content about our in-person events like IT Nation Connect. And we have one more session coming up this year. So next week, December 10th, we'll be looking at project management. So that's inside of PSA and they're going to be showing you the customized work plan and how you can set that up to get more tailored views of the project work plan. So please do sign up. Another QR code on screen for you there. And you can always find all of the upcoming events, product office hours, webinars and others. If you go to ConnectWise University, if you look in resources there, there's a calendar so you can always come back to there and find them. And from January, we're going to move these sessions one hour later. So we start at, I think it's 10, right? Yeah, so we start at 10 US Eastern currently. We're going to start doing them at 11. So if you're in Mountain or Pacific, it should be more doable for you to come to these. That's it. Thank you, everyone.
