Admin - Offerings

Overview

Offerings are the services we sell to our clients. They are grouped by Offering Category, and are made up of Offering Outcomes.

Permissions

As a user with Offering permissions, you will be able to Create, View, Edit and Delete Offerings from the Portal.

If you have the required permissions you can access Offerings from the Administration Menu, under Offerings.

Create an Offering

Creating a new Offering is as simple as clicking on Offering in the Administration Menu and then clicking the + Add Offering button.

Here you will be asked to name the new Offering and assign it to an Offering Category.

In order to fully provision your new Offering you should edit the Offering to define the remaining properties.

Edit an Offering

To edit an Offering, select Offering from the Administration Menu and simply click on the Offering to be taken to the page for that Offering.

You can edit information in the following sections:

• Info
• Outcomes
• Problem / Outcomes
• Resources

Info

The Info section allows you to edit the following details:

• Name
• Title
• Permitted reviewers
• Zippy scooter line
  • You know how
  • We
• Grunt test
  • Grunt line
  • The situation
  • What we will do
  • Why life will be better after our service
• Quick story
  • What is the external problem
  • What happens if we ignore the problem
  • What will we do to solve the external problem
  • What does life look life after the problem is solved
• Scenario
  • The character
  • The scenario
  • A bit of salt
  • The villain
• Meets a guide
  • Value points
  • Call to action
  • Expressions of empathy
  • Indicators of authority
  • Step plan

Simply click the field, you wish to edit, change the details and click the green tick to complete.

Outcomes

Outcomes are used to help group various Components and their associated resources. There may be one or more Outcomes associated with an Offering. Each Outcome is a description of what the Client wants to get out of their engagement with us.

In the Outcomes section you can perform many actions.

Add an Offering Outcome

You can add an Offering Outcome to the Offering by clicking the + Add Offering Outcome button in the top right of the page. You will be asked to add a description of the Outcome. Click the Confirm button to create the Outcome.

Reorder Outcomes

You can reorder Outcomes by hitting the up or down arrows to the left of the Outcome ID in the table. This will move the Outcome up or down the list one place.

Edit Outcome Description

You can edit the description for an outcome by clicking the pencil icon. Once you have made your changes, click the green tick to save the change.

Transfer an Outcome to a different Offering

You can transfer an Outcome to a different Offering. Click the Transfer button to the right of the Outcome and then select a new Offering to move the Outcome to.

This may have unintended consequences, so be careful!

Remove an Outcome

You can remove an Outcome by clicking the Remove button to the right of the Outcome description. You can only remove outcomes with no associated Components.

View Offering Components

Click the down arrow to view the Components associated with this Offering.

Much like for the Outcome itself, you are also able to:

• Reorder Components via the up and down arrows to the left of the Component description.
• Transfer the Component to a different Offering Outcome.
• Delete the Component via the Remove button.
• Add a Component via the + Add Component button, this time located at the end of the list of Components for the Outcome. You will be shown a list of all Component Templates and will be able to select and deselect the Component Templates that are relevant.

Each Component added to the Offering Outcome is able to be edited directly from the Outcomes view. You can edit the Component Title, Estimated Units, Budget, Law Area and Law Sub Area from here as well. This will not affect other Outcomes or Offerings that use the same Component Template.

View Budget for Outcome

The total Budget and Estimated Units for all Components assigned to the Outcome are displayed to the right of the Outcome description.

Problem / Outcome

Problems / Outcomes section consists of all the problems and their respective Outcomes (solutions) with respect to an Offering.

It consists of followings sections

• External Problems / Outcomes
• Internal Problems / Outcomes
• Philosophical Problems / Outcomes

Edit a Problem and Outcome pair

You can edit an already created Problem and Outcome pair, by clicking on the field, making the change and clicking the green tick to confirm the change.

Add a Problem and Outcome pair

You can Add a new Problem and Outcome pair by going to the end of the list, adding the details and clicking the + Save button to save the pair.

Delete a Problem Outcome pair

You can delete a Problem and Outcome pair by clicking the ellipsis beside the pair and selecting Delete.

Resources

The Resources page will capture all resources required to learn about an Offering and to deliver an Outcome to a Client. Resources added to the Offering from this page will appear on the left, whilst Resources added to Components associated with any of the Offering Outcomes will appear on the right.

Add a Resource

You can add a Resource by clicking any one of the following buttons at the top of the table, and selecting the item from the list of Resources.

• + Syntaq Form
• + Urls
• + Documents

Remove a Resource

You can remove a Resource from the Offering by clicking the ellipsis beside the Resource and selecting Delete.

Merge Offerings

As Offerings are tightly interwoven with our metrics and metadata, we don't allow them to be deleted unless they have not yet been associated with a Matter. However we can merge one Offering into another. Simply click the + Merge Offering button in the top right of the Offerings page.

Select the Offering you want to merge (Old Offering) and the Offering you want to merge it into (New Offering). This will assign Matters associated with the old Offering to the New Offering, and add the Outcomes and Components for the Old Offering to the New Offering.

All other data related to the Old Offering will be lost so don't do this lightly!