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What are the best practices for creating a partner portal that provides value to your partners?

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A partner portal is a web-based platform that allows you to communicate, collaborate, and share resources with your external partners, such as resellers, distributors, agents, or consultants. A well-designed partner portal can help you attract, onboard, train, support, and reward your partners, as well as monitor their performance and feedback. But how do you create a partner portal that provides value to your partners and enhances your partnership strategy? Here are some best practices to consider.

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Aldo Cardoso Macri

Cria??o de Valor | Governan?a | Sucess?o | Conselho | Empresas Familiares | ESG | Consultoria | Gest?o | Finan?as

1 Define your goals and metrics

Before you start building your partner portal, you need to have a clear vision of what you want to achieve with it and how you will measure its success. What are the main objectives of your partner program? How will you align them with your partners' goals and motivations? What are the key performance indicators (KPIs) that you will track and report on? How will you use data and analytics to optimize your portal and your partner relationships? Having a well-defined strategy and a roadmap will help you design a partner portal that supports your goals and metrics.

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Aldo Cardoso Macri

Cria??o de Valor | Governan?a | Sucess?o | Conselho | Empresas Familiares | ESG | Consultoria | Gest?o | Finan?as
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Na empresa onde atuei e que possuía o modelo de partnership, o portal dos sócios reunia mais informa??es relacionadas aos ingressos dos sócios, além de informa??es de cadastro e extratos diversos de benefícios e documenta??o como o próprio contrato de partnership vigente, estatutos etc. Os KPIs e métricas de desempenho eram consolidados em outros portais da empresa, os quais traziam dados relacionados ao desempenho geral, por centros de custos/lucros, unidades de negócio e desempenho individual. Cada vez mais as métricas de avalia??o de desempenho incluíam métricas de gera??o de negócios entre BUs, uma vez que era um ambiente com muitas áreas de sobreposi??o, o que gerava competi??o entre áreas, diminuindo a colabora??o entre times/sócios.

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Lakshya Choubey

Core Tech Consultant
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Not only defining the all the KPIs, but differentiating which KPIs be utilized for internal growth and improvements and which critical KPIs will be made visible to the partners for their growth and improvements what will be frequency tracking, monitoring and reporting of these KPIs is another aspect to take care off

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2 Choose the right platform and tools

When selecting the best platform and tools for your partner portal, you can either build your own custom portal or use a ready-made solution that offers partner portal features. Factors to consider include the size, type, and diversity of your partner network, the level of customization and integration you need, the budget and resources available, and the security and compliance requirements to meet. Additionally, you should prioritize a platform and tools that offer scalability, flexibility, reliability, support, updates, as well as a good user experience and usability.

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Aldo Cardoso Macri

Cria??o de Valor | Governan?a | Sucess?o | Conselho | Empresas Familiares | ESG | Consultoria | Gest?o | Finan?as
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O portal dos sócios fora desenvolvido internamente pela empresa. A avalia??o de desempenho individual e dos times era via sistema de mercado de Avalia??o de Desempenho, com algumas vis?es consolidadas via BI e vis?es criadas internamente.

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3 Provide relevant and engaging content

The primary purpose of your partner portal is to provide your partners with the content they need to understand your products or services, market and sell them effectively, and solve any issues or challenges they face. To achieve this, you should make sure that your content is relevant, engaging, and up-to-date. Possible types of content you can add to your partner portal are product or service information such as features, benefits, pricing, and FAQs; marketing and sales materials like brochures, presentations, case studies, and testimonials; training and certification programs like courses, webinars, quizzes, and badges; support and feedback channels like forums, chatbots, tickets, and surveys; as well as incentives and rewards such as commissions, discounts, bonuses, and recognition. Additionally, it is wise to segment and personalize the content based on your partners' profiles, preferences, and behaviors. Furthermore, multimedia formats like videos, podcasts, and infographics can make the content more appealing and interactive.

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4 Foster collaboration and communication

Fostering collaboration and communication between you and your partners, as well as among them, is a key function of your partner portal. To create a sense of community and trust, you can enhance partner engagement and loyalty while facilitating knowledge sharing and problem solving. You can do this by creating forums, groups, and chats for partners to exchange ideas, tips, and best practices. Additionally, hosting events such as webinars, workshops, and meetups allows partners to network and learn from each other and experts. Encouraging user-generated content such as blogs, podcasts, and reviews allows partners to showcase their expertise and success stories. Providing feedback and recognition such as ratings, comments, and awards allows partners to appreciate each other's contributions. Furthermore, communicating regularly with your partners through newsletters, updates, alerts, and soliciting their input and suggestions helps build trust.

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Aldo Cardoso Macri

Cria??o de Valor | Governan?a | Sucess?o | Conselho | Empresas Familiares | ESG | Consultoria | Gest?o | Finan?as
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Em um cenário com muitos sócios, cada um responsável por um servi?o ou grupo de servi?os, é primeiramente necessário trabalhar a Governan?a e estrutura de decis?o. Tínhamos 6 sócios que eram responsáveis pelas decis?es estratégicas das empresa e os demais sócios, responsáveis pela execu??o e gest?o das áreas e times. Tínhamos reuni?es trimestrais de resultados com todos os sócios - presencial antes da pandemia e online pós pandemia. Dentro das BUs individuais o acompanhamento de resultados se dava mensalmente. Diversos treinamentos técnicos e para fomentar a cultura eram realizados de forma ampla no nível organiza??o e também no nível de BUs.

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5 Optimize your user interface and user experience

Finally, to make your partner portal easy, intuitive, and enjoyable to use, you should optimize its user interface and user experience. Doing this can improve partner satisfaction and retention, as well as reduce your support costs and errors. When optimizing your partner portal, consider the navigation and layout, design and branding, functionality and performance, accessibility and usability. Make sure to follow the web content accessibility guidelines (WCAG) and test and improve your portal with user feedback. Additionally, monitor and analyze user behavior and preferences with heatmaps, click maps, and surveys to further enhance your portal and partner experience.

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Paul Kennard

Sales | Marketing | Sales Enablement
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To optimize a partner web portal's UI and UX: 1. Intuitive Design: Create a clear, easy-to-navigate interface. 2. Consistent Branding: Use familiar branding elements for trust. 3. Responsive Design: Ensure functionality across all devices. 4. Personalization: Offer custom dashboards and tailored experiences. 5. Logical Content Organization: Arrange information clearly with efficient search options. 6. User Feedback: Continuously integrate user insights for improvements. 7. Performance Optimization: Focus on quick load times and smooth interactions. 8. Security and Privacy: Emphasize robust security measures and data privacy. These practices enhance usability, engagement, and satisfaction in a partner web portal.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best practices for creating a partner portal that provides value to your partners?

1

2

3

4

5

6

1 Define your goals and metrics

2 Choose the right platform and tools

3 Provide relevant and engaging content

4 Foster collaboration and communication

5 Optimize your user interface and user experience

6 Here’s what else to consider

Partnerships

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What are the best practices for creating a partner portal that provides value to your partners?

1

2

3

4

5

6

1 Define your goals and metrics

2 Choose the right platform and tools

3 Provide relevant and engaging content

4 Foster collaboration and communication

5 Optimize your user interface and user experience

6 Here’s what else to consider

Partnerships

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