Platform Overview
High-level details about the platform. Benefits of the platform and why users should use it.
Project Access/Account Structure
Project access is granted via Salesforce (for Client Principals, Client Managers, Engagement Principals, and Engagement Managers) or the Workday Resource Plan. Users can ONLY access projects they are specifically granted access to *Link to Adding Team members** The Ryan logo - in the top corner of the platform - will always bring you to your Account dashboard, where you can see a high level view of everything going on in your selected account.
The Ryan.com Client Platform will manage all active projects with Ryan from the platform's launch and onward. Projects that were inactive prior to the platform's launch will not be loaded into the platform. However, if an active project is closed in Salesforce it will be available to Ryan and client users in a read-only state. In this way, Ryan.com will become a historical record of every current and past project the user has had with Ryan from launch day onward.
Project Publishing
For client users to view and manage their projects in the platform, a Ryan Management must publish that project for clients to view. Before a project is published, the Ryan team has the opportunity to load any contracts or files, update savings data, and make sure their team is in order. This way the client can have accurate and relevant project data from the first time they view the project. The goal of Ryan.com is to be transparent to the client and to give them as close to real-time data as possible.
Clients cannot view a project (or any of its data) until it has been published by a Ryan user. A user can publish a project from that project’s Overview page. Currently, the only users that have permission to publish a project to a client are the Client Principal or Client Manager of the account the project is under, as well as the Engagement Principal or Engagement Manager for the project. Those four users will be responsible for ensuring that their projects are ready for clients before publishing via the Readiness Checklist.
It is the responsibility of the Ryan teams to ensure that their projects are client-ready before publishing. Engagement Mangers will be required to have 5 of their projects reviewed by the CX team prior to publishing. This will ensure engagement managers, have dedicated time with their CX Partner to ask any questions before the project is launched to clients.
Profile
As a Ryan employee, you cannot change any contact information from the platform itself, that information is housed within Workday. However, if you have any client users on your projects, you can update their contact information from the platform and that change will be reflected in Salesforce. You can also change your SSO login straight from the portal!
Best Practices
Requesting Sensitive Date? **BP** SUBJECT TO CHANGE
- In the description part of your DR’s include a disclaimer to your clients that all sensitive data should be password protected, and the password shared with only the users that need access to the details-
It is a best practice to update savings data for your projects within 24 hours of changes to ensure our clients have the most up-to-date information.
Readiness Checklist:
Everything you need to make sure your Projects are Client Ready!
ESSENTIALS ☐ Update Project Kick off and Estimated End (if not pre-populated from RPM) ☐ Update Contract Name, Executed Date and Publish ☐ Add current Project Savings ☐ Verify Invoices are accurate SUGGESTED ☐ Update Project Details ☐ Add any Project Learnings ☐ Add any outstanding Data Requests ☐ Add Project Files ☐ Add Tasks ☐ Add significant Project Milestones
ADMINISTRATIVE ☐ Confirm Project Team is accurate ☐ Verify Ryan Team Member visibility ☐ Add Necessary Clients through a New User Request ☐ All EA’s need to have their roles updated within the platform MGMT - CRM UPDATES- ALICIA? ☐ Close all inactive projects in CRM ☐ Select Primary Project to be displayed in the platform if multiple engagement codes exist ☐ Tie any existing clients to accurate Projects within CRM PROPERTY POINT ENGAGEMENTS - MORGAN? ☐ Review current Contract Terms in PropertyPoint to confirm the correct engagement code is populated ☐ Add Contract Terms in PropertyPoint for all tax years with Appeal Savings ☐ Toggle on Sync with ryan.com in the Project’s PropertyPoint Company Settings