LSM Resources

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Implementations

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  1. Sales Force pipeline

    Stalk clients about to sign!

  2. Project Status Dashboard

    Update each Wednesday by EOD

  3. Launch Calendar

    All launches must be entered here & approved by IMPL

  4. Integrations Capacity Planning

    All integrations must be slotted here

  5. Source of Truth

    Jiff product package offerings. See SOW for indiv. customer details.

  6. Early Access test script & email templates

Challenges

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  1. Keynote Deck for Configurable Challenge Templates
  2. Mocks for OOO Templates
  3. Survey Monkey

    Create end user challenge surveys // username: customerteam@jiff.com // pw: ctjiff!

Onboarding

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  1. CSM/LSM bootCAMP doc

    Process guide and in depth source of knowledge for how to CSM/LSM

Incentives

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  1. Budget Model

Playbooks

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  1. Worksheets (customer to fill out)

    For filling in Content Center, Benefits Resources, Homestream cards, Events, Notifications

  2. Playbook Folder

    Playbook templates (Nav, TWB, LP, Challenges) & all customer living PB's

  3. PB Worksheets (for customer to fill out)

    Worksheets for: Benefit Resources, Content Center, Homestream, Events, and Notifications

MarCom

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  1. Email - Process & Rules of the Road

    Follow this process to request ALL e-mails. Contains links to needed request docs.

  2. Content Library

    E-mail & FAQ templates for Nav launch, enrollment instructions, & Challenges

  3. Marketing Collateral Toolkit

    Contains marcom examples to send to customers. You MUST block customer specific info (name & token)

Design

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  1. Design Trello

    Board to request ALL design assets

  2. Icons: Reward Center
  3. Icons: Benefit Resources
  4. Images: Homestream & Content Center
  5. Jiff Branding Guidelines

    Send to Customers if they are creating their own marcom materials for Jiff

Reporting

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  1. Standard Tax Report

    Quarterly tax files in a standard report, per SOW. Some customers have negotiated more frequent file

  2. Tableau Server

    username: tableau_general // pass: jiff+castlight // MUST BE ON JIFF/CSTL VPN

  3. Customer Analytics Tracker

    Source of truth for all customer custom reporting specs

Product

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  1. System generated notifications
  2. Product Documentation
  3. Standard Homestream card library

Marketplace

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  1. RC Catalog

    All available item choices here. You can send this to customers.

  2. RC Global Catalog

    If RC item is here, you do not need to request it. Just enter it in the Playbook.

  3. RC Item Request Process

    New launches: Only for requesting items that are not in the Global Catalog.

  4. Partner & Marketplace Resources

    Resources/FAQ for Jiff Store, Rewards Center, and Partner Programs

Admin

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  1. Jiff Whitelisting

    Always up to date. Send this version to your Customers instead of an old doc you downloaded.

Partner Program Integrations

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  1. Partner & Marketplace Resources

    Resources/FAQ for Jiff Store, Rewards Center, and Partner Programs

  2. Partnership Source of Truth

    Specs, mocks, and other documentation for partner programs. Don't see something? E-mail esummerville

  3. Partner Contacts & Demos

    If your customer wants to try out a PSP to understand it, you can share these demos with them.

  4. Partner Program Documentation Folder

Custom Program Integrations

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  1. Config Doc Templates

    For consumer, custom, & education config doc templates. Ask INT lead for Partner program docs

  2. Custom Integrations Questionnaire

    Fill this out with client before custom integration kick-off with vendor & send to Maryum

  3. Program Configuration Process 20160923 - Google Docs

    Note: This process is outdated but instructions have not been updated yet

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