Objectives / Challenges:
JMP software and associated licenses are difficult for some groups and organizations to administer and measure usage. Customers have requested less cumbersome ways to identify which employees are using the JMP software. Sales teams often have to “true-up” with customers when the total number of annual licenses in use exceeds what has been paid for or defined by contract. License management does not always fall within the IT organization. More often license management is with department managers or scientist and engineers with little or no experience with Windows deployment tools or even less insight when it comes to active directory groups and permissions. Marketing is unable to communicate directly with user to alert them of events due to incomplete or limited contacts and data privacy rules. Together, with an integrated suite of tools the IT department, Analytic JMPers, Student JMPers and managed JMPers, as well as, JMP support, JMP Sales and Marketing can all participate in the understanding, management and usage of their software investments.
Pain Points Addressed:
- JMP License administrator has running totals of consumed licenses for each SAS licensed product and 3rd party products
- Individual employee goals can be featured on Dashboards accessible through standard out-of-the-box reports from within JMP Live
- Message center conveys important information between employees within a company with icons to articulate the type of message including updated features, announcement, system level alert, new product features
- Billing console provides current view into payments received, pending and next due date with options for forecasting similar to AWS billing
- Communication and cadences from JMP to customer can be handled
- Customer can request enhancements through wishlist which directly integrates with both the community wishlist and internal DEFECTS system
- JMP marketing events can be pushed directly to event dashboard from SFDC as viewed through personal calendar icon
- JMP event registrations can be pushed directly to each registered JMP user through the JMP registration framework represented by the clipboard icon
- Individual and summary metrics can be made available as standard reports through JMP Live
- Department and company metrics can be accessed through standard out-of-the-box reports from within JMP Live
- Training and guided sections provides training managers and individuals options to customize the learning pathways or to emphasize specific content pieces.
Goals:
Development and packaging of a suite of tools to assist various roles within an organization and outside of the organization, such as, IT and JMPers, and trainers to be more productive and analytic minded. Tools to manage, visualize and ensure the full value of their software investment is realized. License registration, i.e., token linked to product would allow for unique registered users to be viewed in console. JMP sales and marketing teams benefit immediately with the capability to communicate directly with customers. Direct marketing ensures we continue to partner with IT and JMPers throughout each company, across territories and around the world. Console would allow interested parties to see upcoming schedule in advance of event. Mechanisms to integrate directly with SFDC to capture event registration data, or provide timely cadences with Velocity workflows. By providing telemetry dashboards users can monitor their continued development with JMP, as well as, assess shortcomings. Shortcomings can overcome through professional training (SAS Education), free online training, or internally company specific developed course offerings.
What it could be: Two-Way Communications Portal
- Command attention between customer and JMP
- Communicate to employees
- Configure systems and access
- Extend reach of JMP Live beyond reporting and publishing
- A complete solution to help with overhead of deployment and managing JMP software
- Integrated workflow and cost management tools to understand and improve software usage
- Ability to create and view upcoming JMP events
- Ability to create JMP registration pages with bidirectional support to SFDC
- Create event topic surveys
- Create JMP Wish list items that populate DEFECTS and wish list on community.jmp.com
- Create announcements
- System wide messages
- Join meeting event
- Request SAS / JMP training
- Request Sales contact
Possible Tool Suite Functionality:
- Developer Tools
- HTTP request test environment, similar to Postman and Toad
- Built-in JMP Connector Management support for a variety of databases
- Historian OLEDB
- OSI PI
- Derby / JavaDB
- DynamoDB
- Firebird
- Amazon Redshift
- Lithium
- Google Analytics
- Social ( Youtube, Facebook, and Twitter )
- FrontBase
- HSQLDB
- Informix
- MySQL
- OpenBase
- Oracle
- PostgreSQL
- Salesforce
- SimpleDB
- SQLite
- SQL Server
- Sybase Adaptive Server Enterprise, and Sybase SQL Anywhere
- Connect to any database that supports JDBC or ODBC such as Access and Teradata where a JMP connector is not available via API data source mapper
- Built-in templates for various data wrangling and visual workflows
- Security Administration
- DB Access
- File Access
- JMP Connector management
- User management
- Add-in management
- License Administration
- By version
- By product
- By Site
- By department
- By country
- Billing / Usage Benefits
- Company
- Department
- Individual
- Product
- Budgeting / Forecasting
4. Code Manager
- JSL script check-in
- Add-in management
- Formula Depot
- Workflow templates
5. Analytics ( Out of box via JMP Live Templates )
- Company usage by year to date
- Company Usage by month
- Company Usage by day
- Usage by department year to date
- Usage by department by month
- Usage by department by day
- Individual usage by year to date
- Individual Usage by month
- Individual Usage by day
- Platform telemetry
- Real-time monitoring of usage ( # of users online, current platforms, current add-ins, current connectors )
6. Learning Curriculum
- Module administration
- Module usage metrics
- Suggest new training based on platform usage
Competitors / Products
Screen Mockup
JC3 mockupJC3 mockupJC3 mockup
User Stories by Persona: Who needs what from JC3
JMP License Administrator
As a JMP license administrator I want to know how many users have registered the software so I can plan budget and deployment resources appropriately.
[ Requested by Micron, Western Digital, Roche Molecular Systems, Inc, Zymergen Inc, others ]
As a JMP license administrator I want to know how many site licenses exist in my company so I can forecast better.
[ Requested by NVIDIA Corp, XILINIX Inc, and others ]
As a JMP license administrator I want to be able to see a report for each product we license that would show usage by various time dimensions, such as, weekly, monthly, quarterly, and yearly to plan for training.
As a JMP license administrator I want to be able to view my contract or contacts for each product we license to help with forecasting of budgets and resource allocation.
[ Requested by Sunpower Corp, Marvell Semiconductor Inc. and others ]
As a JMP license administrator I would like to be notified when existing annual licenses consumed have reached 50%, 75%, and 95% so I can plan accordingly.
As a JMP license administrator I would like to automatically upgrade my user count by pressing a button to contact my sales representative directly.
[ Tesla Motors Inc, Nanometrics Inc, and others ]
As a JMP license administrator I would like to know how many trial licenses have been downloaded and installed to ensure we have the right software installed for each department.
[ AMAT, Clorox Services Co, Portola Pharmaceuticals Inc, and others ]
As a JMP license administrator I would like to be able to transfer licenses from one employee to another without having to create a new contract or contacting my sales representative.
[ Requested by almost every company ]
As a JMP license administrator I want to send an alert to all registered users that a new software version is available as of a particular date.
As a JMP license administrator I would like to be able to receive the ESD letter and update my license file directly without having to go through the SAS software download manager.
Customer
As a customer I want to be made aware of upcoming in-person JMP events near my company location so that I may attend.
As a customer I want to be made aware of upcoming web-based JMP events related to the JMP Platforms I designate so that I can perform my job better.
As a customer I would like to have training recommended based on my style of learning, such as, in-person, web-based or self-paced videos in order to improve my JMP skills.
As a customer I would like to be able to request technical support directly from within the software rather then creating a separate request.
As a customer I would like to be able to submit crash reports more easily to help improve the quality of the JMP software.
As a customer I would like the ability to submit feature requests from within the software and have them automatically populated to the JMP Wish list so that other may upvote them without me from having to go into another application to enter the new feature request.
As a customer I want to be able to track my JMP usage by platform so i can set yearly goals with my boss based on time spent learning new platforms or using existing platforms.
IT Manager
As an IT manager I would like to be able to configure from within one location database connections to specific data sources so that employees can access company approved repositories.
As an IT manager I would like to avoid installing individual ODBC drivers on each user desktop in order to pull data into JMP from our internal databases to minimize deployment overhead.
As a University IT manager I want to be able to see enrollment by semester for each course by a specific professor to ensure deployments are prioritized appropriately.
Developer
As a developer I would like to be able to test HTTP requests directly from within the software in a similar fashion to Postman or database queries like Toad so I don’t have to leave JMP.
As a developer in my company I would like the ability to manage add-ins, and have code versioning available from within the JMP software.
Training Manager
As the employee training manager I would like to be alerted to specific platforms that are being used by scientists and engineers in my company so I can provide proper training.
[ Micron, P&G?, and others ]
As the employee training manager I would like to be able to register employees to specific training courses or learning pathways from one central location.
Marketing
As a JMP marketing employee I would like to notify customers of specific JMP Product releases so that they are aware of the latest features.
As a JMP marketing employee I would like to notify customers of specific in-person events that will be near their work location geographically so that they may attend if so inclined.
As a JMP marketing employee I would like to alert customers of specific discounts available for in-person events such as, Discovery Summit so that they might attend the event.
As a JMP marketing employee I would like to notify customers in a particular discipline or platform area of expertise which events and resources are available to them without having to send them non-essential or irrelevant information.
Customer Care
As a Customer Care employee I would like to be able to handle registration for specific JMP branded events automatically within the system to save time.
As a Customer Care employee I would like the event registration data to be linked directly to SFDC.
As a Customer Care employee I would like to thank attendees of recent JMP branded event for attending the event in an automated way on a predefined cadence.
As a Customer Care employee I would like to be able to on-board new customers with specific tasks at specific time intervals.
As a Customer Care employee I would like to be able to have any customer entered wish list items be added directly to the DEFECTS system in order to avoid entering items into multiple systems.
As a Customer Care employee I would like to be able to provide appropriate learning content to the customer based on their preferred learning style.
As a Customer Care employee I would like to be able to provide appropriate learning content to the customer based on their areas of expertise or platform usage.
As a Customer Care employee I would like to be able to receive product feedback or frustrations with available resources in a timely manner in order to be ahead of issues.
As a Customer Care employee I would like to be able to notify employees and customers that software updates and software upgrades are available for each product that they license.
Sales
As a Sales employee I would like to know how many seats of a particular product are in my territory, that is, I would like to know that splits are handled appropriately without having to call customer or an internal rep to clarify where the users are located.
As a Sale employee I would like to be able to notify customers in my territory when I will be near their office to offer support and answer questions.
As a Sales employee I would like to be notified when existing annual licenses consumed have reached 50%, 75%, and 95% so I can plan accordingly.
As a Sales employee I would like to know when employees at a company in my territory have not used the software after a particular length of time so that I might reach out to them directly.
Procurement
As the procurement representative at my company I would like to be able to viewing billing information, such as, purchase orders, products, user counts and departments so that I can budget and forecast appropriately.
[ Requested by Universities, Micron, and others ]
Development Management
As a development manager I would like to be able to communicate with a user related to specific crashes in order to clarify or gather additional details that might not otherwise be available from the anonymous crash reporter.
