Solutions Directory Training Guide

Transcription

1 Table of Contents Solutions Directory Training Guide Advance Your Business with the Solutions Directory... 2 Solutions Directory Categories... 2 How to Login... 3 Solutions Editor Role... 3 Maintaining Your Content... 3 Manage Company Description / Website URL / Logo... 3 Uploading Complete IoT Solutions and Intel IoT Market Ready Solutions... 4 Adding Solutions... 4 Adding Formulas... 7 Solution Approval Process... 9 Editing Current Solutions and Formulas... 9 Review Queue Add a News Story Manage Company News Feed Web Analytics Translations Entering Your Own Translated Data Editing Your Data That Has Been Translated... 12

2 Advance Your Business with the Solutions Directory The Solutions Directory is a comprehensive online product guide to Intel s partner products and solutions. As today s world grows more dynamic and fast-paced, the Solutions Directory offers a range of possibilities to help expand your business. The Solutions Directory enables searching based on market segment, product type, and company, delivering results in multiple languages. Developers, engineers, business/it professionals, and Intel Sales can find ready-to-go solutions or foundational components to build their own innovative solutions. This online marketplace connects you to customers by passing requests to you for followup as well as linking customers to online ordering. Solutions Directory Categories The Solutions Directory is built to house any product, solution, or service that support Intel Technology. The current list of solution categories includes: Hardware Components o Backplanes & Chassis o Hardware Tools o Boards o Memory o Complementary Silicon o Sensors Services o Hardware Design o Training o Service Providers o Software Services o Value Added Distributors o Systems Integration o Hardware Compatibility Testing Software Components o Application Software o Analytics o Device Management o Firmware and Operating Systems o Cloud Services o Protocol Adapters o Software Tools o Connectivity Services o Security Software Systems o Digital Security & Surveillance o Network Appliance o Storage o IoT Gateways o Interactive Whiteboard o Vehicle Computer o Digital Signage o Other Rack Mount o Tablet o High Performance Computing o Kiosk o Intelligent Vending o Industrial Computer o Panel PC o Development Kit o All-in-One o Personal Computer o Point of Sale Complete IoT Solutions

3 How to Login 1. Using an Internet browser, open 2. Click Login. 3. Enter Username and Password and click Sign In. Solutions Editor Role Although all users accessing the Solutions Directory will have view capabilities, only contacts with the role of Solutions Editor have edit capabilities. Primary and Admin Contacts can manage roles for themselves and also other users in their company see Profile Management Training Guide for more information. To find who your Primary Contact is, go to intel.com/solutionsalliance and log into the Member Resource Center; your Primary Contact will be listed in the middle of your dashboard. To view your assigned role(s), click on the Manage your profile link on the right side of the dashboard. If you have the Solutions Editor Role but do not see the Manager Directory Content link in the top navigation bar upon login, contact support at Maintaining Your Content You and your colleagues with the assigned role of Solutions Directory Editor have the ability to add or edit products, services, solutions, and other information for your company in the directory from the Solutions Directory Management Interface, accessible when you are logged in and click on Manage Directory Content in the top navigation bar. Manage Company Description / Website URL / Logo Company description is a key way to tell your potential customers about your company. It is important to manage your company description because that information is viewable throughout the Solutions Directory, to include your company page, linked in Member Roster and from each of your products. Members Resource Center, click Manage Company Description/Website URL.

4 2. Select the language from the drop down menu. 3. Edit Company description. 4. Edit Company website URL. 5. Upload Company logo. 6. Choose one of three publishing options described below: a. Click Save to submit your changes for review. b. Click Preview to review and edit your listing if desired before submitting however your changes will not be saved in Preview mode. c. Click View Changes to show a side by side comparison view of the original and changes 7. Company Name and Company Address are not editable from the Solutions Directory. To edit this information, go to My Intel Profile Management or contact support at intel.communications.alliance.admin@intel.com. NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and could take up to 5 business days. Uploading Complete IoT Solutions and Intel IoT Market Ready Solutions Complete IoT Solutions are end to end IoT solutions that are truly ready for market deployments. o When posting these solutions, select Complete IoT Solutions as the solution category. Intel IoT Market Ready Solutions are Complete IoT solutions that also satisfy Intel s review process considering solution readiness elements, including availability for purchase, published marketing collateral, commercial market deployment, and a documented support model. They were submitted for Intel review and are available through partners within the IoT ecosystem. See link for additional information o When posting these approved solutions, select Intel IoT Market Ready Solutions characteristic. To upload either Complete IoT Solutions or Intel IoT Market Ready Solutions to the Solutions Directory, create one of the new entry types below: Solutions: Most common template for products, services, and systems entry and can qualify as Complete IoT Solutions or Intel IoT Market Ready Solutions. Formulas: A recipe for adding individual components and services even from more than one company to build a full system or an end-to-end solution and can only qualify as Complete IoT Solutions. Adding Solutions In the left hand navigation of the Members Resource Center, click Add a Solution. Five key entry tabs Solution Information, Solution Details, Categories, Characteristics, and Intel Review are available for categorizing your company s solution. Required fields are marked with a red star (*) which you must fill out before being able to move on to the next tab.

5 1. In the Solution Information tab, select the appropriate language from the drop down menu. NOTE: If you submit the solution title in English after it is approved it will be translated into simplified Chinese and Japanese. If it is not submitted in English, it will be translated into English before it is reviewed. 2. Type in the unique title for your product. For best results, include key information about the product, such as form factor, in the product name. 3. Select Content Type(s), which will drive the relevancy of Categories in the next step. a. Client: Select this content type if you are selling the Solution to customers outside of communications, embedded or IoT market segments. The customer could be a business or a consumer and the Solution is a product or service for the broad market. For example, if you are selling a notebook or an all-in-one to a school, please select this Content Type. b. Server: Select this content type if you are selling the Solution to customers outside of communications, embedded or IoT market segments. The customer would usually be a business and the Solution is a server or service for servers for the broad market. For example, if you are selling a generic server to a bank, please select this Content Type. c. Embedded IoT: Select this Content Type if you are an Alliance member and this Solution is applicable to communications, embedded or IoT market segments. This is the most common Content Type. 4. Choose your View Option. If you want to restrict your listing to be viewed by Intel only and not be visible to the public, select the Intel Only Content. 5. In the Solutions Details tab, add up to 4 product images. At least one image required for each product listing and must be png, gif, jpg, or jpeg files that are less than 2MB. Click Choose File to upload the required image of your solution. 6. Add a detailed description of the product by typing it into the Description area, or paste text from a Microsoft Word document. 7. Provide a URL to the product web page on your company s website. NOTE: Make sure to link directly to the page which describes this item, not to your homepage. Also, use only one entry in the Solutions Directory per web page.

6 8. Additional product information listed below is recommended but not required: a. Datasheet b. Product Brief: Title; URL c. Additional Resources: Title; URL d. Price: Price per Unit; Price per 100 Units; Price per 1000 Units e. Order Unit URL. NOTE: If available, enter the URL for customers to order your solution online. This link may be to your company s website or a thirdparty website, like a distributor. 9. In the Categories tab, select one key category for your product. Content Types and Categories will drive the relevancy of Characteristics in the next step. If your solution is a Complete IoT Solution, select the Complete IoT Solutions option. For storage and services categories, select as many subcategories as apply. Use the expandable menus and submenus to navigate through the menu hierarchy. NOTE: For example, a key category for your product could be either a mini-itx board or an industrial computer. It can be one or the other, but not both. 10. In the Characteristics tab, select all of the product characteristics that apply to your product. If your solution has been pre-approved as an Intel IoT Market Ready Solution, select the Intel IoT Market Ready Solutions checkbox. Required characteristic groups include: geographic locations in which the product or service is available and the market segments. Click the characteristic group titles on the page to expand selections or use Expand All, Collapse All, and Reset shortcut buttons. 11. When your submission is complete, click Save to submit your solution for review and approval. NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and could take up to 5 business days.

7 Adding Formulas In the left hand navigation of the Members Resource Center, click Add a Formula. Three key entry tabs Formula Information, Formula Details, and Categories are available for categorizing your company s formula. Required fields are marked with a red star (*) which you must fill out before being able to move on to the next tab. 1. In the Formula Information tab, select the language for your Formula in the drop down menu. 2. Type in the unique title for your Formula. 3. Add each component that is included in your formula: a. Enter a Component Type (i.e., Display). Add a component name that s used for that component type. For products listed within the Solutions Directory, type the title of the product, and choose it from the auto-generated list. For components not listed in the Solutions Directory, type the name of the product. b. Add additional Component Categories by clicking Add another component option. c. For multiple options of a component type, click Add another item to include one or additional component options within that type. d. Repeat entry until all components within the formula are included. 4. Choose your View Option. If you want to restrict your listing to be viewed by Intel only and not be visible to the public, select the Intel Only Content. 5. In the Formula Details tab, browse for a product image. 6. Add a detailed description of the product by typing it into the Description area, or paste text from a Microsoft Word document. 7. If appropriate, in the Systems Integrator area, enter a system integrator to be listed for support of this formula. Click Add another item to add additional companies.

8 8. If a Bill of Materials is available for your formula, add the document using the Choose File button then click Upload. 9. Add Geographic Locations where this formula is available. 10. Add relevant Market Segments 11. If your solution has been pre-approved as an Intel IoT Market Ready Solution, select the Intel IoT Market Ready Solutions checkbox. 12. When selecting Market Segments, include all segments and sub-categories that apply to your formula. 13. If there are additional documents or resources for the formula, under Formula Resources, add a title and a URL link to the resource online. To add more than one resource, click Add another item. 14. In the Categories tab, select one key category for your formula. If your solution is a Complete IoT Solution, select the Complete IoT Solutions button. NOTE: For storage and services categories, select as many subcategories as apply. 12. When your submission is complete, click Save to submit your solution for review and approval. To review a solution listing prior to submission, click Preview. This will allow you to review and edit your listing if desired before submitting for inclusion in the Solutions Directory however your Solution will not be saved in Preview mode. NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and could take up to 5 business days.

9 Solution Approval Process Submitted solutions, products, and formulas are reviewed by Intel before posting. You may be contacted during this review period with qualifying questions about your entry. NOTE: Your submission must be reviewed and approved by Intel before it is posted to Intel.com and could take up to 5 business days. Editing Current Solutions and Formulas You and your colleagues who have the assigned role of Solutions Directory Editor have permissions to edit or remove current products listed by your company. Members Resource Center, click Manage Solutions or Manage Formulas. 2. Select the Language first and apply it so you can edit the version with the preferred language. 3. Find the solution or formula you would like to edit by scrolling through solutions or filtering based on the current state of the product, or searching by keyword. Then click Edit on the listing you would like to modify. 4. Update solution information as required and choose Save to submit for Intel review and approval. 5. Click Delete to remove from the Solutions Directory.

10 Review Queue You and your colleagues who have the assigned role of Solutions Directory Editor have permissions to review the status of solutions or formulas. Members Resource Center, click Review Queue. 2. Six navigation tabs allow you to view the status of your Solutions and Formulas (please disregard the Pending FSE/FAE Approval and Approved by FSE/FAE tabs as they are not relevant to your Review Queue): a. Draft: This tab will show entries that have been Saved. b. Update Required: This tab will show entries that an Intel Field Sales Engineer or Field Automations Engineer has determined requires updates before approval. i. To respond to an update required requested by an Intel admin, click the Update Required tab then the Intel Review link in the left hand navigation. c. Rejected: This tab will show entries that an Intel Field Sales Engineer or Field Automations Engineer has not approved. d. Published: This tab will show entries that have been approved. 3. Find the solution or formula you would like to edit by scrolling through solutions or filtering based on the current state of the product, or searching by keyword. To edit, click the Pencil icon on the listing you would like to modify. 4. Update solution information as required and choose Save to submit for Intel review and approval.

11 Add a News Story Ability to add news stories, case studies, and white papers to appear alongside your company and solutions postings on the Solutions Directory. Members Resource Center, click Add a News Story. 2. Select Language of your entry of your news story. 3. Add Title of your news item. 4. Upload an image with the browse button if you would like to include. 5. Add a description, abstract, or the content of your news story into the body text box. 6. If you would like to include a link to your news item, use the Call to Action title and URL area. 7. Choose one of two publishing options described below: a. Click Save to submit your changes for review. b. Click Preview to review and edit your listing if desired before submitting however your changes will not be saved in Preview mode. Manage Company News Feed Members Resource Center, click Manage Company News Feed. 2. Add title and your company s news feed URL. 3. Choose one of two publishing options described below: a. Click Save to submit your changes for review. b. Click Preview to review and edit your listing if desired before submitting however your changes will not be saved in Preview mode. Web Analytics Solutions Directory Editors can view web analytics metrics, such as page and product views, button, contact, and link clicks. Members Resource Center, click Web Analytics. 2. Select Start Date and End Date.

12 Translations The Solutions Directory is used by embedded engineers, developers, and business/it professionals all over the world. To ensure global audience readability, Solutions Directory listings will be translated into English, Simplified Chinese, and Japanese. NOTE: You can choose to add additional languages after your solution is approved. The product and formula information you enter for the Directory follows the translation workflow noted below. After your product listing is approved, it is submitted for translation. Translation takes about two weeks after your product listing is approved. Your approved product posting will appear live to all users in the initial language submitted until the translated versions are posted in the other available languages. Entering Your Own Translated Data After you submit your initial product or formula, Solutions Directory Editors can then choose to enter the data in other languages supported by the tool if you have the translations available. Members Resource Center, click Manage Solutions or Manage Formulas. 2. Select the Language first and apply it so you can edit the version with the preferred language. 3. Find the solution or formula you would like to edit by scrolling through solutions or filtering based on the current state of the product, or searching by keyword. Then click Edit on the listing you would like to modify. 4. Click the Translate tab. 5. Click the Add Translation link respective to the language for which you want to add a translation. 6. Proceed to add all translated content into the editable fields. 7. Then click the Save button. Editing Your Data That Has Been Translated After your product or formula information has been translated following our automated process, Solutions Directory Editors can edit and modify the translations. Members Resource Center, click Manage Solutions or Manage Formulas. 2. Select the Language first and apply it so you can edit the version with the preferred language. 3. Find the solution or formula you would like to edit by scrolling through solutions or filtering based on the current state of the product, or searching by keyword. Then click Edit on the listing you would like to modify. 4. Click the Translate tab. 5. Click the Edit link respective to the language for which you want to edit a translation. 6. Proceed to edit all translated content into the editable fields then click the Save button.