Company Overview

Use the Company Overview tab in Account Profile to capture organizational context that can help explain timing, planning, and adoption decisions.

The organization details area appears under the organization header. If any of the organization details need to change, contact Success Navigator Support from the Help menu by selecting Contact Technical Support.

Note:

The organization details area appears under the organization name header and is not editable. To request a change, open the Help menu and select Contact Technical Support under Support & Feedback.

Investigate Company Overview Insights

Use Company Overview to understand the business context that may affect planning and adoption.

• What dates matter? Review Critical Dates.
• What recurring work matters? Review Critical Processes.
• Who supports this account? Review the Customer Success Manager list.
• What else may affect timing or planning? Review Company Overview together with Subscriptions, Production Profile, and Adoption.

Access Company Overview

To access the Company Overview tab in Account Profile:

1. Open Account Profile.
2. Select Company Overview.

Review Company Overview

To review Company Overview in the Company Overview tab in Account Profile:

• Review the organization details area under the organization header.
• Review Critical Dates to see whether any important dates are defined.
• Review Critical Processes to see whether any recurring business processes are defined.
• Select the edit icons to update dates or processes when needed.

Organize Company Context

Use Company Overview to capture information that helps provide context for other Account Profile tabs.

• Critical Dates: Add single dates or date ranges that matter to your company.
• Critical Processes: Add recurring processes that happen on a regular schedule. Select how often a process occurs, such as daily, weekly, monthly, quarterly, or annually.

Add Critical Dates

To add a critical date or date range in the Company Overview tab in Account Profile:

1. In Critical Dates, select Edit
   
   
   
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2. Select Add date.
3. Enter a name for the date.
4. Enter an optional description.
5. Select a start date.
6. Select an end date, if needed.
7. Select Add date.
8. Select Save.

Add Critical Processes

To add a critical process in the Company Overview tab in Account Profile:

1. In Critical Processes, select Edit
   
   
   
   .
2. Select Add process.
3. Enter a name for the process.
4. Enter an optional description.
5. Select a frequency.
6. Select Add process.
7. Select Save.

Account Profile Context

Use Company Overview with the other tabs in Account Profile to build a more complete picture of the organization.

• Subscriptions shows what is available.
• Production Profile shows what is implemented.
• Adoption shows how implemented products are being used.

Next Steps

Use Company Overview to keep important dates and recurring business processes current. Then review Subscriptions, Production Profile, and Adoption to understand how organizational context may affect availability, implementation, and usage.