Success Plan / Snapshot 2.0 Export Capabilities

Hi Sierra,

Thanks a lot for the feedback. Glad that you are excited about Success Snapshots. The capabilities you have mentioned are quite valid and we will consider them for further enhancements.

In the first version of Success Snapshots 2.0 that we released we did not include any special support Success Plans yet. We wanted to put the product in customer's hands as early as possible to get some feedback on the overall concept. That being said we will soon build the support for supporting Success Plan in Success Snapshot and any inputs would be helpful!

@aditya_marla @venky_reddy_k

I completely agree, especially on the GANTT chart view. Any ETA??

Adding more details:

• Ability to edit color scheme to match our corporate .ppt template - Upload a corporate PPT inside Gainsight. If you want table inserted to follow color theme, Change design of PPT to include the colored table.
• Ability to edit font type to match our corporate font - We pick styling of whatever font we are replacing. So if you are editing text in your corporate font, we will replace it with same font!
• Addition of status column to task line items - Coming in next release. Can leverage report to bring in status into task details in PPT.
• Ability to include plan info - Coming in next release.
• Ability to include Gantt chart overall view of plan - TBD
• Ability to have multiple plan owners - @aditya_marla can add more details here.
• Ability to move and modify plan sections based on desired layout as a template, instead of manually manipulating each presentation - This is an advanced capability technology wise. Needs evaluation.

Hi Ryan,

We are adding special support to include Success Plan in Success Snapshot. This will be out in your hands within one month. In this release you can add

• Sucess Plan info
• Success Plan's Objective details
• Success Plan's Objective's Timeline details
• Success Plan's Objective's Task details

Unfortunately, Gantt chart was descoped from this release as inclusding gantt chart would need addition enhancement at a framework level. I will update any ETA on Gantt chart post re-evaluating.

Yes to all of this. We were excited to start trying to leverage Success Plans - but without much of this capability (particularly including the Gantt chart) it doesn't seem like this is going to meet our needs at this time.

Hi Jeff,

Can you expand on the limitations / lack of capabilities? Gantt chart is the only gap at this point of time in complete Success Plans support.

Mainly the absence of the Gantt chart. That's crucial for us because today CSMs build out Business Value Assessments in Excel and then create a roadmap (Gantt) using the spreadsheet. Both are customer deliverables. We don't really want them to straddle processes in the meantime.

One other item I feel is missing is the ability to create a new slide directly from within SS2.0. I uploaded a deck with only 3 slides, one of them being a general, open slide with a single element. I can clone that slide, but lets say I need a general slide with 3 elements, I cannot create that within SS2.0. If I upload a new version of the slide deck to the same Snapshot I'm working on, it overwrites all the customizations I already made, so I have to create and customize a new Snapshot, simply to add an additional slide. That's a lot of effort.

I realize that's more of a Snapshot issue than Success plan, but thought I'd call it out.

Additionally - SS2.0 doesn't appear to yet be supported as an Export option from within Success Plan - it only works when you export from the C360, Success Snapshot tool. I assume that's coming soon?

On the 1st ask, we want to move out of layouts (which we tried to do in SS 1.0). However, the ask is valid and we can try to retain the configurations you have done when you add additional slides to a PPT and upload it again.

For the 2nd comment, this is Success Plan's direct PPT export. Its a hardwired export with limited functionality. If you added Success Plan to a Success Snapshot (2.0), it automatically gets added (or asks to select one when there are multiple Success Plans per account) when you export from 360. Integration here would make sense once more exports happen via Success Snapshot 2.0 than via the hardwired route. @aditya_marla

On 2nd - the Success Plan's direct PPT export relies on Success Snapshots though. And according to this document, "Gainsight strongly recommends you to use Success Snapshots 2.0 as a primary method for creating Success Snapshot template."

When you click on Share Plan and see an option to Export to PPT, but then you get an error because there are no Success Snapshots available, (because Gainsight is moving away from SS 1.0 in favor of SS 2.0) can you not see what a poor end user experience that is?

Either integrate the Success Plan hardwired export to use Success Snapshot 2.0 or remove the hardwired Export to PPT option within Success Plan and require the use of the Export from C360.

It is confusing in the state it is currently in.