Customer Success and Sales Playbook for the New Tenant Overview Dashboard at Octopus Deploy 🌐

This playbook equips Customer Service and Sales teams with essential insights to effectively engage with clients regarding the newly launched Tenant Overview Dashboard.

1. Overview of the New Tenant Overview Dashboard (1. 🚀)

The redesigned Tenant Overview page is now available for all cloud customers with the release of version 2023.2. The primary aim is to enhance the user experience by improving the findability, visibility, and organization of tenants. This enhancement directly addresses usability concerns highlighted by major clients, ensuring that users can effortlessly locate specific tenants and associated OctopusthingTM resources.

2. New Functionalities of the Tenant Overview Page (2. ✨)

The new dashboard introduces several critical functionalities designed to streamline user interaction. These enhancements include:

• New Data Table Format: The most significant change is the transition from ‘tenant cards’ to a comprehensive data table format. This modification provides a clearer overview and comparison of tenant information.

• Pagination & Result Controls: Users will benefit from improved pagination options, allowing for easier navigation of large datasets. Result controls enhance usability by enabling preferences for the number of displayed entries.

• Expandable Rows: This feature allows users to click on a row to reveal additional details, keeping the interface clean while still providing essential data when needed.

• Consistent Filtering and Search Functions: The dashboard maintains existing filtering capabilities and name search functions, ensuring a seamless transition for users already accustomed to these tools.

• Enhanced Performance Under Load: Performance improvements mean the dashboard can handle larger datasets more effectively, preventing slowdowns that could frustrate users during high-demand periods.

3. Future Potential Features (3. 🔮)

Looking ahead, further enhancements are anticipated to be rolled out. These may include:

• New Rules-Based Filtering Options: Tailoring the way data is filtered based on specific rules will allow for a customizable user experience.

• Saving Filters: This feature will enable users to save their frequently used filters for easy access, promoting efficiency in their daily tasks.

• Sharing Filters: Empowering users to share their filter settings with team members will improve collaboration and ensure that teams are aligned in their approach to data analysis.

4. Understanding Feature Toggles (4. 💡)

Feature toggles play a critical role in managing how new features are released to users. By using toggles, the team can selectively enable or disable functionalities for different user groups or environments. This approach allows for gradual rollouts and helps in gathering user feedback prior to a full-scale launch.

5. Common Questions and Answers (5. ❓)

As the Tenant Overview Dashboard is rolled out, numerous inquiries may arise. The following are common questions that Sales and Customer Service teams may encounter:

• What is the name and number of tenant tags associated with each tenant?

• What projects are connected to each tenant?

• Which environments are linked to each project?

Understanding these questions ensures that the Customer Service and Sales teams can address client concerns confidently and accurately.

6. Training and Documentation Accessibility (6. 📚)

This playbook serves as a living document, continually updated to reflect the latest features and enhancements. New hires in Customer Service and Sales will find this resource invaluable for familiarizing themselves with product updates. By distilling technical details into clear, understandable language, the playbook aims to empower team members to explain the underlying customer problems that each feature addresses. This method of training promotes empathy and equips sales personnel with the knowledge necessary to engage with both technical and non-technical stakeholders.

The collaborative efforts between the R&D department and customer-facing teams underscore the importance of effective communication. This playbook not only bridges knowledge gaps but also enhances the overall customer experience.

Conclusion

The new Tenant Overview Dashboard represents a significant leap forward in creating an intuitive and user-friendly interface for Octopus Deploy users. By focusing on usability and performance, this update is expected to address longstanding customer frustrations and elevate the overall experience. With this playbook as a guiding tool, Customer Service and Sales teams will be well-equipped to support and inform clients as they navigate this new feature, thereby driving positive customer outcomes and fostering long-term success.