Introduction: Ecosystem Management

Introduction: Ecosystem Management

Introduction To Ecosystem Management

PARTNER CPRM is setup using an Ecosystem Management framework. You'll spend your time working at either the Ecosystem-level or within a Data Capture where you collect relational data from a sub-network. In this section, we'll famaliarize you with these common terms and how the platform is structured around them.

The Ecosystem Level

Your account contains one ecosystem, which represents a dynamic set of community partner relationships bounded in whatever way you decide. At the ecosystem-level, you manage your Member Bank, Question Bank, Email Templates, and Report Templates.

Member Bank

Ecosystem members are the entities and community partners that show up as nodes in our network maps and visualizations. Most often, ecosystem members are organizations, but they can also be individuals or communities depending on your use case.

Question Bank

Your Question Bank is a library of questions you can use to collect data from your ecosystem members. You can add multiple choice, open-ended, select-all, and relational-type questions here. Questions can be grouped together as Question Groups to create templates for faster re-use in the future.

Email Templates

Email templates are used to introduce your network to PARTNER CPRM and share information and resources, invite them to answer questions using a Data Capture, and follow up to remind them to share their perspective. Templates are customizable with merge tags for the body content and subject line.

Report Templates

The Ecosystem Report Builder allows you to create automated report templates with charts, tables, network maps, and other visualizations you create and save in the Network Analyzer. You can add custom descriptions, headings, author info, and more, and then use them within Data Captures to produce instant reports to download.

The Data Capture Level

Within an Ecosystem, you can create an unlimited number of Data Captures, which is a collection of data gathered from a subset of your ecosystem members at a specific point in time. Data Captures can be used to track interactions with community partners over time, conduct follow-up network surveys and and ongoing assessments, and compare various sub-groups and sub-networks across your ecosystem. Your data feeds back to the Ecosystem-level for advanced mapping, analysis, and reporting.

Next Article: What is An Ecosystem?

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