Product ideas/suggestions

Our customers are finding it very confusing to sign the POE before having to complete the full SoW because of the naming of both Proof of Execution and Proof of Engagement document having the same text in the document, and says that the partner has performed these activities already. Nevertheless, we are required to have this document signed by the client PRIOR to claiming CPOR.

Previously, partners had access to a dashboard during the EA Security information for CSI workshops. This allowed them to track when a customer was ready for Milestone 2 and estimate potential earnings to plan the next steps in the customer roadmap. However, since CSI has been integrated with MCI, partners no longer have visibility into when a customer becomes eligible for Milestone 2.The guide needs to be updated to clarify what the trigger is whether it’s the customer’s signature, the assignment of licenses, or another event, especially since there can sometimes be a buffer period. Understanding this trigger is critical for partners to prepare the roadmap and avoid delays in moving to the next steps.