Partner Business Planning — Product Tour

Full walkthrough

1. This is the View Partner Plans page — every joint business plan you and your OEM partner manager are working on lives here, from first draft through full approval.
2. Columns track each plan at a glance: Plan Name, Submission Date, Submitted By and Plan Status.
3. The toolbar carries every list-level action — Add, Delete, Export, Search, Clear Search, Saved Searches, Filter and Create View.
4. Plan Status drives what you can do with a record — the Edit (pen) icon only appears while a plan is Ready for Submission. Once it enters the approval workflow, the plan locks.
5. Navigate to Onboard → Plans → Plan Templates. Every business plan starts from a template — never a blank slate.
6. The View Plan Templates grid shows Template Name, Type — Joint Sales Plan or Joint Marketing Plan — and Last Modified Date.
7. Admins pre-configure templates by partner type — Distributor, Reseller, VAR — so partners always start from a structured, standardized plan.
8. Let's open a template. Press Next and we'll open its details page.
9. Plan Template Information holds the two fields that define the template: Template Name and Plan Type.
10. Plan Objective(s) lists what the template asks partners to commit to — Objective Name, Revenue Target and Industry Verticals.
11. Partner Plan(s) lists every plan already linked to this template — Business Plan Name and Plan ID — with an Add button to link plans directly to the template.
12. Now let's build a plan from scratch. Back on View Partner Plans, press Next and Add will open the form.
13. The Add/Edit a Partner Plan form opens with Plan Information: Plan Name, Partner Company Name, Address, Country, State, Zip/Postal Code, Main Phone, Website, Partner ID, Preferred Distributor and Specializations.
14. Plan Type (Sales or Marketing), the Plan Template selector, Plan Start Date / Plan End Date and Partner Account Type are all system-required — they define how the plan behaves and which template it inherits.
15. Company Profile fields give the plan rich business context: Company Description, Company Strengths, Company Weakness, Key Differentiators, Go To Market Strategy and Market Segmentation.
16. Partner Business Manager and Channel Marketing Manager are the two accountable owners for plan execution — one on the partner side, one on the OEM side.
17. The built-in SWOT Analysis — Strengths, Weaknesses, Opportunities, Threats — captures the partner's strategic positioning directly inside the plan, making it a single source of truth for joint planning conversations.
18. Quarterly Pipeline Approach tracks pipeline progression quarter by quarter — Fiscal Quarter, Raw Pipeline, Qualified Pipeline, Approved Pipeline and Closed/Won — giving real-time visibility into plan performance against targets.
19. Certifications Training tracks training commitments tied to the plan — Training Type, Participant, Department, Training Date and Completion Status.
20. Campaign Calendar maps every planned campaign to the business plan — Campaign Execution Name, Campaign Name, Proposed Execution Date and Target List Size.
21. Once the plan is ready, Save creates the record. Press Next and we'll save it for you.
22. The plan is created. This is the View a Partner Plan page — the same company info, SWOT, pipeline, training and campaign sections from the form, now shown read-only.
23. Once the plan is ready, click Submit for Approval to kick off the automated workflow. Press Next and we'll submit it for you.
24. Approval History records every step — Step, Submitter, Approver, Actual Approver, Status, Comments and Action Taken Date. The plan moves through configured OEM approval levels — Global Level 1, Global Level 2 — automatically, with full accountability and an audit trail at every step.
25. Here's a plan that has completed the journey. Plan Status cycles through the full lifecycle: Ready for Submission → Pending Approval → Approved / Reject — this one is now Approved.
26. This is the full View a Partner Plan page as the end state — company info, SWOT, quarterly pipeline, certifications, campaign calendar and approval history are all visible in one place: the complete joint business plan on a single screen. That completes the Partner Business Planning flow.

Questions about this tour

How does joint partner business planning work in ZINFI?

The Partner Business Planning application holds a structured plan per partner: SWOT analysis, quarterly pipeline targets, certification and training commitments, and a campaign calendar. Plans can start from a template, and once submitted they move through a multi-level approval workflow to an approved plan record both sides work from.

Are there templates for partner plans?

Yes. A Plan Templates library holds reusable plan structures, so a new partner plan starts from an agreed format rather than a blank form, and plans stay comparable across partners.

Who approves a partner business plan?

A submitted plan runs through an automated multi-level approval workflow, with each approver's decision recorded on the plan, ending in a fully approved plan view that both the partner and the vendor team can reference through the year.

How long does the ZINFI Partner Business Planning tour take?

About 9 minutes at a normal pace — 26 guided steps through the Partner Business Planning module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Partner Business Planning tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.