Product | Agency Portal |
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This article was last verified on | 05/07/2024 |
🔍 Articles in This Section
Please use the following list to see additional internal articles regarding the SuccessFactors integration:
- (Internal) Agency Portal (📍you are here)
đź“– Customer-facing Resources
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Summary
Overview / Strategy
- Short description of the product/feature (max 2-3 sentences)
- Why is this advantageous for Gem? (adoption, stickiness, retention, perception)
- Why is this helpful for our users? (pain points, use cases, etc)
- What hypotheses are we trying to test?
Who is this for?
- Target persona
- Target customer segment
- STFF
- In-house teams who use STFF/agencies
Eligibility
- Which ATS
- any of the ATS’s that we have deep sync for
- Gem package tier?
- for now, we will offer it to anyone, regardless of their package
- Additional pricing?
- free for now while we find PMF, using as a renewal tactic
Launch timeframe
Designs
Hackathon file - so do not share with customers — this has some pieces that have been designed but not built https://www.figma.com/file/IWiH5u3JCBA13TjR0L1DsV/%F0%9F%A4%9D-Agency-Portal-(Hackathon-Q1-2023)?type=design&node-id=928%3A14914&t=uw2dtQoKrFNwYr9s-1
Success Definition
What does success look like for this MVP? How will we know whether we’ve proven/disproven our hypothesis?
Functional &Technical requirements
Primarily for eng, prod, design to flesh out detailed requirements for what’s in-scope and out-of-scope for this particular MVP/iteration of the product.
Currently tracking TODOs and future work here:
+Agency Portal MVP: detailed eng roadmap
FutureRoadmap
- What is out of scope now, but pretty clearly on our fast-follow list?
- What is more medium-term (fairly clear path to it, but just not now)
- What is long-term? (likely a feature to pursue but needs more customer input)
AnalyticsTracking
How are we going to track this feature and its adoption?
- Use the database! Talk to early customers!
Customer Research
Agency Portal - Discovery Questions
Agency basics
- What kinds of client companies do you work with?
- What industry (tech, finance, healthcare / etc)?
- What size of company (for startups: seed, series A/B/C; for non-startups: SMB, MM, etc)
- What types of roles do you work on?
- Is your agency’s style closer to:
- Embedded / RPO (function like an inhouse full-cycle recruiter)
- Search Firm / Recruitment Firm (specialized, higher touch)
- Staffing Agency (higher volume, lower touch)
- At what stage of the process do you hand the candidate over to the client?
Agency Process
- How do you submit candidates to your clients? Walk us through the process.
- Any required questions from clients? What info is most important in a submission?
- How do you keep track of candidates once they’re interviewing with a client?
- When / how do you get feedback about candidates, to calibrate on who to submit?
- How do you keep track of which candidates are interviewing where?
Inhouse Basics
- How often do you use agencies / how many do you work with?
- Who owns the relationship with agencies? Indiv recruiters on jobs? HMs? Someone else?
- How and when do you decide to bring on an agency for a role?
Inhouse Process
- How do agencies submit candidates to you?
- Any required questions? What info is most important?
- How do you prevent duplicates / make sure you weren’t already talking to submitted cands?
- Who does the initial review of these candidates? When/where/how do they do it?
- Do you send feedback to agencies about rejected candidates? How?
- How do you keep agencies up to date on candidate progress as they interview?
- Is there a place where you can track agency relationships / see how agencies are performing?
Overall / Current state
- What is your workflow today?
- With Agencies
- With Clients
- What tools/products do you use?
- What painpoints do you have in your process today?
- If you could magically improve your process what would it look like?
Technical / Process details
- Do you have access to the client’s ATS?
- // Do you give the Agency access to your ATS?
- What information does the Agency have access to in the Client’s ATS?
- What can the Agency edit in the Client’s ATS?
- What is the candidate calibration process like?
- What does a candidate summary look like when the Agency submits a candidate to the Client?
- Summary
- Overview / Strategy
- Who is this for?
- Eligibility
- Launch timeframe
- Designs
- Success Definition
- Functional &Technical requirements
- FutureRoadmap
- AnalyticsTracking
- Customer Research
- Agency Portal - Discovery Questions