Partnerships

tip

Approved for development

Summary

The American Association of Nurse Practitioners (AANP) collaborates with various partner organizations through different types of partnerships. These include Collaborative Alliances, NP Engagement Opportunities, and other initiatives. Partnerships generally involve non-financial agreements such as advertising in AANP publications, sponsorships, royalty agreements, and fulfilling grant responsibilities. This document outlines the business requirements for managing these partnerships in Salesforce Sales Cloud.

Currently, partnership data is being tracked in an excel file and at this point the objective is to move that data into Salesforce to manage.

Key Types of Partnerships:

1. Collaborative Alliances: Partnerships focused on joint initiatives, resource sharing, and collaborative projects to support the NP profession.
2. NP Engagement Opportunities: Partnerships that include advertising, sponsorships, and royalty agreements for using AANP’s brand or resources.

Key Benefits of Partnerships:

• Resource Sharing: Access to AANP’s resources, including educational materials, advocacy tools, and networking opportunities.
• Joint Initiatives: Collaboration on projects and initiatives that advance the NP profession.
• Advertising and Sponsorship: Opportunities to advertise in AANP publications, sponsor events, and engage with AANP’s membership.
• Royalty Agreements: Use of AANP’s brand and resources under royalty agreements, providing financial benefits to AANP and promotional advantages to partners.

Requirements

External User Requirements (Partners)

Application and Onboarding:

1. As a partner, I should be able to apply for a partnership through an online application form.

Partnership Management:

2. As a partner, I should be able to apply for advertising and sponsorship opportunities online.
3. As a partner, I should receive acknowledgment communications when participating in a partnership to recognize my involvement and contribution.
4. As a partner, I should be able to request royalty agreements through an online form.
5. As a partner, I should be able to provide periodic updates through an online form.
6. As a partner, I should be able to submit required documentation/updates for a partnership through a user-friendly system.
7. As a partner, I should receive communications that keep me informed and engaged about the activities, progress, and value of partnership.
8. As a partner, I should be able to complete annual partnership review tasks online.
9. As a partner, I should be able to pay an invoice online via credit card or submit payment by check (offline)

Account Management:

9. As a partner, I should receive communications and sales materials relevant to my organization's partnership type and location.

Internal User Requirements (AANP Staff)

Partnership Application Processing:

1. As an internal user, I should be able to create a partnership account record when an application is submitted through the online form.
2. As an internal user, I should be able to review and approve partnership applications.
3. As an internal user, I should be able to manage and update organizational details and primary contacts.

Partnership Management:

4. As an internal user, I should be able to view and manage all partnership account records in one centralized system or location.
5. As an internal user, I should be able to track changes and activity history on all partnership records over time.
6. As an internal user, I should be able to merge duplicate partnership records based on matching criteria.
7. As an internal user, I should be able to track partnership details like name, participating contacts, meeting updates, action items and objectives in a centralized system.
8. As an internal user, I should be able to associate multiple contacts from both my organization and partner organizations to partnerships for complete engagement visibility.
9. As an internal user, I should be able to generate automated communications and reminders for partnership meetings/obligations to streamline collaboration.
10. As an internal user, I should be able to upload relevant partnership documents like contracts and meeting notes and link them to the appropriate record for easy access and record keeping.
11. As an internal user, I should be able to track commitments and obligations with other internal teams to ensure requirements are met through the life of a partnership.
12. As an internal user, I should be able to integrate the system with marketing and education platforms to facilitate tracking commitments and deliverables associated with partnerships.
13. As an internal user, I should be able to centrally manage long-standing partnerships that may span multiple years and evolving engagements within a single record.
14. As an internal user, I should be able to manage and track annual partnership review tasks and milestones.
15. As an internal user, I should be able to create an invoice that can be viewed online and downloaded by a Corporate Council prospect to provide payment for membership via check or credit card.
16. As an Internal User, I should be able attach fee payments to a Partner record for historical review. These are payments AANP makes TO the partner.

Reporting and Data Management:

15. As an internal user, I should be able to access insights and dashboards that provide a holistic view of partnership health, engagement levels over time, and opportunities for improvement.
16. As an internal user, I should be able to run customized reports on partnership data, engagement, and other metrics.
17. As an internal user, I should be able to flag partnership accounts missing the required primary contact information.
18. As an internal user, I should be able to run monthly and quarterly reports showing all related activity such as meeting updtes and action items with that timeframe.

Assumptions

• All Internal and External Users will be included in the Personas definition.
• Timelines will follow as outlined in each requirement.

References

1. Collaborative Alliances
2. Advertising and Royalty Partnerships
3. 2024 Partnership Database
4. VIDEO - I2C Discovery Session
5. VIDEO - AANP Application Walkthrough

Appendix

Data Points Collected During Partnership Application

1. Organization Details:

   • Name
   • Address
   • Contact Information
   • Primary Contact
   • Website Url

2. Partnership Details:

   • Partnership Types (Multiselect - Joint Initiatives, Resource Sharing, Collaborative Projects, Advertising, Sponsorships, Royalty Agreements, Other)
   • Partnership Start Date

Future Additions

These items are not required on day 1, but have been discussed for future development.

• As a partner, I should be able to securely access my organization's partnership account using one set of credentials.
• As a partner, I should be able to update my organization's contact information online without reapplying each year.
• As a partner, I should be able to view my organization's partnership details and annual review status online.
• As a partner, I should be able to collaborate on joint initiatives with AANP and track the progress of these projects online.
• As a partner, I should have a centralized profile to manage all aspects of my partnership without relying on individual users' accounts.
• As a partner, I should be able to add/update additional authorized contacts on my organization's account.
• As a partner, I should be able to run customized reports on my organization's partnership history and engagement records.
• As an internal user, I should be able to configure automated campaign workflows to streamline outreach, communications and follow-ups with partners based on attributes and behavior.
• As a partner, I should be able to access AANP resources, including educational materials, advocacy tools, and event sponsorship opportunities.
• As a partner, I should be able to collaborate on joint initiatives with AANP.

Partnership Fields

These fields currently exist in the excel spreadsheet tabs where partnerships are being tracked. They need to be converted to fields in Salesforce. Some redesign may be applicable, especially where activity is being tracked.

I2C, please utilize a multiselect picklist with selected options appearing as pills below the dropdown as seen here, if possible. This would work well for the therapeutic areas listings as well on a Person record.

https://www.salesforcegyan.com/post/super-easy-multi-select-picklist-in-lwc

Field Name	Data Type	Description
Partner Contact Info	Company Record?	Name, Address, Phone, Primary Email
Partner Website	Url	The primary website for the partner
Partnership Type	Multiselect	All types of partnerships this partner is interested in. See appendix for list.
Partnership Start Date	Date	The date the partnership with AANP began or will begin.
Overseeing Organization/Title of Initiative	String	The name of the organization and the title of the initiative.
Frequency	Multipicklist	The frequency of the initiative. See appendix for list.
Status	String	The current status of the initiative.
Topic Area	Multipicklist	The topic area covered by the initiative. See list in appendix. Also add "Other" with open text box.
Is Therapeutic	Boolean	Indicates whether the initiative is therapeutic or non-therapeutic.
Coalition	String	Details about coalition involvement.
Revenue	Numeric	The revenue generated by the initiative.
Fees	Numeric	The fees owed by AANP to the partner.
Activities	Activity Log	Related updates, tasks, and other activities occurring on specific dates. Metadata around the activity such as date and description should be allowed.
Impact	String	The impact of the initiative.
Outcomes	String	The outcomes of the initiative.
Department	Multipicklist	The department(s) associated with the initiative. See appendix for values.
Partner Contacts	Person Lookup	The related Person accounts associated to this partnerships. Should be able to select a Primary contact.
Partner Contact Info	String	The contact information of the partner, a lookup of the person address, email and phone.
Member Representative Name	String	The name of the member representative.
Rep Email	String	The email address of the representative.
Expert Database	String	Details about the expert database.
Member Representation Count	Numeric	The count of member representation.
Staff Liaisons	Person (Staff?) Lookup	The names or details of staff liaisons. Could be multiple.
Staff Representation Count	Numeric	The count of staff representation.
Notes and Feedback	String	Additional notes and feedback.

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Appendix

Partnership Types

• Joint Initiatives
• Resource Sharing
• Collaborative Projects
• Advertising
• Sponsorships
• Royalty Agreements
• Other

Frequency

• Weekly
• Monthly
• Quarterly
• Annual
• One time
• One time - Monthly
• One time - Annual
• Intermittent
• Intermittent - Quarterly
• Ongoing
• Ongoing - Weekly
• Ongoing - Biweekly
• Ongoing - Biannual
• Ongoing - Intermittent
• In development

Departments

• ACE
• Federal Government Affairs
• Partnerships and Engagement
• Practice
• Research
• State Government Affairs

Topic Areas

• Acute Care
• Advocacy/Policy/Regulatory
• Billing and Claims/Reimbursement
• Cancer/Oncology
• Cardiac/Cardiology
• Cardiology
• Cardiovascular
• Clinician Wellness
• Convenient and Urgent Care
• Dermatology
• Diabetes
• Diversity, Equity and Inclusion
• Ear, Nose and Throat
• Electronic Health Records (EHR)
• Emergency
• Endocrine
• Functional Medicine
• Gastroenterology
• Gerontology
• Health Technology
• Hospice and Palliative Care
• Immunology
• Infectious Disease and HIV
• Leadership
• Medical - Billing/Claims/Reimbursement
• Mental Health
• Neonatal
• Neurology
• NP Education
• NP Practice
• Nutrition
• Obesity
• Occupational and Environmental Health
• Oncology
• Ophthalmology
• Orthopedics
• Otolaryngology
• Pain Management
• Pediatrics
• Pharmacology
• Primary Care
• Psych/Mental Health
• Public Health
• Pulmonary/Respiratory/Sleep
• Research
• Rheumatology
• Rural Health
• Standards of Care/Quality of Care
• Substance Abuse
• Telehealth
• Urology and Nephrology
• Women’s Health
• Wound Care

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Approvals / Signoffs

Role	Name	Signature	Date
Technical Lead	Jeff Sikes	JS	2024-08-12
Stakeholder	Titi Ogunmakinwa		2024-08-16