Training: How To Use Productiv

How Productiv Works

• How to Manage Contracts in Productiv
• SaaS Visibility - How To...
• Fiscal Year and GAAP Overview
• How the Fiscal Year Configuration and asOfDate Work Together
• Managed v Discovered APPS
• Identify Discovered APPS by Their Source: Expenses, Payments, SSO or Network

Productiv 101

• Reports 101
• Audit Logs for Custom Fields, Labels, and Notes
• The Productiv App
• App Portfolio 101
• Apps 101
• Contracts 101

See all 7 articles

Core Concepts - Views

• Work with an APP - All About the App List Tabs

Core Concepts - Tabs

• The Overview Tab
• The Contracts Tab
• The Features Tab
• The Past Spend Tab
• The Recommendation Tab and the Provisioning Tab
• The Teams Tab

See all 7 articles

Alerts, Notifications, and the Dashboard

• User Notifications Guide
• Set Notifications to Alert You When APPS, Data, Etc. Changes
• Set Your Default Starting Place and Customize Your Dashboard

Compare Apps & Benchmarks

• How Productiv Anonymizes Data
• Analyze How Each Application Contributes to Overall Saas Costs by Contract or Past Spend
• Identify Users with Low App Adoption for Targeted Interventions

Contracts 201

• Renewals Tracker
• Contract Renewal Status Field
• Tracking Expired Contracts & Renewals
• Filtering Contracts
• Contract Data Entry & Upload
• FAQs - Contracts & Spend

Past Spend

• Investigate Who Purchased, or Expensed, Discovered APPS
• Review Past Spend and License Activation by Team
• Uncover Any Unmapped Spend for Saas APPS by Vendor

Suppliers

• Tracking Contract Data for Resellers

App Usage

• Number of App Owners Using Productiv
• Number of Apps with Primary Contacts
• Edit Custom Fields

Procurement/Finance – Contracts and Renewals

• Renewal Group
• See Whether I Am Being Efficient with Licenses
• Compare Contract Proposal with Price Benchmarks

Procurement/Finance – Connections and Spend

• Manage Spend Data

Procurement/Finance – Apps and Recommendations

• Assess If You Are Using The Features Purchased (Engagement Apps Only)
• Example Of Licenses Being Overprovisioned
• Review The Recommended Rightsizing # Of Licenses By Tier Based On Overall Adoption
• Review The Recommended Renewal # Of Licenses By Tier

IT/PM - Getting Started

• Usage and How It Works
• Connect an Engagement or Platform Connector App and How Long Before the Data Appears
• Identify Service Accounts
• Compare Instance-Level Details For A Given App
• Provide Users With Access To A Specific Set Of Apps

IT/PM - App Ownership

• App Contacts Overview
• Set Approval Status For All Apps: Managed, Discovered, And Configured Custom Lob
• Analyze Key Apps Used By Each Team
• Identify Owners For Apps Across Business Functions And Add Contacts To Apps

IT/PM - License Recapture

• Elastic License Management (ELM)
• Provide App Owners Access To View And Manage Their Specific Apps In Productiv
• Exempt Specific Users From Being Included In License Recommendations And Provisioning Workflows
• Review Active Vs. Provisioned Licenses Across Most Used App

IT/PM - Standards and Certifications

• Review Compliance Standards (Eg. GDPR, SOC2, Etc) For All Apps (Discovered And Managed)

Security

• SMTP & DKIM Notification Setting
• SSO Data - 'Active' vs ‘Inactive’
• SSO Login Events Tracked by Productiv
• Engagement Data & SSO Logins
• How can I increase visibility and adoption of IT-approved apps?
• What is our Security and Compliance Posture?

See all 9 articles

Guides

• When Do Scheduled ELM Workflows Run?
• Managing Recurring Monthly Contracts
• Estimated Provisioned Users vs. Estimated Total Users
• Why are HR Termed Users Still Showing?
• Restricting User Access to Specific Apps
• Default Views in the App Portfolio

See all 19 articles