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Creating a demo environment

A demo account on your own environment is a strong sales tool. We recommend every partner to create a demo environment, in order to show the Workspace to (potential) customers. In this article we describe how you can set up a demo environment.

 

Step 1: First you have to register a Workspace environment.

Step 2: Go through the steps for connecting with Azure AD (SSO).

Step 3: Add 2 users, 1 admin and 1 non-admin, so that the differences between users can be shown.

 

Now that we've had the technical part, let's move on to the functional.

 

Step 4: Create some standard branding sets. You can then switch quickly and easily. For example: one branding set that you can continue to change, one in your own branding with coloured headers and one in your own branding with white headers. This way you can easily show the differences. It is therefore useful, if you are working with a customer and show the Workspace more often, to create and save a branding set for that customer. Then you can quickly and easily switch to that branding when necessary. (Make sure that you adapt the branding and workspace to the relevant customer for each demo you give.)

 

Step 5: Make sure the icons of the tiles are the same, to avoid a cluttered workspace. Read more about icons here.

Step 6: It is also wise to create standard tile groups. For example, a group with only Office 365 applications in it, a group with the Announcements tile, a group with Yammer, a group with legacy applications, etc. Then it's just a matter of turning on what you want to show, which can differ per customer.

 

Examples: It is important that you have good examples in a demo environment; see here for inspiration:

https://support.workspace365.net/hc/en-us/articles/360014824599-Workspace-Example-Screens 

 

If you would like to discuss this, please get in touch.

 

Read more about it here: https://support.workspace365.net/hc/en-us/articles/360012127539-Best-Practices