Create and manage alliances

Create alliances to track partnership activities, tasks, and statuses more efficiently.

Overview

Plan availability: Advanced. 
Please contact your CSM at Inpart to enable this feature on your Deal space.
Required user role: Manager

The Alliances page is a centralized hub for managing alliance activities, documents, related opportunities, obligations, and key contacts.

Access alliances

You can access the alliance hub from the Alliances entry in the navigation bar.

What's inside alliances

Alliance header

In the header information, you can find:

• The status of the alliance:
  • Active: The alliance is in the execution period.
  • Launching: The alliance is not signed yet, but is being drafted or reviewed before signature.
  • Terminating: The alliance has been terminated before the end of the validity period, either due to a contract breach or at the request of one of the parties.
  • Closed: The alliance has reached its conclusion at the end of the validity period.
• The alliance owner.
• A link to the company page of the partner company(s).
• The type of alliance.

Alliance tabs

In the Overview tab, you have access to several sections:

• Description: Here you can describe the alliance and add important notes with the rich-text editor.
• General information: This section indicates the geographical zone(s) where the alliance applies and the effective date of the alliance.
• Asset details and Details: These sections contain all the general information about the asset and the alliance. The fields can be configured. See Configure additional fields for alliances.
• Related opportunities: Here you can link the opportunities to which the alliance is related.

You can add related agreements, obligations, contacts, and attachments in the other tabs.

Other actions (top-right buttons)

You can:

• Restrict access to the alliance if you're the alliance owner. See Restrict access to alliances.
• Export the alliance in an Excel file.
• Copy the link of the alliance.
• Edit the alliance's name and partners.
• See the history of the alliance in the activity stream panel.

Manage alliance types

Required user role: Manager with Business Admin role.

We offer a default Alliance type, but Business admin users can add, edit, or remove alliance types from the Administration page.

Navigate to the Alliance tab of the Administration page and select Alliance type in the Core section.

Click Add, a pop-up will open. Enter a name for the new alliance type and click Add.

To edit or remove alliance types, click the more option button next to the alliance type you want to modify, and select Edit or Remove and Delete.

Create alliances

There are two ways of creating an alliance:

1. From the navigation bar

You can create an alliance wherever you are in the application from the Create button at the bottom of the navigation bar. Click Create and select Alliance in the drop-down list.

2. From the alliance hub

You can create an alliance from the alliance hub, by clicking the Create button at the top right of the page.

After clicking any of the above-mentioned Create buttons, a pop-up will appear:

1. Enter the name of the alliance (mandatory).
2. Select the type of alliance (mandatory).
3. Select the partner company(s) (mandatory).
4. Select the related opportunity(s).
5. The status of the alliance is set by default to Active, but you can select Launching if the alliance is not signed yet.
6. The effective date of the alliance is set by default to the day you're adding this alliance to Inpart Deal, but you can select another date in the past or the future (mandatory).

Once you've entered all the information, click Confirm.

Once an alliance has been created and agreements, opportunities, companies, or contacts have been linked to it, a quick view of the alliance information is visible on the linked objects for reference.

• On the opportunity page:
  
• On the agreement page:
  
• On the company page:
  
• On the contact page:
  

Delete alliances

Click the more option button at the top right of the alliance overview and select Delete. A pop-up will appear asking for your confirmation.

Detailed user rights