Introduction
Below is a customizable template designed for rolling out updates on Tropic’s Supplier Intelligence and Credits features. Please replace placeholders such as "CUSTOMER," "EMAIL HERE," and "DATE HERE" as needed to tailor it for each customer implementation.
Rollout Message Template
<CUSTOMER> is rolling out an important update to improve how we manage software-related spend and enhance savings. With Tropic’s supplier intelligence and negotiation services, our team can ensure we get the best value from software purchases and renewals.
This process aims to simplify procurement, increase compliance, and drive cost efficiencies for the organization.
📢 Attention Software Spend Owners! Your collaboration is essential in ensuring that every software purchase or renewal exceeding $25k goes through Tropic, helping us maximize savings, optimize our software spend, and get the most value for <CUSTOMER>.
What You Need to Do
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Log in to Tropic:
Access Tropic via your Okta page to confirm that you are set up as a user. If you encounter any issues, contact <EMAIL HERE> -
Edit or Upload Active Software Contracts:
- If you have active contracts already assigned to you in the portal, please ensure that the information is accurate and make any edits if needed (see how to edit contract details).
- Ensure to upload any active software contracts that are not in the platform. For example, if you or your team initiated or renewed a contract this year that extends to 2025-on, this contract should be uploaded to Tropic as soon as possible.
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Attend the Training Session:
As a refresher/to support those new to Tropic, we will arrange a training session hosted by Tropic to review its features and guide you through using the platform effectively.
Training Date: <DATE HERE> - In the meantime, check out this Tropic resource page HERE which includes instructions on how to add a contract.
Tailoring Instructions
This template can be tailored based on the specific customer package:
- Supplier Intelligence only (no credits): Use the core template but remove any references to credits or price benchmarks.
- I2P only: Keep the contract upload instructions but remove Supplier Intelligence-specific mentions.
- I2P with Price Benchmarks and Credits: Use the full template as it is.
Next Steps
- Review the tailored version of the template.
- Submit the final version for inclusion in the communications and rollout area of the Help Center.
- Schedule the training session and update the invite details.
Additional Resources
For more training guides or documentation, please visit our Help Center. Our resources provide detailed guidance to help you navigate Tropic effectively.