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Article Audience: BenchPrep customers currently using legacy B2B Tools via Tenant Dashboard, Institution Admin and Boost.
This article is intended to prepare and guide your organization, and any of your partner organizations, through a successful upgrade to our new, flexible Branches hierarchy and improved distribution capabilities in Console.
Please Note: Partner impact and subsequent actions required to support the Console upgrade may vary based on your current implementation and distribution model(s). Keep in mind you may need to adjust actions/messaging to meet the needs of your organization.
Key Terms & Definitions
| Console | Single-source administration, configuration, and analytics application accessible by Console Admins and users with custom roles. |
| Legacy | This term will be used to denote any piece of functionality being sunset in 2023, formerly referred to as "B2B Tools". |
| Enterprise Engine | New feature set, including the flexible branching user hierarchy, that enables Console to power (any mix of) direct-to-enterprise, partner and reseller models. |
| Partner | Any external user with the role of Instructor, Institution Admin, District Admin, Institution Supervisor, District Supervisor or Division Supervisor. |
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Institution Admin |
Legacy user administration tool accessible by Institution Admins and District Admins. |
| Boost | Legacy reporting tool accessible by Instructors, Institution Supervisors, District Supervisors and Division Supervisors. |
| Tenant Dashboard | Legacy user administration and B2B configuration tool accessible by Tenant Admins. |
Please note: This guide and all supporting materials use BenchPrep's default product terms/locales.
Background
BenchPrep released Console in 2021 as the new home for all of your administration, configuration, distribution, and analytics needs. We’re pleased to share that your organization, and your partners can soon utilize Console as your single-source administration and analytics application. Our new flexible Branches hierarchy and improved distribution capabilities will replace our legacy systems: Tenant Dashboard, Boost & Institution Admin. No matter how you bring your courses to market, Console will help you grow your revenue and reach in a manner that works best for you and your partners.
Here are just a few of the benefits of Console’s reimagined distribution and administration capabilities:
- Reach: Grow your learner base, and expand to new markets enabling high-margin revenue growth for your organization.
- Flexibility: Gain better control over permissions and access for your learners and customers to deliver optimal end-user experiences.
- Improved UX: Accelerate your time-to-value with a single source for all your administrative, distribution, and analytics needs that enables you to create tailored learning experiences.
- Improved Performance: Overall speed of Console surpasses the speed of our legacy applications, resulting in quicker load times and ensuring a smoother user experience.
- Consolidation: By eventually sunsetting our legacy applications, Console will be your one-stop-shop for all your administrative, reporting and distribution needs.
To learn more about our new Enterprise Tools in Console, click here.
What does the upgrade mean to you?
Console will replace Tenant Dashboard, Boost, and Institution Admin. You will need to facilitate the upgrade to Console for internal and external stakeholders.
Have no fear! We’ve developed backward compatibility between applications along with robust supporting material to make the upgrade process as seamless as possible for you and your partners.
Your timely upgrade also ensures that you and your partners realize the immediate, ongoing value of BenchPrep's substantial continued investments in Console.
Who is impacted by the upgrade?
The upgrade impacts users with admin roles that provide access to the Tenant Dashboard, Institution Admin and/or Boost. Specifically, Tenant Admins, Institution Admins, District Admins, Instructors, Institution Supervisors, District Supervisors and Division Supervisors will use Console as their single source application.
The upgrade does NOT impact learners or any part of the learning experience.
To learn more and explore Console for yourself, click here.
Timeline
As BenchPrep focuses on optimizing Console, we will end support of Boost, Institution Admin and Tenant Dashboard in the near future. We understand that your organization may engage multiple personnel or teams to upgrade to Console, and that you may support or manage this upgrade for partner organizations as well. Separate communication with timelines will be provided to allow you to begin planning your organization's upgrade as soon as possible to prevent any disruption.
Prep for Upgrade
Although Console offers a more flexible toolset, we do not recommend making significant adjustments to roles/permissions or your hierarchy while you upgrade. Minimizing new system configurations will reduce change management for you and your partners.
Additionally, we recommend taking the following actions as early as possible in preparation for the upgrade:
| 1 | Notify all internal stakeholders |
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| 2 | Learn to use the new interfaces in Console |
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| 3 | Establish your communication and upgrade timeline |
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| 4 | Update business operations to support the use of Console |
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Upgrade Checklist
Follow the simple checklist below to complete the upgrade process. Most of the upgrade involves the communication, onboarding, and support of current partners using Console instead of legacy applications. Very little configuration is required in Console as all legacy data will be synced. Check out Console Upgrade Checklist article to review suggested messaging and action times for each step below!
Please Note: The checklist is intended to assist BenchPrep customers with external stakeholders/partners using Boost and/or Institution Admin. If you do not have any external stakeholders using Boost or Institution Admin, you can disregard the communication-related tasks.
| Step | Task | Type | Suggested Timeline |
|---|---|---|---|
| 1 | Notify existing Partners of upcoming changes and upgrade timeline | External Communication | 8 weeks before upgrade complete |
| 2 | Provision Partner access to Console | BenchPrep Support Request | 6 weeks before upgrade complete |
| 3 | Notify Partners of access to Console | External Communication | 6 weeks before upgrade complete |
| 4 | Remind Partners of sunset date | External Communication | 4 weeks and 1 week before upgrade complete |
| 5 | Sunset Boost & Institution Admin by removing legacy roles | BenchPrep Support Request | Final week |
| 6 | Notify Partners sunset is complete | External Communication | Final Week |
Documentation & Support
BenchPrep is committed to supporting you throughout the upgrade process to ensure a smooth transition and quick adoption of all that Console has to offer! While working through the upgrade don't forget to:
- Review and use the documentation in our Knowledge Base to support you along the way.
- Contact our dedicated Support team with any questions. You can reach out to your Customer Success Manager as well for assistance.
