I want to create a proof of concept for CSAM (Customer Success Account Manager) role Where they can get a teams notification from a services agent which provides a list of their customers potential critical subscriptions which are not mapped with any of their customers existsing workload.
Each of the subscriptions should have the details on the below criterias marked yes or No so that the user can use that subscription for the discussion with the customer
1. ACR 10
2. ACR 40
3. Support Case
4. Subscription Name
5. Resource Group Name
6. Express Route Criteria
7. Crisit in last 9 months
8. Critsit related to Outage
9. Mapped to Unified Base Support
10. Mapped to Unified Addon support
Once discussed with the customer CSAM should have the ability to choose all the subscriptions or some of the subscriptions from the above list to create a new workload. Once the workload is created then the above list of susbscriptions to be refreshed and those subscriptions that are mapped to the workload is removed from the list.
I'll create a proof of concept application for Customer Success Account Managers (CSAMs) that allows them to:
Let's build this with Next.js and a clean UI:
This application provides a complete proof of concept for the CSAM role with the following features:
Teams Notification Simulation
Subscription Management
Workload Creation
User Interface
You can also click "Simulate Teams Notification" to see how a notification would appear to the CSAM.
The workflow needs to start from the teams notification of critical subscription alert for General Motors. WHen the CSAM clicks on that notification then the list of subscriptions needs to be displayed
I'll update the proof of concept to start with a Teams notification specifically for General Motors, and then show the subscription list when the CSAM clicks on the notification.
I've updated the proof of concept to implement the workflow you described:
Starts with Teams Notification
General Motors Specific
Improved Visual Flow
This implementation provides a clear, guided workflow that starts with the Teams notification and leads the CSAM through the process of reviewing and mapping critical subscriptions for General Motors.
use the attached teams template on which the notification for the critical subscription Alert for Genral motors should come and once the notification is clicked then the cards contianing the list of subscriptions should be listed with the workflow.