Strategic Partnerships Management

KanBo acts as the central nervous system for all partnership activities, enabling structured collaboration, improved transparency, and actionable insights across all partnership initiatives.

I. Partnership Structure & Workflow Definition

  • Workspaces & Cards: Assign dedicated areas for each strategic partner.
  • Kanban & Gantt Views: Visualize deliverables, timelines, and partner contributions.
  • Task Ownership: Assign responsibilities to internal and external teams.

II. Real-Time Collaboration & Communication

  • Comments & Mentions: Replace fragmented emails with contextual communication.
  • Secure File Sharing: Store agreements, documents, and notes in one place.
  • Activity Stream: Maintain a real-time log of actions and updates.

III. Resource Management & Role Clarity

  • Resource Allocation: Prevent duplication and clarify ownership.
  • Team Coordination: Track effort distribution across partnerships.
  • Skill Matching: Assign team members based on role fit and availability.

IV. Strategic Alignment & Decision Support

  • Forecast Charts: Visualize impact and contribution over time.
  • Dashboards: Provide leadership with data-driven reports.
  • KPI Tracking: Ensure each partnership supports strategic business goals.

V. Compliance & Documentation Oversight

  • Legal & Regulatory Cards: Track contract milestones and compliance actions.
  • Secure Repositories: Store documents for audit-readiness.
  • Version Control: Monitor and update partner documents centrally.

VI. Performance Monitoring & Continuous Improvement

  • Evaluation Workspaces: Analyze pilot success and partner effectiveness.
  • Feedback Loops: Integrate learnings into future engagements.
  • Partner Scorecards: Benchmark contribution and value delivery.

Month 1 – Planning and Setup

Months 2-6 – Pilot Phase

Month 7 – Pilot Evaluation

Months 8-18 – Full Rollout