PRM Review and Checkup
A PRM Review and Checkup is not just routine maintenance; it's a strategic move that can
significantly enhance your business's performance. By reviewing your current
implementation, assessing the configuration for best practices, and developing a
comprehensive plan, you're ensuring the effectiveness of your purchased products and
services and setting your business up for success in all aspects of your operations.
Administration
Are current administrators still part of the company? (if not, show how to make it inactive)
Are you comfortable adding or editing administrators? (if not, show process)
Review limited role permissions (if applicable)
Review password policy (if applicable)
Brainstorm: Do any existing roles need to be adjusted? (if there have been
recent changes to team members/responsibilities)
Partner Onboarding
Are there pending applicants?
Are onboarding approval processes active, effective, and working as intended?
Are partner-facing notification (pending/denied/approved) workflows active, effective,
and working as intended?
Does the onboarding form collect all necessary information?
When were the partner agreement terms last updated?
Brainstorm: Discuss the strategy to recruit their ideal partner types.
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