Enhanced mechanisms for information exchange in an enterprise
Systems and methods for the exchange of information between an enterprise client and a partner within an enterprise environment are provided. In this exchange of information, the client selects, via a user interface, a subset of client data, as well as one or more screen sets, to share with a partner. Once the partner has accepted, the system then sends an account creation request or account login request to the partner. Once the partner is authenticated in the system with an account, the system creates an information exchange session for the partner, and provides, on a display of the partner's device, a user interface that shows the subset of the client data and the screen sets. Access to the rest of the customer's enterprise environment is restricted.
1. A method, comprising:
maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data;
sending an asynchronous client request, from a client at a client device, to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and the one or more screen sets being selected by the client in a client user interface, wherein the enterprise environment is configured to allow the client to have granular control over which data is sent in the client request, the data including project, activity and task metadata, portions of screens, and screens with elements redacted or blurred;
creating an information exchange session for the partner, wherein the information exchange session occurs between a software-as-a-service (SAAS) environment for the partner device and a client portal for the client device, and wherein updates to the information exchange session occur via datamodel synchronization between the SAAS environment and the client portal, wherein the SAAS environment itself does not store any client data; and
providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the one or more screen sets, wherein access to the enterprise environment by the partner is not a direct screen exchange, but instead, restricted to only the subset of the client data and the one or more screen sets, wherein the one or more screen sets are shared by first being converted into JSON format and then being converted into a format for display on the partner device, and wherein one or more pieces of client data are editable by the partner via the partner user interface.
2. The method of claim 1 , further comprising:
receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data;
sending the partner update to the client device;
receiving a validation of at least a portion of the partner update; and
incorporating the validation of the at least a portion of the partner update into the subset of the client data.
3. The method of claim 1 , wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface.
4. The method of claim 1 , wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment.
5. The method of claim 1 , wherein asynchronous communication includes email, text message, or social media message.
6. The method of claim 1 , wherein the client maintains its own database system and does not share access to the database system with the partner.
7. The method of claim 1 , wherein at least a portion of the partner user interface is different than the client user interface.
8. A system comprising:
a processor; and
memory, the memory storing program instructions to execute a method, the method comprising:
maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data;
sending an asynchronous client request, from a client at a client device, to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and the one or more screen sets being selected by the client in a client user interface, wherein the enterprise environment is configured to allow the client to have granular control over which data is sent in the client request, the data including project, activity, and task metadata, portions of screens, and screens with elements redacted or blurred;
creating an information exchange session for the partner, wherein the information exchange session occurs between a software-as-a-service (SAAS) environment for the partner device and a client portal for the client device, and wherein updates to the information exchange session occur via datamodel synchronization between the SAAS environment and the client portal, wherein the SAAS environment does not store any client data; and
providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the one or more screen sets, wherein access to the enterprise environment by the partner is not a direct screen exchange, but instead, restricted to only the subset of the client data and the one or more screen sets, wherein the one or more screen sets are shared by first being converted into JSON format and then being converted into a format for display on the partner device, and wherein one or more pieces of client data are editable by the partner via the partner user interface.
9. The system of claim 8 , wherein the method further comprises:
receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data;
sending the partner update to the client device;
receiving a validation of at least a portion of the partner update; and
incorporating the validation of the at least a portion of the partner update into the subset of the client data.
10. The system of claim 8 , wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface.
11. The system of claim 8 , wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment.
12. The system of claim 8 , wherein the asynchronous communication includes email, text message, or social media message.
13. The system of claim 8 , wherein the client maintains its own database system and does not share access to the database system with the partner.
14. The system of claim 8 , wherein at least a portion of the partner user interface is different than the client user interface.
15. A non-transitory computer readable medium storing instructions to execute a method, the method comprising:
maintaining an enterprise environment comprising a plurality of clients, wherein each client is associated with a set of client data;
sending an asynchronous client request, from a client at a client device, to a partner device of a partner associated with the client, the client request comprising a subset of the client data and one or more screen sets to be shared, the subset of the client data and the one or more screen sets being selected by the client in a client user interface, wherein the enterprise environment is configured to allow the client to have granular control over which data is sent in the client request, the data including project, activity, and task metadata, portions of screens, and screens with elements redacted or blurred;
creating an information exchange session for the partner, wherein the information exchange session occurs between a software-as-a-service (SAAS) environment for the partner device and a client portal for the client device, and wherein updates to the information exchange session occur via datamodel synchronization between the SAAS environment and the client portal, wherein the SAAS environment itself does not store any client data; and
providing, on a display of the partner device, a partner user interface comprising the subset of the client data and the one or more screen sets, wherein access to the enterprise environment by the partner is not a direct screen exchange, but instead, restricted to only the subset of the client data and the one or more screen sets, wherein the one or more screen sets are shared by first being converted into JSON format and then being converted into a format for display on the partner device, and wherein one or more pieces of client data are editable by the partner via the partner user interface.
16. The non-transitory computer readable medium of claim 15 , wherein the method further comprises:
receiving a partner update associated with the partner comprising one or more proposed edits to the subset of the client data;
sending the partner update to the client device;
receiving a validation of at least a portion of the partner update; and
incorporating the validation of the at least a portion of the partner update into the subset of the client data.
17. The non-transitory computer readable medium of claim 15 , wherein each of the one or more screen sets comprises one or more pieces of client data presented in a partner user interface screen, the partner user interface screen mirroring at least a portion of one or more user interface screens associated with the client user interface.
18. The non-transitory computer readable medium of claim 15 , wherein the enterprise environment is implemented as a Software as a Service (SaaS) environment.
19. The non-transitory computer readable medium of claim 15 , wherein asynchronous communication includes email, text message, or social media message.
20. The non-transitory computer readable medium of claim 15 , wherein the client maintains its own database system and does not share access to the database system with the partner.