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Overview

What is POC Manager?

POC Manager is a comprehensive platform designed to streamline Proof of Concept (POC) engagements between vendors and customers. It provides a structured approach to managing POC projects with clear objectives, tasks, and success criteria.

Core Concepts

POCs (Proof of Concepts)

A POC is a time-bound engagement where a vendor demonstrates their product or solution to a potential customer. Each POC includes:

  • Basic Information: Title, description, customer company, dates
  • Objectives: Clear goals for the engagement
  • Tasks & Task Groups: Structured activities to complete
  • Success Criteria: Measurable outcomes
  • Resources: Supporting materials and documentation

Tenants

A tenant represents an organization using POC Manager. Each tenant has:

  • Isolated data and users
  • Custom branding (logo, colors)
  • Independent configuration
  • Separate billing (if applicable)

Users & Roles

POC Manager uses a role-based access control system with five distinct roles:

  1. Platform Admin: Manages the entire platform
  2. Tenant Admin: Manages a specific tenant
  3. Administrator: Creates POC templates
  4. Sales Engineer: Manages POC engagements
  5. Customer: Participates in POCs

User Interface Overview

The top navigation bar provides access to:

  • Dashboard: Overview of your POCs and activities
  • POCs: List of all POCs you have access to
  • Tenants: (Platform Admin only) Manage tenants
  • Users: (Tenant Admin only) Manage users
  • Task Templates: (Administrator only) Create reusable templates
  • Settings: Your profile and preferences

Dashboard Elements

The dashboard provides a quick overview including:

  • Active POCs count
  • Pending tasks
  • Recent activity
  • Success rate metrics

Getting Started Checklist

First Steps

  1. ✅ Log in to your account
  2. ✅ Understand your user role
  3. ✅ Navigate to your role-specific guide
  4. ✅ Explore available POCs or create one

Next Steps

Based on your role, proceed to the appropriate section: