If you're currently hiring or working with third parties like contractors, subcontractors, students, or summer interns to help with your stakeholder engagement projects, then you may have concerns about safely collaborating within your Stakeholder Relationship Management (SRM) software. This blog describes nine great ways Jambo helps lower the risk of collaborating with contractors.
9 ways Jambo helps lower the risk of collaborating with contractors
The best way to reduce many of the risks of collaborating with contractors is to ensure that everyone inputs their data into a centralized SRM platform. This way, you have a line of sight into all the work being done, so you can easily stay on top of everything happening across your projects and with all of your stakeholders.
However, giving everyone full access to all of the data and confidential information stored in your SRM might be a concern for some. To help with this, Jambo has many features to make collaboration easier and safer. To find out more and read about other great Jambo de-risk features, keep reading below:
1. Individual user permissions
You might not want to give every user the same access to your information. For example, you don't want contractors to have access to internal notes in communication records or to financial information. With Jambo, you can restrict user access to certain information on a case-by-case basis. You may also want to limit the number of users who can edit or delete records. You can even give read-only access to a user.
With Jambo, you can set different permissions for each user to meet their data requirements. These individual user permissions will help ensure your contractors can use your SRM to meet their specific needs while protecting your sensitive data.
A Tip from Jambo's Stakeholder Engagement Specialist: Talk with your team and consider what you want your contractors to be able to do with the data in your SRM. Do you want them to be able to edit records or just log information?
Consider whether you want to set up an approval process or a workflow that routes decisions about access to information in your SRM to someone on your team with higher permissions. Regardless of what you need, our Customer Success team is here to support you in reaching your goals.
2. Add, remove, or change user permissions
At times, you may want to change some user permissions, especially as new contractors or summer interns join your projects (and others finish their contracts). Jambo administrators can manage account users, so they can easily change user permissions in real time without creating a support request.
If you ever need to remove a contractor from a project, you can do so easily. They will no longer be able to access Jambo (however, all their added data will remain in Jambo forever to ensure consistency in your records).
3. Restrict contractors from viewing other contractors' data
In some situations, you may be using multiple third-party companies and don't want them to see each other's data, whether for confidentiality reasons, to prevent a conflict of interest, or an overall need to keep companies' data private. In Jambo, you can restrict contractors from viewing other contractors' data.
If you don't want them to have access to each other's information, you can decide how to keep their data separated in Jambo. For example, you might want to set up separate projects for each contractor and give your internal team access to all of them.
A Tip from Jambo's Stakeholder Engagement Specialist: When you're defining your project goals, discuss how you plan to organize and integrate third-party data. Think about what data you want logged in your SRM and who will oversee it. What does that mean in terms of user accounts? If you're adding contractors as users (which we encourage), then what information do you want them to be able to access?
Our Customer Success team can recommend the best configurations for your user accounts to help meet your data and privacy needs. Don't worry if you change your mind down the road! We can work together throughout your project to meet your evolving needs and help you adjust as needed.
4. Stay updated on your field contractor's progress
If you have contractors in the field, keeping track of their progress can be tricky. Without an SRM, you're waiting until they're back in the office for updates or to hand over reports. As Jambo is a cloud-based platform, your contractors can use it in the field. With its mobile-friendly, responsive design, field contractors can use their smartphones or tablets to enter their records directly into Jambo wherever they're working, as long as there's an internet connection.
Instead of waiting for your next meeting, this connectivity lets you see what field contractors are doing in real time, so you're continuously aware of their progress and don't miss any critical updates.
A Real-Life Example from a Jambo Expert: If your organization is dealing with a vital stakeholder issue and your contractor has gone to speak with the stakeholder about it, your team will be eager to hear an update. With Jambo, as soon as your contractor adds an issue update, it's available to all users.
This instant access eliminates tedious or delayed check-ins, as all the information you'll need is available on demand. This is a significant risk-management move, as issues can be time-sensitive and have the potential to derail a project if not managed correctly. With Jambo, you're updated right away.
5. Protect your contractor's knowledge and hard work
Once your third-party contract has ended, where does their information live? They've been working on projects and have essential project knowledge that needs to be transferred over. You need to reduce project risk and ensure their data doesn't leave when they do!
You’ll want to know:
- To whom have they talked?
- When have they talked to them?
- What have they talked about?
- What promises were made?
- What tasks did they complete (or have yet to be completed)?
You'll need all this data to build positive stakeholder relationships (it's hard to build trusting relationships when you don't know what was discussed previously) and help your projects succeed!
If a contractor had a user account and was securely logging their data in your SRM, then you will forever have access to their knowledge, which is vital for your current project and any future follow-up questions. You can feel confident knowing your data isn't walking away with your contractors once they leave your project.
A Real-Life Example from a Jambo Expert: It's common for regulators or stakeholders to ask questions about projects from many years ago. Suppose a Freedom of Information (FOI) request comes in, and you need to share information about who was engaged during an earlier project. In that case, you'll need quick and reliable access to that data.
When contractors have logged all of their data in Jambo, you know all your project information is searchable and accessible (no matter how long it has passed). You don't have to try to contact old contractors to get the information you need, which is an important risk-reduction benefit, as they might have moved on or no longer have access to their project notes.
Learn how Jambo keeps your data protected through two-factor authentication (2FA)→
6. Run representative reports
Keeping track of your contractor's work is important, and Jambo's representative reports can help you do this. When a user emails a communication record to Jambo, it's linked to them, and they are considered the record's representative. If you're creating a communication record in Jambo, you must select a representative for that record. With representatives linked to all communication records, you can keep track of all users' work throughout the lifetime of your projects. If you want to review your contractor's communications with your stakeholders, you can run a representative report to show all records linked to them.
A Tip from Jambo's Stakeholder Engagement Specialist: If you have a contract with a contractor to engage a specific number of stakeholders or complete a specific number of tasks, representative reports can help you track their progress and keep everyone accountable to the contract terms.
7. Utilize the activity logs and recent changes features
There's a lot of useful information you can learn about your contractors based on how they use Jambo. This information can help you understand their progress.
Jambo's Activity Log and Recent Changes are two great ways to view your contractors' progress without constantly checking in on them or waiting for updates. These features help ensure there's transparency in your professional relationship and allow you to benefit from their work and make essential adjustments if you notice anything that needs attention.
Activity Logs
You can turn on Jambo's Activity Log to see what users are doing on the platform. This feature will give you the history of interactions within the platform, like:
- When did they log in and out?
- Did they create a new record?
Recent Changes
On an individual communication record basis, Jambo has a Recent Changes feature that lets you see who made what changes, when, and to which record.
For example, if someone updates a phone number in a stakeholder's profile, Recent Changes will show the phone number it used to be, the phone number it was changed to, who made the change, and when. This helps keep everyone accountable for their actions and tells you whom to contact if you have any questions about the changes.
8. Encourage collaboration
Whether you're collaborating with remote teams or contractors in the field, distance can leave you feeling disconnected, making it hard to stay on the same page with your project.
With Jambo, everyone can see what teams and contractors are working on as soon as the data is logged in the platform. There's no delay in viewing updates once they're added, which helps people collaborate on the platform in real time.
A Real-Life Example from Our Experts: Several people often collaborate on stakeholder issues, so everyone involved needs to stay up to date on the issue's progress. In Jambo, if somebody is working on the same issue record as you, their avatar will pop up on the screen, so you know they are working on it too. Once you see someone else in the record with you, you can work together to add updates or clarify who will manage what.
Additionally, if someone updates an issue you own, you'll receive an immediate update. This is especially helpful when you're dealing with a time-sensitive, high-risk issue, as you'll receive the updated information from the work your contractors are doing right away.
9. Benefit from Jambo's Customer Success team
One of the best ways to minimize risk when working with third parties is by ensuring everyone logs their stakeholder data in the same SRM. To ensure everyone uses your chosen SRM, it must be easy to use and come with helpful support.
Our Customer Success team can help ensure all your users have the same understanding of how Jambo works. You can also include your contractors in training opportunities so everyone can get the most value from Jambo while ensuring your sensitive data is safe, and risks are lowered!
A Tip from Jambo's Stakeholder Engagement Specialist: We've seen success with organizations that add a clause to their contract requiring contractors to use their chosen SRM. This way, the expectation is made clear that the contractor will continuously update all the information they're collecting into the same platform, so you don't have to worry about missing data or tracking project progress.
By making it an expectation from the beginning, it's much easier to ensure the important data collected can be used to support your project without the unnecessary risks that come with giving contractors access to your SRM.
Next steps: See what Jambo is all about
If you're ready to look at Jambo and see all these excellent features in action, book a 15-minute discovery call or request a demo!
