Collaboration Suite

Orange-glass Engagement Rooms for buyers, sellers, and consultants

One shared room with mutual milestones, approvals, and AI narratives that respect each persona.

Engagement Room

Mutual plan, documents, and value — in one space

Invite your buyers, partners, and consultants into a governed room with permissions, AI summaries, and milestone clarity.

  • Timeline with owners, due dates, and approvals.
  • Versioned documents with guest-ready controls.
  • Value tracker that feeds renewals and QBRs.
Before the deal

Mutual discovery

Stakeholder maps, intake, and value hypotheses captured together.

During the deal

Execution with clarity

Approvals, documents, and AI recaps in one orange-glass room.

After signature

Proof of value

Receipts and adoption signals keep renewals predictable.

Rooms change tone and content based on who's looking.

Buyer Champion

  • Mutual plan aligned to procurement, finance, and security tracks.
  • Executive-ready briefs and AI recaps to keep stakeholders informed.
  • Value receipts and adoption dashboards to share internally.

Account Team

  • Signal tracking across touchpoints to know when to engage execs.
  • Document controls with guest-friendly redlines.
  • Integrated ValueSphere stories to unblock consensus.

Consultant

  • Structured milestones and deliverables tied to impact.
  • Space to co-create playbooks and align on outcomes.
  • Post-signature tracking for adoption and renewal readiness.

Executive Sponsor

  • Roll-up view of risk, blockers, and next executive actions.
  • Receipts that prove progress and value realization.
  • Governed access to sensitive workstreams.
Next step

Activate the Collaboration Suite

Launch Engagement Rooms that feel native to every persona while keeping governance intact.