Creating/Editing Insight Partner profile

creating/editing insight partner profile your insight partner profile page is a one stop showcase of your qualifications, certifications, work, and project experience, and services offered your potential clients should be able to fully understand your capabilities from the information available on this page the more details you offer in this section, the higher the chance that you will receive appropriate inquiries from potential clients needless to say, we highly recommend spending a fair amount of time developing and updating your profile page and keeping it updated with the latest information at all times! in this article, we will take you through the process of setting up your all important profile page if you are starting out for the first time, once you click the circular profile button on the top right of your screen, you will see an option called create/edit profile this text will change to 'insight partner profile' once you have created your profile the profile view lets you evaluate your profile the same way clients will see it if you are building your profile for the first time, you will be redirected to the profile builder directly if you have already built your profile once, you will reach your profile page on the top right of the profile page screen, you can click ' edit profile ' to reach the profile builder in the profile builder, you will see the following sections engagement model essentials industry & services work experience education certification credentials packages availability background image let's take a look at each of the sections back the information up! potential clients may want to verify the validity of the information provided by you in this section always keep proof, just in case the client requests them it is also a good practice to keep a list of references engagement model here, you can specify your engagement preference the options available are 1\ ad hoc projects if you are a freelancer, and if you prefer to work on a per project basis, you'd need to select this option this will allow clients/vendors registered in our platform to connect with you for a single requirement at a time, for a fixed fee 2\ secondment this model lets you work with a client continuously over a period of a few months typically, you would be working on multiple projects or assignments and be paid on a monthly basis you would not be an employee of the firm you work for you should also specify your expected monthly remuneration (either inr or usd) once you make the selection 3\ full time employment if you are open to full time employment with a company, you can check this box here, you need to specify your expected annual remuneration (either inr or usd) after making the selection you can also select multiple/all the options, if that's what you prefer essentials this section has the following fields profile headline a short description that appears below your name on your profile, often a single line it is a searchable field; it is good practice to use keywords that customers might use to search for experts like you brief summary a brief summary of your expertise and services it should typically be a few lines long it is a searchable field; it is good practice to use keywords that customers might use to search for experts like you expert type you can indicate if you are a freelance professional or part of a firm years experience total number of years of experience country country of your residence you can start typing in the letters and select from one of the options in the list it is good practice to indicate the city of residence; the country will appear automatically in the description (this is not a free form text field, make sure that you choose an option from the drop down ) note all the fields in this section are mandatory industry & services in this section, you will indicate the type of services you provide and the industry sectors that you operate in these fields are available as a filter to clients who want to narrow down their search to service providers operating in a particular sector or looking for a particular service services you can simply check all the services that you provide from the available list if your service is not covered under the standard options, check the others box, and you will be able to type in the type of services you offer in freestyle industry/sector similarly, you can simply check all the industries/sectors in which you have expertise if your service is not covered under the standard options, check the others box, and you will be able to type in the type of industry in freestyle note all the fields in this section are mandatory work experience we suggest providing your complete work experience here; full time, part time, or as an independent consultant for each work experience, you need to add the following details job title the designation or title you had if you had multiple designations over a long period of time at a company, you could mention the last one and indicate it accordingly in brackets (see example below) company name the company where you worked type of employment full time, part time, or as an independent consultant start & end date start and end date of your employment description a brief description of your job role a sample is available here for reference note you need to upload at least one work experience before moving on to the next section education qualification the name of the qualification institution the institution from which the qualification was obtained start & end date start and end date of the course description a brief description of the course a sample is available here for reference note you need to upload at least one education before moving on to the next section we strongly recommend adding your complete educational history in this section to enable potential clients to learn more about you certification showcase the certifications that you have earned in this section more the better! for each certification, enter the following information certification name name of the certification issuing organization the organization which issued the certificate start & end date start and end date of the certification there is also an option to indicate that the certificate does not expire certification url (optional) many online sites provide urls with the certificate a sample is available here for reference note this section is optional, but we suggest you update all your relevant certifications here credentials in this section, you can upload documents (pdf, doc, ppt, xls) and videos (accommodates most types of extensions) to showcase your work this allows you to upload your standard credentials, or you could even ask one of your customers to send you a video testimonial that you upload here! the sky is the limit this is where your credentials are displayed on your profile note this section is optional, but we suggest you upload at least one great document or video that showcases your work you can upload up to three documents (if you have lots of documents to upload and find three restrictive, do tell us!) confidentiality before uploading any credentials document, make sure confidential client information is not available on them packages packages are insight services that have been pre specified to a certain extent they make it easier for prospective clients to understand the service being offered, the methodology adopted to deliver insights, how they can use the output for their benefit, the likely timelines, and the cost adding appropriate packages to your profile helps clients discover you more easily as the text in them is searchable by potential clients this field is also searchable; clients looking for specific keywords might discover your profile if they use the terms mentioned in the description of the package you will see four different headings here under each, you will find several packages which you can choose to add to your profile if you feel you have the expertise to execute them successfully market research customer/employee experience immersion & innovation data analytics in the future, we will be building out more features around packages for example, clients who would like a particular standard package could use them to auto populate a brief and send them to all experts who indicated that they have the expertise to execute them watch this space! note this section is optional, but we suggest you take some time out to choose the packages that you can offer to potential clients availability you can indicate your availability here if you are expected to be unable to take up ad hoc projects, you can mark yourself unavailable for the indicated period you will not appear in search results for the period selected by you note the information provided in this section is currently not displayed on your profile in the future, we will use the data in this section for building out features like disallowing appointments at times when you are marked as not available background image how about a nice background image to give your profile a great halo? or an image that showcases your work? for instance, if you specialize in it, you could upload something relevant to that field for reference, this is where your background image appears on expert search listings on your profile page note uploading a background image is optional, but we highly recommend doing so a good background image can make your profile stand out in search as well as make your profile page look great (the above images are probably not a great example!) make sure you save your profile! once you have done creating or editing your profile, make sure to save it by going to the last section (background image) and clicking on 'save photo' you will now be able to view your completed profile by clicking the insight partner profile through the menu