SE UI customer journey

docs/supplier-enablement/guides/analyze-spend.md

@@ -12,8 +12,6 @@ In this guide, we will cover the ways you can ownload the resulting reports gene
 
 Before you can review spend data, you need to request access to it. We cover this in detail in our [Request information](/supplier-enablement/guides/analyze-spend) guide.
 
-need to [request access to your customer's data](/supplier-enablement/guides/manage-relationships).
-
 ## Download data
 
 ### Check data status

docs/supplier-enablement/guides/customer-journey.md

@@ -0,0 +1,156 @@
+---
+title: "Understand your customer's journey"
+sidebar_label: Customer journey
+description: "Review the steps your customer goes through when sharing their financial and spend information"
+---
+
+import ReadNext from "@components/global/ReadNext";
+
+## Overview
+
+Our [Relationship Portal](https://relationships.codat.io/) is your one-stop shop to view the clients and relationships you are responsible for. Here, your organization's clients are represented as [companies](../../terms/company). 
+
+In this guide, you will see the connection journeys your customer goes through when you send them a business data request. 
+
+## Initial business data request
+
+When you initiate a request for your customer's business data, you can ask them for one or both of these types of data:
+
+- **Financials**, which includes a profit and loss statement and a balance sheet statement enriched with our [categorization](/lending/features/financial-statements-overview#categorized-financial-accounts) feature.
+
+- **Spend analysis**, which provides accounts payable and supplier information to the level of individual transactions, payment methods, terms, etc.
+
+We provide detailed guidance on requesting this data in our [Request information](/supplier-enablement/guides/manage-relationships) guide.
+
+Once you submit the information request, your customer will receive an email that will prompt them to authorize your access to their data. The content of this email will differ based on the type of data you selected.
+
+For any type of information you requested, they will need to follow a [software connection journey](/supplier-enablement/guides/customer-journey#software-connection-journey). If you requested spend analysis data, the customer will also go through [multi-entity journey](/supplier-enablement/guides/customer-journey#multi-entity-connection-journey) steps.
+
+| Requested data type  | Software connection journey | Multi-entity journey |
+|----------------------|-----------------------------|----------------------|
+| Financials only      | ✔️                           | ❌                    |
+| Spend analysis only           | ✔️                           | ✔️                    |
+| Financials and spend analysis| ✔️                           | ❌                    |
+
+## Connection journey overview
+
+You can see how multi-entity steps and software connection steps relate to each other on the diagram below.
+
+![A diagram of customer journey steps when following a single or multi-entity flow depending on the type of data requested](/img/supplier-enablement/0101-se-customer-journey-diagram.png)
+
+Next, let's review the details of these journeys.
+
+### Multi-entity journey
+
+Your customer will receive an email when you request **spend analysis data** from them. To connect, they need to: 
+
+1. **Click the link provided in the email.** 
+
+    The link will take the customer to the initial supplier information provision screen.
+
+    Alternatively, you can share this link with the customer directly. Choose **Copy link** instead of **Request by email** when requesting business information. You can learn more in our [Request information](/supplier-enablement/guides/manage-relationships) article.
+
+2. **Choose the way they want to provide business data.** 
+
+    The customer can upload the data manually or connect their accounting software.
+
+3. **Upload the data manually, if required.**
+
+    If they selected the **Upload file manually** option, the customer should download the supplier information template, fill it with their business data, and upload it on the _Manual upload_ screen.
+
+![A combination of three screenshots. The first one shows the information request email with View Request button highlighted. The second one shows the initial landing screen for providing supplier information. The third one shows the manual file upload screen.](/img/supplier-enablement/0104-customer-journey-123.png)  
+
+:::tip Missing features?
+
+Don't see the **Copy link** button, manual file upload option, or the multi-entity flow? It is possible these functions weren't enabled for your Relationship Portal. Speak to your Codat contact to discuss enabling these.
+
+:::
+
+If the customer selects the **Connect platform** option to connect their accounting software, they will go through the multi-entity steps:
+
+4. **Choose the number of legal entities in the organization.**
+
+    If a single entity is selected, the customer will move on to the [software connection steps](/supplier-enablement/guides/customer-journey#software-connection-journey).
+
+5. **Provide the name of the legal entity.**
+
+    Once an entity is added, the customer will move on to the [software connection steps](/supplier-enablement/guides/customer-journey#software-connection-journey) for the specified entity. Once connected, they will return to the entity flow to complete the next step.
+
+6. **Add another legal entity, if required.**
+
+    If the customer adds another entity, they will repeat the previous step for this entity. Alternatively, they can choose to finish the flow.
+
+![A combination of three screenshots.The first one shows the selection screen to indicate whether the organization has one or multiple entities. The second one shows the screen used to enter an entity's details. The third one shows an option to add another entity to the organization.](/img/supplier-enablement/0105-customer-journey-456.png)
+
+#### Journey completion
+
+Once the customer finishes the flow, they will see a summary view of their information request. Here, they can check the status of their request.
+
+![Information request view that displays the status of the request sent to the customer.](/img/supplier-enablement/0106-information-request.png)
+
+In the Relationship Portal, you will see the newly added entities and their information provision status. 
+
+![Relationship Portal screenshot that shows the added multiple entities and their data provision status.](/img/supplier-enablement/0107-rm-multientity.png)
+
+### Software connection journey
+
+For any type of information you requested, your customer will have to authorize a connection to their accounting software. This will allow you to see their business data via Codat's Relationship Portal. The look, feel, and content of this journey depends on the settings selected by your organization. 
+
+:::tip Multi-entity journey
+
+If the customer is completing the multi-entity flow and chooses to connect their software, they will be directed to **step 2** of this flow.
+
+:::
+
+Your customer will receive an email when you request **financials** or **financials and spend analysis data** from them. To connect, they need to: 
+
+1. **Follow the link provided in the email.** 
+
+    Alternatively, you can share this link with the customer directly. Choose **Copy link** instead of **Request by email** when requesting business information. You can learn more in our [Request information](/supplier-enablement/guides/manage-relationships) article.
+
+    ![A section of an example email with the connection button included.](/img/supplier-enablement/0110-software-journey-email.png)
+
+2. **Choose to connect and link accounting software.** 
+
+    On the landing page, the customer should click **Connect** to initiate the software linking process.
+
+3. **Select accounting software.**
+
+    Once the customer locates the software they use and want to connect, they should select it and click **Next**. In this guide, we use Xero.
+
+4. **Review data consent information.**
+
+    The customer will see a consent screen where they can review what kind of business data your organization will be accessing.
+
+![A combination of three screenshots. The first one shows the connection initiation screen corresponding to step 2. The second one shows the software selection screen corresponding to step 3 with Xero selected. The final one shows the consent screen for accessing Xero data, corresponding to step 4.](/img/supplier-enablement/0108-platform-123.png)
+
+5. **Enter accounting software credentials to authorize access.**
+
+    The customer will be redirected to their accounting software to log in and authorize your access to their data. This step will look different depending on the software your customer uses.
+
+6. **Provide explicit agreement, if required.**
+
+    The flow may include another step to confirm provision of access to the data, if required by the accounting software.
+
+7. **Complete the connection journey.**
+
+    Your customer will be informed that the connection is complete and they can close the window.
+
+![A combination of two screenshots. The first one shows the explicit consent screen as required by Xero, corresponding to step 6. The second one shows the completion of the journey, corresponding to step 7.](/img/supplier-enablement/0109-platform-45.png)
+
+#### Journey completion
+
+Once the customer finishes the flow, they will see a summary view of their information request. Here, they can check the status of their request.
+
+![Information request view that displays the status of the request sent to the customer.](/img/supplier-enablement/0106-information-request.png)
+
+In the Relationship Portal, you will see the newly added entities and their information provision status. 
+
+![Relationship Portal screenshot that shows the different entities and their data provision status.](/img/supplier-enablement/0111-platform-journey-complete.png)
+
+<ReadNext
+  links={[
+    ["Supplier Enablement overview", "/supplier-enablement/overview", ],
+  ]}
+>
+</ReadNext>

docs/supplier-enablement/guides/manage-relationships.md

@@ -35,6 +35,14 @@ You can request supplier and spend data from your customer in two ways:
 - [During the initial company creation](#request-financial-data-during-company-creation)
 - [After company creation at a later stage](#request-financial-data-after-company-creation)
 
+:::tip Your customer's journey
+
+Once you request the information, your customer will need to go through a set of steps to allow you to see their business data in the Relationship Portal. You can learn more about this in the [Customer journey](/supplier-enablement/guides/customer-journey) guide.
+
+:::
+
+![An image of the Relationship Manager Portal user interface with the request financials window open](/img/supplier-enablement/0064-se-rm-portal-financials-request.png)
+
 #### Request financial data during company creation
 
 When you follow the [company creation](/supplier-enablement/guides/manage-relationships#add-a-new-company) flow and click the **Add company** button after filling out the company details, you will see the information request window pop up. It is used to onboard your client and request access their financial data. 
@@ -67,6 +75,14 @@ You will see a confirmation message once the email is sent.
 
 ![An image of the Relationship Portal user interface with the email preview window open](/img/supplier-enablement/0065-se-rm-portal-email-preview.png)
 
+#### Multi-entity companies
+
+If you want to request _spend analysis data_ from a customer who has multiple subsidiary companies, you don't need to create and request data for each subsidiary individually. 
+
+When responding to your request, the customer should follow the [multi-entity connection journey](/supplier-enablement/guides/customer-journey#multi-entity-connection-journey). They will be asked to create the relevant subsidiaries and connect an accounting platform for each one during that journey. 
+
+As a result, you will see the main legal entity and its subsidiaries in the Relationship Portal.
+
 ### Support your customer
 
 You may want to have a call with the customer to make sure they successfully connecting their accounting platform. See our checklist for recommended best practices.

sidebars/supplier-enablement.js

@@ -23,6 +23,7 @@ module.exports = [
   },
   "supplier-enablement/guides/analyze-spend",
   "supplier-enablement/guides/refresh-data",
+  "supplier-enablement/guides/customer-journey",
   {
     type: "link",
     label: "Customer FAQs",