Guides

Strategies and playbooks for the Conduit BI ecosystem

Success Guides

Learn from real implementations. These guides cover the playbooks, strategies, and proven approaches for customers, creators, and partners.

Getting Started

Choosing Your Path

Not sure if you’re a customer, creator, or partner? This guide helps you pick the right track.

The Playbooks

Project Pain

The SMB motion. Report Factory, Report Crusher, workshops, and email sequences. High-volume, one-to-many.

Project Platform

The enterprise motion. Report Market, hackathons, creator partnerships. Building the marketplace.

Project Apply

The execution plan. 90-day burn. First three episodes. Getting from concept to reality.

Advanced Strategies

Partner Talks

How to present to Rick McCutcheon, Carol Livingston, and the ERP blog network. The conversation is different when you have episodes.

Microsoft Marketplace

On-ramp to the commercial marketplace. How to get listed and what it means for partners.

Need More Help?

Can’t find what you’re looking for?

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