Getting Started with Optilogic Teams

Teams is an exciting new feature set designed to enhance collaboration within Supply Chain Design, enabling companies to foster a more connected and efficient working environment. With Teams, users can join a shared workspace where all team members have seamless access to collective models and files. This ensures that every piece of work remains synchronized, providing a single source of truth for your data. When one team member updates a file, those changes instantly reflect for all other members, eliminating inconsistencies and ensuring that everyone stays aligned.

Beyond simply improving collaboration, Teams offers a structured and flexible way to organize your projects. Instead of keeping all your files and models confined to a personal account, you can now create distinct teams tailored to different projects, departments, or business functions. This means greater clarity and easier navigation between workspaces, ensuring that the right content is always at your fingertips.

Consider the possibilities:

• Want a dedicated team for Network Optimization and another for Transportation Optimization or perhaps North American and EMEA based projects? Now you can keep these projects separate yet easily accessible.
• Need a centralized space for onboarding materials, shared model templates, or best practices? Create a dedicated team for it.
• Are you a partner managing multiple clients? Organize your work into client-specific teams to maintain clarity and ensure that each client’s data remains distinct yet effortlessly accessible.

Teams introduces a more intuitive and structured way to collaborate, organize, and access your work—ensuring that your team members always have the latest updates and a streamlined experience. Get started today and transform the way you work together!

This documentation contains a high-level overview of the Teams feature set, details the steps to get started, gives examples of how Teams can be structured, and covers best practices. More detailed documentation for Organization Administrators and Teams Users is available in the following help center articles:

• Optilogic Teams – Administrator Guide
• Optilogic Teams – User Guide

Teams Feature Set Overview

The diagram below highlights the main building blocks of the Teams feature set:

1. The Organization Dashboard is central to the feature set – this is where organization administrators can create/edit teams and add/remove users to teams and the organization.
2. The Team Hub application is an integral part of the user’s Teams experience – here they can see and access the teams they are part of and their own personal workspace (My Account), observe the activities of team members, and switch context from one team to another.
3. Sharing of files & models has been enhanced, ensuring there is a suitable method for each purpose – share access for multi-user collaboration, transfer ownership to hand-off full control, or send a copy to provide a snapshot.
4. The breadcrumb trail of Org > Team > App (e.g. Company X > EMEA > Cosmic Frog) in the browser tabs and within the Optilogic platform itself show a user exactly where they are working at all times.
5. The activity feed of each team is an automatic log capturing who of the team members did what when (e.g. creating a new .csv file, uploading a model, running a query, viewing a model) – this can replace manual updates by email or instant messaging.
6. When a user is within the context of a particular team, everything they see and interact with is limited to that team. This includes for example folders & files in the Explorer, and the list of model runs in the Run Manager application.

How to Get Started

At a high-level, these are the steps to start using the Teams feature set:

1. Establish Your Organization​
   1. Contact Optilogic Support to specify your organization’s Admin User(s) and email domains.
   2. Optilogic creates your organization on the Optilogic platform where domain association ensures pre-populated user lists.
2. Create Teams & Add Users (Organization Admins Only, see the Optilogic Teams – Administrator Guide help center article)
   1. Org Dashboard → Teams application → ‘Create Team’ button → Add Members
3. Use Team Hub​ (see the Optilogic Teams – User Guide help center article)
   1. Switch into a team to view shared content​
   2. All actions (model runs, file creation) are now associated with that team​
4. Add Content​
   1. Upload / create directly in the team workspace
   2. Share copies from your personal workspace, see this “Model Sharing & Backups for Multi-User Collaboration” help center article for more details on model sharing​
   3. Copy from the Resource Library, see this “How to use the Resource Library” help center article for more details

Team Structure Use Cases

Here follow 5 examples of how teams can be structured, including an example for each and an explanation of why such a setup works well.

1. Organizing Projects by Function or Focus Area
   1. Example: A company with multiple supply chain initiatives can create separate teams for Network Optimization, Transportation Planning, and Inventory Management.
   2. Why it works: Each team gets its own dedicated workspace, keeping content siloed and relevant. Members focus on their specific initiatives without distractions from unrelated files or models.
2. Global or Regional Team Structures
   1. Example: Multinational companies can set up teams by region (e.g., North America, EMEA, APAC) or country to manage localized models and data.
   2. Why it works: Supports localized decision-making, ensuring teams have the autonomy to manage their own supply chain designs, while corporate admins maintain visibility and governance.
3. Client-Specific Workspaces for Consulting or Partner Organizations
   1. Example: A consulting partner managing multiple clients (e.g., Client A, Client B, Client C) can create client-specific teams to store each client’s data, models, and deliverables.
   2. Why it works: Keeps client data separate, secure, and easily accessible, reducing the risk of accidentally sharing files with the wrong client and providing a clear organizational structure.
4. Centralized Training & Onboarding Resources
   1. Example: An organization can create a Team for Onboarding & Best Practices, where new employees can access shared training materials, model templates, and company standards.
   2. Why it works: Simplifies onboarding by giving new hires a single source of truth. Reduces time spent searching for resources and ensures they’re working with the latest templates and guidelines
5. R&D and Innovation Labs
   1. Example: Create a team dedicated to Proof of Concept (PoC) projects or innovation initiatives, where experimentation can happen without cluttering production environments.
   2. Why it works: Keeps experimental content separate from operational projects, reducing confusion while still enabling collaboration among innovation teams.

Best Practices

Please keep following best practices in mind to ensure optimal use of the Teams feature set:

1. Use clear naming conventions for the team names. This will ensure everyone can quickly identify the correct team spaces & files. Like for example Partner – Client, or Department – Project.
2. Instead of written / verbal status updates, use the Activity feed in Team Hub to understand the details of who worked on what when.
3. Before sharing a model, consider which type of sharing is most suitable: use Send Copy for snapshots, Share Access for live collaboration, and Transfer Ownership for full hand-off.
4. Create a dedicated team to store training materials, e.g. an Onboarding team.
5. Return to your personal space in My Account to keep workspace content separate.
6. Perform regular housekeeping (e.g. weekly) by archiving or removing active teams & content – a small effort upfront can prevent accidental exposure later.

Once you have set up your teams and added content, you are ready to start collaborating and unlocking the full potential of Teams within Optilogic!

Let us know if you need help along the way—our support team (support@optilogic.com) has your back.