From Insight to Action: Introducing Secure Sharing in Hubbl

The Collaboration Challenge

In today's interconnected business environment, organizational intelligence can't live in a vacuum. Key decisions often require input from multiple teams and external partners. The challenge, however, has always been how to share complex, sensitive data without losing context or control.

"We listened to our customers, and it was clear they needed a better way to collaborate," said Grant Adamson, VP of Product & Engineering. "Consultants were spending valuable time on the manual process of creating presentations from screenshots. Our new Share feature not only solves that problem but also enhances the end-customer's experience by allowing them to dive deeper into their own data within our interactive platform. Our vision is to keep this critical content within the app, fostering a more direct, efficient and secure collaboration space."

Use Cases for Secure Collaboration

While the need was clear for consultants sharing findings with a client, the applications for secure sharing extend across the entire business ecosystem.

• Driving Internal Alignment: An IT director can share specific scan results with the finance department to justify budget for a critical project, or with a compliance team to highlight areas needing immediate attention. All stakeholders can view the same interactive data, ensuring everyone is on the same page.
• Success Through Accurate Estimates: A direct customer can share their scan results with several consulting partners simultaneously to receive faster and more accurate project estimates. This eliminates guesswork and ensures potential partners are bidding on the same scope of work, improving proposals and ultimately leading to more successful projects. Start on the same page and get to success faster. RFPs will never be the same.
• Streamlining Audits & Compliance: Share read-only results with external auditors or regulatory bodies, providing them with the interactive data they need while maintaining full control over your organizational intelligence.
• Universal Org Health Transparency: Transform how your org is understood across all stakeholders. Anyone you choose—partners, Salesforce AEs, consultants—can get a real-time view of org health without needing credentials, ensuring everyone can align on a fact-based reality instantly.
• End-User & Executive Alignment: Bridge the gap between technical teams and non-technical stakeholders. Business leaders can finally see a clear, visual explanation of technical debt and security priorities, helping them understand the need and invest in remediation faster.
• Org Merge & Migration Planning: Dramatically simplify complex org consolidations. Multiple internal and external teams can collaborate on pre- and post-merge scans to compare and plan across orgs, shrinking timelines and improving success rates.
• Learning & Mentorship: Democratize Salesforce knowledge for junior admins and consultants. Less experienced users can explore real-world scan examples to learn from shared patterns and annotations, upskilling the next generation of talent more effectively.
• AI Enablement & Data Sharing: With user permission, shared scans can unlock a massive dataset of anonymized metadata to power ecosystem-wide AI tools. This enables smarter tooling, auto-recommendations, and even ecosystem-wide risk alerts.

How Hubbl Sharing Works

We designed the Sharing feature to be both powerful and intuitive, allowing you to collaborate with confidence.

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1. Initiate the Share: After completing a scan, you will see a clearly visible "Share Scan Results" option.
2. Invite Collaborators: You can share the scan results with unlimited email addresses. Hubbl admins can view scan share access and revoke sharing to support security checks and balances.
3. Secure, Controlled Access: Each recipient receives an email with a link to view the results. For security, they will be prompted to create a free Hubbl account before they can access the data. This ensures you always know who is viewing your information.
4. Interactive, Read-Only Experience: Recipients get a read-only view of the same interactive dashboards and visualizations you see. This allows them to explore the findings, while protecting your data by disabling the ability to edit, export, or re-share the results.
5. Manage Access with Ease: The scan owner retains full control. You can easily see who the scan has been shared with and revoke access for any or all recipients at any time. If access is revoked, the scan will be removed from the recipient's account.

Next-gen Intelligence for Next-Gen Collaboration

The launch of Sharing marks a pivotal step in our vision for Hubbl. We are moving beyond being just a platform for next-gen intelligence to become the hub for next-gen collaboration.

"Hubbl's Sharing feature transforms how we collaborate with our customers,” said Greg Barlin, VP of Salesforce Practices & AI Platforms at Atrium. “It elevates the conversation from static reports to a dynamic, transparent workspace where our teams and clients can analyze and prioritize insights together, after which we can leverage Andi, Atrium's Salesforce AI Consultant, to rapidly implement Hubbl's recommended fixes."

By making it easy to securely share insights, we empower you to break down silos, accelerate decision-making, and drive action across your entire ecosystem. This feature is the foundation for a much broader collaboration space we are building within Hubbl, and we are excited to help you turn your organizational intelligence into collaborative action.