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Considered a Leader, behind Simpplr, Unily and LumApps

Ability to Execute vs. Completeness of Vision

Workvivo’s Scores: [out of 5]

🟢 Community and Social (4.3)

🟢 Collaboration (4.3)

🟢 Employee Comms (4.1)

🟢 User Experience Design (4.0)

🟡 Analytics (pre Employee Insights) (3.8)

🟡 Content Management (3.8)

🟡 Personalization (3.6)

🟡 Platform Assurance (3.4)

🟡 Search, Navigation & Insight (3.3)

🔴 Platform Extensibility (2.8)

🔴 Work and Task Management (2.4)

🔴 Multi Experience Support (2.3)

🔴 Artificial Intelligence (2.0)

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Gartner’s POV: Competitive Positioning at a Glance

Key Narrative: Employee Centric Alternative to Traditional Intranet

Strengths: Rapid AI innovation, strong frontline use cases, CSAT

Challenges: Packaging & configuration, USA concentrated, industry nuance

Key Narrative: Simple, User Friendly Intranet

Strengths: Community, Compliments Productivity Apps, Zoom

Challenges: Teams integrations, APAC presence, vertical / industry nuance

Key Narrative: Versatile & Highly Integrated Intranet for large enterprises

Strengths: Integrations, Rapid AI innovation, strong customer community

Challenges: Work & Task mgt for frontline workers, slow customer support

Key Narrative: Flexible intranet not dependant on productivity suites

Strengths: UX, task mgt, Independence from productivity apps like O365

Challenges: Significant dev /deployment effort, feature overlap with Microsoft 365, vertical / industry nuance

Key Narrative: Comms Centric Intranet with strong AI capabilities

Strengths: Comms, Analytics, AI features, highly rated for frontline workers

Challenges: Integrations & APIs, Collaboration, search, navigation, and UX

Key Narrative: Comms App for �Frontline Workers

Strengths: Microsoft Integrations, multichannel comms, frontline worker UX

Challenges: Lacks customization, APAC presence, vertical / industry nuance

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Analyst Feedback

POST MQ

Zoom acquisition �helped A LOT�

“Without the Zoom acquisition you probably would have been a visionary”

Microsoft’s exclusion due to fragmented product

“Microsoft doesn’t agree with their exclusion [from the IPS MQ]. Microsoft yields the biggest influence in the market by a long shot: “They are being brought into conversation most frequently”

Opportunities to Differentiate

“This market doesn’t focus on portal capabilities, service and self-service capabilities. This could fork off and become its own space”

“Frontline is interesting as a direction for the market. Frontline workers don’t just need comms, they need a lot more capabilities - operational”

IPS category pivoting towards EXP

“IPS as a term - it’s not forward-thinking, practical at the outset, it’s very dated.”

Opportunity to inspire the market with ‘Intranet is dead, EXP rising’ narrative�
Microsoft wields biggest influence on this market but isn’t “consolidated enough” to make it onto MQ… yet�
Meta did not come up enough as a competitor to be considered

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3 options to move up �and to the right 🚀

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Option #1 - Move Faster on AI

Standard AI

Smart Assistance; Conversational AI
Generative Content (Writing Assist)
Workvivo AI - Relevancy & Sentiment
Workvivo AI & Zoom AI Integration
Employee Sentiment Analysis (8 mos)

Current Plan

Advanced AI

AI to monitor, surface and unpublish outdated content automatically
Advanced relevancy - user-driven, adaptive personalization learns user preferences over time and fine-tunes their intranet experience
Intelligent Search across Zoom and Workvivo. Later we can extend to apps like Box, Google Drive, SharePoint, and ServiceNow

Match the Market

Inspire the Market AI

Beat the Market

Journeys AI - curated onboarding
Dynamic knowledge repository
Proactive Wellbeing Insights
Customizable AI Learning Paths for Career Development
Real time collaboration enhancer
Cultural fit analysis for Hiring - Talent Intelligence, Systemic People Analytics
Language and culture sensitivity checker
Intelligent Intranet Organizer
AI facilitated networking
AI D&I Analytics
Compliance Monitoring
AI Optimized Employee Onboarding
Smart Resource Allocation (Frontline)
AI Internal Talent Marketplace

Match Simpplr, current AI capabilities leader

Inspire the Market AI Ideas:

Journeys is really big for Staffbase and Firstup - I wonder could we bring AI into our upcoming Journeys feature as a WOW feature. e.g. automated onboarding per user role, curated by AI for a more personalised experience
Dynamic Knowledge Repository with AI: Develop an AI-driven knowledge management system that evolves with employee interactions, automatically updating and creating new content based on frequent queries, discussions, and emerging topics. This ensures the intranet stays current and relevant without manual oversight.
Proactive Mental Health Insights: Utilize AI to analyze communication patterns and provide early warnings for potential burnout or mental health issues. This feature could confidentially suggest resources or breaks to individual employees, aiding in maintaining a healthy work environment.
Customizable AI Learning Paths for Career Development: Implement AI-driven learning and development modules that adapt to each employee's career goals and learning style. This could include personalized course recommendations and skill tracking to aid in professional growth.
Real-Time Collaboration Enhancer: Create an AI feature that intelligently suggests collaborators based on ongoing projects and past successful collaborations. This feature would help in forming effective teams and enhancing cross-departmental cooperation.
Innovative Idea Generator: Develop an AI that analyses internal discussions and generates innovative ideas or solutions to common problems faced within the organization. This could foster a culture of innovation and continuous improvement.
Cultural Fit Analysis for Hiring: Use AI to analyze potential candidates' interactions and behaviors in simulated environments to assess their cultural fit within the organization, ensuring new hires align with company values and team dynamics.
AI-Driven Personal Assistant for Each Employee: Offer a virtual assistant that can manage schedules, set reminders, and even draft emails or communications based on personal preferences and past behavior, personalized for every employee.
Language and Cultural Sensitivity Checker: Implement an AI feature that reviews communications for language and cultural sensitivity, ensuring a respectful and inclusive workplace environment.
Intelligent Intranet Organizer: Use AI to customize digital workspaces for each employee based on their role, preferences, and most-used tools and applications, optimizing productivity and ease of use.
AI-Facilitated Networking: An AI feature that connects employees based on shared interests, projects, or professional development goals. This facilitates networking within large organizations, encouraging mentorship and cross-departmental collaboration.
AI-Driven Diversity and Inclusion Analytics: Develop tools that analyze communication and collaboration patterns to ensure inclusive practices are being followed. This could help identify unconscious biases or areas where diversity can be improved.
Automated Compliance Monitoring: Implement AI that continuously monitors internal communications and documents for compliance with regulations and company policies, flagging potential issues for review.
AI-Optimized Employee Onboarding: Develop an AI system that customizes the onboarding process for new hires based on their role, background, and learning style, ensuring a smooth and personalized integration into the company.
Smart Resource Allocation Advisor: An AI tool that suggests optimal allocation of resources (like meeting rooms, workstations, and even parking spaces) based on usage patterns, employee schedules, and organizational needs.
AI-Enhanced Internal Talent Marketplace: Create a platform where employees can list their skills and search for internal projects or temporary assignments, facilitated by AI to match skills with needs across the organization.

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Option #2 - Fast Track Frontline

Frontline Features

Forms
Chat Enhancements (Message Search, Reply to threads)
Micro learning on mobile (modules)
Newsletter & Surveys 2.0

Current Plan

True Frontline App

Walkie Talkie (via Zoom)
Task management
Scheduling / Shift mgt
Open Shifts & Shift Swapping
Capacity Planning
ExpressPay integration
Time stamps / clock in-out
Checklists
Shift handover notes

Beat the Gartner MQ Market - Match Frontline App Market

Match WorkJam, ConnectTeam, Yoobic, Blink, Beekeeper

Inspire the Market AI Ideas:

Dynamic Knowledge Repository with AI: Develop an AI-driven knowledge management system that evolves with employee interactions, automatically updating and creating new content based on frequent queries, discussions, and emerging topics. This ensures the intranet stays current and relevant without manual oversight.
Proactive Mental Health Insights: Utilize AI to analyze communication patterns and provide early warnings for potential burnout or mental health issues. This feature could confidentially suggest resources or breaks to individual employees, aiding in maintaining a healthy work environment.
Customizable AI Learning Paths for Career Development: Implement AI-driven learning and development modules that adapt to each employee's career goals and learning style. This could include personalized course recommendations and skill tracking to aid in professional growth.
Real-Time Collaboration Enhancer: Create an AI feature that intelligently suggests collaborators based on ongoing projects and past successful collaborations. This feature would help in forming effective teams and enhancing cross-departmental cooperation.
Innovative Idea Generator: Develop an AI that analyses internal discussions and generates innovative ideas or solutions to common problems faced within the organization. This could foster a culture of innovation and continuous improvement.
Cultural Fit Analysis for Hiring: Use AI to analyze potential candidates' interactions and behaviors in simulated environments to assess their cultural fit within the organization, ensuring new hires align with company values and team dynamics.
AI-Driven Personal Assistant for Each Employee: Offer a virtual assistant that can manage schedules, set reminders, and even draft emails or communications based on personal preferences and past behavior, personalized for every employee.
Language and Cultural Sensitivity Checker: Implement an AI feature that reviews communications for language and cultural sensitivity, ensuring a respectful and inclusive workplace environment.
Intelligent Intranet Organizer: Use AI to customize digital workspaces for each employee based on their role, preferences, and most-used tools and applications, optimizing productivity and ease of use.

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Option #3 - Become a True Extensibility Contender

Standard

Teams integration
Improve Google Integrations
Power BI Integration
List online what we have in APIs

Current Plan

Advanced

Develop a low code / no code narrative and marketing materials
Develop an AI integrations library
Strengthen multichannel support (email integrations, conversational interfaces APIs)

Match the Market Plan

Inspire the Market

Beat the Market Plan

Project Mgt tool integrations (Asana, Monday)
Integrated Learning and Development Platform: (like Coursera, Udemy, LinkedIn Learning)
Health and Wellness Integrations: Calm, Headspace, etc.
Customizable Dashboard with IoT Integrations
Smart CRM Integrations
Automated workflow designer
Voice and gesture control integrations

Match Unily & Staffbase

Inspire the market integrations:

Project Mgt tool integrations (Asana, Monday)
Integrated Learning and Development Platform: Partner with online learning platforms (like Coursera, Udemy, LinkedIn Learning) to offer personalized learning paths
Health and Wellness Integrations: Integrate with wellness apps to provide health tips, mindfulness exercises, and personalized wellness plans.
Customizable Dashboard with IoT Integrations: Create a dashboard that integrates Internet of Things (IoT) technology, enabling employees to control their workspace environments (like lighting, temperature) for optimum comfort and productivity.
Smart CRM Integration: Embed CRM systems (like Salesforce, HubSpot) within the platform, allowing sales and marketing teams to access customer data, update leads, and track progress without switching applications.
Robust Data Analytics and BI Tools: Integrate with data analytics and BI tools (like Tableau, Power BI) for advanced data visualization and insights, enabling departments to create custom reports and dashboards tailored to their specific needs.
Automated Workflow Designer: Offer a drag-and-drop workflow designer that allows users to create custom automations and integrations between different apps and services, empowering them to automate repetitive tasks and streamline processes.
Voice and Gesture Control: Implement voice and gesture recognition technology for hands-free control of the intranet, enhancing accessibility and offering a futuristic user experience.

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What about Zoom? Only we have this to exploit…

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Option #4 - Lean into Zoom Differentiation, build a MOAT

Today

Native in desktop client
Zoom Workplace (Meetings, Chat, Whiteboard, Calendar, Zoom Mail) native in Workvivo
WV livestream powered by Zoom
Zoom Phone and Chat integrated

Current Plan

Planned

Workvivo TV native in Zoom Rooms (May / June)
AI companion (May)
Desktop client enhancements
Workvivo + Zoom Events (no date)
Zoom Huddle integration
WV to leverage Zoom Video capabilities for content created and uploaded to the platform (H2 2024)

Building our MOAT

Build a MOAT around Zoom

Mobile App integration
Zoom Apple Vision Pro Integration (AR)
Advanced AI - intelligent content curation from Zoom (meeting summaries) into Workvivo
Native integration into Zoom Contact Center, directly helping with agent attrition
Workvivo Revenue Accelerator integration, directly helping with sales attrition
Zoom meeting sentiment data pushed into Workvivo analytics

Ideas for Zoom x Workvivo Roadmap:

Advanced AI Integration: Enhance AI-driven communication, including intelligent content curation and automated meeting summaries within Workvivo, leveraging Zoom's robust video communication technology.
Zoom Contact Center Synergy: Integrate Zoom's contact center capabilities into Workvivo for internal support, facilitating streamlined communication and issue resolution within organizations.
Workvivo Revenue Acceleration: Leverage Zoom Revenue Accelerator's analytics and outreach tools in Workvivo to optimize internal sales and marketing strategies.
Enhanced Mobile Experience: Develop a superior mobile application combining Zoom’s video capabilities with Workvivo’s engagement tools, catering to the increasing mobile workforce.
Customizable Dashboard and Analytics: Introduce a customizable dashboard within Workvivo with in-depth analytics powered by Zoom's data capabilities, providing insights into employee engagement and communication patterns.
Integrate Virtual and Augmented Reality: Explore the use of VR and AR in training and team-building exercises within Workvivo, utilizing Zoom's video conferencing infrastructure.

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Strategically Optimizing the Value Prop (by Jan 2025)

Employee Centric Alternative to Traditional Intranet

Designed for Frontline Workflows

Highly Extensible & Customizable

Award Winning Mobile UX

The Most Personalized UX

The Most Intelligent EXP

This is true today, maintain leadership

Beat Simpplr, Unily, LumApps, Staffbase

Invest in product AND marketing to educate �on our capabilities here

Smart Feed + AI + Analytics �value propositions combined

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Roadmapping to move up �and to the right 🚀

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Beat the Market Roadmap

We need a plan like this… with delivery commits

AI Capabilities

Integrations & APIs

Frontline Capabilities

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Zoom Roadmap

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Bold - Key differentiator

Purple - Customer Driven Asks

Green - Integrations & APIs

Blue - AI feature

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Resource Allocation to bigger goals

For analysts & high profile customers under NDA

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Feature 1

Feature 2

Feature 3

Bold - Key differentiator

Purple - Customer Driven

Green - Integrations & APIs

Blue - AI feature

Inspire the Market - 25%

Match the Market - 25%

Customer Driven Features - 25%

Build the Zoom MOAT - 25%

Option 2

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Marketing to move up� and to the right 🚀

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Analyst Relations: Building a Gartner Nurture Program

Pre-MQ influence program

A series of briefings and inquiries with our key analysts to gain as much insight about this upcoming MQ and, most importantly, to influence analysts to understand our belief system and believe in our direction.

Stronger GTM & customer stories

We need to communicate our Sales, Partner and CX strategies clearly and more in depth. We need our GTM to be a competitive advantage – especially now as part of Zoom.

Employee Insights push

This is a big “inspire the market” play where we want to show innovation – an expanding platform. We will excite analysts with Employee Insights, running briefings and getting feedback in inquiries.

Zoom Workplace X Workvivo push

Our analysts need to understand and be bought in on Zoom’s strategy – especially its Workplace offering. Working with the Zoom AR team we will ensure they understand the Zoom story and how Workvivo fits in.

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Do we want to win this quadrant? Is it right for us?

What can we launch before June (low hanging fruit) that will impactfully improve our position in areas where we are perceived to be weak?�
Where should we invest to optimize our value proposition? �

Decisions to be made:

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Appendix

Diving into the categories

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Next 60 Days Low Hanging Fruit

Product

Workvivo AI - Smart Assistance; Generative & Conversational AI
Workvivo AI - Relevancy & Sentiment
Workvivo AI & Zoom AI Companion Integration
UKG Integration
MSFT Teams Integration
Forms
Zoom Events Integration
Employee Insights

Fast track features to GA / launch in May

Builds differentiation from Simpplr, Unily, �FirstUp, LumApps

Marketing

Launch a Frontline Package (SKU)
Frontline big marketing launch effort
AI features big launch effort
Employee Insights big launch effort

Features to Demo by June

Marketing

Big marketing push on AI Companion features launch - launch video (big!), landing pages, webinars, press release, blogs, GIFs
Analyst briefings on AI launches / demos
Get key customers trying it and some testimonials from them
All over the website and blog!
Share plan with Analysts on what’s coming in H2 for AI investments

Product

Scheduling / Shift mgt (early beta?)
Capacity Planning
Smart Content Archive: Monitor, surface and unpublish outdated content automatically
Employee Journeys
AI D&I Analytics
AI Language & culture sensitivity checker
Intelligent Search across Zoom and Workvivo. Later we can extend to apps like Box, Google Drive, SharePoint, and ServiceNow
Mobile App integration
Zoom Apple Vision Pro Integration (AR)
Advanced AI - intelligent content curation from Zoom (meeting summaries) into Workvivo

Product

AI roadmap
Zoom MOAT roadmap
Integrations & APIs roadmap
Frontline workflows roadmap

12 months roadmap story:

Drives our “completeness of vision” ranking

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Gartner’s IPS definition

2023

“A software product that organizations use to create and deploy an internal website or network of websites, portals, hubs, mobile apps and other digital experiences supporting business-to-employee needs. An IPS is delivered as an integrated assembly of capabilities geared specifically for intranet use cases, including employee communications and engagement, employee service and self-service, application access and knowledge services.

“Packaged” signifies a holistic and fit-for-purpose approach. In contrast, a custom-built or developed approach would leverage a platform or array of products not specifically designed to support intranet use cases.

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Everything is Relative: Gartner Critical Capabilities Report

1st for collaboration, community & social

Where we beat everyone:

🟢 Community and Social (4.3)

🟢 Collaboration (4.3)

Where we are behind in comparison:

🔴 Platform Extensibility (2.8)

🔴 Work and Task Management (2.4)

🔴 Multi Experience Support (2.3)

🔴 Artificial Intelligence (2.0)

Tied for 2nd

1st place

ALT Format; what do you think Eleanor? I want them to quickly digest “where we are”

2nd from bottom

Middle of pack

Ps. there is an animation on this slide. Put in slideshow mode.

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Product: How to win consistently

We’ve entered the major leagues!

Get clear on �6 - 12 month �product roadmap

Where do we want to be in a year? And why?��We don’t have this yet and it’s an expectation for a vendor competing Gartner MQs.

Get clear on why we are launching specific things

Match the market?� Customer driven ask? �Key differentiator?�Inspire the market feature?

Need a Zoom specific roadmap

With clear articulation on why we are prioritizing specific things, how it creates differentiated value in both markets.

Need more messaging on how Zoom helps us execute.

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Why we win according to…

Answer varies depending on who you ask

Sales

Gartner

Ideal Customer Profile

Sales is relying on delightful UX to sell, seem to think analytics, integrations, personalization not sealing the deal as much. Not a true MOAT, this is risky.

🟢 Community and Social (4.3) 🏆

🟢 Collaboration (4.3)🏆

🟢 Employee Comms (4.1)

🟢 User Experience Design (4.0)

They view us as a community & social app above all else

Love our delightful UX, easy implementation & maintenance, global scaling abilities most

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North Star

$100M ARR

FY25 Workvivo Product Strategy

Workvivo Product Vision:

Be the Employee Experience Platform (EXP) Market Leader

Workvivo Product Mission:

Offering a best-in-class platform that elevates everyone’s workplace experience ensuring every employee is informed, engaged, and connected from wherever they work

Product Strategic Objectives:

Growth (Sales)
Customer Retention / Enterprise Customer Support

Engineering with our 3 S’s - Security, Stability, Scalability

Deliver Software that is: high quality, secure, performant, with an excellent UX.

Presented at �FY25 kickoff

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FY25 Workvivo Product Strategic Focus

#1 Best Integrated

#1 AI

Powered EXP

Interoperability

Extensibility

#1 Frontline App

Relevancy, Smart Assistance

and Sentiment

Connecting Every Single Employee

Central

Hub

Employee Insights

Digital Heart

Zoom

One Platform

Measure, Understand and Improve Employee Engagement

Presented at �FY25 kickoff

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FY25 Workvivo Product Strategy

Communications

WV TV & Zoom Rooms
Newsletter 2.0
Smart Feed Enhancements
Chat Enhancements

Engagement

Spaces Re-design - Enhance Discoverability & Relevancy
Events Takeover
Events + Zoom Events

Digital Hub

Workvivo in Zoom Client
Workvivo in MS Teams Client
Forms

Workvivo AI - Smart Assistance; Generative & Conversational AI
Workvivo AI - Relevancy & Sentiment
Workvivo AI & Zoom AI Companion Integration

Employee Insights

Employee Insights
Manager Dashboards
Custom Questions
Sentiment Analysis (AI)

Advanced Analytics

New UI
Summary Dashboard
Search, Pages, Podcasts

Central Hub

Integrations

Employee Insights

#1 AI Powered EXP

#1 Frontline App

Workvivo + Zoom

Presented at �FY25 kickoff

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Workvivo x Zoom

ONE PLATFORM

FY25 Q1/Q2 Product Strategy

Desktop Client:

Be the destination on the desktop client, WV feed and upcoming meetings, calendars and events.

Events

Integrate Workvivo + Zoom Events for full pre, during and post event experience. Pre: Plan, Socialise on WV. During: Run on ZM. Post: Content, Survey, Gallery on WV

Workvivo TV + Zoom Rooms:

Display Workvivo TV on Zoom Rooms, strong integration, manage WVTV on Zoom Rooms Admin

Video Content:

WV livestream to be Powered by Zoom Video. WV to leverage Zoom Video capabilities for content created and uploaded to the platform

- performance, quality, AR on video

FY25 H2 Product Strategy

Presented at �FY25 kickoff

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