Archive

Posts Tagged ‘DocuMentor’

Sharing (or missing) the Point

December 1st, 2009

Collaboration

Yesterday saw the Isle of Man section of the British Computing Society host a talk by Gabriel Karawani on Sharepoint and the benefits it can bring as a Document Management  solution. The BCS regularly host events such as this, which range from soft-skills to harder, technical topics. Overall, a wide mix that should suit most tastes.

As a regular attendee, I was keen to invite Charles down to the presentation to see how other people implement and use Microsoft SharePoint.

The presentation consisted of a fair chunk of marketing-speak, with a brief case-study thrown in. I found it interesting when Gabriel (the presenter) asserted that most people spend a lot of their day interacting with Microsoft Outlook. To this end, he demonstrated SharePoint as an add-on to the standard Outlook interface.

The question is, do people use Outlook because it is a reliable and effective interface for working with other applications such as document management, client management, etc., or because as Outlook is a de-facto business standard which leaves them feeling as if they no have other choice? The interface that was demonstrated felt a little clunky as a result.

What became clear from the presentation is that utilising SharePoint is hardly a case of  ”turn it on and go”. The product represents the foundations of what you could accomplish, given sufficient time and allocation of IT resources whether internally or externally.

When you put it alongside other, more feature complete, systems we deal with such as our own DocuMentor product which comes as part of MIGTurbo CRM, or the Laserfiche Document management solution, it becomes clear that businesses don’t necessarily work the way Microsoft think they do - or should. Nor do they have the resources required to “complete” the job.

We’ve had a number of discussions within the office about the MIGTurbo experience, and where it should lie. Should we leverage the existing power and user experience built around the Microsoft Outlook/Exchange product, or develop a product alongside it that itself would form the hub of a user’s day? The answer is a mix of these. What is key, however, is being able to draw on our experience with working with businesses to facilitate a working procedure that mirrors their business processes and requirements.

In moving forward, we’re certainly going to maintain our focus on the MIGTurbo CRM product as being the force mejeure behind many of our client’s businesses, but we will keep a keen eye on what infrastructure is already within the business, such as Microsoft Exchange for working with scheduling and communications and Microsoft SharePoint when working with documents. It seems to be a logical move to be able to provide users with the option of combining MIGTurbo with their existing infrastructure, which may have its own eco-system of plug-ins and processes essential to the business. MIGTurbo CRM 2 is certainly going to be an exciting product.

Nathan MIGTurbo , , , , , ,

Friday Feeling

June 25th, 2009

It’s Wimbledon and my favourite time of the year where my two favourite world of tennis and technology collide. IBM, the technology partners of all the Grand Slams including Wimbledon, always do a fantastic job of managing the vast amounts of statistics generated by the tournaments. This Wimbledon is no exception with integration into Social Media using Facebook and Twitter and the introduction of an iPhone application. Also interesting are the smaller innovations which occur on the outside of the core technology, such as meta-data attached to landmarks which are used to full effect by the new Google Android phone. Imagine the possibilities of local-based meta-data in CRM, giving you an extra level of detail on client and support sites. BBC Digital Planet showcase this feature as well as provide a sneak look inside the tech hub of the Wimbledon broadcast centre.

The power of social media has just bitten Microsoft in the backside with regards their next version of Microsoft Outlook 2010. The fixoutlook.org campaign has created a very simple page that creates a viral campaign over Twitter. What’s their beef? The continued lack of web standards in Microsoft Outlook. Although there are no official web standards defined by the W3C (or anyone else) on presenting emails effectively in email clients using XHTML, there is best practice. Without best practice, end-users may not find their email as well formatted as the designer, which can detract from a marketing message. Unfortunately, any degree of movement towards best practice is hampered by Microsoft’s response. This time, it seems, they are not interested in defining the standard themselves. Maybe they were stung by the standards they created alongside Internet Explorer 4 through 6?

Document Management comes in many forms and MIGTurbo provides its own document functionality alongside additional integration into third-party document management systems, such as LaserFiche. Our clients’ use of document management is wide and varied, ranging from a simple archival or audit trail for compliance requirements to paperless offices where forms are scanned and sorted electronically for later access. Before jumping in to investing in a document management solution, it’s well worth stepping back and considering how you will use such a system to its fullest extent within the resources of your business. We found a great article giving 8 things to ask yourself before jumping in to Document Management. Well worth reading, if it looks of interest both ourselves and our technology partners would be happy to help answer any questions you may have.

That’s it for this week, hope you have a good weekend.

Nathan Friday Feeling , , , , , , ,

It’s like seeing your first born take on the world …

February 13th, 2009

(… not like I’d know of course)

Over the past few months I have been working on what was my first project involved with the MIGTurbo CRM application, the Microsoft Outlook Toolbar.

The toolbar provides access to client/contact records within MIGTurbo along with access to some of the MIGTurbo plug-ins, such as DocuMentor for attaching documents stored within MIGTurbo and TimeTracker allocating correspondence to projects. The new toolbar is built around our new MIGTurbo API, which will form the basis of MIGTurbo 2.0 and will be released later in the year.

Toolbar Screenshot

We’ve been listening to our client’s feedback about the previous versions of the toolbar and think we have matched their expectations for reliability and performance. Although I do not agree with releasing “Beta” software out to users without a level of technical awareness, testing was going to be essential. Therefore, for the last month or so, we’ve been deploying our pretentiously titled ‘Elective Sunrise Edition’ to try and give some clients a preview of the toolbar and try to spot any issues that we wouldn’t spot until it was released “into the wild”. The response to the toolbar has been very positive and we’re pleased to say we’ve released the toolbar officially and will be installing it in the next few months.

About MIGTurbo Outlook Add-in screenshot

As the developer of the toolbar, it’s a mixed time for me. I’m pleased to see it reach “Gold” status (to attach an equally pretentious title), but I’m touched by a sense of nervousness about how well it will perform in the “real world”. We’re confident in it though, having tested it in some differing networks with their own challenges (security policy, topology, organisational etc.). Although I have no idea what it would be like, I do get the sense it would be like seeing your first-born start school for the first time!

Nathan MIGTurbo , ,