Archive

Posts Tagged ‘Outlook’

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 , , , , , ,

So how many diaries do you need!

October 18th, 2009

The reason for the title is the number of diaries people seem to use. In our office, the main diary is MIGTurbo, however, colleagues also use Google, various Mobile phone diaries and even Outlook! Absolutely mind blowing when you consider how difficult it is keeping just a single calendar in sync with birthdays etc.

Personally, I have never used the Outlook Diary, nor a diary in my mobile phone, personal organiser or any one of the many web based freebies! I used to use an A4 diary, until I tired of replicating information into my primary electronic diary - the one within MIGTurbo that is. Fortunately I can access this from any mobile phone or browser with an internet connection so I am usually always where I should be when I should.

Fortunately, there is a technology that enables you to synchronise all your different diaries within in a single diary of your choice.  iCalendar is a file-format that allows calendar items to be sent/received and used between different calendar programmes that support files with a .ics suffix .

So, now you know, if you’re ever asked how many diaries you need, your answer should be - only one!

Charles MIGTurbo , ,

Office 2007 Service Pack 2 and the MIGTurbo CRM toolbar

April 29th, 2009

Microsoft have released their latest service pack for Microsoft Office, which includes Microsoft Outlook. The service pack comes with a number of improvements and fixes, including some interesting improvements to Outlook itself including improving start-up and shutdown speeds.

We’ve put our own MIGTurbo CRM Outlook Add-on toolbar through its paces under the new Office 2007 Service Pack 2 and are pleased to say it passes with flying colours!

Screenshot

If you run MIGTurbo from a managed corporate network, your systems administration team will no doubt update your software for you in due course.

For more information about Office 2007 Service Pack 2, visit Microsoft’s Support site:

http://support.microsoft.com/kb/953195

If you don’t have your installation of Microsoft Office downloading updates using Windows update, you can download the service pack using the link below:

http://support.microsoft.com/kb/968170

Nathan MIGTurbo , ,

MIGTurbo CRM Outlook Toolbar improvements

April 15th, 2009

In February we released a new version of the MIGTurbo CRM Toolbar for Microsoft Outlook users. Development of this ‘all new’ version has been undertaken in-house to ensure that we can provide clients direct support and actively incorporate their feedback into the development process.

Since February, we have released a number of updates to the new toolbar based on client feedback of the toolbar “in the wild”.

Change your mind on sending emails when filing

The MIGTurbo CRM Outlook Toolbar seamlessly integrates into your Microsoft Outlook application so that you can choose to file items manually or automatically when you send emails. But what if you have second thoughts on sending an email? If you have your toolbar to file outgoing items, when you are prompted to confirm the filing details you now have an extra button: “Do not File or Send”. This allows you to cancel sending and filing the item, useful for saving blushes later!

Screenshot of File Mail Item window

Outlook Distribution Lists and Groups expanded

When sending to many people, Outlook provides a useful feature of grouping contacts together. This is ideal for sending to anyone involved in a team. We’ve improved the toolbar to take this into account and “expand” the Distribution List or Group to file against one of its member contacts.

Screenshot of Distribution Group expansion

Added Template Fields

We’re very concious of our clients’ security and privacy requirements, particularly when working with recruitment or financial data. To further improve on our extensive security and privacy considerations within MIGTurbo, we’ve also added three additional fields that allow you to include just the To, CC or BCC fields when you’re filing messages away in MIGTurbo. This way any project managers, stakeholders who may be copied in on a message will retain anonymity within MIGTurbo CRM.

Screenshot

If you’re already using the MIGTurbo CRM Outlook Toolbar and want to benefit from these new features, be sure to contact us and we’ll be happy to introduce your organisation to these improvements.

Nathan MIGTurbo , , ,

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 , ,