Wondering where to go next with Central Desktop? Want to learn how others are innovating with Central Desktop? Great – because we have answers! Come to our next monthly webinar to interact with users like you. In each session, we chat about collaboration, answer your questions and highlight some things you may not know about using Central Desktop. Most importantly, we give you the opportunity to discuss innovative usage with other customers. Alan Bush, Central Desktop client services representative, and Susan Fujiki, implementation consultant, Central Desktop, discuss a timely topic and then take your questions. During this webinar, Alan and Susan will cover some helpful hints for reorganizing your Central Desktop workspaces. This will also include topics such as archiving files, folders and workspaces; backing up old workspaces; using member groups; using Central Desktop product usage reports to determine what to keep and what to remove; and much more.

1. Get Connected
Spring Cleaning
April 3, 2012

2. Who are these people?
Alan Bush Susan Fujiki
● Implementation Team ● Implementation Team
● Central Desktop ● Central Desktop
● Former Central Desktop user ● CD’s first Aussie employee

3. YOU?

4. Agenda
● Discussion topic: Spring Cleaning
● Q&A
● Community conversation

5. What are these calls all about?
● Vibrant, active user community
● Conversations
o Highlight: Central Desktop and specific customer(s)
o Informal dialogue: between all customers

6. What these calls are NOT
● Not a sales pitch. We won’t try to sell you
on additional services or upgrades.
● Not a forum for feature requests. Use
the Ideasphere

7. “I have a question”
● If you have a question,
ask it in the question box.
● We will answer questions
after the best practices.
● We will also have an open
discussion session after
the best practice session.

8. Spring
Cleaning
#CDSpringClean

9. Save Space
Under the
limit
Find it faster
Correct/
Up-to-da
Version
te
WHY?
I still haven
’t found wh
ther er
r mo
looking for at I’m
You ou bett
stent ed y
Consi rais
this OCD
Nav igation than

10. Get It Clean
Keep It Clean

11. Get It Clean

12. Doing Everyone’s
Dishes

17. Tools For
Cleaning Up

18. Tools For
Cleaning Up
• Archive Folders
• Archive
Workspaces
• Workspace
Groups
• Reports

20. ot
G It Clean
Get

21. Keep It Clean

22. Keep It Clean
RULES OF ENGAGEMENT

23. A place for
everything…

24. … and everything
in its place.

25. Workspace Access Policy
Files and Folder Policy
End of Project Policy

26. Workspace Access Policy

27. Workspace Access Policy
• Who is the Admin?
• Internal Vs. External Access
• Establish Rules
• Post Rules to Intranet
• Revisit Policies Often

28. - Michael Sampson, Collaboration Roadmap
Files and Folder Policy

29. Files and Folder Policy
● Cross-Workspace Standardization
● File Naming Schema
● Tags

30. End of Project Policy

31. Thoughts?
Tips?
Tricks?
COMMUNITY
CONVERSATIONS

32. Continue the Conversation
● User Forums
● Central Desktop
Connections - Linkedin
● Twitter #CDSpringClean

33. Next Get Connected Call
● Carl Frappaolo on Knowledge Management
● Have an idea? We’d love to showcase it!

34. Contact us
We don’t bite!
Client Services
626.689.4420
success@centraldesktop.com
Alan Bush
210.767.3101
abush@centraldesktop.com
@alanbush
Susan Fujiki
626.381.9362
sfujiki@centraldesktop.com
@seburrows