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Collate Overview V1.2
- 1. Fifth DisciplineSolutions Collate Overview www.CollateSolution.com © Copyright. All Rights Reserved
- 2. Agenda Business Problem – Overview Collate Overview Collate Key Features Role Based Functions Collate Business Problem Solution Collate Examples & Benefits Product & Pricing Conclusion - 2 -
- 6. No Workflow
- 8. Process Owners Analysts Business Units Support Teams Collate Overview Create forms Coordinate Processes Capture Data Centralise Storage Calculate Formulas Compile Reports Communicate Results Control Governance Collate - 4 -
- 9. Key Features Simplicity Workflow Structured data capture Reusable elements Productivity tools Role based tasks Approvals Effective Communication Security Visibility Perspective reporting Status tracking Detailed reporting Centralised Integrated Authentication Role Based Authorisation Configuration - 5 -
- 10. - 6 - Role Based Functions
- 11. Formulate Controls - 7 -
- 12. The Business Solution Bob ACME Corp Information: A ccurate C omplete C ost-effective U sable R elevant A daptable T imely E nd-user Targeted George Jill Board Zane - 8 -
- 14. Actions Register
- 16. Status Reports
- 18. Leave
- 19. Expenses
- 21. Actions
- 22. Roles and Responsibilities
- 25. Product & Pricing Collate Cloud (SaaS) Hosted Server (at Mweb) Low footprint Monthly Subscription $50 p/m Collate Desktop Local & Server connection Local SQL Server Express Database License $999 once-off Free Collate Server Administrate Collaboration Server SQL Server Express Database Currently Bundled with Collate Desktop - 11 -
- 26. Future Development SharePoint Portal Integration (Accumulate Forms, Extricate Reports) Additional Controls (including cascading drop-downs lists) Unique key support Collate Mobile Platform Server Designate Design Studio (workflow design) - 12 -
- 27. Conclusion Utilise structured team collaboration to MAKE YOUR DECISIONS WITH CONFIDENCE - 13 -
- 28. Open up a world of possibilities… Contact Us Emailinfo@collatesolution.com contact@fifthdisciplinegroup.com Webwww.collatesolution.com Tel+27 86 111 4317 Fax +27 86 111 4318 - 14 -
Editor's Notes
- I’m going to start of the presentation with an example of a typical business situation that arises when dealing with conventional Excel free format data capturing methods.Then I’ll give you an overview of Collate, the key features, benefits, the typical process flow and a few practical usage examples of Collate.
- George (a manager at ACME Corp) decides to standardise the performance tracking process […expense claim; timesheet …] process.George defines a template in Microsoft Excel and mail the performance tracking form to his colleagues; instructing them to track performance and e-mail the filled-in template to his P.A. Sue on a weekly basis.After attending a performance management conference Bob decides that he will include additional metrics to impress his boss George. He makes adjustments to the template and mails the adjusted template to Sue.Jill goes on her honeymoon for three weeks, during which period, no performance reports are submitted.Zane, who is new to the company, makes many data entry mistakes, due to the free-format nature of the spreadsheet.Sue who has been with the company for a while, consolidates all of the ad-hoc changes, adjusts the mistakes – because she feels she understands the business and the information that her boss is interested in. After consolidating the information, Sue mails it to her boss George.After a few months, Sue gets frustrated with her job, and resigns – joining a competitor of ACME CORP. Her replacement Fred, is tasked with compiling a comprehensive historical performance report for the upcoming board meeting.
- Collate combines all the performance functions of the process owner, the Analyst, Business Units and support teams. Collate offers you the ability to Create custom forms, Coordinate the capturing processes, Capture data, store the data in a centralise storage environment, conduct calculations using Excel formulas, compile reports, communicate the results and control governance.
- Collate diagram, representing the different persona’s involved in the process, as well as the different part each play.
- George creates a form in Collate to standardise the performance tracking process.George assigns workflow that informs his colleagues when they need to submit their performance data. He also sets security levels on the form to ensure that no unauthorised changes can take place.George creates the ExtriMap and the Report that turns the data into information.Bob, Jill and Zane, can only enter the data when they are prompted to do so. Bob cannot alter the form. George can track when the data is submitted, and take corrective action timeously when Jill goes on honeymoon. Data quality improves, due to the properties on the controls that permit Zane to only enter data within the determined parameters.If required, the process can be adjusted to include approval and rectification steps to improve the data quality even more.George has access to all of the data all of the time.There is no need for Sue (or Fred to) interpret the data and turn it into a report. There is no long and expensive IT development project.All of the high quality information is readily available for the board meeting.
- If you can dream it, you can build it in Collate.
- Ease of use – Utilises the familiar Excel environmentMaintainability – Collate have updates running automaticlyScalability – Collate cater for unlimited users in nearly unlimited data capturing areasTraceability – All user steps can be tracedControl – Collate provider administrators with control over everythingCost reduction – Reduce cost through shorter turnaround time, minimal specialist involvement and reduction of support skills required.