Industry Report: The State of Customer Data Integration in 2013Scribe Software Corp.
Report from Scribe Software that surveyed over 900 businesses worldwide, states customer data integration has become a core business issue as organizations struggle to attain the ideal of the connected enterprise and drive business value from IT investments while managing increasingly complex IT environments. “Businesses are struggling to reach the connected enterprise nirvana,” noted Lou Guercia, CEO of Scribe. “With the continued move to cloud and complex hybrid environments, the lack of integration between these systems is becoming clearer and significantly slowing business value.”
Client Portal: Delivering the Complete Wealth PictureSS&C Advent
Advisors: A majority of affluent individuals expect their future wealth management relationship to be digital. Discover the must-have features and offerings that you need to meet the needs of your clients.
Industry Report: The State of Customer Data Integration in 2013Scribe Software Corp.
Report from Scribe Software that surveyed over 900 businesses worldwide, states customer data integration has become a core business issue as organizations struggle to attain the ideal of the connected enterprise and drive business value from IT investments while managing increasingly complex IT environments. “Businesses are struggling to reach the connected enterprise nirvana,” noted Lou Guercia, CEO of Scribe. “With the continued move to cloud and complex hybrid environments, the lack of integration between these systems is becoming clearer and significantly slowing business value.”
Client Portal: Delivering the Complete Wealth PictureSS&C Advent
Advisors: A majority of affluent individuals expect their future wealth management relationship to be digital. Discover the must-have features and offerings that you need to meet the needs of your clients.
White Paper: Achieving A Single Customer View: The Holy Grail for MarketersGigya
This guide provides actionable strategies for how your business can achieve a single customer view to better understand your audience and build meaningful, identity-driven customer relationships.
Data is the lifeblood of just about every organization and functional area today. As businesses struggle to come to grips with the data flood, it is even more critical to focus on data as an asset that directly supports business imperatives as other organizational assets do. Organizations across most industries attempt to address data opportunities (e.g. Big Data) and data challenges (e.g. data quality) to enhance business unit performance. Unfortunately however, the results of these efforts frequently fall far below expectations due to haphazard approaches. Overall, poor organizational data management capabilities are the root cause of many of these failures. This webinar covers three lessons (illustrated by examples), which will help you to establish realistic OM plans and expectations, and help demonstrate the value of such actions to both internal and external decision makers.
Check out more of our webinars here: http://www.datablueprint.com/resource-center/webinar-schedule/
How Finance is driving growth in the Digital Age via OpenTextOpenText
In the digital age, finance business processes are shifting from batch to real-time, retrospective to predictive, and internally-focused to customer-centric. Innovative companies can drive growth by focusing on the revenue stream from an outside-in perspective. Learn more from OpenText at http://www.opentext.com/campaigns/rundigital/digitize-business/sap-finance/sap-finance-wod
Microsoft CRM xRM4Legal 2015 Enterprise Case ManagementDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
Learn how solo law firms should adapt to meet the needs of clients beyond the global pandemic.
As a future beyond the COVID-19 pandemic begins to loom, solo law firms should be asking, what will this mean for the future of legal practice? Lawyers and clients have adopted many new behaviors and new capabilities for remote work, and many of the associated advantages are likely to remain.
Based on highlights from Clio’s Legal Trends for Solo Law Firms report, this session will provide key strategies for adapting to shifts in client expectations.
https://www.clio.com/resources/legal-trends/2021-solo-report/
e-Book Transforming the external value chain and back office with Digital Ec...Pablo Junco
Read this eBook “Start thinking like a digital company” for a peek into how Microsoft Services can help your business transform its external value chain and back office with Digital Ecosystem and Operations.
Topics include:
• Supply chain
• Trade finance
• Know your customer
• Digital DNA
• Open API
Drive Your Business Performance with Sharepoint and Dynamics CRM integration for Crucial Benefits...
https://www.raybiztech.com/blog/microsoft-dynamics-crm/sharepoint-integration-with-dynamics-crm
Technology has changed the way the business was done, and to correspond to the changing business world - finance function has to evolve. This Deloitte's report has made predictions about the finance function of the future.
Motivational Dynamics in Health Behavior Change v2 - 2014Dustin DiTommaso
Despite the wealth of technology-assisted advances in healthcare, human behavior continues to be the cause of great variance in health-related outcomes. Our health and well-being are vigorously affected by lifestyle factors such as physical activity, diet, or smoking as well as self-care activities like medication adherence and condition management.
Recognizing these behavioral mediators of health outcomes suggests that we pay closer attention to patient experience and motivation. If we want to create the conditions under which people are most likely to initiate and sustain behaviors conducive to health and well-being, we need to better understand the dynamic nature of motivation and design experiences that support patient needs for autonomy, competence and relatedness.
Just as no change is possible without action, no action is possible without motivation and as you’ll find in this talk, patient needs satisfaction and their quality (not quantity) of motivation are critical to the success of any behavior change intervention.
Profound Healthcare Services credentials presentation focusing on projects done with healthcare consulting companies as well as in overall healthcare segment. All projects focus around offerings related to 'Market Intelligence' & 'Process Support'.
White Paper: Achieving A Single Customer View: The Holy Grail for MarketersGigya
This guide provides actionable strategies for how your business can achieve a single customer view to better understand your audience and build meaningful, identity-driven customer relationships.
Data is the lifeblood of just about every organization and functional area today. As businesses struggle to come to grips with the data flood, it is even more critical to focus on data as an asset that directly supports business imperatives as other organizational assets do. Organizations across most industries attempt to address data opportunities (e.g. Big Data) and data challenges (e.g. data quality) to enhance business unit performance. Unfortunately however, the results of these efforts frequently fall far below expectations due to haphazard approaches. Overall, poor organizational data management capabilities are the root cause of many of these failures. This webinar covers three lessons (illustrated by examples), which will help you to establish realistic OM plans and expectations, and help demonstrate the value of such actions to both internal and external decision makers.
Check out more of our webinars here: http://www.datablueprint.com/resource-center/webinar-schedule/
How Finance is driving growth in the Digital Age via OpenTextOpenText
In the digital age, finance business processes are shifting from batch to real-time, retrospective to predictive, and internally-focused to customer-centric. Innovative companies can drive growth by focusing on the revenue stream from an outside-in perspective. Learn more from OpenText at http://www.opentext.com/campaigns/rundigital/digitize-business/sap-finance/sap-finance-wod
Microsoft CRM xRM4Legal 2015 Enterprise Case ManagementDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
Learn how solo law firms should adapt to meet the needs of clients beyond the global pandemic.
As a future beyond the COVID-19 pandemic begins to loom, solo law firms should be asking, what will this mean for the future of legal practice? Lawyers and clients have adopted many new behaviors and new capabilities for remote work, and many of the associated advantages are likely to remain.
Based on highlights from Clio’s Legal Trends for Solo Law Firms report, this session will provide key strategies for adapting to shifts in client expectations.
https://www.clio.com/resources/legal-trends/2021-solo-report/
e-Book Transforming the external value chain and back office with Digital Ec...Pablo Junco
Read this eBook “Start thinking like a digital company” for a peek into how Microsoft Services can help your business transform its external value chain and back office with Digital Ecosystem and Operations.
Topics include:
• Supply chain
• Trade finance
• Know your customer
• Digital DNA
• Open API
Drive Your Business Performance with Sharepoint and Dynamics CRM integration for Crucial Benefits...
https://www.raybiztech.com/blog/microsoft-dynamics-crm/sharepoint-integration-with-dynamics-crm
Technology has changed the way the business was done, and to correspond to the changing business world - finance function has to evolve. This Deloitte's report has made predictions about the finance function of the future.
Motivational Dynamics in Health Behavior Change v2 - 2014Dustin DiTommaso
Despite the wealth of technology-assisted advances in healthcare, human behavior continues to be the cause of great variance in health-related outcomes. Our health and well-being are vigorously affected by lifestyle factors such as physical activity, diet, or smoking as well as self-care activities like medication adherence and condition management.
Recognizing these behavioral mediators of health outcomes suggests that we pay closer attention to patient experience and motivation. If we want to create the conditions under which people are most likely to initiate and sustain behaviors conducive to health and well-being, we need to better understand the dynamic nature of motivation and design experiences that support patient needs for autonomy, competence and relatedness.
Just as no change is possible without action, no action is possible without motivation and as you’ll find in this talk, patient needs satisfaction and their quality (not quantity) of motivation are critical to the success of any behavior change intervention.
Profound Healthcare Services credentials presentation focusing on projects done with healthcare consulting companies as well as in overall healthcare segment. All projects focus around offerings related to 'Market Intelligence' & 'Process Support'.
Initiate - Presentation to Salesforce CIO CouncilScott Carruth
Presentation to Salesforce CIO Council on the customizations that Initiate has implemented to address business needs, including user provisioning, customer profiles and data quality management leveraging Initiate MDM solution
Originally Published on Mar 27, 2015
The world has changed a lot in the past decade. We have seen a shift of power to the consumer. Consumers today are highly connected and demanding. Rather than seeking information from the companies they do business with, they come armed with information and mobile devices that allow them to research any topic in an instant. So, whenever a customer interacts with an organization, it is vital that the richness of information available on that customer informs and guides the processes that will help to maximize their experience, while simultaneously making the interaction as effective and efficient as possible. IBM provides several important capabilities to help organizations make effective use of big data and improve the customer experience.
The world has changed a lot in the past decade. We have seen a shift of power to the consumer. Consumers today are highly connected and demanding. Rather than seeking information from the companies they do business with, they come armed with information and mobile devices that allow them to research any topic in an instant.So, whenever a customer interacts with an organization, it is vital that the richness of information available on that customer informs and guides the processes that will help to maximize their experience, while simultaneously making the interaction as effective and efficient as possible. IBM provides several important capabilities to help organizations make effective use of big data and improve the customer experience.
Social Supply Chain and Sales Pipeline BridgeSteelwedge
Social Supply Chain: Linking Sales Intelligence to Supply Chain and Finance What Do Cloud, Your Demand Plan, S&OP and Sales Pipeline Have in Common?
Undoubtedly, you have a lot of good information in your CRM system. But do you know how to best leverage it to manage your entire business, from Sales to Supply to Finance?
Join Bruce Richardson, Chief Enterprise Strategist at salesforce.com for the webinar, "Social Supply Chain: Linking Sales Intelligence to Supply Chain and Finance - What Do Cloud, Your Demand Plan, S&OP and Sales Pipeline Your Have in Common?"
This webinar will provide guidance on how to fill the "missing link" in your sales and operations planning (S&OP) process-leveraging the intelligence contained in your sales pipeline to inform your consensus demand planning process. This is an important step towards the Social Supply Chain. Bruce will explain how you can:
1. Evolve your operations into a Social Supply Chain
2. Aggregate pipeline information for supply/demand balancing and operations planning decisions
3. Provide visibility and insight into significant pipeline assumptions, expectations and changes
4. Translate pipeline confidence into accurate revenue and margin projections for better Integrated Business Planning (IBP)
To learn more about S&OP or IBP please visit: http://www.steelwedge.com/solutions/
Collaboration Excellence: Strategies for Enabling a Social BusinessPerficient, Inc.
What goes in to creating exceptional work and web experiences in a social business?
It goes far beyond a simple “build it and they will come” mentality.
Through the use of collaboration tools, enterprises can engage workers, drive innovation, find efficiencies, mobilize workforces, empower leaders and much more.
How to Turn Raw Data into Product Revenue by Retrofit PMProduct School
Most companies have a goldmine of data, yet lack the ability to know what to do with it. In this talk, Monica shared perspective on how to evaluate data, package it, and turn it in to additional revenue streams.
Main takeaways:
- Identify use cases for data.
- Turn those use cases in to product offerings.
- Create a pricing model & collect revenue.
Ways to Make Business Intelligence Work for Your Small BusinessSpiceworks
In this first 60-minute webinar in the series, Spiceworks and CDW team up to provide answers to your questions on business intelligence - a subject that's becoming increasingly important to small businesses.
Age of Exploration: How to Achieve Enterprise-Wide DiscoveryInside Analysis
The Briefing Room with Dr. Robin Bloor and IBM Information Management
Live Webcast Nov. 19, 2013
Watch the archive: https://bloorgroup.webex.com/bloorgroup/lsr.php?AT=pb&SP=EC&rID=7808847&rKey=73cc8052da2d9962
The bigger data volumes get, the wider the range of sources available, the more companies need to secure a strategic view of their information assets. This is no small challenge for all kinds of reasons, not the least of which is access to the growing array of valuable data sets available. Today's most innovative companies are using creative solutions to ride the information wave.
Register for this episode of The Briefing Room to hear veteran Analyst Dr. Robin Bloor, as he explains how the unbridled growth of data and information systems requires a holistic approach to information access. He will be briefed by Mark Myers and Scott Parker of IBM, who will showcase the company’s InfoSphere Data Explorer product, a solution aimed squarely at the need to gain a cohesive view of enterprise data, wherever it may be. Myers and Parker will discuss how Data Explorer can help organizations to get more from their SharePoint investments, enabling them to deliver information to front-line employees regardless of where it is managed.
Visit InsideAnalysis.com for more information
Crafting Your Accounting Innovation StrategyAggregage
Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? Attend this non-technical, but technology-focused session to actually work through creating an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies.
Learn to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning & analysis and decision support. While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor.
This session will empower you to:
• Understand how to select your accounting apps and develop your innovation strategy
• Develop your “intraprise architecture” and use it to visualize the changes to your firm’s or accounting department’s operations
• Obtain insight into the skills and knowledge you will need to build in your staff to maintain your team’s relevance and improve the services you provide
For more ecommerce webinars visit us at http://www.elasticpath.com/webinars/archive
A successful ecommerce project is a beautiful thing. It can raise revenue, reduce cost, and strengthen a brand. Unfortunately, the visibility of ecommerce and the breadth of stakeholders can amplify the usual project risks-availability of IT skills, understanding of business needs, scope control, accurate estimating, and so on. We sifted through the results (and in some cases, debris) of ecommerce projects over the last 10 years to bring you this "on the ground" view of what to do to turn the odds in your favor.
Featuring: Gord Janzen, Chief Operating Officer, Elastic Path Software and Atul Jain, Associate General Manager, HCL Technologies
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
UiPath Test Automation using UiPath Test Suite series, part 3
Implementing Collaboration And Social Computing Into The Enterprise Microsoft
1. Implement collaboration and social computing into the Enterprise How we embraced collaboration Scott Carruth Vice President Information Systems Gina Sandon Vice President Marketing
2. Topics About Initiate The Business Opportunity The Unique Challenges we faced The Solution Expected Results Where do we go from here Key Takeaways
3. Initiate Systems, Inc. We enable organizations to strategically leverage and share critical data assets “Initiate Systems…the most productive live customers.” Leading pure-play CDI/MDM vendor Established 1995 Cited as “leader” by Forrester Cited as “visionary” by Gartner 200+ customers across 10 market segments Private and Public Healthcare,Healthcare Exchanges Finance, Retail, Hospitality, High Tech,Manufacturing State and Local Government, Intelligence,Law Enforcement Offices in U.S., Canada, EMEA, Asia-Pacific “Initiate…delivers fast timeto value and a relatively lowservice-to-software cost ratio”
4.
5. We are at Work When You… … Purchase PC & Software … Pick Up Your Prescription … Apply for a Loan … Earn points, loyalty program … Identify Risks … File Insurance Claims … Register a Patient
6. Established & Proven with Blue-Chip Organizations Healthcare Government COMMERCIAL HEALTHCARE PUBLIC SECTOR PARTNERS
9. Our Challenges (and most likely yours as well) Trying to get everyone on the same page Trying to educate everyone on content and information management Different departments had for so long been responsible for their own needs; trying to change this has been a challenge; we still have some silos to take down Unstructured knowledge (wikis) are the thing – easy to use, hard to filter, hard to track change Documents were plentiful, “Which version do you have?” and “Where did you find that presentation?” Individuals and departments would not be receptive to change Individuals would resist
12. 13 Initiate Systems – Roadmap Roadmap MOSS Website Enable Web analytics within SharePoint Lead Management Web HostingModifications RSS Feeds MOSS Audit Search Engine Optimization MOSS Intranet/Portal Prospect Portal Insight Intranet to MOSS (Intranet Foundation) Project Portal Customer Knowledge Center Portal Partner portal Trade Show Portal Enable Document Management Exchange Assessment External User access Prospect-to-customer hand-off Active Directory & ExchangeManagement Competitive intelligence blog for sales Content & Information Architecture Video Sharing & Podcasts Identity Management / single sign on SAVO/MOSS/SFDC/QuickAarow/ LMS Information Strategy Define Company-wide Information Architecture How do I do my jobcontent Competitive intelligence blog Create sales enablement repository QuickArrow reports w/o heavy lifting Internal Communications Company-wide Calendar Corporate Event Management Customer wins template Employee newsletter (in MOSS) Combined Communication Plan Notifications that something is down Online Facebook / My Sites External Communications Customer Advisory Board Forum Multiple user controlled opt/ out preferences. Eloqua Email Blast Best Practices IT CommunityCollaboration Package Pickup Controlled forums for community customer feedback External blogging to promote thought leadership Workflow Services Methodology Workflow Deal Approval Workflow Content Workflow PHASE 1 PHASE 2 PHASE 3
14. Requirements, Specifications and Scrum Methodology Requirements Elicitation Information Architecture Governance Model Stakeholder Interviews Functional Specifications Product Backlog Defined Sprints
28. Expected Results Improve collaboration amongst individuals and teams by providing Web 2.0 functionality Ideas Social networking, communities Wikis, blogs, status Improve the capturing of tribal knowledge and experience Individuals would contribute if there was an avenue to do so Individuals would contribute if their ideas were actually seen and voted on by their peers Provide a place where all project and team content is captured Improve our ability to find information
30. What’s Next We have a few more phases to complete on our internal site Phase 2 will add additional web parts and functionality for Products and Development, Customers and Projects, etc. Phase 3, will add additional functionality, including a dashboard rollup that is tied to our key initiatives Customer and Partner Portal We will create a my.initiate.com site for customers and implementation partners to engage, this will be tied in with our Customer/Projects site collection We will create a partner.initiate.com portal that marries Salesforce.com and SharePoint Content
32. Key Takeaways Remember, in this day and age, its about the employee and their contributions, not the company Continue to push information to keep staff informed; but allow the employee to control how information is received, control the spam Allow folks to contribute to the stream of knowledge Govern your content and your data; once you allow content to enter without meta data; you have lost control Keep it Simple! Don’t over engineer it!
As our company grew, we quickly outgrew our existing ‘departmental’ CMS which was really only built for R&D and SupportOur existing site was build on Open Source, we had no one to truly administer the site and there was no governance around the content (GIGO)You could not find anything that was posted up there. Countless times it was like performing an archeological dig to find the right content.As a result, each department was implementing their own solutions to meet their department needs without truly solving the overall problemWith multiple repositories and remote resources to serve we needed a way of consolidating our content and have a solution that fostered collaborating on projects in a more efficient manner
Last year, we held a stakeholder meeting with RightPoint and developed the following Top Initiatives for Initiate Systems
Which resulted in a prioritization map; the things in green were identified as the easies to accomplish; and for the most part, they are mostly done.
We then spent some time gather additional requirements, documenting our information architecture, our governance model and specifications for what we wanted. This resulted in a Product Backlog of requirements. We then secured the budget, formed the team and trained everyone on Agile/Scrum Methodology. We took the backlog and formed 5 ten day sprints. It was planning well worth it.
The result of the stakeholder interviews and functional specifications was a series of wireframes that described what we wanted to get accomplished
As part of our requirements elicitation process we worked with RightPoint to identify, priority and wireframe our solution. Through this effort, we have created a unified content management platform that promotes collaboration It is focused on the employee, communities and teams over the standard stale corporate Intranet Individuals are responsible for managing their own sites as defined within their specific areaContent and Knowledge is searchable throughout our the siteGovernance of Data and Sites has been established. Which means that certain sites are setup by the individuals, but communities are controlled. Content types have been established and training will be pushed through content leaders
Our design principles are based on standard web site designBe consistent in color and brandingBe consistent in menu structure and layoutMake it easy to get to the information that you are after
We have a multi faceted approach towards content management. As such, we have extended our branding so that it is integrated across all of our employee sites and solutions. Initiate Knowledge Exchange is actually three separate systems that are integrated. There is the obvious integration between MOSS, Exchange and OCS. But then we extend the integration to IKE Live (our employee training portal) and IKE SE (our Sales Enablement Portal). When an employee accesses IKE 2.0, they see sites and content that start with their immediate needs and that then expands in focus towards the functional areas. They will be able to see who has posted what content and whether they are available via OCS presence. From there we will extend the integration to our external sites (customer, prospect and partner), which utilize a different brand altogether.