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The right tools for collaboration

June 21st, 2010

Every morning Claromentis Brighton staff have a meeting that helps us to stay on track, be aware of any high workload concerns or potential deadline issues – and generally keep each other informed of what’s happening. On Mondays these meetings are necessarily a little longer – most days they can be done and dusted in 30 minutes.

What interests me is that as a company that actually creates information management software and collaboration frameworks we still seem to need a multiple of formats, environments and tools to keep track of everything.

1. We start the meeting around a large screen format of our own intranet calendar for the week, going through client visits at our office, who’s out and related time bound events that calendars were designed to show. On the agenda AOB allow each person to add anything for discussion.

2. We then move over to 2 whiteboards that use felt pens and magnets to summarize on one board all the new intranets and systems we are installing, and on the other all the bespoke development projects we have ongoing with our clients. This is strictly a stand up meeting, which is very helpful to keep things fast moving and focused. As each project is summarized it gets a physical magnet in column one – colored according to a simple traffic light system. Other columns reflect responsibilities, alpha and beta deadlines, urgency levels for priority task selection and a whole host of other data.

collaboration meeting

collaboration meeting

Often people will refer to our project management software to get deadline and assignment information as needed in the meeting.

3. Before concluding each person gets about 30 seconds to say what they are doing today, and request cooperation from anyone else.

When necessary we will have our colleagues n Russia and Australia join us on video conference, but 99 percent of the time this is a fairly local event.

So my observations are :

1. Its an evolving meeting, everyone can suggest better ways to do things and I think that’s very important – no-one should view themselves as a prisoner, and everyone finds them useful.

2. We seem to need one part when we are sitting down, then a second part when we are all standing up. I have no idea why.

3. We require our calendar ( software ) , whiteboards ( hardware ), pens, magnets, erasers and project management software to get the job done. Together with blank notebooks.

4. Everyone turns up with a pen and paper, hardly anyone writes anything down.

5. Some people bring task lists from their own desks, which often seem to be quite literally written on the back of an envelope.

6. Even though we are all really busy and all trying to collaborate – some people just talk more than others.

So my question is – is this meeting format, which we have evolved into over a long time – simply a good way to deal with the fact that all people are different both in the way they absorb information and interact with others? After all our own project software has Gantt charts, document management, assignments and traffic lights – but you can’t stick magnets on it and if you talk to it it doesn’t answer back.

Our meetings are designed to request and receive participation – you do have to say what you are working on, and everyone will certainly listen to you. Maybe that’s the point – anyone can look at a programme plan and miss a lot of pressure points that the people will chose to talk about when given the opportunity. And that is what collaboration is all about – helping each other through issues, communicating with clients and getting the job done to the highest possible standard given the available resources and time lines.

And I enjoy them!

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Project Management in Claromentis 6.0

May 12th, 2010

Sharing a couple of really neat Project Management features in Claromentis 6.0 – copying a project and enhancements to the Gantt chart.

We will try to get out a few of these sneak preview blogs on the theme of Claromentis 6.0 and why it really matters. I am planning one more on the project application and then another series on People meta data – feel free to let us know what you think and request any other feature reviews here on our Blog!

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Intranet 2.0 for The United Bible Societies (UBS)

March 20th, 2010
Old and New Intranet

Old and New Intranet

About UBS

The United Bible Societies (UBS), a collective name for 145 Bible Societies working in over 200 countries and territories is launching a new Intranet using Claromentis Intranet Manager.

New Intranet

After sending out questionnaire and running a focus group to improve Intranet, Claromentis and UBS Communication team working together to make the new intranet richer but easier to use and faster to find the information.

UBS also introduced several new application built within their Intranet such as contact directory for all members, document management and multimedia such as online videos.

The new intranet is also multi-lingual, The system is designed to detect user’s language preference and display the right information and interface in their native language.

User’s Feedback

User’s feedback so far has been really positive.

“I love the new look website. God bless you for the good job. Its much easier to navigate and its also easy to find the past stories. Absolutely love it. Will definately send more stories this year. God bless you all.”

“A big thank you to you and your team for their work so far on the UBS intranet site.”

“I’ve just given a detailed presentation to our global senior management team and it went down extremely well. They were particularly impressed by the design (‘clean, easy to use, familiar for people using sites such as Facebook’) and by the layers of permissions that are now possible and will enable us to do so much more with the site.”

Hamish Bruce – Communication Manager at UBS.

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Document Permission Report

October 27th, 2009

There has been many post on the subject related to permission lately, and I want to show a hidden ‘gem’ in the admin panel of Claromentis Document Management which is going to help us monitor and manage permission better.

Complex Permission System

Claromentis Document Management System has comprehensive permission system, which means you can define permission by extranet area, role, group down to individual users. The permission can also inherited from the folder above as well as applied on the individual file itself.

Access Report

When you logging in to the system of course you can only see the document that you are allowed to see, but as you know from admin you can see all files.
As a document administrator you may be asked by your manager to create a report showing what a particular user can see or not see on the system.

They might be a business partners or contractors, while you want to make sure they have access to the information they need, you want to make sure there is no permission leak. You don’t want the corporate sensitive information exposed to this type of users.

What’s new in Claromentis

We created  a new functionality called  “Document Permission Report” and it is available from admin panel from Claromentis 5.6.3 onwards.

Under utilities in Document Panel click on “Document Permission Report”
Where you can select a user and get the permission report instantly, you can also export it to CSV format.

Screenshot

document permission report

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New Programme Overview in Project

August 17th, 2009

I find the latest programme overview page, and the resulting additions to the project application dashboard page, to be really useful.

project_programmes1

Above is the new programme overview, with the programme traffic light that the software sets according to the RAG lights in the individual projects.

If we look at the improved dashboard :

project-dashboard

the difference now is is that on the right I can see the automated status lights for all the programmes I have permissions to, on the same page as the filterable list of projects.

These screens really do provide an extremely useful top down view of the projects and programmes across the company, enabling really rapid reviews at project meetings.

I will also be interested in whether clients find the automated calculation of the programme traffic light to be useful – I certainly do but it might be that programme managers would rather set it manually.

Prod-Project

Project Resource Allocation

April 17th, 2009

Since I posted just a couple of weeks ago about the latest project management functionality for resource allocation management there are many new improvements – including our first look at resource calendars and the special project management view of resource profiles.
Whereas the normal intranet profile view provides a very configurable set of metadata about any user – such as career, location, interests and any other general data required by the company – the RAM view of that user provides information automatically gathered by RAM itself.

Resource Profile

Project Resource Profile

This includes current loading graphs and tables of current tasks, Upcoming tasks, the users skills by category ( in relation to project task skills ) and a history of completed tasks.
This view is currently being continuously improved but already it provides great information for project  resource managers when deciding between alternate resources that RAM declares as available to work on a task.

Prod-Project

Project Management as an Intranet software application

April 7th, 2009

We are getting important requests from customers that now would like our new Project Management Application to deliver ever more powerful functionality so that it becomes a serious product in it’s own right – and no longer a functional  add on for our clients whose primary need is intranets and collaboration frameworks.

project management

This is an interesting challenge for Claromentis – what percentage of our R&D should be devoted to project management software? Increased investment, combined with feedback from our existing client base, will generate a product appropriate to large scale deployments where the primary need is web based project management for complex programmes – as opposed to fit-for-purpose functionality targeted at existing intranet/extranet/document management customers.

Our current thoughts are to embrace this challenge and to aggressively build on our current release to provide a best in class programme management collaboration portal.

Feedback welcome! Is this a direction that we should pursue? Or should we focus back on enhancements to our core collaboration applications?

Prod-Project

Project Management Resource Allocation

March 30th, 2009

With the Beta Programme well underway with clients, I thought it would be fun to look at the newest Project Management code – dealing with Resource Allocation Management.

I experimented with manual allocation of resources according to task skills – and I have to say that I was impressed with how easy it is to define tasks skills and allocate resources accordingly.

Prod-Project

When is a project a project?

February 7th, 2009

I have commented previously that in their constant search for innovation our clients  need to move from an initial seed idea through to debate, momentum gathering and onto true collaboration with relevant and identified stakeholders – but then eventually onwards to actual execution.

After all if you don’t execute what was the point of the collaboration?

Gates must be crossed as we are now shifting into execution mode from the agreed objectives resulting from the collaboration phase. Claromentis offers all of the required applications in a single information framework.

It is tempting to then define a project just as “something that needs execution”. This sits comfortably with the sharply defined atomic resolution down to task bases management -  Gantt charts, Rag reports and  everything else that a normal project management software solution would provide.

After all, if I have a project assigned to me I am being made responsible for execution against some budgeted and time bound statement of work – and that involves task management, deadlines, resources and budgets. All the kinds of things that mainstream project management software provides.

But it does seem to me that with Claromentis project manager we are beginning to see a new trend, just because of all of the surrounding information and collaboration tools that exist in the framework that Claromentis provides.

So if we look at a basic project within Claromentis Project Manager, we see that access is provided to permission based forums, version controlled document management, links, attachments and notes – so that even as execution takes over we are encouraged, and have the necessary tools – to continue to collaborate.

A well defined project needs a goal – and from that comes the task based culture of idea execution. However by surrounding stakeholders with access to collaboration tools throughout the continuous process of project delivery we are recognising the demands of the real world to continue to innovate throughout the idea life cycle.

If executed properly and with the right tools this means that changes in scope can be seen for what they might be – learning experiences that impact the project goal -  rather than as we too often think of them – as the inevitable expression of change requests due to poor specifications.

We welcome these trends – collaboration is innovative, execution demands a different goal and associated mindset. By providing a unified set of tools Claromentis offers the continued re-evaluation of whether a particular project should even be a project and softens the hard boundary between collaboration and execution – enabling feedback loops that make a real difference to the delivery of projects in these fast moving times.

Prod-Project

Form based workflows in Project Manager

February 1st, 2009

Working on the first specifications of integrating InfoCapture from Process Manager into Project Manager this week – we realized how extraordinary powerful this will become.

Clients using our project management software will be able to specify that any project needs a particular form based workflow for any process at all. They will be able to use all of the powerful form specification, reporting, notification, assignment, workflow, SLA and filtering functionality that this powerful application provides.

We will be able to offer generic solution for project risk management for example – but more importantly clients will be able to specify any project at all to meet the bespoke needs of particular users in any project.

To make this story even more powerful – there will be no limits on the number of InfoCapture forms in each project.

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