Intranet Management Software Blog

Sharing a great example of one of our customer’s intranet systems, combined with the extranet view when a user from a major client logs in.

The Intranet View

Extranet View

What we see here is important :

• Exactly the same system
• Exactly the same URL
• Visual Interface assigned according to the user – in this case according to extranet membership
• Permissions control the data that is viewed within the interface

What this means is that the same system is on the one side a corporate intranet and information system, and on the other side a project collaboration based view for a client providing a project status including live web cams, latest design files, version controlled documents, KPIs and Health and Safety statistics..

It is great to see how Claromentis is such a powerful framework that each user logging onto the same intranet and extranet system will not only receive a completely different interface, menu system and access to applications but also see completely different data within that interface.

It is actually quite hard to understand that this is exactly the same system!

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Ekurhuleni West College (EWC) one of the leading Further Education and Training Institution in South Africa. Spread across 6 geographical location with 550 numbers of staff, EWC offers training and development programme in Engineering, Business, ICT, Finance and Community Services

It is the second Public FET Collegae in Gauteng to obtain SO 9001: 2000 certificate from the South African Bureau of Standards (SABS) in 2008.

In order to continue maintaining high standards EWC has chosen Claromentis Quality Manager solution. They have developed a Quality Management web portal, which can be easily accessed from all campus location, and it has become a one-stop-shop system to find up-to-date policies and procedures. EWC also uses InfoCapture application to track and manage non-conformances.

Read more about Quality Management  Solution or take the tour

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I am really pleased to say that our partners in Australia have today solved the problem of signal degradation with the iPhone4 if you hold the phone as anyone in the northern hemisphere might..

iPhone reception solved

This is just outstanding and demonstrates that old traditions have a lot of modern value!

Great job guys!

Solutions

• How do you select applications in the Mac apps store?
• How do you select books to buy online?
• How do you chose a hotel?

If like me – and almost everyone else – you flick to the reviews then you are an advocate of social media and a natural believer in the wisdom of crowds. As I am sure you already know.

The depressing thing is the low number of UK B2B company sites that directly give these kind of potential customers the information they so obviously look for when making purchasing decisions.

There are several possible reasons :

•    The company has so little traffic that the minimal level of engagement would actually influence such buyers in a negative way. No feedback looks to impatient prospects like bad feedback.

•    Engagement takes energy – but recession and continued political incompetence in the area of encouraging business has hit energy levels hard in the UK.

•    Engagement takes a strategy – but the whole world of corporate social media is too unfamiliar for most UK SME companies to set strategies for engaging with it.

•    They don’t have an appropriate technology platform.

•    They are genuinely a local business – anything more than a cursory presence on the internet is perceived as a distraction.

•    Companies are just too afraid of what the public will say about them.

I am sure there are others, and I look forward to any comments and suggestions,  but is the last one that I want to focus on – fear of opinions. In general I have noticed a hierarchy of comfort across the main audience lines as follows:

•    Intranets – companies allow engagement provided this is moderated by a ‘manager’ – which amounts to paying lip service to engagement and frustrating contributors.
•    Public – companies remain scared of negative perceptions on lead generation
•    Extranets – marketing view : our customers are the most important assets we have and we will totally control that space to make sure all content is on message.

Modern intranets are at least some way down this path of increasing user engagement, even though very few employees are comfortable engaging with blogs on the corporate intranet compared with the large number that are interested in reading them.

I have already posted on the depressing lag in the UK compared to the USA in adopting openness and engagement, so I will refrain from comparing engagement levels across these spaces. But for interest, in the best of the USA extranets the customers are welcomed to provide feedback precisely because they are the most valued asset – the company wants to learn to do a better job and has identified senior staff ready to engage with and work through any negative feedback in exactly the same public arena.

Lets go back to my original point. We use reviews. But the truth is we also use the content. We look at photos of the hotel, a location map and then read the comments. We know of an author, find their books, then read the reviews. It is a question of balance.

Balance

This is how it should be in corporate B2B websites and extranets as well as intranets – and not just in public large scale e-commerce B2C sectors. The information and the interaction both have an important role to play, but should be directly complimenting each other – and for that reason products like Claromentis Innovate are of great interest. When you can follow a document that is actually in your own corporate infrastructure, and by doing so extend the information layer seamlessly – the results are much greater participation and increased innovation.

In my view significant interaction through corporate social media but without adequate information is just as useless as lots of marketing information with no interaction. Both are increasingly liable to generate a cynical response from the visitor.

The companies that develop strategies to balance the two in a truly integrated environment will provide not just a more engaging and informative online presence, but  generate significant innovation benefits that will ultimately feed through into higher margins and increased sales.

Home, Prod-Intranet, Solutions corporate social media, engagement, extranet, intranet software

Every organisation understands the value of instant feedback. It promotes continuous improvements and creative discussion. Some say it is what makes a business ‘tick’.

Working on a communication software platform, we want to facilitate this positive feedback culture.

Pages or web pages is one of the largest type of content of an Intranet along side with Documents and News. In Claromentis we already have comments for News as well as Document and to complete the whole picture we are now introducing comments for publish page.

Here is the anatomy of commenting:

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Recently there are many discussions among our existing clients and partners about possibility extending granularity of the permission in Document’s folder within Claromentis.

This is our current standard permission where having “Edit” rights to a folder means you simply have rights to add and edit both documents and sub folders.

Some of our clients think that current “edit” permission is not flexible enough, they would like to split simple “edit” into sub-folders and documents.

After digging into our enhancement request database, I discovered that this is just one of the many request around the same subject.
Some says that having permission to view content of the folder should be different from permission to view folder’s properties and audit of the folder (usage statistics).

Others want to have flexibility where not all users with edit permission can run workflow on the same folder.

For a second I thought, “Hey this is getting ridiculous!”  Let’s mock-it up and see what happen if we accommodate all of them:

Can you see something is definitely not right, usability has been compromised to accommodate more granular permission, causing complexity to perform simple task which in most cases we just want simple “Edit”.

This issue raise a philosophical question, “Are we all so stupid so everything has to be over protective?” What’s wrong with a low-tech solution called “discipline”.

My niece is going to celebrate her 1 years old birthday next week. She starts cruising, walking short distances from object to object, she falls often and has many bumps and bruises, but she learns very quickly.

Aren’t we always told that allowing one or two bumps is a good thing?

Solutions Design, document management, fun, humor, intranet software discussions, user interface

Claromentis delivers a Corporate Social Networking site

We have just completed one of the most interesting project in the corporate social networking space. “PlanetExplore.com” A social media platform released for the outdoor clothing company The North Face. The community connects people, especially younger people, to the outdoors and in particular outdoor activities and events in their local communities.

Social Media Platform

PlanetExplore.com is a bespoke Social Media Platform leveraging Facebook platform and Mash-Ups, delivered from concept to idea in less than 3 months and already attracting more than 100 partners across the United States.  The initial launch is for the Bay Area with Denver and new York City to follow soon.

Some screenshots below:

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I am fascinated by the number of intranet components we have been developing recently for our clients.

Strangely no client has ever specifically asked for an analysis of user searching behavior – which puzzles me because if we are all concerned with user uptake then surely we should be monitoring, above all else – when they do and do not find what they are looking for.

This goes back to the ongoing discussion we are having at Claromentis about tagging, quality measurements and our continual challenge to deliver a very accessible information layer through a permission engine.

I am fascinated by the requirement here, and look forward to a debate about how to deliver this – even though no client has asked for it – but I still feel it should be fundamentally important to our client intranet project teams and sponsors.

I would like to propose that we develop a special searching monitor tool that does, as a minimum, the following :

•    Logs into new tables all searches – additional to the current audit log – for special analysis – primarily so that they are not overwritten in the same way as general audit information must be.
•    Delivers reports – probably via tag clouds /semantic analysis / stemming  or some other mechanism that can allow for variations in the actual entered search string – on what users are searching for
•    Saves the top 10 search results for that term, at the time the search was made

Now here is what I would like debate about – we need to track whether the user found what they were looking for. That of course, is far from easy.

My thoughts are the we should:

•    Track whether they click on a returned result – they may not have been pleased with the results of the click but at least they saw something in the search return that was sufficiently positive they clicked on it.

•    Compare this to users who did NOT click on any of the returned results.

•    Over time compare this for different groups and roles of users looking for the same search term – in case we are not making the correct information available to the users who need it.

•    Develop a concept of the “refined search” – so assume that if a user enters a new search within a few minutes – it is assumed to be another attempt to find the same information. Track this refined search term, compare that to the first – and a again report on the users that thought they had found what they are looking for after they had refined their search.

•    Compare that with any tagging or metadata for the resulting file they clicked on.

I would be interested in ideas from the community as to whether this makes sense and of course from our team if we could deliver an engine that provides our clients with an accurate measure over time of what users are looking for, and whether they found it.

The added dimension over time of whether the success rate in specific searches actually improves would of course by a fundamental goal here.

Solutions

Claromentis Interview with Sean Boos -  Information Technology Director of Preferred Brands.
Burnsville, Minnesota.

Hi Sean, tell us a little bit about Preferred Brands

Preferred Brands is the parent company to some of the interior design and decorating industries’ leading marketing companies. Included are such brand leaders as Floor To Ceiling – a network of over 200 independently owned and operated retail showrooms located throughout the U.S. Each store specializes in offering a combination of flooring, kitchen & bath products and decorative accessories,best suited for that particular market. Also included in the Preferred Brands family is World of Floors, a leading flooring retailer, primarily serving Michigan and the upper Midwest.

Who were the intended users? How many of them?

We have 200+ dealers throughout the US.

Did the portal itself have a project or codename?

We call the portal: InFlo

What applications were most useful or essential in this project?

Document management and forms were probably the most important things.

What was the user response and take up of the system?

We found that the users have been very responsive to the new portal.  They have found the address book to be very helpful along with the instant messaging.

Is your business more efficient? Have fundamental processes changed?

We have 100’s  of vendors that we do business with which translates into tens of thousands of products which all need pricing files.  The indexing/search and meta data features have been a pleasant surprise within the portal.  The really allow us to provide detail custom properties for each file which makes finding what you want a snap.

Were you under any deadlines – if so what was the nature of them?

We had an extremely tight timeline.  We had our national show in February and InFlo was the primary focus of the show.  All  products tested were becoming disasters in the making.  What we typically found through our testing, was most portals did a great job of providing a hierarchical security model for one business unit, but when you starting to add more business units to the portal the security model really didn’t do what we wanted.
I contacted Claromentis 2 months before our show.  Although I was very reluctant that anyone could really pull this off in 2 months, Nigel assured me that, while the timeframe was tight, Claromentis could meet our deadline.

Did the project meet your deadlines?

Yes.  We actually had it live a week before the show

How involved were you in the design process?

Other than supplying some ideas, most of the design process was done by Claromentis

Do you have any comments on the final design?

As far as the UI, we gave our ideas to the Claromentis design team and after a few revisions, we got it done in about a week.

Do you find the system easy to use from an end user point of view?

We’ve had very positive responses from our end users.

How did you find the Claromentis pricing model?

Pricing, like most small businesses, is a very important part of the equation.  Compared to other portal solutions, Claromentis was the best value for with probably a better feature mix.

“InFlo has allowed us to become more efficient in both time and money.  In these difficult economic times, being able to stretch your dollars if very important.   It has allows us to focus more on our core services and products and better serve our dealers.” Sean Boos.

Would you have any advice to companies considering Claromentis? Were there any special factors that were part of your selection process?

Claromentis is a very flexible platform.  I come from more of a development background and I was amazed at how much I could integrate with the system.

Thank You Sean, we appreciate your time.

Learn more about soluton for franchise based company

Solutions Case Study, collaboration, commercial, document management, e-forms, intranet consultancy, online collaboration, user interface

Claromentis Intranet & Extranet manager provides several ways to collaborate and share information within an organisation. We have application called ‘Documents’ (Document Management System), ‘Publish’ (Content Management System) ‘Wiki’, and our new member of the family ‘Bookshelf’ (online policies & procedures).

In early phase of intranet deployment we frequently being asked by our clients, “Which tool is the best to share and collaborate a piece of information or should we  just stick with an existing company shared drive?”.

There isn’t one solution to all problems

The good starting point is to be aware of the pros, cons and applicability of individual tool available.  Unfortunately as an Information Architect we always says “There isn’t one solution to all problems”. The idea is by having the right solution (with right technology) to a specific problem, we can make everyone’s lives easier.
Let’s start with…

Shared Drive

Typically before an organisation deploys an intranet they have existing growing unmanageable shared drive(s). Shared drive is relatively easy to setup but it suffers from these issues:

• No version control – You ended up having similar files with version number scripted at the back of the file name for example:  “MyPresentation_ver2.doc” not to mention the frustration of someone overwriting the file you’re currently working on.
• Searching – Does everyone feel that it is easier to search information on the internet than on the share drive?
• Limited Access – When you’re not in the office, say on the road or working from home,  you either have to use slow & complicated VPN software or not having access to the company files at all.
• Security – There is no easy way to setup permission on a shared drive, typically it opens to everyone or if you have permission it’s so complicated to set up and configure.
• Audit - You can’t easily check who did what, when and where.
• Duplication – since a single physical file cannot exist in two places at once, you ended up with duplication everywhere.

Documents – Document Management System

Claromentis document management system is designed to address all of the common issues with company Share Drive. The heart of it is the application called ‘Documetns’ It provides built-in version control, searching & indexing, permission layer, easy access, and many enterprise features.

What are the Cons?

• It is not suitable for managing extremely large files. (Larger than 30Mb)
• Files are kept in native format, which means users need to have the application to open / view and edit the file.  For instance not all users within organisation have AutoCAD software needed to open a *.DWG file.
• Speed to upload and download the file stored in Documents are limited to the speed of your network / internet connection
• Extra steps may be required to edit a file. Typically you have to download it (temporary), make changes and upload them back in, although we have several solutions to make this relatively painless such as webdav.

Publish – Content Management System

Using publish, users with no web publishing skills can collaborate & create web pages easily.

• Better access – Information displayed as web pages are widely accessible. Users don’t have to download the file or installing software to view. They can simply read them online.
• Information Hub – everything can be connected in publish page, link to documents, link to other pages, or links to external website. For example you can create a health & safety page which may have link to ‘health & safety assessment guide.PDF’ which is store in Documents as well as link to HSE websites.
• Mash-ups – Publish allows you can embed rich media such as online videos, podcast, web widgets and much more.
• Enterprise features– Publish has everything you need to manage online content, from built-in version control, security & permission, reminder, audit trails, multi lingual and much more.

It may sound like a good idea to convert all documents into publish pages, but there are several points to consider:

• There is not much point converting complicated document such as spreadsheet into a publish page, you probably better of store them in Documents and just link it from a publish page.
• Content for publish page should be relatively short, concise and to the point. Remember the information is designed to be read on the screen just like web pages.

Wiki

A wiki is designed to enable everyone with fast and volatile collaboration. Claromentis integrates with Media WIKI, one of the most popular open-source wiki software. Wiki focuses on fast and real-time collaboration by minimising complexity in content creation. There are several issues to remember here:

• Wiki tend to have open access for everyone – You have to keep sensitive and proprietary data off the wiki.  Avoid posting sensitive data such as financials.
• Wiki syntax to learn, Wiki may focuses on simplicity but there is whole new syntax to learn. Wiki is typically very popular within IT department but what’s popular in one department may not be suitable others.

Bookshelf

Bookshelf is the application behind Claromentis Quality Manager; it is the latest addition to the information layer suite. Bookshelf is designed specifically for managing Company Policies & Procedures. It allows online procedures creation making sure that there is one version of the truth across entire organisation.

• Bookshelf allows company procedures and policies to be maintained online allowing true collaboration of subject matter expert.
• Once the policies or procedures are created online, it can then be read online or exported in various format such as MS Word and PDF.

Summary

These are just a few of the tools available in Claromentis Framework. There isn’t one perfect solution to all problems but at least you can choose ‘the best kit for the job’.

Any comments and feeback welcomed.

Solutions collaboration, document management, intranet consultancy, intranet software, online collaboration, Prod-Intranet, quality management software