I had a thought provoking meeting yesterday with an extremely competent publicly funded but private industry facing organisation with whom we have been in discussion with for a year or so.

The discussion ranged over the challenges for a ‘normal’ UK company to fully embrace technology with all of the productivity benefits that might bring – and how naturally consultative technology vendors like ourselves might be given resources or encouragement to encourage that consultative, process orientated engagement with UK companies.

I found all of the discussion extremely interesting. Some fundamental questions for Claromentis for us all to consider were :

1.    To what extent does it fit our business model to really become consultants, rather than naturally  trusted advisors, in the collaboration space?

2.    Can we preserve the essence of our collaborative relationships with our clients if we specifically charge for such a consultative relationship?

3.    Much or our expertise comes from practical experience with a cross section of global companies – how would they react to Claromentis sharing those experiences to refine our engagement models with other companies, some of whom might be their competitors?

4.    To what extent does our relationship depend on the engagement team – our key staff – having many years of experience with Claromentis, and the unusual experience of our customers having a direct line to the people that control the direction of our platform? If we build up a BPM team – for the first year they would lack that confidence that comes from the experience of helping many other companies meet and exceed their goals from deploying Claromentis.

But these, on reflection, turned out to be exciting and interesting open ended questions.

I am sure that by having access to BPM toolkits and expertise, we can simply engage those customers that might benefit from our increased resources and skills to provide a more formal approach to our current free, pragmatic advice that would increase the quality of that early engagement.

We can partner up BPM staff with our existing engagement teams.

We can then absolutely leave it to the customer to chose if they would find a more formal Business Process partnership with ourselves to be useful as they deploy processes – or alternatively we just deploy what they themselves understand that need.

Encouragingly every customer we talk about e-forms and business processes ( almost all of them ) seem very, very open to advice on what they are trying to achieve, putting it into context – and making sure they are not having us deploy a process into the platform that actually was broken, even in its paper equivalent.

So I do believe the core values of Claromentis, the overarching nature of our framework and the highly configurable nature of our e-forms solution (indeed all of our products) means we certainly have a configurable code base to listen, understand and make a difference.

The  current confusing space for a typical UK company trying to work out what software company might actually  listen to what they have to say, understand their business, and then implement software and training that really impacts the way they perform what are to us very understandable tasks all leads Claromentis to give this more formalized approach to our consultancy a priority for 2009. With the current emphasis on e-forms in our development road map there is a certain sense that the timing is relevant.

Fundamentally – we right now have a sensible, listening approach to working out how we can help every company we engage with. If formalizing and extending this relationship to more a more structured analysis of our customers processes – looking for wider business context for improvements before we configure any software at all – is of value to any company then of course we should offer this service of Business Process Management.

After all, our clients can always just say ‘no’ – that is their choice and that that is great – our client relationships are fun and that is how it should be and must remain.

Services BPM, consultancy, e-forms, eforms, intranet consultancy

The most published department in the UK government, the Department for Communities and Local Government, has purchased Process Manager – the e-forms solution from Claromentis.

This will be a fascinating project for Claromentis as Process Manager is a focus Product for 2009 and working together with the Local Government Department will allow us to ensure  the product receives the feedback to ensure it is developed to met the real needs of our business process driven clients.

Prod-Process e-forms, government e-forms

If you didn’t know already, the Claromentis Infocapture application has the ability to extend it’s framework with the aid of plug-ins.  Plug-ins are add-ons to the application, allowing you to do almost anything with data that the application collects or manages.  You can use a plug-in to import data into the e-form automatically, export the data to 3rd party application/database or file, provide extended field verification and form checking, perform advanced calculations and data manipulation amongst an almost endless variety of other system process enhancing capabilities.

But the use of plugins doesn’t just stop there…

When you think about integrating the InfoCapture Application with another (or several) of the other applications within the Claromentis Framework, plug-ins step into a whole new league .

The InfoCapture Application can already integrate easily with Claromentis Sales Manager, to embed e-forms within pages about each company (to work in conjunction with Contact and Opportunity management), but combine that with InfoCapture plug-ins, and not only are you extending in the CRM system by intergrating with Infocapture, but you have the ability to extend it even further with the use of plug-ins.

I should also not fail to mention that InfoCapture and the Claromentis Document Manager application are also close friends, with linking to documents available within e-forms as standard(while still applying the correct document permissions!).

So where else can this go…

InfoCapture has envolved over the years to become such an adaptable data collection application, it could sit comfortably with so many of the Claromentis Applications.

You could use InfoCapture with other applications such as…

• Creating Special Calendar Events (Calendar)
• Booking meeting rooms (Room Booking)
• Booking holidays (Holiday Planner)
• Managing your email (Webmail)
• Managing your un-qualified sales leads (CRM)

The list could go on….

Imagine combining the Claromentis Project Manager Application with InfoCapture, and using plug-ins to extend the capabilities of them both.

The effectiveness of easily customizable and incredibly powerful e-forms solution combined with a project management application is a sure guarantee to gaining a decent ROI.  How many other project management applications allow such flexibility and extendability with the aid of an application like Claromentis InfoCapture and plug-ins?

So I ask the question again… how powerful are InfoCapute plug-ins??

And the answer appears to be… incredibly so….

Prod-Process e-forms, extending, infocapture, plugins