Archive

Posts Tagged ‘online collaboration’

Single-Sign-On with Google Apps

July 7th, 2011

“Some things are just better together”

For quite sometime now Claromentis supports Microsoft Active Directory and LDAP to provide seamless Single Sign On to the Intranet. With the rise of Google Apps for enterprises and many organisations are migrating to Google Apps, it is about time that we shake hands with Google.

How we did it?, We start by giving a technical team less than 2 days to complete the challenge and we are now proudly announce that we do have single-sign-on solution for Google Apps.

“it is about time that we shake hands with Google.”

Claromentis Intranet users will be able to connect their intranet account with Google Apps account and login seamlessly between two systems.  For instance, checking email in Google Mail, jump in to read News in the Intranet, navigate away to Google Docs to work on documents and back to check latest status updates in Claromentis with no login interruption.

For the external partners who aren’t part of Google Apps users can simply log-in as normal by using username and password.

It is a first step for more exciting future enhancements, we have start investigating how user details and group can be sync between two system and pushing and pulling information between Claromentis and Google.

We view this partnership with Google as a major step toward the future of enterprise software. Our vision is to build seamless integration of cloud services into your corporate Intranet, making it a truly central hub for information and apps!

Google Single-sign on will be available in Claromentis 6.2

Intranet-Extranet , , , , ,

Integrated Portal Solution for Bridgewater Bank – Canada

April 5th, 2011

Bridgewater Bank is the only Canadian Chartered Bank with head office located in Calgary, Alberta, Canada. The bank is wholly owned by the Alberta Motor Association (AMA), the largest membership service organization in the province. With assets more than $3 billion, employing more than 215 employees and serving over 60,000 customers, Bridgewater Bank continues its expansion with wide-range of product service offering from Mortgages, High Interest Saving Account and Credit Cards.

Partnering with Claromentis since 2010 we’ve been working on the highly complex and sophisticated portal deployment for a banking industry, and we are delighted to see the project has been well received by the executives, staff, brokers and their customers.

“I went through the app from start to finish including saving and re-entering to edit. Very slick application and user friendly process. I like it., I want to thank you for the time and effort you put into this over the past week to get it done.”

Peter Flannigan │ Director, Customer Solutions

All Star Broker Portal

All Star Portal is the result of Bridgewater Bank’s commitment to their brokers and their business. Having visited several broker houses in Canada and understanding their day-to-day job provides tremendous insight of what they actually need, instead of just working of the requirement documents. The result is outstanding the broker loves it and the project has been a great success. Here are some of the key features:

  • Secure and Robust Permission
  • Ease of Access (any browsers, PC, Mac, Smart Phones, Tablet)
  • Real-Time update
  • Drag-and-drop secure document upload for mortgage application
  • Automatic email notification
  • Auto-sync with third party Mortgage system

Drag and Drop Document Upload

Broker Information System

Broker Information System is the back-end of central database for Bridgewater Bank ‘s Brokers. We have done complete transformation on what it was difficult to use in-house software into an integrated web app with the portal itself.

Broker Information System - BEFORE

Broker Information System - BEFORE

Broker Information System - AFTER

Key Features:

  • Broker’s profile database
  • Broker-Sub Broker
  • Ratings & Super Broker Concept
  • Red Flag warning
  • Commenting facility
  • Integration with Google Map
  • History
  • Fully integrated with Broker Deal Management

New Website

We are also working with their team giving their tired public website a new live with complete redesign and implementing Claromentis CMS.

Bridgewater Bank Website - BEFORE

Bridgewater Bank Website - AFTER

Smart Applications

For the ‘cherry on top’, we’ve created custom web-form allowing web visitor applying to their products such as Mortgage and Smart eSaving Account through the built-in easy to use web form

Smart Applications

Features:

  • Strong Field Validation
  • Saving application to submit later
  • Auto secure password generator
  • Email Notification system
  • Real time application status

At Claromentis we believe that user experience is paramount and cannot be compromised, however sophisticated the technology we always put human aspects behind it.

If you would like to know more about this project and find out more on how we can help you. please contact us.

Intranet-Extranet, Services, Solutions , , , , , ,

Project Management: Fixed Work, Fixed Duration, Fixed Unit, Confused ?

February 8th, 2011

One of the biggest riddle using Microsoft Projects is the confusion between Type : Fixed Work, Fixed Duration, Fixed Unit.

If you ask any hard-core Project Manager who uses Microsoft Project every day they will be able to explain it to you immediately but if you are newbie I can guarantee you will be still confused.

Here are some of the quotes I gathered from numerous forum & blog post:

Project.net

“When creating a task, you have the choice of fixed units, fixed duration or fixed work. Most use fixed work tasks, but what exactly do these terms mean? “

“In order to get my mind around it, I had to rewrite it in my own words and try to work out example cases for each type in order to try to understand it.”

TheDailyReviewer.com

“it is, I now a famously tricky concept to get hold of or to teach”

Tek-Tips.com

“I am confused about Task Types in project planning. I am using MS Project for a requirements project. Up till now we have not utilized any formal project structure to get this job done.”

Take a look at the option of adding a task in Microsoft Project there are 5 tabs and at least 30 options to choose from not to mentioned options within options.

It is a real issue, Microsoft Project is just too complex for most of the projects we’ve undertaken, yes it is a sophisticated tool but you probably need a week course before you can use it.

Recently I read about  “Designing the Obvious” by Robert Hoekman Jr. on my kindle and the principles in designing a software is the fact that the software must be able to

  • help users to get started quickly
  • hide advance & unnecessary features out of sight
  • deliberately persuades users to take a specific action.

We are currently developing a web-based project application, powerful enough to manage complex project yet it must be easy enough to use.

Check out the video below showing how we’re planning to solve the same problem with a simpler solution.

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A Global Stewardship Application for United Bible Societies

December 10th, 2010

Background

The United Bible Societies is a fellowship of 146 national Bible Societies (NBS).  This fellowship is served by the UBS Service Organisation (UBSSO) that operates from the World Service Centre in Reading, UK and has four area offices across the world.  From time to time the fellowship meets as a World Assembly.  At the last one of these in 2004, it was felt that it would be helpful to have a worldwide picture of the combined resources and work of the whole fellowship.  The Global Stewardship Report (GSR) was developed to meet this need.

Report History

A small trial of collecting the report data started in 2008, followed by the first full exercise in 2009, in which all Bible Societies were asked to participate. Almost all have now sent in their return.

Data collection was in an excel spreadsheet that could print on one A4 page. The form used is included as Appendix 1 and the accompanying notes to explain the data required are in Appendix 2.  Experience from the first round of collection is that not all Bible Societies read the notes carefully and that some information is still missing or obviously incorrect.

The Way Forward

Working together with UBS Service Organisation, Claromentis develop a bespoke Global Stewardship Web-Application within UBS Intranet/Extranet allowing member of the National Bible Societies to fill in the information online on the web.

Using a wizard-style approach, built-in checking, and dynamic currency conversion, users can simply guided through the forms, minimize mistakes and no training is required

All the details are kept in a secure central database from which, at any time, the most updated consolidated stewardship report can be easily be generated online and a hard copy can be printed from a print-friendly view of the report.

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Getting valuable feedback through page comments

June 9th, 2010

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:

publish_comments1

Intranet-Extranet, Solutions , , , , ,

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.

Intranet-Extranet, Partners, Prod-Intranet, Prod-Project, Products , , , , , ,

Planet Explore – Corporate Social Networking

November 22nd, 2009

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:

Planet Explore

Profile

Intranet-Extranet, Solutions , , , ,

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

Intranet-Extranet, Prod-Project, Products, Resources-Technical , ,

Interview with Sean Boos from Preferred Brands

May 28th, 2009

Claromentis Franchise Software Inflo

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 , , , , , , ,

Ways to collaborate and share information

April 28th, 2009

ways to collaborate

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.

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