The support portal – ‘Discover Claromentis’ – has been relaunched with a much more appropriate design, and more importantly a very clear separation between Support Requests, Change requests and enhancement ideas.

The Claromentis support portal - Discover

As a sales an marketing person I will leave the technical team to discuss the details, but here is what I really like:

1. The separation between Support requests, Change requests and Suggestions/Enhancements is very clear.

2. Meet the team – our clients build strong relationships with the people that provide such a great technical intranet support service – so why not get to know them?

3. Latest tips and online help – Claromentis is a massive system and we all exchange best practice ideas every day – it is great that we provide a forum for the exchange of ideas and innovative thoughts on the best ways to use the system.

Of course it is all built in Claromentis – Process Manager ( InfoCapture ) builds the ticketing system and Discover itself is completely a Claromentis system.

4. I also like the simple graphical dashboard. We are continually providing intranet KPI systems to our clients – and it is good to see that we implement the same for our own clients.

Our clients are already providing great feedback on the increase we have made to our support team, and the new look Claromentis intranet support portal confirms the effort we are making and the increased clarity in our intranet support services.

This is a first in a planned series of short videos on the use of the Claromentis Quality Manager Solution to improve compliance and gain efficiencies when working in a quality controlled environment. If you have any feedback or content requests please just let us know.

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!

Entry solution

Smaller companies can use Process Manager for controlling audits and the document management solution in our permission based framework for managing version controlled Policies.

This provides a low cost entry solution for companies that need an appropriate environment for compliance, but where the size of the policy information is not large and audit requirements are not extensive – perhaps only one external audit a year of only one site.

SME solution

If policy life cycle management is required, or the number of policies is substantial -  the Policy Manager product is the preferred solution.

Policy Manager allows specialist teams to participate in consultancy and ratification phases before policies are distributed. It provides specialist views of policies and procedures to the end users – including lists, category views and A-Z views. Master lists of policies are managed in the Administration Panel.

As a guide any company that has dedicated Quality Management staff, but no Audit Managers, will find this solution set appropriate. For this reason SME companies can still manage smaller scale audits using Process Manager.

Corporate Solution.

If a company has a requirement to run multiple audits across multiple sites, or to track none-conformancies against specific clauses in any legislation such as ISO 9001:2008 and ISO:18001, then the Audit Manager product should be used working seamlessly with Policy Manager.

Audit Manager can work with any external legislation as well as bespoke audits, with multiple audit teams and sites and offers a complete solution including root cause analysis.

Enterprise Solution.

For larger companies with thousands of procedures, perhaps across multiple business units, Policy Publisher can be used either alongside Policy Manager – or as a replacement solution.

Policy publisher replaces completely the need for application files such as PDFs to contain policy information. Instead the entire information set is moved online.

The principle advantages are :

•    Business Unit branding is applied by the framework, so there is no need for multiple copies just to present information in different branding.

•    Polices and procedures can automatically update themselves when included information changes.

•    Online flowcharts that hotlink to other supporting URLs can be used to create a genuine online quality management system.

Summary

The Claromentis Quality Management Solution offers a complete range of benefits to ensure that your company can commit to improving quality and compliance with complete confidence that the supporting infrastructure is in place.

Further Information

Product Data sheets are available on our site :

Overview of our Quality Management solution
Policy Manager
Audit Manager
Policy Publisher

In addition there is an online tour of Policy Manager here

Next Steps

We would welcome a chance to understand your requirements, and if we offer a Quality Management system that matches your needs we provide individual webinars and site visits to further demonstrate our approach.

Desk booking for me was a great example of this. The “Hot Desk” system is usually employed by large companies who want to maximise the use of their desks.  Essentially employees will work from which ever desk is available on the day rather than have their own personal desk. When employees might work at different times and for different lengths of time this minimizes desk redundancy.

What better way to enhance this system than provide the ability to book desks in advance?  This is precisely what the Desk Booking application does. This in turn allows a company to measure desk occupancy making sure they are getting their monies worth from their office space.

The application also allows managers to maintain a database of desks and their features, as well as providing the ability to assign fixed desks, browse an availability calendar, provide floor plans with desk locations and much more. Another great bespoke project that really highlights good use of Claromentis as a framework.

Within many global 2000 companies, the journey to create Social Enterprises (also referred to as Enterprise 2.0) is underway, set against a backdrop of hopelessly outdated methods for employee collaboration & communications.

There’s a lot at stake. Companies that make a smooth transition to a social enterprise can unlock innovation more quickly, capture & share knowledge more effectively and harness their global networks of talent to outwit the competition. But the transition is complicated, requiring not just adoption of new technologies but significant changes in culture and working behaviour.

So how do you set about achieving a smooth transition, preferably before your competition? This is where Microsoft’s Sharepoint looms large, as the intranet collaboration platform of choice across many large enterprises today.

Read more at Knowledge Board

How to request holiday…… http://www.claromentis.com/wiki/help:holiday_planner:book_holiday

How to approve/decline holiday…… http://www.claromentis.com/wiki/help:holiday_planner:approve_holiday

As well as studying the basic applications, I have learnt to carry out other simple tasks such as creating/editing accounts on Discover. And today I’ve been working on something really important – clearing out the spam emails!

I’ve really enjoyed my first week at Claromentis – thanks guys for being so welcoming (and patient!) with me.

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

Peace Rose in the Sun

We have posted about intranet names a year ago, providing many project examples form our extensive experience in working with intranets around the world.

The reason for this short post is that we are currently launching an intranet for a company in New Mexico – more on our continued exciting global reach in future posts – where the employee participation on choosing a name for the intranet reached impressive standards even by our own tough benchmarks. In summary

• 93 employees suggested names for the intranet
• A total of 283 names were suggested

Why is this exciting?

• The outcome is great – a great name and a great strap line.
• Extensive participation in this process shows our client is already engaging and generating interest from a wide cross section of employees.

Our immediate challenge is to incorporate the name into the mock up design process – including logo generation – and to bring this whole concept into the intranet as a whole – obeying the corporate style guide we have already been provided with.

Hopefully there will be a celebratory fizz of some kind for the employee that suggested the winner!

It occurred to me that we as a solution provider never actually discuss the content! we just provide a great permissioned news system for our clients to use – yet of course the company is thinking all the time of how they would use it – we all know that it works.

Once I took on this perspective I thought I would look for the use of reporting and distributing news to suit an end goal. I obviously did not look around our confidential client intranets – I just went out to the public internet to compare side by side reporting of the same news stories – looking for examples of spin.

I have to say this has been made so easy with aggregators – I just flipped through some relevant stories on side by side news channels :  I found the results absolutely shocking – call me innocent but I had never realized that even in the most dry, factual events the amount of comparative spin  – and therefore what you walk away with as ‘content’ – is awesome in its power.

I could have chosen much more dramatic events, like the BP oil spill and the discovery today of PhotoShop alterations to the images – but I thought that was in a way not so disturbing – this after all is a very opinionated and passionate space. So I chose instead the rather dull and factual release today by the “Committee of European Banking Supervisors” of the stress test results on European banks. Basically a bunch of numbers, very factual and very informative – if you like that kind of thing.

Totally different perspectives

So basically here are two reports of exactly the same publication.

This, I repeat, is simultaneous ( same day ) reporting of a very dry, factual summary by a relatively obscure financial organization. Fortune, as reported by money.cnn.com – side by side with the same data as presented by Reuters.

So I am no longer surprised by our client’s interest in News systems, and the power they have to provide on message communications. I am also equally understanding of our clients concerns about our corporate social networking application, Innovate, and it’s requirement to open up all communications and therefore lose all control of debates and discussions.

iPhone reception solved

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

Great job guys!

We actually only have 10 policies – one of those – our core “Specifications, Development, Testing and Delivery” process does have 4 flowchart based procedures, the others are perfectly well represented as application files and version controlled inside Quality Manager itself. We don’t even need the complexity of storing those in the main document management system – another cost saving for an SME client meeting the stringent demands of any QMS framework like ISO9001.

Policy Manager and Policy Publisher

In our case we use InfoCapture to control our audits, as we don’t have multiple sites or multiple legislation – or teams of auditors and quality managers – so the efficiency gains of using Audit Manager as a dedicated and powerful QMS application are just not there for us as a user. It’s a truly great application for larger companies – but we just don’t have the requirements so why use it just because it is free for us!

We do however store the primary flowcharts of our core “Specifications, Development, Testing and Delivery” process in our ‘Process Diagram’ album in image gallery. This gives the designers the ability to work on them as we refine the process, and also makes them available in smaller resolutions for presentations to interested clients and partners.

Flowcharts and online policies

Importantly whereas 9 of our policies are maintained as version controlled application files, the flowchart based process is totally online within Policy Publisher. This is a single policy with automatic inclusion of the latest version of each of the flowcharts – keeping the main policy up to date is therefore completely automatic – if a lead developer changes the process, the policy is automatically kept up to date.

Summary

We ourselves are very typical of any SME company that has some flowchart based procedures, a set of policies, and a requirement to schedule and manage internal audits, with in our case one additional external ISO9001 audit every year.

Of the 5 applications we could use from the Claromentis framework to meet this need:

• Document Management
• Policy Manager
• Audit Manager
• InfoCapture
• Policy Publisher

We as our client actually only need to use 3. Policy manager ( there is a new policy manager tour available here ) provides its own version controlled document management specifically for policies, and InfoCapture is great for scheduling audits, managing non conformancies and moving each audit through the appropriate stages towards a successful conclusion.

For our core development processes we maintain those online in Policy Publisher, removing the need for any application files and allowing us to maintain and present the relevant flow charts and showing how all these processes relate.Since each process chart is maintained as its own procedure, the policy will auto update whenever any chart is changed, as we continue to evolve our own processes.

As a final conclusion we made fast access buttons on our intranet home page to both Audits and Policies just to make sure we are all aware of everything, and nothing is more than a couple of clicks away.

Fast acces links to our Quality Management

All in all I can honestly say we are a very satisfied user of our own QMS software, and I believe we are a typical example of an SME company that has a real need to get proactive value out of compliance – in our case with ISO9001.

This software is helping us break down the barriers between the intent of the legislation – improving quality – and actually achieving that goal with minimum administration and maximum returns.

I begin with a little story that the state of my kitchen is dreadful, the look is so dated and it needs total refurbishment and I’ve been promising my wife a trip to IKEA so we can have one of those shinny looking kitchen just like the one in the brochure.

So we take a look on the brochure and we really like this one.  At £860 It’s a bargain! So let’s go and get it!

Then the reality starts to emerge you don’t came out the store with that kitchen; in fact you ended up with these.

All the good things isn’t included, definitely not the coffee and the laptop, but fittings and lighting, all the things that make it looks good.

If you think about isn’t it an elaborate con? They are selling you the picture with the price tag but you ended up with pile of flat pack?

Have we actually factor-in the cost and time required for transport, unpack, build, other fittings, disposal of the old kitchen units, daily disruption, and possible error?
Of course not we are so blinded with the image in the brochure and the low price!

It makes me wonder how many of the proud purchaser that successfully ended up with the picture just like in the brochure. Perhaps the percentage is not dissimilar to the percentage of successful IT projects.

Now back on the software business. I am seeing the similar attitude of “Honey let’s go to IKEA’ to sort out problem within an organisation.  Many of us still believe that to sort out internal communication problem is to go out just buy the software.

How about that “intranet” Dear? It looks sexy and cheap? Surely it’s within our budget.

How about other things, which we need to factor-in? Such as Planning, resources, preparation Check out 10 steps planning your intranet project.

At Claromentis our attitude is always to go for extra miles, we believe unique solution is required for unique problem, the value it’s not in the product but in the complete solution based on our experience that we’ve learnt deploying more than 100 intranets and bespoke web-based software across the world.

The reality is we are only one side of the coin; the other side is you Mr Customer. We can’t solve your problem if you don’t want it to be solved.

No offense to Mr IKEA, I still think your business model is brilliant, and this post is based on my personal view.

http://www.businesslink.gov.uk £105m for 3 years with only around one million unique visitor a month

http://www.hmrc.gov.uk £35m a year

http://www.nhs.uk £21m a year with six million unique visitor a month

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.

Frustrated user

Does it sound familiar? It’s a human reaction when we encounter a system which is difficult to use or doesn’t work as we expected it to.

When usability touches a personal level the effect of a simple usability error feels like it has been multiplied tenfold. This post reminded me of one of the best usability books by Steve Krug “Don’t Make me think”. Usability is simple, it’s just common sense yet it’s also an incredible form of art.
I’ve spent more than 8 years working as an Information Architect, designing complex web-based software and many times I feel that I am still learning. Things that are obvious and logical from a technical point-of-view may be totally wrong from the novice users perspective.

We’ve just completely revamped our holiday planner application and one of our clients is currently running a beta test for the application. From a technical point-of-view the new holiday planner is much better than the old one. Some of the new features include an interactive holiday calendar, overview screen, automatic calculation, and a team/manager dashboard.

Apparently things are not going so well with our users. They don’t appreciate all of these wonderful features, what they care about is one thing and one thing only “Their holiday allowance”.

Here is a snapshot of the screen showing a user booking a half-day holiday.

Holiday request

Taking a closer look you might notice several things:

1. The icon representative a half day holiday is correct, a half red square indicating that the user only booked a half day holiday.
2. Duration is shown as 0.5 day, which is correct but in brackets (1 calendar day) which is causing major confusion.
3. Users are very sensitive to their holiday allowance, when they book a half day they only want to see a half day, without any reference to calendar days.

Here are some reactions from the users:

• “Why is duration showing 1 day, I booked a half day only”
• “What is calendar day? How’s that different to a normal day?”
• “Does it mean if I took a half day off, the system took 1 day from my allocation?”

Again, from a technical point-of-view, the reason we display calendar day is simply to give useful information about the overall duration of a users holiday.  For example you may have booked 2 half-day holidays, which means 1 day has been taken out from your holiday allocation. But you may want to know that you have booked 2 calendar days with each half-day holiday.

I can see this piece of information is actually quite useful but having to display both day types has caused major confusion to the user, after all, when a user books their holiday the only thing they care about is their holiday allowance.

Since the Claromentis business framework also includes a complete intranet API, we also need to consider whether a bespoke application to meet the client need is the best solution, as opposed to the superficially ‘easier’ route of configuring an existing application to meet the requirement.

This is particularly the case with e-forms, which for many simpler business needs can indeed be configured to meet a requirement as initially expressed to us.  This is basically because many small applications are based on collecting data, moving along a process and notifying participants of significant events that need their attention – exactly the space Process Manager occupies.

When we are making these decisions we are in general terms trying to balance 3 disparate needs :

• Project risk – configuring and localizing an application is a relatively simple and certainly time limited process that does not involve scope creep, whereas developing a bespoke intranet application takes time and resources.
• Budgets – applications need to be licensed, this might be commercially inappropriate for the number of users that need access.
• Flexibility as a solution for future requirements – we have learnt that there is always a phase 2, and after using the solution in phase 1 the client may well drastically change the application requirements – it is so much easier to evolve a bespoke application.

Technology selection factors

What we are finding is that we are emphasizing flexibility more and more as we continue to engage with intranet clients around the world. And because we can now give so many examples and speak with the confidence that comes from working in this space for 10 years now, we are noticing that clients are increasingly listening to us.

The result is that they do take slightly longer to get to phase 1, they take more risk, and generally may spend slightly more to get to the first release  – but the platform for their success is built on the solid foundation of an intranet application that was built from the ground up to meet the need, and can grow without constraints to continue to serve the client well.

If, as is so often the case – phase 2 is considerably different to the initial requirements – the client in the end saves money as well as getting exactly what they need – since the changed specifications do not require us to start again.

In the fast moving web based intranet world where there are almost no technological limits, building for possible feedback and change requests is basically too important to ignore.

So in the longer term it seems that time and time again actually focusing on flexibility can minimize budget and project risk, rather than increase them. Another great lesson.

Recently we have improved the sales manager product with an innovative use of a tag cloud to indicate the staff in our own company who have the closest relationship with a customer contact, for various types of information.

Tag cloud in CRM

The TAG cloud is built automatically by the sales manager software as staff contribute information to the customizable tabs of meta data. Instantly the TAG cloud shows who has provided the most information – and by clicking on the persons name the software filters all the tabs to only show information from that contact.

Of course the software also provides a one click link to contact information on the member of staff concerned, to ask any questions and clarify any information that might help in the sales process.

For companies with multiple people in touch with client accounts through a long sales process and ongoing into the customer relationship, this is an innovative and intuitive way to capture that information.

Free Zizzi Pizza

Zizzi (our favorite Italian restaurant in Brighton) ran a competition to win a selection of their outstanding Rustica Pizzas for businesses around the UK.

Claromentis were fortunate to win the competition, and have just been enjoying 8 of the finest Pizzas that have ever been consumed within the Claromentis office.

So even if England lose the football today, the Claromentis team still gets a result!

Thank you Zizzi!  You make amazing pizza’s!




This is also a great example of Corporate Social Networking. The result being free Pizza and happiness.

Free Zizzi Pizza