Friday, October 4, 2013

Move Your Feet, Lose Your...Well, You'll Need Your Password.

So it's not quite "Move your feet, lose your seat," but we will be implementing a new security feature company-wide: When your computer sits idle for more than 15 minutes, it will go to a screensaver and require your network password before you can access it. It'll start on Monday, Oct. 21.

This is a very standard security policy that we probably should have implemented much sooner than now. It may seem like a bit of a bother sometimes, but it really is for your own protection -- so no one else can hop onto your computer and access your data.

We'll remind you of this again, but it's coming soon. Let us know if you have any questions.

Help Desk Hotline!! Operators are standing by!

We are pleased to inform you there is now a Help Desk Hotline! If you need help right away and don't want to email or IM, you can make a phone call. The number is 408 330 8911. (Notice - 911 !)

This number will route you to someone at TNS, our new Help Desk partners. Here's the way it works:
  1. It will ring at the "red phone" in TNS headquarters.
  2. If no one answers there:
    1. It will call each of the 3 TNS team's cell phones (Jerry, Bill, Benson), one at a time.
    2. Each time the system will tell you it's trying to find someone, and give you a chance to leave a voicemail.
    3. If it can't find anyone, you'll be asked to leave a voicemail.
  3. Whenever a voicemail is left, TNS' front desk will relay the voicemail to the TNS reps.
I've tested this several times and have gotten through to someone each time within one to two minutes. Our hope is this will be a great benefit to you - the closest we've ever gotten to an "operators are standing by" scenario!

We've put the Help Desk Hotline number in several places: Outlook, Lync IM, and Lotus Notes.

Outlook Address Book:
      Lync IM
 

 Lotus Notes


No-Need-to-be-a-Genius Bar - October 16 - San Jose - Be There or Be Square!


Did You Know? Enter Company & Jobsite Addresses Once - Instead of Each Dexter Project

Did you know Dexter has friends? A while ago someone asked me about addresses in Dexter. I sent them the following explanation and they had not known about this. Thought I'd send it out to all, in case it could help others - definitely a time saver!

Bill to addresses are in “Contact” and job site addresses are in “Sites”. These are two databases in Lotus Notes from which that button in Dexter pulls. You can get to them under “Dexter & Friends” in the Home Page menu. That way you put those addresses in one place and re-use them for any Dexter that needs them.


You’ll see when you go into Contact you can create a “New Company” when needed. Also, you can create Contacts under the company so, again, they can be chosen for any Dexter where they’re needed.

After you’ve created the Company in Contact, you can create Sites in the Sites database and that, once again, saves you from having to write them in every time you create a Dexter.

So any time you have repeat business in the same addresses, these 2 databases can save you a lot of time!

Let me know if you have any questions.

Technology Survey Results - Part 3 - IT Training

The survey ratings for training definitely show a weakness. This has been a challenging area for us for a while. One thing we feel good about in training is that we now have a standardized IT Orientation plan which we give to all new hires. That only went into place a few months ago, so it has affected the hires since then, which is a minority of those who responded to the survey. We are hopeful that this new orientation plan will help to ensure that people are prepared for their technology in their new job at Pivot going forward.

Even more recently, we implemented a kind of "check-in" plan for training. This was actually only implemented this week. I now have an item on my new hire checklist to call or email each new hire 3 weeks after their hire, and then again 3 months after, to find out if they need any follow-up technology training. If they do, I help to connect them to the right resources for that training.

Sandra Rudloff has been conducting "boot camps" for new salespeople and the training there also includes a lot of the technology that our salespeople use. We do not know yet what the future plans will be for boot camps, but one way or another we will continue to work on making sure training does not fall through the cracks.

Our training improvement efforts have mainly been around the new hire processes, but we also plan training for new programs or technology as we roll it out. Here, too, it's been challenging but we are trying to figure out the best methods and vehicles. REMEMBER: Just ask us to help you with training if you feel you are lacking. We are happy to either schedule something with you ourselves, or to help connect you with the right resources.

Comment samples:
As a new hire you are getting lots of info all at one time, so sometimes hard to assimilate.
We've heard this comment about our new hire orientation "fire hose effect." New employees attend HR orientation, IT orientation, and several other training programs. It is a lot! We are trying to find a good balance now by working with the managers to schedule the HR and IT trainings on different days, to keep the training to a reasonable length, to hold specialized trainings on separate days, and to check in after 3 weeks and 3 months for any place training may have been missed. We'll keep asking for feedback and working to improve.
Specific training classes for Excel, Word, etc should be held at each office for all levels beginner, intermediate, advanced.
We actually do not provide training ourselves for the Microsoft Office programs such as Excel and Word. In today's working environment, basic training on Microsoft programs is actually considered a "given." We expect that people will have that understanding before they start their working career. We understand that there may be some who do not, or they may need more advanced training. For those situations, we help the employees to find 3rd party training. There are a LOT of excellent free online Microsoft training courses, and we have a list of those for anyone who'd like it. HR can also evaluate the situation and, if it makes sense, help the employee find external classes to attend.
New hires that come on without rudimentary skills put more work load onto others. These people should be required to complete remedial training in their first quarter. Some kind of skill test should be given yearly and anyone falling behind should have to take remedial training in the following quarter. We shouldn't shame people for not knowing 'how to' but it should be a requirement and training needs to be provided. No excuses.
Good points in this comment. It does put a burden on others when an employee cannot pull his own weight because of a lack of training. We hope that our new hire training improvements will help in this area, and -- by the way -- all the departments are working on improving their new hire training plans, not just IT.

As far as giving skill tests and more training based on the results, this would be wonderful. At this time Pivot does not have that sort of formalized training program - one that includes testing, standardized curriculum and so on. As we grow, the need for that kind of program will most likely increase and we'll be evaluating what makes sense. In the meantime, we'll keep trying to improve with the resources we have.



Friday, September 13, 2013

New Help Desk Team!


Monday, September 16th, will be the start of our 3-month trial with outsourcing our Help Desk. Above is a photo of the team from TNS who will be partnering with us in this effort. Benson, Jerry and Bill took a little tour of our No. CA offices to kind of "get the lay of the land" and meet some of you. They couldn't take a tour (yet!) of our So CA offices, but all of you in So CA will be getting to know them, too, through technology.

Anne Pham, our fearless Technology Support Administrator, will be working to bring Benson, Jerry and Bill up to speed on our software, hardware, infrastructure....and our wonderful end users! We'll send more details as needed, but for now, don't be surprised if sometime in the near future you get a call, email or IM from one of the TNS team members in response to your requests for help.

Technology Survey Results - Part 2 - Your Help Desk Experience

All in all, the ratings for your help desk experience were positive. "Good" and "Excellent" were neck and neck. Ticket resolution time, although mostly favorable, was one place where there were less "Excellent" ratings, so that is definitely one place we will focus some more attention. There were several "poor" ratings in this section, too, and we don't like to see that. We'll work hard to improve your experience overall.

We received lots of kudos for Anne and Jason (and some for Ted and me, too). We agree that Jason does an excellent job when he fills in or helps out. We love his helpful, patient attitude. And, of course, we also agree that "Anne rocks," she is "awesome," "amazing," and "excellent in knowledge and response time" (all quotes from comments).

Comment samples:
"Frequently it's quicker and easier for me to google a solution to my IT problems than to wait for a response through help desk. For example, a couple of co-workers (and eventually myself) were having issues with Crystal in IE. I heard through the grapevine that some one else had had similar issues as a result of the IE 10 update. So rather than submitting a help desk ticket and have them attempt to troubleshoot from afar, I just googled how to revert back to IE 9 and performed the steps on my and everyone else's computers."
Great comment! It does often make sense to see what you can do on your own to solve your problems. Googling is a great tool, searching in help documentation is another, and as this comment also references, co-workers can help each other, too. With the information that's available to all of us, and the fact that computers are a tool we all need to be able to use, being self-sufficient for solving some of your problems is a good thing -- pretty much a necessary thing.

We understand, though, that it doesn't always make sense for each individual to spend the time it may take to solve every issue. It's wonderful that this person shared their learning with others. We want to do more in that regard. This newsletter/blog is one way we distribute knowledge, we send out tips & tricks, we send out emails with instructions when there are widespread issues. We hope to soon have more vehicles for this sharing of knowledge. Please let us know when you figure something out and you think we should spread the word -- we love that!
"I understand the need for a help desk ticket system - just a bit cumbersome especially when we might not know the issue or how to describe it."
Totally get that. We often do need some specific information in order to troubleshoot, but if you'd rather wait until you have one of us "live" before you give all the specifics, please feel free to ask for that when you send in your help desk request. You can ask us to IM or call you, you can even give us available appointment times if you'd like us to reserve some specific time, whatever makes sense.
"There have been times when I couldn't begin my work until IT resolved an issue.  These issues should be considered HOT and handled immediately."
We agree! If you're at a standstill, please call or IM. I know it's a judgment call. Sometimes you're at a standstill with a particular program but, although it's an inconvenience, you can do other work while waiting for help. Sometimes you're truly dead in the water.

We have a similar balancing act in IT. Right now, for example, there are 75 tickets in the help desk system. If someone comes to us with what may actually be a small issue, is it "fair" for us to ignore those 75 other requests and do that one first? Plus, at least right now, we don't have staff members who are just devoted to help desk requests -- we all have many other projects we are responsible to complete -- so dropping everything for each request is not always the smartest thing for us to do, depending on the situation. We're hoping that partnering with TNS for help desk services will get us closer to being able to act more like a true, "on call" help desk center, "with operators standing by." :)
"You are the BOMB!" "The IT team is very friendly and pleasant to work with." "When I have opened tickets for help I have always received an email within an hour to let me know who it was assigned to and have received a call or email same day to fix the problems." "We like you."
Ending on a positive note again. We like you all, too! Thanks for the encouragement.

More to come on other topics and sections. As always, please let me or Ted or Anne know if you have questions, suggestions, issues, whatever.



Friday, September 6, 2013

Technology Survey Results - Part 1 - Your Technology Tools

As promised, I'm going to give you an update on the survey results. We're planning to send out this survey twice a year. Last year we sent it for the first time and I've taken a look to compare the results. Long story short, there's not very much of a change. Since the goal is to improve our results, this could be taken as a negative, but the good thing is that in both cases, the ratings were quite positive in general.

I'm going to try to briefly summarize the results for each section/topic, and also address some of the written comments. Thanks again to all who participated!

Pivot Office Location (graph & data below)
Not surprisingly, the highest number of participants came from San Jose. The other offices had good representation, too, especially San Francisco, Irvine, and LA. Last year we had a total of 93 participants and this year 94. We've grown quite a bit in that year; I hope we can get more participation next time.

Your Technology Tools (graph & data below)
We have significantly more in the Good to Excellent range than in Poor/Unacceptable to Fair, but of course we'd prefer none in those lower ranges.

As you are most likely aware, we have given new computers to nearly everyone, and are now in the process of going back and issuing 64-bit computers to those who have 32-bit. We hope that will make a noticeable difference as far as hardware.

Our recent circuit update has made a difference in our connectivity to the internet and between offices, plus the ability to handle the new videoconferencing capabilities. There were glitches and delays along the way, but we do definitely have improved connectivity.

Comment samples:
"I would love a dual monitor arm and two monitors." "Dual flat screens have really helped. More efficient and better posture while working."
For some positions, dual monitors is a standard. If you don't have dual monitors and want them, be sure to talk to your manager.
"I hear a lot of frustration when new computers are received about missing programs, or problems." 
It took us a while to detect that trend, but we have been trying to come up with ways to ensure that new computers have all the programs and setup that they should. We have a checklist that we continually update as we notice anything missing, and we're standardizing the base image we use for all computers.
"Not sure where the SmartBoards or the video/audio conferencing falls - but need more training and need for this to work consistently. ...Would really like to know that I can walk into a room and count on it working...I love the idea of the technology and feel like it needs to be dialed in so that it works every time easily."
Believe me, we agree! It's been a journey, but we're all learning and we're getting closer all the time to consistency. We're not there yet, we know. We've sent out some updates in our IT Newsletters and will continue to pursue both consistency and training with the audio-visual technology.
"I've had problems with with some people within the office having different versions of software..." "We seem to have several versions of Adobe pdf." 
We do have several versions of Adobe or Adobe-wanna-be's out there. We thought we had found a good, less expensive program to standardize on. We had several users from various departments test it. But as we rolled it out more extensively we found people either just did not like it or they needed features it did not have. We're working on a new scheme with the right program for the different needs. There will be inconsistency for a while but if you have specific issues, be sure to let us know now and we can address them. Same with any compatibility issues. We try our best to keep everyone up to date and consistent, but where we miss it, let us know.
"I frequently receive compatibility notices - with Excel especially." "I always have issues with Outlook." "With proper software I could be much more efficient. Things that take marketing a week to turn around I could do myself in 10 minutes." "My laptop is obviously a third or fourth generation hand-me-down. The fan vent is obstructed by a piece of metal, and several keys are falling off." "My computer is not so quick, and my "n" key hasn't worked properly since I first received my computer...That said,..in fairness to the IT department, I've mentioned the "n" key issue but never taken the time to bring my computer in to get the problem fixed." 
What do these comments have in common? As the last one hints at, we can't fix problems we're not aware of, and we typically need you to allow us time on your computer in order to work on the issues. I often say that our computers have become like our cars -- they're great when they work but it's a huge pain when they don't. And even more than with cars, a loaner computer is not an easy thing to provide -- so many of us have very different, specific needs. We are trying to make the loaner piece of this challenge a little better. We have loaner computers in each location, with all the programs required by nearly any position. But even with that it's going to be inconvenient to give up your computer for repair. We understand that and we are doing all we can to make the process as quick and painless as possible.
"Internet speed has improved. Thank you!" "So far no issues." "Everything I need in order to do my job has been provided." 
Thought I'd end on a positive note. :)

More to come on other topics and sections. As always, please let me or Ted or Anne know if you have questions, suggestions, issues, whatever.







Tuesday, September 3, 2013

The Technology Survey

Our technology survey closed last Friday. We received 94 responses. Excellent work, Pivoteers! We'll be analyzing and publishing the results in the near future. As we mentioned, we plan to send this out twice a year. Getting your feedback and suggestions is a great way for us to improve.

ClickShare - Coming to a Conference Room Near You!

In our last newsletter, we let you know that ClickShare was coming. All conference rooms with SmartBoards will have ClickShare installed. All rooms should be complete by the end of next week. One click to share your screen! See our last newsletter for more details.

New in the Help Desk

You may remember that we have been talking about outsourcing our Help Desk. We will begin a 3 month trial with a company called Triware Networld Systems (TNS) in September. We'll send details out soon. The IT team has been on a search for several weeks now to find a good fit for providing support to all of you. TNS came to us highly recommended by a vendor who has used them for over 20 years. We really like the founder, Benson Yeung, and we think you will, too, as well as the rest of his team.

Using someone else for help desk support will be a significant change -- and something new to all of us, too. We believe that if we find the right partner, it will be a great benefit. Some benefits we hope you'll find are:

  • Quicker response time - There will be a larger team available to answer your emails and phone calls more quickly.
  • More consistent availability - Similar to the above, since there will be a larger team, more people will be available. Beyond that, if one or all of us are tied up in projects or meetings, out of the office, or unavailable for whatever reason, the TNS team will be there.
  • Shorter lead time for new or replacement computers - TNS will, as we build up the partnership with them, become our provider of new and refurbished laptops. They have a system that enables them to provide new computers within just a couple of hours -- instead of the days it currently takes.
  • More onsite support - We plan to work out a way that the TNS team members can be onsite at all our offices (in No. CA only, at least to begin with) either on some kind of schedule, or an as-needed basis.
We're counting on your cooperation and patience as we explore this new model of technical support. It will be a learning experience. We'll keep you in the loop as we move forward!

Expensify - Expense Reports That Don't Suck

Expensify is our expense report system, as you know by now. Paul, Anne and Ted provided training on Expensify at each location. If you missed the training, Ted is doing one more via Lync (phone & web) on Wednesday, Sept. 4th. Email him if you haven't signed up yet!

Soon we will be automating the input of all the expenses into Khameleon - saving a bunch of time for those who have to enter it all in manually right now. In order to do that, there will be some changes on the process. The main one will be that each expense will need the appropriate department code (such "Corporate IT" or "East Bay Customer Service." Each of you will need to complete a short process to set the default of your own department. Watch for an email with details and instructions soon. That small process by each of you will add up to big efficiencies over all!

For "Getting Started" instructions go to this page, which includes a link to a video. More videos here.

Department File Libraries - DataAll

Department File Libraries - DataAll

We implemented a new structure of folders under P:\PivotData\DataAll. Think of the DataAll folder as a File Library. The idea is to have a central space for reference material from and/or for each department.

We plan to create a new intranet (or home page, or portal) once our new system(s) has been decided on. In the meantime, we found that reference material often had no good home and was hard to find. The DataAll folder now is that home.

Each folder is owned by its respective department. In most cases, the folders and their contents will be read-only except for department managers or designated administrators of the folders.

To prevent disruption, especially since this library will be replaced by our new intranet at some point, some of the folders contain shortcuts to already existing homes/folders of material.

The idea is to provide, as much as possible, one place for employees to go in order to get to needed reference materials. Take a look at the new folders and see what you think. Talk with your manager about items you think should be included in your department’s folder.

Monday, July 29, 2013

IT News - July 2013 - Downtime, P drive issues, Smarboards, Videoconferencing

News and good stuff to know from your IT Department.

Downtime – NOT!

Have you noticed? No recent emails from me that the network and internet will be down! FINALLY our phone quality issues in San Jose have been fixed. THANK YOU all for your patience as we went through the agonizing process of elimination it took to finally find the solution. {For those of you interested in techie details, it had to do with the version of firmware on our switch.)


Can’t get to the P drive? Fix it in 3 easy steps. Read this!
We’ve noticed quite a few tickets with VPN issues where the network drives are not showing up, or show up with only part of the directory structure. Sometimes this even happens without VPN in the office. We’ve discovered that this is caused by using “Offline Files” or “Briefcase”.  Incidentally, this also causes excessive traffic when it tries to replicate with the server, which also slows down your computer.
     If you are in doubt whether you have it on, or if somehow it accidentally turned it on, you can check and disable by following the 3 easy steps below (Details and screenshots at this link: http://www.liberiangeek.net/2012/07/turn-on-off-offline-files-in-windows-7/)

  1. Go to Start –> and search for Sync Center and select to open it
  2. Next, click Manage offline files
  3. Finally, choose to disable it and restart.

Update on SmartBoards, LifeSize videoconferencing, etc.

By the end of August:
ClickShare will be installed at all locations.
What does that mean to you and our customers?
·        You’ll be able to walk into the conference room, plug a ClickShare device into your computer, run a small program, and share your screen! No more figuring out which adapater you need, where that adapter is, what cable to use – just plug and play!


All Smartboard computers will be replaced.
What does that mean to you and our customers?
·        You’ll be able to walk into the conference room and use the SmartBoard pretty much the way you use your own computer.
·        It will be hooked to the network so you can save files to the Scratch drive, or email them if you’d rather, as well as retrieve files from the Scratch drive.
·        Most commonly used programs will be installed on the SmartBoard computers.

By the end of September

LifeSize phone will have the ability to place external calls. 
What does that mean to you and our customers?
·        Only one phone in the room (no need for Polycoms any more)
·        You can include customers, vendors, non-Pivot people in your videoconference calls

Crestron will be complete in San Jose
What does that mean to you and our customers?
·        In San Jose, you’ll be able to control screens, calls, and lighting with click & drag on a small control panel on the table or wall
·        Speakers, microphones and the phones themselves will be in the ceiling. Just talk & they’ll hear you!









As always, let us know if you have questions, suggestions or concerns.


Mavis Moon   Director Information Systems   Pivot Interiors, Inc.
T 408 432 5658   C 408 318 2037   E mmoon@pivotinteriors.com

Ted Lo   IT Manager   Pivot Interiors, Inc.
T 323 801 2002   C 310 876 2880   E tlo@pivotinteriors.com

Anne Pham   Technical Support Administrator   Pivot Interiors, Inc.
T 949 988 5402   C 714 588 8892   E apham@pivotinteriors.com

Thursday, April 11, 2013

Look, Ma, No Scrolling! Inbox Control.

Pretty much ever since I started using email, it's been my goal to keep my inbox so short that I can see everything in it without scrolling. I've finally succeeded in doing this -- and maintaining it! -- for a little over 3 months. I decided to share what's worked for me. If you are trying to control your inbox, maybe this will be helpful -- and, please, share what works for you!

Boiling it down, here is my method:

  • I have two lists:
    • Help Desk tickets - basically a to do list, items that typically take less than a day to complete.
    • Projects - for projects that may have several phases or steps, often taking several days, weeks or even months.
  • With nearly every email, I decide:
    • Is this a help desk (to do list) request? If yes, forward it to the help desk and manage from there.
    • Is this a project? If yes, put it in my projects list, prioritize and track from there.
    • If it doesn't fit either of these categories:
      • Can I delete it? If so, yeah! (I periodically go through and unsubscribe myself from scheduled messages I don't need.)
      • Do I need to save the file someone sent, for future reference? If so, save the file under my Documents "library" or the P drive in the appropriate folder.
      • Do I need to save the email contents for future reference? If so, save in an appropriate mail folder. 
        • I have several "Quick steps" -- see screenshot below -- I set up to put items into my most-used folders with one click. It's safe to put messages into folders while you're waiting for someone else to respond - when they do, it'll come back into your mailbox.
        • And I have the folders for my most active, or current, projects up near the top so I can quickly slide emails into those -- see screenshot below. (It's easy to rearrange folders in Outlook, just click and drag.)
        • Some things I send to OneNote -- again, see screenshot. OneNote is a cool program that lets you create "notebooks" with pages and sections. In IT, we have a shared notebook for our "cheat sheets" and other documentation such as agreements and contracts. They're categorized into sections, but it's super easy to do a full text search for whatever you need to find. So cool that you can send stuff straight from your Inbox right into OneNote.
      • Am I unsure? Not sure if I'll want it later, or maybe just plain reluctant to delete it? If so, put it in the "Miscellaneous" folder.
      • Is it something I really, truly plan to complete today? If so, I might leave it in my inbox and take care of it by the end of the day, at which time I can delete or "folderize" it. But if it's still there the next day, I put it in one of the lists.
And that's what has been working for me. To keep my mailbox cleaner and smaller (and therefore quicker performing), I have also set up auto-archiving. If you want more details on how to set that up, or any other ways to use the features of your mailbox, let me know. (I'll add it to one of my lists! ;-))

When you're dealing with the madness of email, what methods work for you???

Tuesday, January 22, 2013

Criteria for Success

How will we know if we're choosing the right program for our purposes at Pivot?

Good question! We asked for input from many sources and then came up with the following "Top 10 Criteria for Sucess". What do you think??

Top 10 Considerations
  1. Increase efficiency 
    • Eliminate steps
    • Reduce time to complete steps
    • Eliminate duplication
    • Automate processes such as approvals, communications, moving from one stage to the next
  2. Cost of ownership 
    • Constantly improving technology
    • Potential that users will come in knowing how to use the technology
    • Reliability and downtime
  3. Cost of acquisition
  4. Reduce errors and miscommunication
    • One place to track and record critical project milestones
    • One place to document all relevant communication 
    • Ability to require vital information needed for successful completion
  5. Ability to connect with Khameleon & possibly Salesforce.com
  6. Cost of development
    • Low or no cost to develop for mobile devices
    • Ease of finding developers and consultants
    • Availability of apps, add-ins
    • How soon consultants or programmers are needed for customization work
  7. Ease of search and organization
  8. Improve our client-facing communications and documents (branding)
  9. Ease of training for new and existing employees
  10. Ease of customizing to our individual needs
We also listed several other considerations -- honorable mention, if you will.

Other Considerations
  • Dashboards and reports – individual and management views 
  • Provide one place for salespeople to get an overview of their projects
  • Ability to create customer-facing portals
  • Ability to get electronic signatures in the field
  • Increase ease of doing business with our vendors
  • Ability to easily store relevant emails or log notes pertaining to a project
  • Enables work to be accomplished on mobile devices
  • Allows relevant files to be attached and easily accessible from the projects within the program
  • Help users envision the entire business process
  • Excellence of customer service/tech support

Wednesday, January 9, 2013

New, new Dexter Replacement

So, it's been a while since I've written in this blog. I thought it would be a good way to inform everyone of a new initiative in IT.

Most of you know that we've been planning to move out of Lotus Notes, a big part of which is building a replacement for Dexter. Last year, and some months even before that, I was working on building processes within Salesforce.com for this purpose. Some of you attended the preview I gave of that system, and some of you even did some testing -- which I very much appreciated.

However, as much as I love Salesforce.com and admire all its capabilities and potential, it is an expensive option for us. The licensing that would be required for all Pivot employees is a big cost, and we decided to look around for less expensive options.

That's where M-Files comes in!

M-Files is a document management program. It's not the same kind of program as Lotus Notes, or Salesforce.com or Khameleon or other database-type programs, but it is still a database and has similarities. One of the main features of M-Files is its use of metadata. Metadata might be a new word to you, but it's a powerful thing!

So what is metadata? Sometimes people call it "data about data," which is not a great way to define it, but might be helpful. Specifically when we're talking about files that we store, it might be called descriptions or attributes of the files. When you go into Windows Explorer and look at files (see screenshot), you see some metadata about the files - the date they were created, date modified, type of file, size and so on.

With M-Files, we can ADD metadata to the files, and then use that additional metadata to categorize, sort and so on. We won't have to figure out which folder to put things in and how exactly to name things -- instead people will be prompted to fill in fields asking for things such as the account (company) this file is associated with, the particular project, the order, the name of the contact, etc., etc., however we configure it. And then we can all search for, sort by and find things by these various pieces of ... metadata.

If that's still confusing, just be patient. As we roll out the system it'll all make sense.

Beyond the metadata feature, M-Files also has workflows and approvals. So we'll be able to move our paperless files through paperless processes -- send to your manager for approval, send to your support team for work they do, and so on.

This is just a brief overview. We'll keep you in the loop as more develops. Feel free to ask me questions, give suggestions, or voice your concerns. All input and feedback is appreciated.