One of the things that makes Onspring stand out to me is how we emphasize “straight shooting” in every interaction. The goal from pre-sales, to onboarding, to support, to ongoing client success is to continue to build and bolster relationships. I have always had the huge benefit of believing what I say to others, whether it be comments on the capabilities of the system, the straightforward business practices of each team member or the support of clients throughout their history.
About Katie Wilcox
Katie is an Onspring MVP, specializing in solution design and configuration, troubleshooting and training.
Entries by Katie Wilcox
As a relational database, Onspring lets you connect any of your data sets and records in logical relationships, from parent/child to sibling connections. Joining records provides very flexible reporting options, workflow automation and easily maintained access control.
The Onspring Admin Audit History report—this report logs every configuration change made in the system. When finishing a project or you need to count up the hours spent administering a site, pull up this report, set the filters based on the user account and date range (if any). Once the filters are set, you can export the data to Excel.
There are a lot of advantages to opening up your data—within reason. Team members who are both a key holder and a person trying to access sequestered data can find it to be a tricky proposition as to when to be an open model and when to remain closed.
Changes can spin out of control quickly if they’re not carefully planned and managed. Katie Wilcox explains how a simple app and workflow process in Onspring helps inject clarity, transparency and control into the change management process.
Spreadsheets are valuable tools, and we often work with teams that are transitioning from Excel or providing legacy data in spreadsheets. They are important and have their place in your organization. But are they meeting all your needs?
Just because something involves less monetary expense does not mean it’s higher in value. Yet this is a common stumbling block for business teams that are moving to an automated tool from a manual process or outdated software. Excel is low-cost, that is true, but how long does it take to maintain your spreadsheets?
Just like there is a wide range of tolerances for clutter and mess in our personal lives, I’m finding more and more that corporate tolerance for data “messes” varies from organization to organization. Size of team or enterprise doesn’t seem to have a direct correlation to how organized a company’s business processes are or their acceptance of some of the organic chaos that comes with managing complex data.
Audit often encompasses a broad spectrum of procedures, checkpoints and validations with scope that spans safety, sanitation, compliance, quality assurance in alignment with standards and more. That’s where the Audit Checklist solution comes in. This can be incorporated into the Internal Audit function or exist independently.
In most of our conversations, we’re hearing that there is some kind of system in place, but it’s not adequate. Ranging from Excel, Sharepoint, point solutions or older deployments of other technologies, we’ve been hearing over and over “it’s difficult to keep up,” “everyone manages their information in their own ways,” and “we really struggle to pull everything together for the reports we want.”
How does a financial services company launch an Enterprise Risk Management (ERM) program with a department of just a few? The Onspring team had the opportunity to work with an organization to help build their ERM program from the ground up. Now, with multiple years of data to review, the company has discovered tangible benefits, wide sweeping perception improvements and actionable data to facilitate change in the right direction.
One of the key ways I’m facilitating Connect this year is through the training classes on Monday and Tuesday. We’re offering two training programs, so our Administrators (from newbies to seasoned vets) will have a value-packed experience in the training room.
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