So, you’re ready to hit the gas on finding an effective business process automation software to drive results and positive impact in your organization? Congrats! Check out this 9-step guide towards a new business process automation solution.
The Onspring Sales team knows you probably don’t want us to sit on the couch with you and watch Onspring videos after just having spoken for the first time, but we do our best to make you feel at ease with the resources available to help with education and awareness of where you’re at with your processes and where you can be in the future.
Being a project manager (PM) can be a tough gig; when everything is going fine, you may, at times, be viewed with disdain: a mere “meeting scheduler” who collects status updates from the key stakeholders and SMEs, reporting them upwards. When everything isn’t going fine, they are in the cross-hairs of everyone: the key stakeholders, the SMEs and the higher-ups they report to.
I recently had lunch with an audit executive who told me her team needed a new audit software solution. However, she kept putting it off because she felt overwhelmed by the myriad of options and the process of finding one. Wading through solution websites, stretching out mentally to determine which functionalities are marketing fodder and which are real, knowing she’d have to sit through numerous demos; she said she felt exhausted before she’d even begun!
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.
We’ve probably all had similar experiences. We’ve gone off in search of information, only to be confronted with too much data in a difficult format, not personalized to our needs. But here’s the good news: dashboard technologies like Onspring are designed to solve this very problem. In a nutshell, dashboards help to make the complex understandable, the details digestible. But before we get carried away with dashboards, remember that they can seriously miss the mark if we don’t consider their purpose, audience and content.
While the concept of reporting seems to be pretty straightforward, the term “report” can have a variety of meanings, so I’m always careful to validate my understanding so I don’t veer off in some unwanted direction. After all, reporting capabilities often represents the organization’s A-1 deal breaker requirement.
Clients often think that moving from one platform to another is “scarier” than moving from spreadsheets into a platform. But the reality is, the spreadsheet-to-platform conversion is usually more onerous! Evan Stos demystifies the platform-to-platform migration process in four simple steps.
At Onspring, we “eat our own dog food.” We run almost every business function through our own platform, including product management, marketing, QA and customer support. By using our own product daily and approaching it through the lens of a client, we have a great opportunity to develop new ideas and consider improvements to the user experience. Just like our clients, we encounter plenty of opportunities to enhance a process or automate a function through the Onspring platform.
“And what do you do?” It’s the question most often asked by new acquaintances. This question is relatively safe and easy to answer when getting to know a new person. “I’m an accountant.” “I’m a paralegal.” These are nice, neat answers at which your acquaintance will nod, smile and make a comment summarizing what they know about the profession. “I hear that’s a real numbers game—haha!” “So you do a lot of paperwork!” and the like.
For the most part, technology has changed our lives for the better. Technology in business definitely makes our jobs easier, reduces costs and allows many of us to provide products and services we never thought possible. All that being said, it’s still fun to think about the past and reminisce about the “old days” in life and business. The way things have changed can almost always be traced back to some type of technology. I’m not talking about dinosaur days or the old west, but how quickly things have changed over the last 25 years or so.