CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Partner with Professional Services for Success and Configuration.

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Presentation transcript:

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Partner with Professional Services for Success and Configuration Best Practices Erika Fahey, Director of Professional Services, Interneer March 18, 2014

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 2 Why partner with Professional Services Another set of eyes to review your processes Get up to speed fast on your new module or system while getting trained Create a solid foundation for future modules Guidance towards the right direction in the configuration Managed Services Package 2

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 3 Did you know… You can create customized messages upon a workflow activity completion Also the user can be redirected to another page 3

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 4 Did you know… The image object can display different images on template instances You can add help tooltips to the input fields 4

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 5 Did you know… You can display Yahoo Maps, or YouTube videos etc. in Intellect 5

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 6 Did you know… You can read data from a pdf file and use it in Intellect You can write data into a pdf file as well You can merge word documents and/or pdf files into one file 6 OR

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 7 Did you know… You can hide the Next Step, Activity Status, and Save buttons You can add macros to manual activities to be executed On Save or On Next Step 7

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 8 Did you know… You can use a virtual breadcrumb for the location trail You can activate the Password Policy 8 vs.

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 9 Did you know… You can create custom login pages 9

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 10 Did you know… You can scramble the data in the database before sending to Interneer Support The Intellect platform can authenticate the user with Active Directory 10

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 11 Best Practices – Make the system user friendly Add colors, images, icons, onscreen instructions and tooltips 11

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 12 Best Practices – Make the system user friendly Use a browse box for easy navigation 12 Document Training Course

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 13 Best Practices – Make the system user friendly Dashboards 13

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 14 Best Practices – Behind the scene Admin tools category Usage of “flags” Usage of macro buttons 14

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 15 Best Practices – Behind the scene System tables and variables 15

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 16 Online Classes and other available resources 16 A101 – Tables and Templates A102 – Basic Workflow A103 – Parent-Child Relationship A104 – Putting it altogether S101 – Visual Enhancements S103 – Mobile Apps S104 – Admin Functions B200 – Access Control B202 – Intermediate Workflow C301 – External Data Integration Register at: Coming soon B201 - Macros Every 3 months - NO charge

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Documentation

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Interneer Forum

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Interneer Intellect Certification Part I – Several multiple choice questions Part II – Proof of Concept hands-on exercise

CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. 20 THANK YOU!