Tip #6: Discover How OnePlace Fits Into Your Processes - Adopting OnePlace
Posted by Dana Larson on September 27, 2010
Before you can start using OnePlace, you need to understand how it should be used. This isn’t just following the steps to using all the features we have because we give you instructions; this is about understanding your current business processes, and making them fit into OnePlace itself.
Think about how your business information is organized. If you work with clients, perhaps you should have a Workplace set up for each client. If you work on a lot of proposals and outreach programs, you may want to organize this information into Projects and Sub-Projects under a Sales or Operations Workplace. If you want to have open communications so everyone has access to all office chatter, create many open Discussions for your entire team to read.
Once you’ve worked through this process, present it to your team so everyone knows how OnePlace should be used in your team, and ask for suggestions on other ways to collaborate and complete work. As a team, you’ll be able to figure out the solution together, thus making it work for everyone and making OnePlace a greater success across the board.
Comments
There are 0 comments on this post. Post yours →