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My company has been evaluating different crm/project management solutions, hoping to find a solution to our ever increasing workload. I've found some good crm solutions, some good PM solutions, and some good helpdesks, but nothing that integrates well. It seems all the "package deals" that includes all options generally do things rather poorly.
I'm involved in some client sales, a lot of project management, and quite a lot of helpdesk queries. To get an overview of my day I need to keep track of tasks in 3 completely different systems + handle email and calendar. That's tasks/meetings scattered over 5 different places, and I don't feel like I have a good overview of my day. I use a lot of time on just pushing tasks around to make sure I dont forget anything.
What kind of solutions do people use to avoid this? Is there a good "all in one" solution out there that I've missed. Or do people use tools that integrate well with eachother? Or maybe it's my workflow that's the issue.
My team and I have been in the similar situation. We have tested Trello, Asana and many more. In my case I am working with multiple projects in parallel, where every project has different groups of people involved. And, after all the searching, Wrike appeared to be the best option.
I like it as it has a simple and clear dashboard view (with my current and overdue tasks, tasks assigned to others, etc.), Activity Stream and Gantt chart that solved my workload management issue. It also came in very handy for managing our CRM workflow, keeping all our leads and projects in one app. Well, and e-mail integration is my personal favorite (basically, it converts my e-mails into tasks, I just need to add Wrike into the e-mail’s CC and it will be transferred into the app). This, Outlook add-in and couple of more integrations helped us minimize iterations and avoid losing data. Wrike has actually become the “all-in-one” tool we’ve been searching for.
Hope, you’ll find it helpful too. Tell me how it went afterwards.
Microsoft Dynamics Crm 2011 should be able to handle all of this.
It comes with a stack of core functionality which you can then customise and extend to meet your specific requirements. It also have inbuilt integration with Outlook to handle your emails, calendars and tasks.
Client Sales: Mscrm comes with a Sales pipeline, get more information from here and make sure to watch the demo to see how it integrates with Outlook.
Helpdesk: Mscrm comes with a generic 'Customer Service' module, which you can use for helpdesk and support. Info here and demo here.
Project Management: Mscrm does'nt really have anything inbuilt for this, you would need to extend Mscrm for this, that said, Mscrm allows easy customisations (that's not to say it will do everything you want, that's not to say you wont need custom code at times and that's not say its all easy). There's some info here.
Right so that all said, as a little disclaimer: I don't work for Microsoft and I don't get anything out of you buying Mscrm (unless you happen to use my company as an IT consultancy). I also don't know how Mscrm compares to other Crm's out in the market place. However I do know that Mscrm is a very able system.
Hope this helps you to come to an informed decision.
Generally speaking:
Clients don't care about project management other than "where is my stuff?"
Clients will generally pester you through email
Something out-of-the-box is not going to 100% fit what you need (tweaking required)
Unless everything is in ONE TOOL you have no chance of reducing the data silos and the constant "jumping around" that kills productivity
IMHO, you need three projects:
Sales/CRM 'lite' = provides a simple sales pipeline/opportunity management.
Help-desk = incoming email automatically turned in tickets from customers, etc.
Tracking = for managing tasks with workflow so stuff gets done internally.
Simply link items between those three projects so people get a "connected" view of the business. Don't get hung up on Gantt charts but instead focus on managing simple lists of tasks, tickets and the like. That is what needs managing.
You also need an Outlook connector so that:
You can one-click turn a client email into a ticket inside the Help-desk project
You can see in Outlook what is assigned to you
You can see in an Outlook Calendar when items start/finish
You will probably need to find something that you can implement and tune in days not weeks.
Disclaimer: we use the EXACT same model have depicted above: Sales, Help-desk, Tracking. We build a product called Gemini in an attempt to solve this problem hence bias/opinion is inevitable.
Everyone has their favorite PM / Tracker software, and their least favorite, but this one (JIRA) worked well for a very complex and fast-paced dev shop I used to work for:
https://www.atlassian.com/software/jira/whats-new
Things to note
It's primarily a bug tracker, so workflows and issue filtering are
paramount
It can be used as a helpdesk service, through email-to-ticket feature, but requires some (non-coding) fenagling
Medium-sized developer community with many helpful plugins
Can get pricey, cheaper than most CRM solutions though
Lots of reporting features and plugins, including Gantt Agile/SCRUM/waterfall OOTB
setups
Atlassian makes it, and while their documentation and customer service aren't the best around, they're sufficient enough to get the job done when debugging, and it's a big enough company that they can be considered stable (for CYA protection when things go bad).
I personally wrangled a JIRA instance into being a PM system for 50+ projects (internal and client-facing), with 300+ users in 5-15 depts at any given time, with integrated version control features (tickets could be affected via git commit messages), and we also used it to handle inter-office requests (from printer setups to domain purchases).
In some ways we stretched it a little too far (workflows became incredible complex when too many departments had a say in the process), but in some ways we barely scratched the surface of what it could do (it's reporting features are extremely robust).
It's not always the best idea to make one tool do every job, but when push came to shove, JIRA wasn't the worst choice we could have made, and it ended up looking great to front-end/client users. It's probably a little much for a small group to use, but can handle anything from small to extra-large (1000+ users) org's.
[EDIT: forgot to mention, calendar integration (with iCal especially) was not that great when I used it, many events were either in-JIRA or out-of-JIRA (in iCal, gCal, etc) but it may have been improved in the last two years]
Consider RT. I'm a fan, and expect no material gain from this recommendation. Indeed, since the question is OT for SO I expect to lose rep.
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I am looking to help out a non-profit get a website up and running.
Only, they don't just want a website with content, they also want to maintain a database of members, and allow those members to register and pay for classes/events/seminars held by the club.
It seems to me, that if all they wanted was to post content, nearly any of the available CMS's out there would fit the bill.
But the registration portion would require some customization.
I have considered just installing a basic CMS for them, and then creating separate web application for the registration section. And this would still work...
But if I wanted to hook into the users/roles from the CMS and use them in the registration side, I think I would have to have some way of either extending the CMS or easily using it's data in the sub-application.
I have been reading about the following CMS's:
Orchard
Umbraco
C1 Composite
All of them seem to have the ability to be extended, but I'm not certain how much "work" is involved to extend each. Given that my requirements are rather simple and the fact that I don't want to spend a ton of time doing this (it is free work, after all), does anyone have a recommendation?
I'd pass on Umbraco and C1 Composite, as they generally aren't user-friendly. I think Orchard is best, as it has the best feedback of them all. Umbraco is aimed more at developers who want to tweak a lot of things.
Orchard - https://stackoverflow.com/questions/1978360/anybody-using-orchard-cms
Link - Reviews/Comparison of Open Source ASP.NET MVC CMS
Umbraco would be a very good choice because it:
is mature and has a proven track record.
is very easy to use for most use cases.
has a built-in member system which could (and should) be used for the member registration.
has a Big and friendly community always glad to help out.
has lots of plugins and extensions covering some special use cases.
If you will go outside of .NET and IIS, Joomla is another popular CMS in LAMP. This can be hosted in either Unix or Win environments. There's a large community, lots of implementations and robust API for plugins. I run it on MAMP on my Mac, and it also runs on WAMPServer, for development.
Last year I created a membership style site in Joomla using Mighty Extensions for a bed and breakfast listing service (http://uurehome.com). Mighty User and Membership was enough, this adds custom user fields and subscription plans. You do have to pay for Mighty Extensions. Payment for the B&B listings is done thru Paypal, Mighty Membership enables this.
The subscription plan feature is Mighty Membership is very good. You can have length of time, cost renewals, renewal nag messages. Could have written myself, but why at this cost :-)
Joomla can certainly handle the community side of a non-profit site, there's the usual assortment of content, discussions, news feeds and so on. It's also ok for mere mortals to administer.
Not so sure about comparing to Orchard, as I haven't kicked the tires on Orchard. I have done enterprise web CMS for a living in the past, so I am used to evaluating these sorts of products. Orchard looks similar to Joomla in how it works, based on the screenshots I see in the docs. One thing I will say with confidence is that it's easier to standup Joomla (or something LAMP/WAMP/MAMP) than on the MS Webmatrix. However, if you already have a Webmatrix provider, then it's similar. Said by someone that has done a bunch of IIS and pretty much all the web technologies going back to the beginning of time (that's 1993).
Another aspect of using Joomla for me in this project, which is for a small business, was knowing that there's a bunch of Joomla knowledgable web design shops this owner could use if I stop helping her. While I am not going to say there isn't a base of folks doing web design that are doing Orchard, my sense is that its much smaller than Joomla. This is a factor for me in helping non-profits, churches and so on, not leaving them in a place where I am the "only" person that could keep whatever it is running. Still, if there's even a couple of local web design shops that do Orchard, I'd say that's enough to feel comfortable.
We built http://aclj.org on Orchard with a custom membership implementation within to support millions of members. We do form processing through Kimbia for donations and petition signatures. We're very happy with the implementation and feel that Orchard worked out well for us as a platform. It is VERY extensible and we developed 32 custom modules in-house.
For a non profit organization it is unlikely to maintain a costly server where LAMP stack has both low cost server and some decent CMS which meets your requirements perfectly. Some of them are :
Drupal
Joomla
WordPress
Any of them are highly extensible, got a great community support , plenty of themes and modules readily available and you can get awesome things for free though there are some paid once too.
And if you want my recommendation i would go for Drupal as it provides :
Build in role management service.
Very matured and friendly community.
Great scalabilty.
Secured out of the box
And some more .......
Hope that adds a new dimension to your search :)
Best of luck
I would recommend wordpress for your requirement.
Advantages:
1. More forum support.
2. Easy to learn.
3. Very less server cost to host the site.
4. You will have N number of plugins and widgets etc...
Hope It gives some sense :)
I was recently asked by a Team Leader (not mine) if I would be willing to undertake a programming project. The members of his team are currently pre-occupied with other more important projects. I graduated college two years ago, and up until now programming has only been a hobby of mine. Recently I decided that I would like to pursue a career in software development. I accepted his offer so that I can gain some real-world experience and start building a portfolio.
In about an hour I'm scheduled to meet with the Team Leader to discuss the details of what he needs. From a short e-mail exchange with him, I know that the base project is to update an existing ASP.NET form—but I also think there's more to it than that.
Considering that I'd like to eventually put this project in a portfolio, what kinds of notes should I take at the meeting?
Take whatever notes you can that will best help you understand the use cases and the user requirements. Everything else is just technical details that can be figured out later.
I graduated college two years ago, and up until now programming has only been a hobby of mine.
In that case, my suggestion is:
revel in your ignorance.
Make the most of the fact that you know nothing and you're being given an opportunity to learn - abuse the chance to ask as many questions as possible of the Team Leader in question regarding what type of questions you should be asking and how you should be documenting what you learn.
You only get one chance to be ignorant, once you've wasted it you have to spend the rest of your life as a know-it-all; take the chance to enjoy the learning process.
Get a list of people who are the intended users. Talking with them will allow you to flesh out the overview that the Team Leader gives you. It is likely that the intended users have a very different understanding of what the app is supposed to do than the TL does. So you'll likely be going back and forth for a while. It's well worth the effort though because you'll do much less re-coding.
Try to understand that the Team Leader him/herself might not even have all the requirements available right at the beginning. Be prepared to be hunting down people and writing all these requirements down as they come in.
Things will change during development, new problems and new requirements will always be popping up.
Three things:
What: What is the software supposed to do, the more detailed you can manage to get the other person to be, the better.
How: Are there any known constraints? For example, if it has to ask for a telephone number, does it have to validate nationally/internationally/not at all. Does it have to run on Windows 2008/2003/all
Who: Two sides:
Who will answer any questions you'll have, will you setup weekly progress meetings?
Who will use the software, can you get their early input on your prototypes, can you ask them for opinion/requirements?
One thing I've found very helpful is carrying a hard-copy of any existing requirements (use cases, wireframes, whatever) or any other potentially useful information in a 3 ring binder to any project meetings I attend. If the meeting strays off topic or questions about previous discussions or documents come up it is very nice to have the information at your fingertips in a format you can make notes on, pass around the table etc.
As a bonus, I find most people don't carry any documents to meetings, so you'll also end up looking like you are a real go-getter who is always prepared, which is never a bad thing.
Main downside to this is that you'll waste paper if the documents are updated and changed frequently.
Find out the where as well, where are the files you need stored on the network, where is the source control repository for the project, etc.
Since this is your first taste of doing a real world project, please please please make sure you use source control even if you are the only dev on the project. Your co-workers will thank you and you will thank you the first time you need to back out a change that didn't work.
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I'm currently a developer at my first job right out of college. I work for a large company, and the trend I notice with them is that they tend to go with more expensive, closed source software about 99% of the time, while there are perfectly good open source alternatives that are available, most of which are vastly superior to their closed-source counterparts. For example, we use this absolutely awful source control software that cost a ton of money, while there are quite a few open source and/or free options that in my experience, albiet limited, are much better and offer basically the exact same functionality.
I guess my question is: How would an experienced developer approach management about using more free software?
It appears there is another question very similar to this that did not show up when I made this one: How can I convince IT that F/OSS software isn't evil?
EDIT: Just come clarification. I'm not necessarily trying to change the company's procedure, I'm looking for advice on how to approach management about the subject.
Start using it in small utilities and things which are throwaway and don't need management buyin. This can prove the worth of an open source solution and put a crack in
the door for using it in other
projects.
Present articles from trade magazines showing that other people are using the open source solution.
Go with products which have commercial support options, such as MySQL, which enterprises seem to have an easier time swallowing.
Pick your battles carefully. Wait until they are suffering. If they are happy with what they have, they will not switch, no matter how much cheaper or superior the alternative is. You need to catch them while they're trying to think of ways to save money, or while they're disgusted with the problems of the current system.
Be very careful with what you refer to as free. There is a very large corpus of products that would be perfectly valid for a student to use without paying that an enterprise would have to pay for. Also never forget Total Cost of Ownership (TCO). A lot of relatively expensive software is expensive because you get things like configuration and help support for them whereas that may not be the case for free software.
I think you are not asking the right question. To me, the challenge is to have my Big Corp to buy the BEST softwares for me, be it free softwares or not.
Paying for Windows or paying for Linux is not important (what is 100 $ for a Big Corp ?).
But having things done better is really important.
I think that your request to your boss should not be : "Hey, it's free and it's as good as XYZ, why are we using XYZ ?"
Why you boss would risk something trying the product you told when XYZ seems to be ok ?
It would be much more better to ask : "Hey, here is what I cannot do with XYZ : (your list). With my product, I would be able to do that and much more so fast than I would have a lot of spare time to test our own software !".
Small money is usually not a show stopper. Being able to work faster in order to do much more testing (or any other things that could help your boss have a better image) is definitely an excellent argument !
Best wishes,
Sylvain.
I work in a big company that has recently moved into being more enthusiastic about open source solutions. There have been a few big hurdles:
Customer won't support it - we're defense contractors. We do almost nothing without customer say-so. As the customer's opinions have changed we've been able to change our architectures and tool usage. That said, there are still scenarios were open source is unacceptable and we don't use it.
No tech support = scary - in several cases, it's been possible to make the point that open source may not have a single point of company tech support, but it does have huge communities that will support questios for free, and that there are consultants available as needed for the really hard stuff. Plus many, many releases of new versions for bug fixes. And, several competing expensive products have not been able to service tech support needs. Being able to point to specific internal examples with long. well documented, histories of support problems, has been key.
Fear of security issues - we had to develop a process for scrutinizing and controlling every peice of open source introduced. We've managed to find criteria for what we deem risky, versus what we deem relatively benign based on info-sec policy.
Fear of lawsuit - Being large, and profitable, we fear lawsuits, we're great targets. We now have a process for the legal team to scrutinize every open source license. This has proved to be a win - since the legal team now has briefings on every major version of the typical open source licenses, and they can quickly review most stuff.
Version control - fear that if those wacky developers can just download anything they like the world will self destruct. OK, well, practically speaking, the concept of "how do we know what's in a given product" - being able to show a FOSS version control process that is managed internally has been important.
It was definitely a slow process - small projects proved profitable and customers started encouraging it in proposals. That made it useful for executive management. It's helped that those that support it have been williing to put in some extra time to making the business case in terms of efficiency/cost savings, and have been willing to negotiate repeatedly with various parts of the corporate infrastructure.
Making open source work has taken the effort of IT, the info security folks, the legal team, the procurement team, and technical management. Knowing that before you talk to your manager is probably a key to success.
There's also some political savy - for a first project, don't encroach on any sacred cows - ie, those projects that may not be successful, but are high profile and owned by someone with lots of political power. Instead, choose some wacky new thing that isn't available right now and prove the cost savings in a way that is unlikely to provoke a defensive reaction.
When you try to introduce open source software to a big company (or even a small one, in many cases), the biggest counter-argument you're going to hear is "There's no tech support." Companies tend to be wary of using software that's supported by the community, because there's no guarantee (or in some cases, service agreement) that questions about the software will be answered within a reasonable time frame, or at all. In many cases, you can find a company that will provide support for the open-source package you want to use (for example, Red Hat does this for its Linux distribution, even though the contents of the distribution is mainly open source). Showing management a business entity that can support the software will often go a long way.
The other counter-argument to using open source software that I've heard the most often is "Open source software is buggy." This is a tough one; this opinion is pretty ingrained in some corporate cultures. Two possible responses are "The open-source community fixes bugs quickly" and "Since we have the source code, our engineers can fix bugs"--but that's often not what managers want to hear.
So, in essence, it depends on the company, their attitudes, and how much they trust you to make business-critical recommendations. I've used all of the arguments above with different levels of success in different companies.
Of course, in these economic times, the "free" part may go a long way. :-)
"Free software" doesn't necessarily mean your company is going to get software for free. Many successful open-source projects are also offered with licenses and services that cost real money and are geared to organizations that want or need to be assured of good support. MySQL is an example
The reason for a lot of big companies using closed software is that they can call support and the vendor will issue a hotfix, patch or cumulative update
Changing a large company's habits are often like turning an Oil tanker around... it takes a long time and uses a lot of energy.
If the company were in the process of evaluating the purchase of new software for a specific task, Then I would make sure to write a concise opinion memo about why my choice is better.
If the software is something I would use personally and not a server product that multiple developers are forced to use, then I would just ask my manager to use it.
If the software is in place, does the job (even if I don't like the way it does it), i'd learn as much as I can about it to give it as much chance of work for me, or at least make my life easier. If it still sucks really bad, I probably wouldn't try to change it until it was time for the company to pay for an upgrade.
If the software works but is just annoying... I'd do as above, learning all there is to know about it just to make my life easier and then deal with it.
You're probably right that the system you'd recommend is better than the one currently in place. But like some other posters said, choose your battles, especially when this is your first job out in the real world. You may become expendable quickly.
It's not really so much a matter of what's better, even if your way IS better, it's a matter of the culture and the way things are done and the cost of switching. Even if, hypothetically, their system can be magically transported to your OSS system, with no loss of data, dates, records, or anything, you're still going to have people who say "I liked the old way better."
Remember: Experience is what you get when you don't get what you want. I know it may sound glamorous to be "the new guy who recommended a great new versioning system that everybody loved", but you also could just as easily become "that hotshot who insisted on a new versioning system that everybody hated." It's a much smarter career move to just play by the rules at least for a little while until you have some clout and can make some recommendations. In the meantime you may even learn why the old system is preferred, or learn to like it more the more you use it.
I know what you mean. It took us years to convince our managers that everything would be okay if we moved away from using Interbase (a commercial Relational DB) to it's opensource counterpart Firebird. Mostly it was fear of no support that blocked the move. I think the factors which changed their mind were:
tests showing better performance
that there are companies that provide and charge for supporting the OS alternative
constant pushing of the argument by passionate developers
I think cost savings would have played a part if our company were paying for the site licenses but in fact our customers were.
I look at this question like this. I work with the .NET framework. I could ask my employer to migrate to PHP. This is a disadvantage to me, as well as my company, for many reasons. Let's start with the obvious.
1.) I know PHP, but can do much more, and a lot faster, with .NET.
2.) Paying for a service, usually ensures a better experience. The Visual Studio IDE is second to NONE when developing an application.
3.) I can develop an application much faster in VS than hard-coding PHP.
4.) This is the most important one. If I work with a big company, I want my programmers to develop my app faster, and I expect it to run faster. PHP (an example Open Source language) is fast, and reliable, but if I can spend the money, I'll deploy ASP.NET.
Basically, big business, or even small business, wants to spend their money, as long as it's for a good reason. Your best bet is to say, 'Hey, if you want to deploy ASP.NET (or whatever), send me for some training. Then I'll be able to develop OUR application to my best ability'.
not to sound totally cynical, but:
an experienced developer probably would not approach management about something like this, unless he/she was already an expert with the open source package. Companies like to have a phone number to call and someone to blame when things don't work. Free open source packages do not provide this kind of 'accountability' (yes we know it's a joke, but management doesn't)
it is unlikely that management is going to listen to someone fresh out of college about any major purchasing or technology decision. You have to learn the business and earn everyone's respect first. [sorry!]
Same problem everywhere. Once an organization gets beyond a certain size (e.g., the Dunbar number) it starts to show a certain woodenheaded quality that will confound you. Lots of history, people, agendas that you aren't aware of. And getting everyone to agree on your solution is difficult.
Best to start locally. See if you can persuade your manager or PM to use SVN or CVS or GIT locally for a project and then get it to diffuse.
But that situation is true where I work as well. I use SVN locally for myself, but a commercial product for integrating with others.
Companies will use whatever will ultimately make them the most money. That means whatever software will make their employees more productive. If there is a particular piece of open source software you think they should use then when the time comes to purchase the software to do job X then as long as you can prove it will make the employees more productive and they are able to get reliable support just a phone call away as with commercial software then they will use it.
Big companies need to hire support staff for stuff like that. When they purchase software from a company, they are guaranteed support with the contract. Open source projects can die off a lot easier, whereas a large software vendor can be held responsible for much greater periods of time.
Every company has a culture, and fighting the culture can be something of an uphill battle. But if you're willing to try:
you'll likely have more luck getting BSD and BSD-like projects approved (MIT license, Apache, Boost, etc.); and it doesn't matter if most of the arguments against GPL and LGPL are mainly FUD
you should refer to the projects as "royalty-free"
you should make sure things are approved by somebody that can approve them (your direct manager) because putting the company in a bind -- especially when you're new -- (even if the "bind" is only in their head) is not conducive to long-term employment
you can probably go a long way by simply asking what the procedure is to choose a library or tool
From a configuration management perspective, having developers add free software stuff willy nilly whenever they feel like is a serious PITA to manage.
I've worked at companies where you were allowed to do it whenever you wanted and others where you could never do it.
There's definitely a balance to be found but if you're in a larger company with multiple projects, you do have to keep in mind that each time you add a new 'tool' it complicates the build process.
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I'm working in a small company and weeks away from deploying a web-app that will be used a lot. Everyone at one location will have to learn to use it, and although I think it's pretty easy and intuitive I may be biased.
I've written a help guide with plenty of screenshots that's available on every page, but I'll still need to train everyone. What's the best way? How do you take a step back and explain code you've been working on for weeks?
First try to avoid the training:
Perform usability testing to ensure your web app is intuitive. Usability testing is a very important aspect of testing and it is often ignored. How you see your system will probably be very different as how a new user sees your system.
Also add contextual help as often as you can. For example when I hover over a tag in stack overflow, I know exactly what clicking it will do, because it tells me.
Also this may seem obvious, but make sure you link to your documentation from the site itself. People may not think of looking in your documentation unless its right in front of their eyes.
About training documentation:
Try to split up your material into how your users would use the system. I personally like the "trails" option that Sun created for their Java tutorials. In this tutorial you can do several things, and you can chose on which trail you'd like to go.
Support random reads in your help documentation. If they have a task to do in your web app, then they should be able to get help on that without reading a bunch of unrelated content.
Make sure your documentation is searchable.
About actual training sessions:
If you are actually performing training sessions, stay away from explaining anything related to your code at all. You don't need to know about the engine to drive a car.
Try to split up your training sessions into very focused aspects of your system. If you only have 1 training session available to you then just do one specialized use case of your system + the overall description of the system. Refer to the different parts of documentation where they can get help.
Letting the community help itself:
No matter how extensive your documentation is, you'll always have cases that you didn't cover. That's why it's a good idea to have a forum available to all users of the system. Allow them to ask each other questions.
You can review this forum and add content to your documentation as needed.
You could also open up a wiki for the documentation itself, but this is probably not desirable if your user base isn't very large.
Few ideas:
Do you have some canned walk-through scenarios? Don't know if it is applicable for your product, but I built a pretty substantial product a couple years ago and developed some training modules that they'd work through - nothing long, maybe 15 minutes tops for each one.
I put together a slide presentation that hit the highlights to talk about what it does. I would spend about 10 minutes going through the app's highlights to familiarize them with it before doing the hands-on stuff.
People don't tend to read stuff, unfortunately. You could put hours and hours into a help document, and still find that folks simply don't read it or skim over it. That can be frustrating. Expect that answers that are in your guide will be the topic of questions your users will have.
Break up any training you do into manageable chunks. I've been to a full-day training exercise before and the trainer broke it into short pieces and made it easy for me to get the training topic in my head. You don't want to data-dump on them because their eyes will gloss over and you'll lose them.
Ultimately, if your app is highly usable, it should be a piece of cake. If it isn't, you'll find out. You might want to have a few folks you know run through your training ahead of time and give you constructive criticism on it. Better to fix it before the big group is trained. You'll be more confident in the product and the training materials (whatever they are) and you'll likely have a better training experience.
If applicable, provide an online help/wiki/faq for them. Sometimes that is helpful.
Best of luck!
You should really have addressed this issue a lot earlier in the development cycle than you are doing.
In my view the ideal scenario for corporate software is one where the users design their own application and write their own documentation and I always try to strive for this. You should have identified key users early on and designed the system with them (I try to get my users to do basic screen designs and menu layouts in Excel or similar - then I implement that as static pages and review before writing a line of significant code, obviously they won't get the design right first time, but it's your job to guide them - and ideally in a way where they think they came up with the correct design decisions, not you :-) ).
These users should then write the user documentation from this design in parallel with you developing the system. I have never seen help documentation delivered by a IT department/software company used significantly in a corporate setting. Instead what happens is the users will create their own folder of notes and work-arounds and refer to this (in fact if you're ever doing system analysis to replace an existing system finding the 'user-bible' for the old system is a key strategy). Getting the users to write their own documentation up-front simply harnesses what will happen anyway - but this is vastly easier if the users feel they have ownership of the system because they designed it themselves in the first place.
Of course this approach needs commitment and time from your users, but generally it's not that hard a sell. It's trite, but working as a facilitator so the users can develop there own system rather than as a third party to give them a system pretty much guarantees user acceptance.
As you are where you are you're too late to implement all of this, but if you can identify a couple of keen, key, users and get time from them to write their own documentation then that would be a good move. If you can't get even that then you need to identify an evangelist who you can train to be the 'departmental' expert and give them 110% of your energy to support them.
The bottom line is that user acceptance is based on perception, and this does not necessarily correlate with how usable an system actually is. You have to focus on the group psychology of this as much as the reality of the system, which tends to be tricky for developers as we're much more factually based than most people.
I'll be looking into something like this too in the next few months.
In your case, hopefully the UI has already undergone user acceptance testing. You say you work in a small company. Is it possible to get the least tech-savvy person there to try it out? In fact, get them to try it out without any guidance from yourself except for questions they ask. Document the questions and make sure your user-guide answers them.
The main thing for me would be logic and consistency. If the app's workflow relates logically to the task it has been designed to accomplish and the UI is consistent you should be OK.
Create a wiki page to describe the use of your system. Giving edit rights to the users of your system lets the users:
update the documentation to correct any errors in the initial release of documentation,
share any tips on usage they may have found.
share unusual uses for the system that you may not have thought of.
request features.
provide any workarounds they've found while waiting for the new functionality to be implemented.
Try a few users first, one or two in a small company. Mostly watch, help as little as possible. This tells you what needs to be fixed, and it creates an experienced user base - so you are not the "training bottleneck" anymore.
Turn core requirements/use cases/storycards into HowTo / walkthroughs for your documentation.
For a public training, prepare a 10..15 minute presentation (just that, not more!) that covers key concepts that the users absolutely must understand, than show your core walkthroughs. Reserve extra time for questions about how to solve various tasks.
Think as a user, not as a techie: - noone cares if it's a SQL database and you spent a lot of time to get the locking mechanisms right. They do care about "does it slow me down" and "does something bad happen when two people do that at the same time". Our job is to make complicated things look easy.
It may help to put the documentation on the intranet in an editable form - page "comments", or wiki maybe. And/or put up a "error wiki" for error messages and blips - where you or your users can quickly add recomendations, workarounds and reasons for anything that does not go as expected.
Rather then train all those people I have chosen a few superusers (at least one person from each department) and trained them to teach the rest of the employees. It is of course vital that those super users are
well respected in their departments
able to teach
like the application
The easy way to ensure that they like the app is to have them to define the way it should work :-). Since they should work with this app each and every day they are the prime stakeholders, no matter what management states
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I'm currently trying to build a personal website to create a presence on the web for myself. My plan is to include content such as my resume, any projects that I have done on my own and links to open source projects that I have contributed to, and so on. However, I'm not sure which approach would be better from a perspective of "advertising" myself, since that what this site does, especially since I am a software developer.
Should I use an out-of-the-box system and extend it as needed, with available modules and custom modules where needed or should I custom build a site and all of its features as I need them? Does a custom site look better in the eyes of a potential employer who might visit my site?
I've toyed with this idea in the past but I don't think it's really a good idea for a number of reasons. Firstly, there are a number of places that can take care of most of this without you needing to do the work or maintenance. Just signing up for a linkedIn account for example will allow you to get most of your needs catered for in this regard. You can create your resume there and bio information etc and make it publicly viewable. The other issue with your "own site" is that if you don't update it often, the information gets stale, and worse yet, people have no reason to go back because "nothing has changed" - and that's not much of an advert for you is it?
Now that I've said all that, I'll make another recommendation. Why not start a blog instead?! If you've got decent experience, why not share that. I'd be willing to bet that this will be the best advert for your skills because:
It's always updated (if you post often)
It's not like you're looking for work doing it - but your (future) employer, or their developers will check it out anyway to get a better insight into your character.
Putting something on your resume doesn't mean you can do it. I'm not saying that you'd lie about your skills :-), but there's no argument about your ability when you're writing articles about the stuff, getting comments and feedback, and better yet, learning EVEN MORE about your passions.
Best of all - you can run your blog from your chosen domain and also point to your resume that is stored in linkedIn. Just an idea...
That's my two pennys worth on that - hope it helps you come to a decision!
If you are a web-specific developer I would go with a custom site, but if you focus more on desktop applications or backend technologies, I think an out of the box system would be fine.
A nice looking, default, off the shelf, complete website could be more impressive than a poorly done, broken, tacked together, incomplete website. Perhaps start with something "off the shelf" but nice looking, keep it simple, professional, and then eventually add more custom functionality, style and content. Potential employers may like to see that you are capable of reusing tried and trued solutions instead of trying to create everything from scratch without a good reason. Or you could spend time combining great components into something even better than the sum of the parts, as Jeff Atwood talks about extensively in the Stack Overflow podcasts. Stack Overflow is a good example of writing lots of custom code, but combining that with some of the best Web 2.0 technologies/widgets/etc. into something coherent, instead of trying to prove that they could implement x/y/z from scratch.
(On the other hand, it's really fun to build your own login system, blog, or photo gallery. If you really enjoy it and you want to learn a lot or create something new and different, then go for it!)
Here's what I did (or am currently doing). First, use an out of the box solution to begin with. In my case, I used BlogEngine.NET, which was open source and easy to set up. This allows me to put content on my site as fast as possible. Now, I can continue to use BlogEngine.NET, and skin my site to give it more personality or I can start rolling out my own solution. However, I haven't found a requirement yet that would give me a reason to waste time building my own solution. Odds are you probably won't either.
I don't think it matters if your site is blatantly using a framework or other "generic" solution. The real question is "is it done well, with taste?" If you are using an out of the box solution, you should take the time and pay attention to details when customizing it as if you were creating it from scratch.
Alternatively, if you're looking for a great learning experience and something to spend a lot of your free time on -- write it yourself. But know that you are re-inventing the wheel, and embrace it.
edit
A recent post from 37Signals, Gearheads don't get it, really sums up a good point about not focusing on the technical details, but "content and community".
Reinventing the wheel is not such a great idea when you are building a personal site. Building your own CMS is fun, and to some degree is something to brag about, but not so much features you won't have the time to build and all the security holes that you won't have the time to fix.
It's much better to pick a good, well-established engine, build a custom theme, and contribute a module or two to it: you'll be writing code that you can show off as a code sample and at the same time creating something useful.
Knowing your way around an open source CMS is a good skill in just about any job: when your boss says - hey, we need a three pager site for client/product/person X in 10 hours, you can say - no problem.
For a simpler portfolio site, Wordpress might meet your needs.
You can set up 'static' Wordpress pages for contact information, various portfolios, a resume, etc. This would also give you a blog if you want to do this.
Wordpress does give you the flexibility to "hide" the blogging part of it and use it basically as a simpler CMS. For example, your root URL of example.com could point to a WP static page, while example.com/blog would be the actual blog pages.
If you self-host Wordpress on your own domain (which I really would recommend instead of going through wordpress.com), it should be trivial to set up a few subdomains for extra content. For example, downloads.example.com could host the actual downloads for projects you've developed linked from the Wordpress portfolio pages. Similarly, if you're doing a lot of web work, a subdomain like lab.example.com or samples.example.com could then host various static (or dynamic) pages where you show off sandboxed pages that are not under the control of Wordpress.
Keep in mind though that you'll want to make your page look good. A sloppy looking site can scare away potential clients, even if you are not looking to do any web work for them.
Putting your resume up online somewhere helps, I get a lot of recruitment emails from people who happened on my resume via googling. However I agree with ColinYounger in that you'll probably get more bang for your buck from LinkedIn.
My advice is this - if you want to take the time out to LEARN a CMS or something, to better yourself, then why not make your first project in one be your homepage?
Maybe enlighten us as to the "features" you want to have on a personal homepage? Outside of a link to an HTML resume and perhaps some links to things you like, not sure exactly what the features of a homepage would be...
It really depends on:
a) what services you provide
b) what your skill level is when it comes to web design/development
If you are primarily a web applications developer then running an off the shelf product or using blatantly using DreamWeaver to develop it may not be so smart -- or maybe your clients aren't adept enough to notice?
Likewise if you're primarily a web designer then it is probably a good idea to design your own website.
Just as a side question and following up on my 'ego trip' comment: why would you take anything on the web to be 'true'? IME printed submissions, while not necessarily accurate, tend to be slightly less, erm... exaggerated than web submissions.
Do those responding\viewing ever hire? I wouldn't google for a candidate. I might ego surf for a respondent, but would ignore CVs.
Rounding back to the OP, I would suggest that you need to SHOW what you're good at - participate in Open Source projects and POST on their forums, link to projects you can post details of and generally try to show what a Good Employee you could be. Just telling me that you're good at [insert latest trend here] means diddly.
I have come to see that the best way to advertise yourself is to put quality content out there. If you write about the technology that you have experience in, maybe create a few tutorials, and if you do all that often enough, that shows some authority in your chosen field of work.
This alone is one of the best advertisements. However, you also want to show passion. And online, that can be shown through how meticulously your site is done (it doesn't have to be a super great UI or something), but it should be neat, clean, and professional. It doesn't matter if its out of the box, or custom designed.
Either way, you will have to work hard to make it look good.