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.
About Katie Wilcox
Katie is an Onspring MVP, specializing in solution design and configuration, troubleshooting and training.
Entries by Katie Wilcox
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 Yet this is a common stumbling block for business teams that are moving to an automated tool from a manual process or outdated software.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.
I’m not a developer or a mathematician. My background is in professional writing. But since my exposure to Onspring, I now create formulas regularly to auto-calculate data points and kick off actions in the system. (Believe me, I’m as surprised as you are!)
It’s officially proposal season here at Onspring, and the requests for proposals (RFPs) are starting to stack up. I’ve learned a lot about business proposals, having my hand in hundreds over the years. When you produce a few proposals a year as opposed to a few a day, it’s easy to adopt some common misconceptions about your potential client or partner. While you are likely to spend countless hours crafting the perfect response, your recipient will not and cannot spend the same amount of time considering and appreciating it. Here are some helpful strategies I’ve picked up over the years that can get you on the right track.
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.
Vendor Management can sometimes feel like trying to catch Niagara Falls in a mop bucket. With a varying pool of relationship owners, shifting scopes and changing relationship terms, the vendor manager has a daunting task to stay on top of due diligence, identify third parties that need to be replaced and measure success among vastly different providers. Many of our clients have found success with our Vendor Management solution by applying different layers of review, each with a specific timeline and focus to help assemble a comprehensive look at the vendor. Think of it like a cake.
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