The Office "Bobs"

What We Do: Solve Problems

By Katie Wilcox

“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.

Most people don’t have a neat bucket for “I provide support and consulting services for a cloud-based software platform.” In fact, I get a lot of blank stares and cricket sounds, no matter what answer I parry back.

The truth is we do a lot of things at Onspring. We help organizations manage their internal audit process or oversee vendor relationships or any of the business processes you see in our featured solutions. We’ve also helped clients solve problems related to CRM, time tracking, service requests, employee onboarding and project management. Our list of solutions keeps growing as our clients approach us with new, specific problems to solve.

When we boil down what Onspring does, it’s just that: We solve problems. Every solution includes four pillars of Onspring functionality: build, show, get and send.


Onspring is a canvas for shaping and crafting an optimal user experience. Clients adopt our platform to replace slow and dated software or to turn a tedious spreadsheet into an automated, coordinated process for their users. Here are just a few of the tools our clients use to create effective, user-friendly business apps in Onspring:

  • Multiple field types guide and control the information users enter in the system (dates, numerals, text, values lists, attachments, etc.).
  • Personalized layouts organize information for users based on their role.
  • Triggers and outcomes automate certain functions, such as setting or filtering values, requiring fields, showing or hiding layout sections, and auto-creating new records, like tasks or issues.
  • Connecting content between Onspring apps (for example, linking vendor profiles to contract records) reduces data duplication and simplifies content updates.


Data is valuable only if it’s clearly and elegantly presented. Clients use the following Onspring tools to control the display of information to their end users:

  • Access roles determine what content users can view and edit in the system (a powerful way to protect confidential information and streamline the user experience).
  • Added access restrictions at the record and field levels ensure that users see only what they need to see at that exact point in time.
  • Dynamic reporting with multiple chart types makes complex information easy to digest.
  • Calendar views help users understand what needs their attention that day, week or month.
  • Dashboards display reports, charts and calendars to end users, along with tools for creating and searching content.


In some cases, clients need to transport data into and out of Onspring. This is simple to accomplish with the following tools:

  • Data import allows clients to bulk-load legacy data or update hundreds or thousands of records in seconds.
  • Report exporting bundles content into an Excel file that can be used in other programs.
  • Email integration captures email correspondence in Onspring and links it to existing content, such as contact records or projects.
  • Onspring’s API (Application Programming Interface) enables automated data pushing or pulling between Onspring and external systems on a set schedule.


The ability to send information out of Onspring to internal users and external recipients can be a powerful solution component. Our clients take advantage of the following tools:

  • Messaging sends alerts, reminders and requests via email. (For example, “An assessment is awaiting your review” or “A contract is about to expire.”)
  • Surveys allow clients to gather information from persons outside the system and pull it back into Onspring for analysis and action. (Recipients, such as vendors, don’t need Onspring user accounts to complete their assigned surveys.)

Through building, showing, getting and sending information, Onspring solutions help users gain efficiencies, automation, control and clarity at new levels. It’s what we do!

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Image Source: Office Space, 1999, directed by Mike Judge and distributed by 20th Century Fox