How we can help Miriam

How we can help Miriam

Posted on 01. Feb, 2010 by Ronald Voets in Exact Globe, Exact Synergy

This presentation contains the user story of Miriam, a project manager using Exact Synergy in her daily work. We’ll describe her situation, a problem she faces and how it could be adressed in a future update of Exact Globe/Exact Synergy Enterprise. Looking forward to your feedback on the topic.

For better viewing, please click ‘full’ in the slideshow below.

 

Review trial Invoices

Image credit for Miriam: www.rallydev.com/

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5 Responses to “How we can help Miriam”

  1. Barry van der Meij

    01. Feb, 2010

    Great functionality!!

    It would help us a lot in our daily process and actually looks quite similar to the incoming invoice register functionality which has also improved our processes.

    The proces would be complete when Miriam could view the attachment directly from the request, without having to open or click it. Guess what, that’s allready available….. The document preview building block.

    Check
    http://www.eddon.nl/producten/eddon-blocks/exact-synergy-enterprise/document-preview-se.html

  2. Fred

    03. Feb, 2010

    I really like to meet Miriam. If the biggest problem of a project manager is ‘how can I see a trial invoice’, then life is almost perfect. But most of all I wonder how a project manager knows that there is a message in the workflow because most project managers I know are email based.

  3. Ronald Voets

    03. Feb, 2010

    @Fred,

    I respect that some users prefer to stay within their Outlook client. As per Synergy update 241, we offer the Synergy office Integration allowing users, amongst others, to see their Synergy workflow within MS Outlook. So you’ll be notified and can respond without leaving your MS outlook

  4. Menno Verbon

    10. Feb, 2010

    Nice idea but I see a few problems.
    The “reviewer” is linked to printing functionality and that’s not a good thing. What if you have multiple “Miriams”?
    You have “approve” functionality for invoices. Why not use this?

    As everything is project based a reviewer should be set on project level. This way I can set different reviewers for different projects and even no reviewers (for example for internal projects) .
    The flow is then correctly automated so F&A does not have to know who needs to review what.

    Menno

  5. Ronald Voets

    11. Feb, 2010

    Hi Menno,
    Thanks for your comment. In the user scenario that was presented, the project manager wants to review an invoice on the project, before it gets sent. So for 1 invoice there’s only 1 ‘Miriam’.
    The way I read your remark, is that if you want to print 100 invoices for multiple projects having different project managers, that would be a problem.

    This can be solved in the request type definition. If you set the person to whom the request will be submitted, as the ‘project manager’, then the request will automatically flow to the right person even if you create 100 requests for different projects.
    You could also configure the request type in a way that after the project manager approved the request, it returns into the workflow of people in the F&A department.

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