why do we love paper? producing documents from crm 4 sarah boothroyd
DESCRIPTION
Why Do We Love Paper? Producing Documents from CRM 4 Sarah Boothroyd Director, Business Process & Systems Application Orchid Cellmark Ltd. Introduction. Aims Share Our Experience of Printing from CRM 4.0 Provoke Discussion Learn from each other Business Context - PowerPoint PPT PresentationTRANSCRIPT
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Why Do We Love Paper? Producing Documents from CRM 4
Sarah Boothroyd
Director, Business Process & Systems Application
Orchid Cellmark Ltd
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Introduction
Aims Share Our Experience of Printing from CRM 4.0
Provoke Discussion
Learn from each other
Business Context Leading DNA Testing Business (20 years exp)
Relationship Testing (Paternity)
Forensic Casework
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Content
Why We Love Paper
User Requirements
Our Options
Our Solution
Discussion
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Why Do People Love Paper?
Permanent, Physical, Tactile -
confidence of existence/reality Signed copy perceived as more
‘official', higher quality communication
Preferred by the less tech savvy Some customers do not have email –
certainly not secure email ‘Easier’ to read paper than on screen Some people just like paper
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User Requirements
Documents appear magically at the printer from the correct paper tray
Better than the current system User editable templates Auto generated bar code labels Letters to be easily personalised Option of batch printing Easy to add/change printers
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What are the Options?
Mail Merge Third Party add-on Reporting Services Export to Excel Bespoke Solution Others….
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What did we do?
Bespoke was best for our requirements
Preferred price tag of third party add-on
Best of both worlds solution
Teamed up with our MS Partner to develop a bespoke app/add-on – sharing costs
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How does it work?
Create Basic .rtf template Upload template & printer Integrate with Workflow
Use It….. Entirely through CRM interface
OR Use Printing Web App Direct
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Basic Template .rtf template Easily User Editable in Word Pad
Meaningful Field Names to
correspond to CRM workflowField Names preceded by | will
have line removed if empty
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Easy Upload
Set Up New Printer
Click to Add Printer
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Easy Upload
Set Up New Printer
Enter Printer Name & Click Save
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Easy Upload
Set Up New Printer
Paper Trays Identified Automatically
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Easy Upload
Add Letter
Click Add Letter
Choose Letters
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Easy Upload
Add Letter
Upload the .rtf file, select printer
and Save
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Create Workflow
Workflow plug-in allows Printing selection as standard workflow option
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Create Workflow
Choose ‘Set Properties’ to choose data to send to printing application
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Create Workflow
Letter Name & Field Names match the Printing Application
Batch or ‘Magic’ printing
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Create Workflow
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Result
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Personal Touches
In the Archive or Letters Area the user has the option to
open the standard letter in Word and modify
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Batch Printing
Workflow for batch printing
View For Letters Ready
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Other Reporting Tools
We do use other tools too! Reporting Services
Estimates Courier Forms Management Reports
Export to Excel Management Reporting where managers
prefer to manipulate their data in Excel
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Other things to share….
Postcode lookup for multi-tenancy CRM 4 – Vigence has written free code for Postcode Anywhere integration
Workflow modification can disable on-load javascript of associated form
Workaround is to re-publish the entity following workflow change
Have experienced ‘hanging’ on IE6 on certain machines – seems to be fixed by upgrading to IE7
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Discussion – How do you create documents from CRM 4?
We saw earlier that there are many
options to choose from
We are pleased with our solution but it is
not the only way
What do you do?