Task Manager for Clarify
I decided to write this to help me get my head around the business end of our new Task Manager product for Clarify. Gary Sherman has put together several posts recently:
Each of these posts does a great job explaining the technical merits of Dovetail Task Manager, but I felt like I needed to run through some more real-life scenarios to fully understand it. Hopefully, you will find some value here too.
The Ease of Task Manager
It turns out, it’s not really that hard to understand. If you have a business process with multiple activities that could be handled independently of one another, Task Manager makes it easy to set up and maintain. If you have several …
One of our wonderful customers sent us a bottle of Dovetail sake – very cool!
Perfect for a dev team retrospective / planning session.
Dovetail Sake is a New England Sake brand based in Waltham, Massachusetts (which just happens to be where I grew up – doubly cool!)
We occasionally get emails that are intended for other Dovetails, including Dovetail Games, Dovetail Dental Software, Dovetail Systems, and Dovetail Logistics Software – but we hadn’t crossed paths with Dovetail Sake before.
None of us here are serious sake connoisseurs, but it was a nice change of pace.
And for the record, should anyone else want to send us more alcohol, we’d be happy to receive …
As I was pondered a topic one of my colleagues, Rayanne Thorn, wrote about, Understanding Employee Engagement, it got me thinking deeper about a vendor’s employees, and whether prospects should consider how engaged or happy employees are at a software vendor they are considering as part of their decision-making process. I think they should and let me take you through my reasoning.
When a customer is evaluating vendors, at the top of their list is usually the vendor’s ability to meet their technological needs. If they can’t meet that, all of the other considerations are mute. After that, close behind are: 1) price; 2) the vendor’s ability to deliver on what they commit to; and 3) the vendor’s customer support. At the end of the day, I consider #2 and #3 to be the most …
Customer Service in Your Selection of Software Vendors
I was reading Naomi Bloom’s blog post, “In Enterprise Software and Luxury Accommodations, Details Matter and No Disappointment Accepted” and it got me thinking. While Naomi is referencing HR software, her points apply to all Enterprise Software and she makes a really good comparison, yet I will add another element, Customer Service. Things will happen, whether at the luxury accommodations or with your Enterprise Software. The key question becomes what does the establishment/vendor do when there is a problem? That will probably be what you remember more than the actual problem.
Addressing Enterprise Software
It is inevitable that there will be problems during implementation. Any software vendor who tells you they never have problems is lying to you. Expectation differences, communication gaps, the customer environment is slightly …
On-Prem to SaaS
Over the last 15 years or so as legacy Amdocs/Clarify deployments gradually began to be replaced by other on premise CRM providers such as SAP and Siebel (two we used to see often), companies somewhat knew what they were getting into. They had experience implementing a fairly similar CRM at least once by that point. They knew it was going to be a relatively timely, resource intensive and costly upfront expense to rip and replace.
However, as SaaS and various other hosted CRM offerings came along, the enticement of a less costly upfront expenditure, combined with more out-of-the-box configurability from the user and admin standpoint showed promised.
Whether it’s an on premise or SaaS solution being considered for rip-and-replace to legacy Clarify deployment, they both have serious challenges that require extremely careful forethought to help ensure success …
For years, organizations have been filling their CRM system with information. A common challenge is finding this valuable information within.
In this webinar, we’ll cover traditional approaches to search (including the challenges of these approaches), and then we’ll look closely at use of a more contemporary search solution, including non-traditional ways to use search within a Clarify / Dovetail system.
Wednesday, February 2, 2011 11:00 AM – 12:00 PM (Central …
Great changes are happening with our Dovetail Seeker search product. I wanted to talk about a core change to the product. By moving our application architecture to use messaging we are seeing increased flexibility, testability and performance.
We decomposed the indexer’s behaviors into work (message) producers and consumers. For example to keep your database in-sync with the search index we have a service which watches the database for changes to the objects Seeker is indexing. When a database item is added or updated a message is created which gets put onto a work queue.
We have many message consumer threads standing by waiting for work to munch …
Welcome to part 3 of the series on converting an application from the Clarify Desktop environment to work in Dovetail Agent/Admin. The Employee Manager Utility (EMU) is being migrated into Dovetail Admin, and will provide the tools needed to manage workgroups and the employees that are assigned to them.
In the installment of the series, the functionality for the Add… button of the form is going to be implemented. This is going to be a different method that what is normally used in Dovetail Admin due to the fact that workgroups are actually just elements in the WORKGROUP user defined list. EMU adds a lot of information and configuration capability for a workgroup, but there needs to be a record in table_workgroup to hold the details.
This is the second installment of a series of posts on migrating applications/enhancements from the Clarify desktop application to Dovetail Agent features. The plan was for this post to cover converting Clarify Forms into Dovetail Agent/Admin pages. That is a great idea, but a very ambitious goal for a single post. I will be making a few posts along this line instead, trying to highlight the best practices and throw in a good amount of example code to help pave the way for such a conversion.
The example conversion of Employee Manager Utility (EMU) from a Clarify desktop integration to a new feature for Dovetail Agent and Dovetail Admin has a lot of possibilities for things to talk about. There are all kinds of controls used on the main form: a filtered grid, multiple tabs, checkboxes, text boxes, dropdowns, …
This is the first installment of a new series of posts on migrating applications/enhancements from the Clarify desktop application to Dovetail Agent features. There are usually a few components involved – schema changes, customized forms, and custom code – that all need to be converted in some form or fashion.
For this series of posts, I will be migrating the Employee Manager Utility (EMU) from a Clarify desktop integration to a new feature for Dovetail Agent and Dovetail Admin. EMU is part of the Administration Series, and was last modified when Dovetail Software was still known as First Choice Software.
The first things to do is to examine the Employee Manager Utility product. EMU is an administration tool that allows an administrator to associate employee properties (such as queues, office location, supervisor, and resource configuration) to a workgroup. New …