AUTO-CREATEACTIVITIES

TobiasSchlömer

LET’SGETRIDOFCHECKLISTS

Agenda

1. Company&Status2. Checklists&Benefits3. Preservation&Optimization4. Activities&Templates5. Requirements&Ideas6. Script&Variables7. Outlook

LocalLevel

1.Company&Status

LandesbankVorarlberg

Zentralbank

20+independentlocalbanks,90+offices,1.200+employees

NationalLevel

RegionalLevel

Owne

rship

ITServices

1.Company&Status

Testingconnectionssincelate2013

Localinstallation sinceearly2014

Selectprojectssincemid2014

Regularusecasessinceearly2015

DecisiontoreplaceoldInformationManagementSystemwithC5.xandXCC

2.Checklists&Benefits

‣ Peoplecanrelatetochecklists=mentalmodel

‣ Youwillfindlotsofthem=usecases

‣ It’seasierto„sell“improvements=behavioralchange

‣ Checklistsanderrorsinprocessesareeasytocount=measuresuccess

✓ Don’tforgetstuff✓ Providestructure✓ Keeptrackofprogress✓Getothersinformed✓ Helpcollaborate✓ Provideproof

2.Checklists&Benefits

Youcanalsocarrythemaround,filethem,…

3.Preservation&Optimization

๏ Someuserswantadigitalchecklisttohandlejustlikeapieceofpaper‣ Wehavetofindoutwhy‣ Maybewecan’tdoanythingaboutit

๏ Otherswanttoretainthemainfunctionsthataphysicalchecklistserveswhilechangingwhatyoucandowithit‣ search,share,link,update,attach,automate,…‣ That’swhatConnectionsisgoodfor!

Wecanuseactivities!

Youcanalsocarrythemaround,filethem,…Youcanalsocarrythemaround,filethem,…

✓ Don’tforgetstuff✓ Providestructure✓ Keeptrackofprogress✓Getothersinformed✓ Helpcollaborate✓ Provideproof

4.Activities&Templates

▶︎ tasklist

▶︎ sections,tasks,entries

▶︎completionistracked

▶︎notifications

▶︎comments,attachments,links

▶︎archiveofcompletedactivities

5.Requirements&Ideas

Whatelseshouldwedo?• createfromotherapplications• syncwithotherapplications• createthemperiodicallyfromtemplates!!!

5.Requirements&Ideas

activitytemplates

scheduled creationmanage forcommunity

owners

5.Requirements&Ideas

Examples• monthlyriskassessment• annualaccounting• reminderforwiki/contentreviews!• …

5.Requirements&Ideas

communityactivity

onasetdate anew is

createdforcommunity

members

6.Script&Variables

‣ JavascriptcalledbyXCC‣ Goesthroughmyactivitytemplateslookingfortags

„comm:communityID„ =targetCommunity„ne:dd.mm.yyyy“ =nextdate„rc:1w“ =schedule

‣ Comparestologfile‣ Createsactivity&setsvariables…ornot

7.Outlook

✓ Proofofconceptisdone✓ Earlytestssuccessful

๏ Scalingneedstobetested๏ ScriptandLogwillbeimproved๏ Rolloutinearly2016๏ …„AProcessmanagersdream“

That’sit!IfyouareinterestedyoucancontactmeandconnectviaLinkedInorXing

PLATINUM&CHAMPAGNESPONSORS

GOLDSPONSORS

SILVERSPONSORS

BRONZESPONSORS