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OneOffice 3000 Dashboards provides a powerful and flexible mechanism for
building customised, context-sensitive information into the
OneOffice 3000 WorkSpace.
The Dashboard comprises web-pages that are displayed within panels
in the WorkSpace. Their content is determined by the context in
which a user is operating, the user's role and by specific events or
actions.
Through extensive deployment of dashboard part technology, the
Dashboard may be configured to display key information to the user
in the context of the task they are performing. For example, the
Dashboard could automatically show the last three sales orders,
contact notes and specific promotions available when the operator
selects a customer record. This means that the information people
need to perform their roles effectively is always readily available.
The OneOffice 3000 Dashboard may be configured to display information in
the following configurations:
A Role-Based Dashboard pane provides a "home" page that is displayed
when the user connects to OneOffice 3000. This may be used to display
summary information relating to the user or the user's role. It may
additionally provide links to commonly used functions or even embed
aspects of some external applications within the page. This content
may be customised at user or role-based levels to show a home page
relevant to each individual user.
A Context-Sensitive Dashboard pane provides additional information
and processing options relating to the task that the user is
performing. As the user navigates through OneOffice 3000 programs
selecting different customers, suppliers, products and so on, the
Context-Sensitive Dashboard pane is automatically updated to show
information relating to the current activity. This content may be
customised at user or role-based levels to show information relevant
to each user.
Each page of information supplied by the Dashboard is assembled from
a library of dashboard parts, each of which displays information
relating to a specific aspect of the current context. Security
settings on dashboard parts prevent them from being viewed by
unauthorised users.
role-based dashboard
The purpose of the Role-Based Dashboard is to provide an initial
view of information to the individual user. For example, a sales
representative may be presented with a summary view of activity
within the customers for which they are responsible, e-mail links to
the contacts for a selected customer together with a summary of
outstanding quotations.
The information displayed here either relates to the role that the
user fulfils, or may be customised on an individual user basis.
In addition to displaying information from OneOffice 3000, folders from
Outlook may also be presented within the Role-Based Dashboard. This
may be used to show an e-mail inbox, task list or calendar for
example.
The content within the Role-Based Dashboard may be active; for
example, one dashboard part showing a list of customer accounts and
another showing a contact list for the currently selected account.
This provides a great deal of flexibility in navigating through
summary information and drilling down for further details.
When viewing summary information through the Role-Based Dashboard, a
user will typically wish to carry out some tasks in respect of a
customer, contact, product or other item they have selected. Having
selected an appropriate record, the user may execute a specific back
office function utilising all currently available information; for
example, they may wish to place a new order for a customer, amend an
existing quotation or send an e-mail to a contact
context-sensitive dashboard
The purpose of the Context-Sensitive Dashboard is to display
additional information relating to the activity currently being
carried out within OneOffice 3000. For example, a credit-controller may
wish to always have an up-to-date view of all customers over their
credit limit together with payment history for the customer they are
dealing with.
The information displayed here is determined by both the role that
the user fulfils and the context in which they are operating within
the OneOffice 3000 application at the time. So, for example, the user may
wish to see credit related information when a specific customer is
selected but only summary purchasing statistics and notes when a
specific vendor is selected. The Context-Sensitive Dashboard may
also be customised on an individual user basis.
All of the options that are available in the Role-Based Dashboard
may be used in a Context-Sensitive Dashboard; linking dashboard
parts together as selections change, launching OneOffice 3000 programs
and opening new Dashboard pages in the main WorkSpace area.
intranet integration
In addition to containing information from the OneOffice 3000 Dashboard,
the OneOffice 3000 WorkSpace can host any Intranet or Internet site,
giving a user a single interface to all internal systems and
external sources of information.
In addition, OneOffice 3000 Dashboard technology can deliver rich,
real-time content directly into corporate Intranets.
Links to OneOffice 3000 programs and information from the OneOffice
3000
system may be seamlessly incorporated with other web based
applications.
Using web services, external, web based applications can be closely
integrated with OneOffice 3000. For example, a subscriber to a third
party credit rating service may choose to link a summary of credit
alerts into a dashboard which then directs the user to the full
information available within the browser window.
summary
The outstanding flexibility of OneOffice 3000 Dashboards puts you in the
driving seat. Information which is important to each user, in every
role, can be delivered in real-time to aid better decision making
and reduce mistakes.
Significantly, the ability to present relevant data in context with
the transaction being processed by the user in OneOffice 3000 can greatly
improve productivity, reduce training needs and enhance users'
satisfaction with the way their own roles are supported by the
system. As your business changes over time existing Dashboards can
be modified and new ones added.
In conclusion, OneOffice 3000 Dashboard delivers the right information to
the right people at the right time, including:
- Information which is customised to the role of each user
- Information which is relevant in the context of any
transaction or customer/supplier interaction
- Information which helps users decide how to respond to Alerts
and Tasks
- Information which helps users to easily navigate through your
business processes
- Information which means greater efficiency and profitability.
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