You are managing a creative process but you are also dealing with deadlines, numbers, tasks and documents, which must be shared,
reviewed, and approved. Kovair solution allows you to bring rigor and process to the creative environment of collaboration.
You can get secure access to all your documents from a web browser anywhere. With version control, check-in/check-out and offline
access, you can organize all the versions of your key documents instead of having many versions in everyone’s email box.
Documents
Collaborative workspaces take full advantage of Kovair's Document Management features...
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Access Control
Control access to documents and folders in the workspace on a per user basis or based on specific user roles either inside or outside your organization.
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Version Control
Maintain and access incremental versions of documents as they are modified throughout the collaborative cycle.
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Enhanced Publishing
Automatically publish common documents or entire folder trees from a central repository. Notification e-mails are sent out automatically to chosen recipients when documents are updated.
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Integrated Desktop
Seamlessly drag and drop documents between your desktop folders and workspace folders. Web Folders appearing on your desktop permit you to edit documents in place right from the workspace.
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Key Documents
Identify documents critical to the collaborative process, to be highlighted in portal views to either internal or external users.
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Audit and Usage Reports
View audit records of when documents were accessed or modified and by whom. Get aggregate reports across workspaces showing document usage statistics, filtered by internal or external users, over varying time periods
Action Items & Milestones
Monitor workflow and key deliverables across your collaborative workspaces using Action Items and Milestones…
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Critical Tasks
Overdue and critical action items are highlighted for users on summary pages to help keep the workflow moving along on schedule. .
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Notifications & Reminders
E-mail notifications and periodic reminders for key deliverables are automatically sent out for both internal and external users, so everyone is kept in the loop.
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Overviews
Get a consolidated view of actions items across all your workspaces, filtered by their current state or priority as desired.
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Update via E-mail
Authorized users can use email to easily mark action items complete or update comments
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Milestones
Easily determine which workspaces are on target to hit pre-defined milestones via color-coded indicators and which collaborative processes require attention
Discussion Lists
Use discussions lists to maintain email threads focused around collaborative topics within each workspace…
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Custom Lists
Set up lists as collaborative needs demand, with access control definable per user or role.
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E-mail based Interaction
Discuss key issues directly via e-mail while the system automatically maintains a viewable archive of all messages, grouped into their respective lists.
Meetings
Schedule and conduct meetings all from within the workspace...
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Online and Offline Meetings
Keep track of both online and offline meetings in one central location. Kick off online, real-time collaborative meetings from within the workspace through WebEx.
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Notifications
Meeting participants receive e-mail notifications about new and modified meetings with all relevant meeting details
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Meeting History
Historical records of past meetings, both online and offline, are retained so that the entire history of the collaborative process is maintained within the workspace.
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Integration With Outlook & Lotus
Meetings set up in the workspace can be integrated into your Microsoft Outlook or Lotus Notes Calendar. Similarly, meetings set up in Outlook or Lotus which are part of the collaborative effort can automatically be added to the workspace.
Messages
Each workspace has a message area which can be targeted specifically for internal and external users. Messages can contain HTML, Images and Flash animations or simply plain text, so you have the ability to create a visually appealing look and feel while conveying important information you want to share with users when they login
Universal Functionality
Reports
Extensive document and metric based reports help manage collaborative initiatives across multiple workspaces...
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Audit Reports
Get detailed, document based audit reports to see who accessed or modified a particular document and when it was modified.
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Usage Reports
Track document usage statistics across workspaces, filtered by internal or external users, to help gauge the relevance of distributed documents.
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Business Metric Reports
Create and save custom reports based on business metric values in your workspaces. Define custom filter criteria, roll up aggregate values and pick and choose metrics to use in each report.
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Export to Excel
Export all report data to Excel for access offline or to maintain historical snapshots.
Offline Access and Desktop Integration
Seamless integration with the user's desktop helps get new users up and running quickly and allows users on the road to get work done offline...
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Excel
Contacts, report data, action items and metrics can all be exported into Excel for offline access. Business Metrics can be updated in Excel offline and the workspace will be updated when the Excel file is next uploaded.
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Calendars
All meetings set up inside workspaces are also shown in your Outlook or Lotus Notes Calendar and similarly, meetings related
to the workspace created in Outlook or Lotus will automatically be displayed in the workspace.
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E-mail
Reminder and notification e-mails for action items, published documents, meetings and discussion list postings all show up in
your desktop email client, allowing you to stay informed even when you're not connected to the workspace.
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Web Folders
Authorized users can edit and create documents right on their desktops, using their favorite applications, and have them
seamlessly show up in the workspace using Web Folders. Users can also drag and drop files into the workspace using Web Folders.
Easy Workspace Administration
Create and Manage Workspaces, Users, Roles and Collaborative Information, all without requiring IT support...
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Workspace Creation
When creating workspaces, copy template information such as user roles, action item lists, milestones, metric fields and documents from any one of your existing workspaces or automatically publish common documents and folders from the library, allowing you to duplicate business processes across workspaces with a few clicks.
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Workspace Administration
Setting up new users, roles, permissions and features is handled through intuitive, easy-to-use wizards, without requiring IT support.
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Co-branded Views
Set up custom views on top of your workspaces, co-branded specifically for individual customers, partners and vendors. Control the features, layout, colors and logos used to define each workspace and extranet site with a couple of mouse clicks.
Summary Views
Enhance productivity with focused views catered towards both executive and day-to-day users' needs…
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Executive Overview
The Executive Overview page is designed to let managers gain visibility into all the workspaces they oversee. It highlights
overdue action items and milestones and presents aggregated business metrics with the ability to drill down to the workspace
level figures if required. Workspaces can be arranged into custom hierarchies reflecting geographic regions, sales territories,
departments, partners, products etc.
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First Glance
The First Glance page for each workspace is designed to provide end users with a summary of the critical information they
need to move along the collaborative process. Key documents, critical action items, business metrics and workspace messages
are consolidated to allow the user to obtain a complete view of the workspace's state on a single page.
Additional Benefits
In addition to the core collaborative features mentioned above, workspaces can leverage more traditional SFA features
such as Contact Management and Business Metric Tracking further enhancing their value proposition.
Contact Management
Manage all your contact information from within each collaborative workspace...
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Import
Easily import contacts from Outlook, ACT or any delimited text file format, avoiding the need for
time-consuming data entry.
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E-mail
Send out e-mail from within the opportunity to multiple people on your contact list.
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Share
Share selected contacts required by other users working on the opportunity, while maintaining your own
private set of contacts for personal use.
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Associate
Associate contacts with one or more opportunities so that you always have a complete list of the people
associated with the opportunity, even if they are not active users.
Business Metrics
A customizable framework that allows you to manage and track metrics across multiple workspaces...
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Customizable Fields
Define specific attributes you want to track for each workspace: Dates, Custom Lists, Text, Money, Numbers, etc.
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Formula Fields
Define custom formulas based on metric fields, to provide extended information.
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Aggregate Rollups
Define totals, averages or any other type of aggregate summary to be displayed when rolling up numbers across your
workspaces in reports and on summary pages.
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Reporting
Create reports based on your business metrics, aggregated across filtered sets of workspaces. Save shared, custom
report definitions which can be used later with real-time metric data.
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Offline Access
Download business metrics into an Excel spreadsheet, view and update the values offline, and then upload the new
values back to your workspaces.
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