Teams | Collaboration | Customer Service | Project Management

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Rethinking team documentation with Confluence and Miro

Staying on the same page with a remote team is no easy task, which is why the team document is a remote work lifeline. Documentation can both act as an artifact — a final presentation to share with others — and serve as a living workspace — where we draft our thoughts and collaborate with our team online.

How Zendesk's UX team keeps innovation moving on a global scale with Miro

Zendesk is a customer service software company with support and sales products designed to improve customer relationships. Their platform gives customer service agents the tools they need to rapidly and efficiently serve on the front-line of their brand’s customer experience.

The 4 Cornerstones of M-Files Intelligent Information Management in 2021

2020 was a year of unprecedented challenge for the whole world — when what we thought of as normal did not exist anymore. Everyone had to adjust to new ways of working and a business community that was suddenly closing its doors after a long period of increasing global movement. In M-Files, we face the same challenge of suddenly moving to home offices across the globe. For us, it was quite straightforward though, as M-Files is designed to enable remote work from anywhere.

How real-time chat helped financial institutions respond to COVID-19

The first few weeks of COVID-19 lockdowns were chaotic for organizations in every industry. As financial institutions adapted and responded to the COVID-19 outbreak, many security leaders turned to FS-ISAC’s Connect app, the real-time chat feature powered by Mattermost, to connect with other teams and collaborate on response plans.

How Centralized Communication Benefits Your Team

How many projects do you have on your plate right now? We live in a world where, at any given moment, we could be working on five things at once: team projects, matrixed projects, individual projects, and more. When you’re trying to keep all of the balls in the air, what’s a straightforward simple thing that can minimize stress and have a positive impact? Centralized communication.

Why Metadata is as Valuable as the Data Itself: The Information Innovation Podcast

What is metadata? Metadata is what enables you to find Spotify songs and Netflix movies. It is just as useful in enterprise document management for tagging files and documents so that they can be found later. In this podcast, Treve Clayton of New Zealand based Docsmart helps give perspective on why metadata is just as important as the data itself.

OneDesk - How to Create Multiple Customer Portals/Knowledgebases

OneDesk allows you to create as many unique portals or knowledgebases as you need, and you can customize each one to be unique from the others. Here’s how to create a new portal and knowledgebase in OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Cue the Confetti: Celebrating Milestones from 2020 and Preparing for the Road Ahead

“Every opportunity that a company has to celebrate something, no matter how small or large that something is, they really should take advantage of it to lift the morale of the employees.”1 That’s what Matthew Jarzynski, vice president, human resources, Synergy, advises businesses as 2020 works its way into the history books.

5 best practices to design your Shopify dashboard

If you have ever worked with Shopify, you know it collects data on dozens of ecommerce metrics at any given time. You can track the number of sales, order values, sales by location, and more. The sheer number of key performance indicators (KPIs) and ways to display them can be overwhelming. How do sellers keep their most important metrics from getting lost in the day-to-day shuffle? By building a Shopify dashboard.