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WE all know that more data, big data, is changing our world and helps us all make better smarter decisions.
But isn’t it exhausting, at least sometimes?
It’s one thing to be able to access data when you want it, but it is another thing to always have to scroll through data when you just need one key point.
When it comes to your tasks and task financials taking advantage of a permission based system allows specific individuals or specific roles to drill down into data that is critical to their jobs while hiding unrelated data.
A good PMO suite will help your team focus while also allowing for transparency and collaboration. Roles and permissions should be granular, but not overwhelming. When done right you should feel comfortable granting access to anyone (from your management team to your subcontractors, to even your customer).
Fewer clicks, less searching, more time spent on what really counts.
Email email@example.com to learn how iSite’s role based Program management suite can help.
Three: We are not in prison
But your documents are. Storing your contract documents in a data warehouse with check-out or locked status ensures that not too many cooks are in the kitchen at once so you don’t have to edit the edits that you thought were already edited.
Two: Restricted access
Granular security permissions ensure that only those who need to know, know. Subs, customers, individual task managers. Everyone can access what they need without exposing all of your contract data.
One: Look but don’t touch
View only optional settings allow you give view only access to in-line managers or your customer while giving you the comfort that your data is not corrupted.
To learn how a program management suite like iSite can help you with the right type of lockdown for your organization email us at firstname.lastname@example.org.
Welcome back to our series on how iSite works and how you can make it work harder for you! As we’ve told you in the past the best and worst thing about building an agnostic contract management tool is that it can be tailored to fit any contractor or Government agency need. All our clients love what iSite does for them on a regular basis, but we have found that once folks get settled into their iSite routine they sometimes forget that there is more….
For this edition, we are reminding you that iSite allows you to make your list and check it twice! Yes, perhaps even to discover who has been naughty or nice.
By putting our custom list feature through its paces you can create custom data tables that allow approved users to contribute to, manipulate, review, and report on any type of data set without having to rely on excel or access.
Let’s say, for example, that you want to be able to track everyone on the team who has access to a project credit card. You simply need to go into the custom list builder, set the data fields you would like to collect (name, role, credit card limit, and expiration date for example); enter your initial data; then turn the list over to iSite users to maintain.
Want your financial users to be able to see credit limits but not your task managers? No problem, custom views can be setup via roles and security permissions.
Want to maintain historical versions for audit purposes? No problem, you can setup historical tracking with the click of a button.
Want to be sure that users are only viewing final data in lists? Easy enough, just opt into the approval workflow.
Now, setting up credit card users is just one example of how your contract management team can really put custom lists to work for you and your success.
Other clients track and capture receipts for one-off expenses; track KPIs and collect data for employee reviews; establish feedback forms for process improvement; build custom announcements….
The possibilities for other uses are truly limitless and even better by using custom lists in iSite you now have all of your data in one place which means our team can help build custom reports and work on cross-module data integration.
Want to learn more about how custom lists can work for your team? Email us at email@example.com
The status quo, blending in, being a wallflower, going incognito. Some situations call for us to follow the rest of the herd. There can be comfort in it, protection, peace of mind.
But when you are one of 100 other contractors bidding on a recently released RFP, well we don’t have to tell you that blending in is not the best approach.
Join us for a conversation on July 19th to learn how proposing solutions and innovative ideas can help you stand out in this crowd.