Improved productivity and efficiency = Happy workforce

The terms productivity and efficiency are often used interchangeably to evaluate performance.?

Productivity refers to the work that can be completed given the same input and Efficiency is getting work done by eliminating or reducing wastages.?

Doing work efficiently improves productivity.

"Focus on being?productive?instead of busy."

--Tim Ferriss

While digitization is the key to improved productivity and efficiency, it is important to ensure these systems are user friendly and user adoption is easy.?

Change is the only constant and yet often there is resistance to change, and it holds true when implementing a new system that requires users/workforce to change the way they have been doing things till date. This can be especially true with systems that require a lot of screens to browse through or a lot of clicks to get to what is required. While Microsoft has been working its ways to designing processes within Dynamics 365 and Dataverse to ease the way processes are implemented, there may be some gaps left out, not intentionally but more about prioritization.

At Inogic, it has been our endeavor to identify these rudimentary and repetitive tasks that need to be performed by the workforce in their day-to-day operations that take too much of their time and simplifying these would certainly result in a happy workforce.

"I had not expected this to be as useful as it is. Using it all the time."

Our Click2 suite of applications that include

Click2Clone – Ever been in a situation where you need to create a quote with multiple line items and often find yourself having to manually create them each time spending a lot of time with data entry while you hoped and wished, only if you could copy that over and make the minor edits – this was the reason for Click2Clone – now with Click2Clone configured on your Dataverse/Dynamics CRM environment, get those quotes generated quickly and save a lot of time and effort.

?Click2Export – Sales team uses the customer onboarding process in CRM and need to send out documentation to the prospects regularly and the manager requires automated reports mailed to them start of the week of the open opportunities each member is working on. Think about it, while the documents, that could be personalized agreements or could be proposals that you could have generated as reports or document templates in CRM, sending them out to the customers, is not that simplified a process, too many clicks to get that document mailed out as pdf – get Click2Export – configure the sender and receiver for every template that you have, with a click of a button, have it sent out you could even automate the process that requires no manual intervention and get these mails out.

Similarly, reports need to be auto-emailed – Manager changes their mind every other month and there is different report format that they desire to receive, getting a developer to design these each time could involve a lot of costs, data needs to come from CRM, it could be a view that you could have designed with appropriate filters in place to get the desired info. Use Click2Export to have this view mailed to manager as a report on a specific schedule. Happy manager – Happy team??

Click2Undo – To err is human and Click2Undo is to get you out of trouble when that happens??Undo your data related issues. Did you happen to delete the value of a field or an import process mistakenly overwrote the data in a column due to incorrect mapping – Click2Undo to the rescue. Ability to restore the records to the last known state. Choose the columns that you wish to restore that helps you only fix the issue and not overwrite other data modifications to the record.?

Our APPS portfolio includes a lot of other solutions based on the same premise of improving adoption of these systems that would also result in higher ROI for the organizations. A win-win for all.?Some of the feedback we have received on our catalog

"This product provides great functionality beyond what is provided out of the box by Microsoft. It works for any entity and is fast to implement."

Feel free to get in touch with our team to discuss opportunities for improving user adoption that is sure to come through if the users are able to see the increase in their output – the amount of work that they can get done – with the new systems in place.