Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library •...
Transcript of Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library •...
![Page 1: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/1.jpg)
Digital Tools for Research & Development, Interoffice
Communication and Collaboration
Quyen Wickham, OU Geeta Dutta, WSU
Jeff Agnoli, Ohio State
![Page 2: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/2.jpg)
Overview
1.
1. Contact Relationship Management (CRM)
2. Document Management
3. Interoffice Communication/Collaboration
4. Faculty Communication/Collaboration
5. Questions/Discussion
![Page 3: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/3.jpg)
Contact Relationship Management (CRM)
CRM: An Address Book on steroids o Everything a Contact List has, plus...
o capture meeting notes
o capture email correspondence
o link activities
o link contracts
o share
![Page 4: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/4.jpg)
OU: Contact Relationship Management
Criteria:
1. Access to the same tracking file by all center staff.
2. Accessible anywhere. Can update from anywhere.
3. The faculty information needs to be secure.
4. Center staff need to be able to include emails.
5. Center staff need to include documents.
6. The tracking system needs to include all faculty data.
7. Allows private notes.
8. Tracking relationships through proposals or grants.
9. Easy to use.
Final decision: www.highrisehq.com
![Page 5: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/5.jpg)
OU: Contact Relationship Management
• Overview of all
user activities
• Sortable by user
• Search contacts
Or within notes
![Page 6: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/6.jpg)
OU: Contact Relationship Management
• Contact view
• Text notes, upload
Docs, attach emails
• Provides basic
• Contact info
![Page 7: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/7.jpg)
OU: Contact Relationship Management
• Edit contacts
• Company as dept
• User defined fields
![Page 8: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/8.jpg)
OU: Contact Relationship Management
• Cases as faculty
groups
![Page 9: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/9.jpg)
OU: Contact Relationship Management
• Deals as proposal
efforts
![Page 10: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/10.jpg)
OU: Contact Relationship Management
• Sort by departments
• Tags
![Page 11: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/11.jpg)
Ohio State:
The Advancement System (TAS)
• Tracks all interactions from individuals, foundations, and corporations.
• Tracks revenue and recognition
• Records funding requests and awards
• Generates notices (interaction reports) to development staff and partners
• Includes records on all faculty, staff, students, alums, donors, and industry partners
![Page 12: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/12.jpg)
Document Management
• Organizing Documents
• Searching
• Sharing within office
• Sharing outside the office
![Page 13: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/13.jpg)
WSU Document Management
Best tool so far for management of large proposals
• Dropbox o Pros
easy to share outside of network
folder structure
o Cons
control
security
![Page 14: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/14.jpg)
OU: Document Management
Sharepoint: Proposal Library
• Pros: o Easy to include metadata (see examples)
o Very secure (all onsite data storage)
• Cons o High learning curve
o Takes time to set up
o Administrative training highly recommended
o Limited usability outside of MS Windows
![Page 15: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/15.jpg)
OU: Document Management
![Page 16: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/16.jpg)
OU: Document Management
![Page 17: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/17.jpg)
OU: Document Management
![Page 18: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/18.jpg)
![Page 19: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/19.jpg)
Inter/Intraoffice Collaboration
• Communication: Efficiency and Efficacy
• Sharing Documents
• Teamwork
![Page 20: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/20.jpg)
WSU Inter/Intraoffice Collaboration
One Note (MS Office tool)
• Pros o store templates/emails/other docs
o use as a notebook (write, draw, etc. too)
o easy to share (entire notebook or specific tabs)
• Cons o remember to setup permissions
![Page 21: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/21.jpg)
WSU Inter/Intraoffice Collaboration
OneNote
![Page 22: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/22.jpg)
OU: Interoffice Communication/Collaboration
Google Drive
• Set up with center email
• Share folders with all staff (req. Google acct)
• Real-time co-editing of Google Apps
• Store docx, PDFs, etc.
• iPad accessible
![Page 23: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/23.jpg)
OU: Interoffice Communication/Collaboration
Offline access
![Page 24: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/24.jpg)
Faculty Communication/Collaboration
• Getting information out to faculty
• Collaboration with faculty
![Page 25: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/25.jpg)
OU: Faculty Communication/Collaboration
![Page 26: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/26.jpg)
Ohio State: Faculty
Communication/Collaborations Social Media Tools
• CarmenWiki (public and secure options)
o https://carmenwiki.osu.edu
• Listservs, RSS Feeds, Google Alerts, Twitter, and Facebook
• Funding Blog
o http://library.osu.edu/blogs/research-funding/
![Page 27: Digital Tools for Research & Development, Interoffice ...€¦ · Sharepoint: Proposal Library • Pros: o Easy to include metadata (see examples) o Very secure (all onsite data storage)](https://reader034.fdocuments.in/reader034/viewer/2022050200/5f53d99811a8ac394307bf57/html5/thumbnails/27.jpg)
Questions/Discussion
J Quyen Wickham University of Oklahoma
Center for Research Program Development and Enrichment
http://crpde.ou.edu
Geeta Dutta Washington State University
Office of Grant and Research Development (OGRD)
Jeff Agnoli The Ohio State University
Office of the Vice President for Research