get connected with central desktop - april 2012

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Get Connected Spring Cleaning April 3, 2012

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Wondering where to go next with Central Desktop? Want to learn how others are innovating with Central Desktop? Great – because we have answers! Come to our next monthly webinar to interact with users like you. In each session, we chat about collaboration, answer your questions and highlight some things you may not know about using Central Desktop. Most importantly, we give you the opportunity to discuss innovative usage with other customers. Alan Bush, Central Desktop client services representative, and Susan Fujiki, implementation consultant, Central Desktop, discuss a timely topic and then take your questions. During this webinar, Alan and Susan will cover some helpful hints for reorganizing your Central Desktop workspaces. This will also include topics such as archiving files, folders and workspaces; backing up old workspaces; using member groups; using Central Desktop product usage reports to determine what to keep and what to remove; and much more.

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Page 1: Get Connected with Central Desktop - April 2012

Get Connected Spring Cleaning April 3, 2012

Page 2: Get Connected with Central Desktop - April 2012

Who are these people? Alan Bush

●  Implementation Team ●  Central Desktop ●  Former Central Desktop user

Susan Fujiki

●  Implementation Team ●  Central Desktop ●  CD’s first Aussie employee

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YOU?

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Agenda ● Discussion topic: Spring Cleaning ● Q&A ● Community conversation

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What are these calls all about?

●  Vibrant, active user community ●  Conversations

o  Highlight: Central Desktop and specific customer(s) o  Informal dialogue: between all customers

Page 6: Get Connected with Central Desktop - April 2012

What these calls are NOT

● Not a sales pitch. We won’t try to sell you on additional services or upgrades.

● Not a forum for feature requests. Use the Ideasphere

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“I have a question” ●  If you have a question,

ask it in the question box. ● We will answer questions

after the best practices. ● We will also have an open

discussion session after the best practice session.

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Spring Cleaning #CDSpringClean

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Your mother

raised you better

than this

Find it faster

Consistent

Navigation

Save Space

OCD

I still haven’t found what I’m looking for

Under the limit

Correct/ Up-to-date Version WHY?

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Get It Clean Keep It Clean

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Get It Clean

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Doing Everyone’s Dishes

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Tools For Cleaning Up

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Tools For Cleaning Up • Archive Folders • Archive Workspaces • Workspace Groups • Reports

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Get It Clean Got

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Keep It Clean

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RULES OF ENGAGEMENT Keep It Clean

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A place for everything…

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… and everything in its place.

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Workspace Access Policy Files and Folder Policy End of Project Policy

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Workspace Access Policy

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Workspace Access Policy

• Who is the Admin? • Internal Vs. External Access • Establish Rules • Post Rules to Intranet • Revisit Policies Often

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Files and Folder Policy

- Michael Sampson, Collaboration Roadmap

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Files and Folder Policy ● Cross-Workspace Standardization ● File Naming Schema ● Tags

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End of Project Policy

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COMMUNITY CONVERSATIONS

Thoughts? Tips? Tricks?

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Continue the Conversation

● User Forums ● Central Desktop

Connections - Linkedin ● Twitter #CDSpringClean

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Next Get Connected Call ● Carl Frappaolo on Knowledge Management ● Have an idea? We’d love to showcase it!

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Contact us

Client Services 626.689.4420 [email protected]

Alan Bush 210.767.3101 [email protected] @alanbush

Susan Fujiki 626.381.9362 [email protected] @seburrows

We don’t bite!