Archive for December, 2008

360-Degree Online Database

December 16th, 2008

The year is winding down and it is time to ask yourself how your peers, subordinates and managers view your performance. If you are like most people, you hear the phrase 360-feedback and your head starts spinning. Obviously we could make your head spin even more by writing a post on the broken system that typically comes with the 360 process or telling stories of the poor soul who has to tabulate responses. But we thought it would be a good idea to throw out a few suggestions to make the process easier and less painful for all involved.

For those of you who have somehow skirted the 360-degree review, it is simply a tool to solicit feedback from your subordinates, peers, managers, clients or other interested stakeholders, combined with your own self assessment. A few of the benefits of 360-Degree Feedback:

  • Gives employees a broader perspective as to how they are performing
  • Identifies gaps across the company
  • Makes it easier to implement coaching and training programs

Recession or boom, there is one thing you should never cut costs on and that is the development of your employees. If you feel your company is too cash strapped to launch a 360-degree feedback program or perhaps you don’t have an HR department, consider using an online database and follow these pointers:

1. List each employee and their evaluators in a contacts database
2. Create custom views for each employee with a list of his/her evaluators
3. Create tailored website forms for each position with relevant questions for employees and a self assessment form
4. Distribute the form via an email campaign to the evaluators identified in the employee’s custom view
5. Replies will be automatically populated in your database (at least if you use TrackVia!)
6. Control access to submitted results via user permissions
7. Quickly view database statistics to identify trends by employee and the company overall
8. Continue to track employees’ ongoing development plan and progress

TrackVia’s online database can be a great tool for launching your 360-Degree initiative.  Call us and we can help you get your 360 initiative underway in no time.

12 Days of Christmas – My CRM Database Gave to Me…

December 12th, 2008

Here’s some holiday cheer from TrackVia. 
 
A disclaimer for the video: We are database experts not acclaimed vocalists! Complete lyrics below video.

 

 

On the 12th Day of Christmas my CRM database gave to me…

12 Monthly Sales Reports
  What happened last month?
11 Open Leads
  Why aren’t these closed?
10 Pending Email Campaigns
  Hope we get results!
9 Closed Sales Deals
  Break out the egg nog!
8 Entered Sales Calls
   Only 8??  the reps must have been naughty!
7 New Referrals
   There’s Dasher, Dancer, Prancer, and Vixen….
6 Mailing Labels
   Just in time for holiday cards.
5 New Sales Leads
   Bonus points with Santa!
4 Website Form Inquiries
   No more manual entry and lost sales inquiries!
3 Merged Sales Contracts
   Put them in my stocking!
2 Cold Leads
   Baby, it is cold outside!
and the sales commissions earned to date!
   A sleigh full of year-end bonuses!

Happy Holidays from TrackVia!

A Filter Brain Teaser (Part II)

December 11th, 2008

I ended yesterday’s post asking whether or not there were any real-life examples that would bring my filter brainteaser to life. After pondering this question for a while, I came up with a clear example from a real customer.

The customer is a transportation agency that is building a mass-transit system. They maintain in TrackVia a mailing list of citizens to whom they communicate about the project timeline, the design of certain train stations, and so on. If the plans for a particular train station change, they’ll send an email update to an appropriate subset of their mailing list. Here, the “appropriate subset” is defined as follows:

1) The recipient must still be “opted in,” that is, they haven’t clicked “unsubscribe” on any previous newsletter or update.
2) If they have previously expressed interest in this particular station, they should get the update regardless of where they live.
3) Otherwise, if they live in one of the three zip codes served by this station, and they live close to the train tracks, they should get the update.

So, expressed as a TrackVia filter, the mailing list for this update would be defined like this:

opted-in AND (interested-in-this-station OR (close-to-tracks AND (zip=X OR zip=Y OR zip=Z)))

This would seem to be impossible to build in TrackVia’s online database, because it requires three layers of nesting: the zip code condition is a group inside a group inside a group.

While pondering this, and trying to decide if we should complicate our filter tool by allowing more layers of groupings, I came across a coworker running a report of recently added TrackVia customers. He appeared to be using a complex filter, so I asked to see it. I was surprised to see that he’d repeated one of his conditions inside more than one group. He explained that he’d done it to circumvent the single-nesting restriction. His technique, applied to our mass transit problem, would produce this:

opt-in AND (interested-in-this-station OR close-to-tracks) AND (interested-in-station OR zip=X OR zip=Y OR zip=Z)

Or, visually:

Filter Image

You can see how this will work: being interested in a station does double duty, making both groups above true. If someone is opted in and interested in the station, that’s sufficient to satisfy the filter and be in the mailing list. If they’re opted in but not interested in the station, then to get the two groups to be true, they need to be close to the tracks and have one of the three zip codes. My coworker had discovered this trick of repeating the interested-in-this-station condition inside two different groups.

Mathematically speaking, the trick relies on the fact that a filter like this:

A and (B or (C and (D or E or F)))

is equivalent to this:

A and (B or C) and (B or D or E or F).

The fact that this is possible is a good argument in favor of keeping our filter tool simple. (And, I suppose, for keeping our free customer support just a phone call away – so we can help customers with tips like this.).

This may only be one real-world example, but I can assure you that any condition can be represented in TrackVia’s filter tool. There is no filter too complex for TrackVia’s single-layer mechanism to represent. Still have doubts? Read a continuation of this post in the TrackVia Community.

A Filter Brain Teaser

December 10th, 2008

Question: Is there any database filter that would be impossible to build in TrackVia with our current filter tool?

This question stumped me for a few weeks, and I even threw it out to our user community. The answer and its explanation were sufficiently interesting to me that I thought I’d share them in a blog post. TrackVia nerds, read on (the rest of you might want to skip this one).

First, some background. TrackVia’s filters allow users to display a subset of their online database records that meet certain criteria. Those criteria – things like “age is greater than 40” or “due date is next week” – can be combined into groups using AND or OR. Groups, too, can be combined with AND or OR. The results look something like this:

In the example above, the left-most AND is joining four criteria, the first two of which are actually groups of two sub-criteria, themselves joined internally by OR and AND.

Here’s where the brain teaser comes in. For the sake of keeping our filter tool simple, we impose a restriction: a user can’t nest groups of conditions more than one layer deep. The darker grey groups above cannot be grouped again with other individual criteria or groups of criteria. The most complex filter possible in TrackVia, then, has a form like this:

(a group of conditions…) AND (a group of conditions…) AND (a group of conditions…) AND …

The outer joiner of the groups, in this case AND, can easily be changed to OR, to create:

(a group of conditions…) OR (a group of conditions…) OR (a group of conditions…) OR …

…but it can’t go back and forth. The main glue that joins all of the groups must be AND across the board, or OR across the board.

Furthermore, the conditions inside any of the groups can only be joined with ANDs or ORs, but not mixed. Different groups can use different glue, as in the picture above, but each group must have a single type of glue.

This would seem like a silly restriction, but if you’ve played with our filter tool, you know that it keeps the tool simple – or at least, simpler than the alternative. The question is whether this simplicity has made some filters impossible. At first blush, it would certainly seem so. If so, a follow-up question is whether there are any real-life examples that would demonstrate this. Is this merely a theoretical limitation, or one that a customer will eventually complain about? 

Check back tomorrow for a real-life example.

Why TrackVia Has a Human Answer The Phone

December 9th, 2008

Is there anything as frustrating as trying to reach a real person when you call a company? I called the support number for my Wi-Fi router last week, and spent about 10 minutes pushing buttons. (Fortunately it wasn’t one of those voice-activated systems, which can make for lots of fun in the airport.) Once the system gave up and told me I could talk to a person was when the real wait started.

Proving that humans will always fight back against machines that get in our way, some websites (i.e. www.gethuman.com) publish “cheat” codes online for the telephone systems of some big companies. Lifehacker recently announced that Fonolo, an online phone tool for getting past all the prompts, is now open for public beta.

You can tell a lot about the company you are dealing with just by the experience you have during the first 60 seconds after dialing their number. If your call is answered by a person, at least during business hours, that’s a really good sign. If that person happens to be located in the company’s offices and is “conversational” rather than transactional, that’s an even better sign. A simple test for this would be to ask the answerer where he/she is, and how the weather there is. If she skips the question and asks how to direct your call, you’re in for a painful experience with the company. If she says she’s in Minneapolis and it’s unusually warm and sunny, you’re likely to enjoy your relationship with the company.

As Seth Godin says in his recent post, you have the choice whether or not to answer the phone. At TrackVia, we’ve made the choice to answer the phone and have a conversation with you.

Getting SaaS-y in a Downturn

December 8th, 2008

With the powers that be officially proclaiming the obvious – that we are in a recession – businesses everywhere are looking for ways to cut cost and improve efficiencies. Hosted Software, or Software as a Service (SaaS), is one alternative that companies are exploring in an effort to improve the bottom line.

It did not take a recession for TrackVia to identify the need for the database to evolve from a server-based model to a service-based model. From day one, we’ve only offered our database solution online. A recent post on the AppGap and an article in BusinessWeek shed light on the benefits SaaS provides to small business owners, and we thought it would be a good idea to list a few of our own points for businesses to consider.

Over the years our small business customers have told us the benefits they’ve realized from a software-as-a-service database, and I thought I’d share them as businesses evaluate ways to weather the economic downturn. Here are just a few of the benefits we’ve heard:

  1. Ability to receive software updates as they happen. You no longer have to fear unexpected cost creep from future software updates.
  2. Anytime, anywhere access. Gives workers the flexibility to work from home should remote office locations be closed to reduce overhead expenses.
  3. No long-term commitment. Although we don’t experience high levels of churn from our customers, with most SaaS offerings there is the option to cancel at anytime.
  4. No infrastructure investment required. If you have Internet access, you have access to Trackvia.
  5. Secure external servers. Redundant data storage and back-up alleviate fears of forgetting to back up your data due to workforce and workload changes.

We wish you the best as you evaluate options to cut costs and improve efficiency and would welcome the opportunity to demonstrate how our online database solution can help you better collect, organize and share data in both down and up economic environments.

VC Firm – Shoulda Had TrackVia

December 4th, 2008

I read with horror TechCruch’s recent scoop that confidential business plans submitted to a prominent venture capital firm were accidentally published on the web. Ouch. It seems the database that the firm was using behind its online application was dumping the data into a human-readable backup file. The backup file lived in the same directory (folder) on their server as other web content, so it was accessible through a browser, and was indexed by Google.

Here are five tips for building any sort of web form or service that is going to handle confidential data:

  1. Put your data on a different server (or servers) than your web files. The two don’t mix.
  2. Lock down those database servers so only application code is allowed to connect to it, and the web servers are not.
  3. Configure your backups to produce compressed, encrypted files, not human-readable files.
  4. Move those backup files to tape archives. Did we mention not putting them on your web servers?
  5. Turn off the Indexes option on your web server, which allows anyone (like Google’s automated crawlers) to see a list of all files in a directory on your server, even if they’re not linked to from a web page.
  6. Bonus Tip: If you don’t know what you’re doing, go with someone who does — like, say, TrackVia!

Death of the Software Download

December 3rd, 2008

As if electronics retailers needed any more bad news, it’s now pretty clear that boxed software is going the way of the 8-track.  Erick Shonfeld does a nice job of highlighting this on TechCrunch.  I’d say that you can take it one step further, however, and forecast the demise of downloaded software as well. With the ever-increasing availability of mobile Internet access, browser-based apps (i.e. TrackVia’s online database) are clearly the future of software.

Here are 5 things we won’t miss about downloaded & installed desktop apps:

  1. CPU-hogging auto-update checks
  2. Enabling and tweaking firewall settings with each new install
  3. Downloading & installing patches, updates, new versions
  4. Reboots after updates
  5. Ever-longer system start-up as every app wants to auto-run

Ever Flipped Out Over Data?

December 2nd, 2008

Have you ever flipped out over your data? Think back to the time you..

  • Forgot to hit save after pulling an all-nighter only to have the power go out before your presentation
  • Waited until the last minute to pull a report for your boss only to have Salesforce be down
  • Checked your jump drive with your luggage and it did not make the flight
  • Spilled your hot cup of coffee on your laptop and heard your data sizzling
  • Lost your memory card with all the photos from your latest trip

TrackVia wants to hear about those times you flipped out over your data. The best short stories (500 words or less) will win a flip video camcorder. Click here to submit your story.