June 2009 Connections Online Newsletter
Connections Online 4.0 Migration Webinar I
For the months of June, July and August, this 30-minute training webinar highlights the new functionality of Connections Online 4.0. To listen to a recording of this session Click here
Connections Online 4.0 Migration Webinar II
Wednesday June 24th at
This 60-minute training webinar dives deeper into an overall “how to use” Connections Online 4.0. Click here to register…
Jim Cardwell’s Educational Webinar
Tuesday June 23rd at
This 30-minute discussion will present highlights from our User Roundtable 2009
Click here to register…
Past Educational Webinar Recordings
The presentation’s purpose was to provide a tool to make project management more consistent and productive.
Jim started with some background on high-performance project management:
In well-led companies, project management is considered a core business process and is deployed in a consistent fashion by leaders throughout the organization. Although run in a number of places, all projects share the same methodology and a consistent format. They run on one document platform, and are housed in one location that everyone can access. As project teams apply the same methodology to each new project, their proficiency improves. As the project management competency spreads throughout the organization, the project cycle time becomes faster and more efficient. As everyone becomes more proficient, the dependency on a few go-to people is minimized. Capacity is expanded.
To optimize the Project Connection element of the Connections process, project teams need to build a core competency in project management. Although the content will change, every project needs to follow a consistent, organization-wide process that is dependable and repeatable.
Everyone attending the webinar received an advanced copy of a new tool we have developed, called “A Process Flow for Developing and Implementing a Project”. It outlines the steps and accountabilities for building a Business case; developing a Project Plan; and, Implementing the Project Plan.
To listen to the recorded webinar Click here.
This month’s Educational Webinar will be on Tuesday, June 23rd at
Client Care Notes
To view previous Connections Online Newsletters, Click here for the link to all of our past newsletters.
CUNA Technology Council Conference, Are Mergers Something to be Feared?, August 7th –
CUES Execu/Net 2009, Strategy Execution for Long Term Strength, August 25th, Jim will be speaking to help organizations maximize their strategy execution results.
The Software Business 2009 Conference, September 29-30th, Karla Norwood will present on migrating customers to a SaaS version of software.
4.0 Tips of the Month
Below is the list of the most recent updates:
§ Dialog Basic Role Comments – instead of the update button at the bottom of the edit box, there is a green arrow to the right that must be checked in order to save the comment. If the User doesn’t check the green check mark to save the comment, when the dialog is saved the comments will NOT be saved.
§ Project Tasks list on People Tab – Site Administrators may now select what to put on the People Tab’s Project Task list. By selecting the status on the Site page (for example, on the site page, site administrators can check just one status, i.e. “current”, or multiple status categories) only those projects from the checked status will appear on the People Tab. (Prior to this change,
§ Project Tasks list – the name of the role that the User has associated with the project is now listed.
§ Follow-up tasks on Dialogs – have been fixed to only show completed tasks from previous dialogs when they have been completed since that last dialog's date.
§ Dialog Follow-up tasks on the People Tab – the list of follow-ups that show up on the People Tab now hides completed items after 30 days.
§ Search Feature – a search field has been added at the top right of the page that can search names of organizations, departments, metrics, projects, and people (but not tasks). Simply type in the phrase or word you want to search on and the list of items you have security to view will be on the list.
§ Reports Module – reports are now printing html correctly (in normal fonts) on the printed document.
§ Web Text Editor – undo and redo buttons have been added. Also, on some of the text editor edit screens, the editing bar will “appear” when the cursor is in the edit box, and disappear when the cursor is not in the edit box.
§ Application speed – we continually improve the speed of the application.
§ Archiving on the Site Administration page – all archived events are now listed. The detail of the archived event is listed on a separate page (so the site page will load more quickly if there are a lot of archived items).
If you know someone outside of your company who may be interested in learning more about Connections Online, we have an informational webinar scheduled on June 25th at
Connections Online Migration
In January 2009, we announced the migration from Connections Online 3.2 to 4.0. Since that announcement, we have completed a number of upgrades and are scheduling more. In fact, between new users and migrations, the number of users has doubled in the past five months. Our clients are very happy with the new features and functionality.
If you have not already done so, and are ready to migrate to 4.0, please contact
Monthly Calendar of Webinar Events Link:
(440) 892-1410 or (800) 395-1410