Connections Online December 2010 Newsletter
Connections Online 4.0 Advanced Features Webinar
Wednesday, January 5th at 1:30 EST
This 30-minute training webinar highlights advanced functionality of Connections Online 4.0 and Q&A.
Connections Online 4.0 Application Training Webinar
Wednesday, December 15th at 1:30 EST
Wednesday, January 19th at 1:30 EST
This 60-minute training webinar dives deeper into an overall “how to use” Connections Online 4.0.
Click here to register for January
Past Educational Webinar Recordings For a listing of our past Educational Webinars, use this link: http://www.connectionsonline.net/news/events.aspx
Click here to link to our Training Library
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 Thursday, January 6th at 1:30 PM EST - Please pass this link on to them to register: https://www2.gotomeeting.com/register/629155578
Connections Online Migration
If you have not already done so, and are ready to migrate to 4.0, please contact Karla Norwood at 800.395.1410.
Connections Online Process Wins Best Practice Award
Winning for the third time, Connections Online process helps Jeanne D’Arc Credit Union more than quadruple its project completions last year – resulting in the 2010 CU Journal Best Practices Award. Past Connections Online winners were Sandia Labs and Arkansas FCU.
Jeanne D’Arc Credit Union ($858 million; 54,778 members; Lowell, MA) has won the 2010 Credit Union Journal Best Practices Award for its usage of the Connections process. Using a combination of Cardwell leadership training and Connections Online software, Jeanne D’Arc more than quadrupled its project completions last year. The nation’s fourth oldest credit union used COL to organize, prioritize, and maximize its resources to complete these projects. This is Jeanne D’Arc’s first Credit Union Journal Best Practices win, while Cardwell takes home its third title.
According to Jeanne D’Arc CEO, Mark Cochran, last year the credit union completed 76 department level projects. It has never come close to that number before, having only completed a dozen projects annually in the past. Even its organization-wide projects improved to 16 completions in a year. One of those big projects was building and completing a new corporate office headquarters in one year.
Cardwell Leadership Process combines the best in executive coaching with state-of-the-art business performance software. This unique combination provides continuity from setting goals to managing strategies, teams, projects and people and ultimately producing successful outcomes. Leaders develop clear, actionable goals that can be clearly carried out using the same measurements and guides by all individuals of an organization.
Other areas where Jeanne D’Arc realized improvements include:
· Asset growth up 45%
· Deposits up 60%
· Membership up by 7,000
· Improved employee morale and overall revitalized culture
“Most of all, Connections Online helped us improve our communication with scheduled dialogs at the organization, department, and individual levels,” Cochran says. “These dialogs are not monologs. They are highly interactive and usually driven by the employee instead of the manager. They really help us move forward.” Hear their story in their own words: www.youtube.com/user/connectionsonine4
If you have not already subscribed to COL IQ, please contact Karla Norwood at 800-395-1410 or firstname.lastname@example.org
· Roll-up and link metrics: Example: Your VP Branch Operations on the branch operations department page could have a parent metric – called “total loan metrics”. Then subordinate to all loan metrics, the VP could “link” the loan metrics from the first branch with total loan metrics, then link second branch loan metrics, etc. – and add those together on the branch operations department page to be the sum for “total loan metrics”. The linking function allows the owner of the first branch loan metric to change the metric on their department page and it will automatically show the change on the VP Branch Operation’s page, and the “total loan metrics” sum will also change with the subordinate metrics changes. The VP can also link to the other metrics without doing a calculation. Of course, you could do the same kind of thing on the Organization page. Click here for complete instructions. Click here for a training video. This is available now.
· MS Project Connector: This allows a Project Manager to create the project in MS Project and sync the project using an MS Project connector that is installed on the client machine (user’s machine). Once the project is created in COL, or MS Project, the project can sync with either COL or MS Project. The project can be updated in MS Project or in COL and using the functionality of the MS Project connector, the project can sync back and forth between both applications. The project team members can use the COL interface to update the project tasks, etc. The Project Manager can then pull the project into MS Project and update their input using MS Project, then re-sync, and all updates will be reflected in both “directions” – from MS Project using the connector and also from COL. We are testing this now and should be ready for beta testing by December 15th.
4.0 Tips of the Month
Delete Button – The Delete button has been removed from the metric edit window so a metric can’t be accidently deleted through the edit window.
Revised Forgot Your Password Feature – The "Forget Your Password" option on the log in screen has a new e-mail message and a new password changing screen. The e-mail message now includes a link to automatically log you in to Connections Online with the temporary password. This should make logging in with the temporary password much easier.
After logging in with a temporary password, you will then be sent to the password changing screen. Once you enter your new password, you can then continue on to Connections Online.
Printing issues with IE8 – A quick tip, if you are getting extra blank pages when printing the Connection Reports with IE8 - When the report is open, next to the address line at the top of the page, there is an icon that looks like a ripped piece of paper that is called “compatibility mode” – click that and then print the report – it should print fine.
Magnifying the page: A quick tip to make the letters larger on your screen – use the Ctrl and + keys together and the page text will get larger. Click Ctrl and – keys together and they will resize to be smaller. You can also do this through the “Page” function of your browser
Linking reports opened from the related links module on the Organization/Department Tab:
Project Reports Link – On the project tab, open the Project Report. Copy the Project Report URL (at the top of the report). Create the link on the org or department page by clicking the add symbol under the Related Links module. In the Related Links edit window add the name of the link: Project Report Link, then paste the URL in the URL section and save. Now you can open the project report from the org or department page, through the related links module. Use the navigation at the top of the page to find the project(s) you want to view.
Single Metric Reports Link – On the organization or department tab, open the critical measure. Click on the print icon in the edit window and the report opens. Copy the URL. Create the link on the org or dept page by clicking the add symbol under the Related Links module. In the edit window add the name of the metric, then paste the URL in the URL section and save. Now you can open this single metric report from the main page, related links module. Use the navigation at the top of the page to find the single metrics you want view/print.
Client Care Notes
To view previous Connections Online Newsletters, go to http://www.connectionsonline.net/News/Newsletters.aspx
Monthly Calendar of Webinar Events Link:
Go to this link and then choose Calendar of Web Events from the list: http://www.connectionsonline.net/News/Events.aspx
(440) 892-1410 or (800) 395-1410
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