Webinars

Aired: 16-Sep-2021 | Webinar | Description

We’re all familiar with using support ticketing systems. Fill out a form to report an issue and then a support agent works on your request. You get emails when there are updates or questions and then hopefully the issue is soon resolved.

These days, your organization should do better. Help requests fall into patterns. That is to say that similar issues tend to repeat. In many cases these issues can be resolved by providing simple steps to resolve the problem. When an issue is being reported, you should automatically provide information which may resolve the issue.

By creating a knowledge base of information and resolution for common requests, you can reduce support tickets and increase efficiency.

We’ll show how you can set up your own Guided Support System with these key features:

  • Dynamically prompt the user with information related to request before it is submitted
  • Allow users to alternative resolution path instead of creating unnecessary tickets.
  • Increase efficiency and eliminate wasted time on repeat issues
  • Easy to maintain knowledge base to address common issues
  • Steer your users to a solution without wasting any time

Sign up for our webinar to learn how you can easily incorporate a Guided Support System into your own SharePoint support process.

Aired: 19-Aug-2021 | Webinar | Description

There are many shared resources that organizations need to track. How do you reserve resources in your workplace? Do you have problems tracking this information? Does your system use visual data management where it is easy to understand what is being reserved using images and color coding?

Sign up to see our system which shows a system that allows you to easily manage reservations for four types of resources including equipment, vehicles, meeting rooms and desks.

This system incorporates these key features:

  • Simple resource manifest which includes pictures for every resource
  • Self-service reservations with picture preview of resource during selection
  • Automatic conflict check system to avoid schedule overlap
  • Visually appealing dashboard showing reservations scheduled for all resources
  • Automated email notifications for confirmations and reminders
  • Simple process to add or edit resources at any time
  • Crystal clear dashboard always shows availability and use of all resources

Sign up and learn how easy it is to set up your own Reservation System using SharePoint and Ultimate Forms.

Aired: 15-Jul-2021 | Webinar | Description

What is your process for providing support to customers? What does your support form look like? Do you have a dynamic system to handle requests from your customers, route the request and automatically handle follow ups? Would like to use your SharePoint platform to handle these requests?

Join us for our next presentation showing how to set up your own solution including a public facing customer support form.

This system incorporates these key features:

  • Simple easy-to-use form for customer support requests
  • Assign support ticket to responsible employee
  • Use status tracking and update functions
  • Automatic email updates to customer and employees
  • Dynamic dashboards to check ticket status
  • Ensure excellent customer service and communication

Sign up for our presentation to see just how easy it is to set up your own Customer Support System using SharePoint and Ultimate Forms.

Aired: 17-Jun-2021 | Webinar | Description

Does your organization conduct regular performance reviews?
Is your current process not working?

In our next webinar, we will demonstrate how you can build a smart and easy-to-use system that works!

We will demonstrate an Employee Review System built in SharePoint with these key features:

  • Automatically schedule reviews for each employee
  • Visual dashboard management
  • Progress indicators and KPI flags
  • Automated email reminders and follow up
  • Streamlined workflow process
  • Goal planning and accomplishments
  • Customized PDF report output

We will show how you can set up your own employee review system in SharePoint. Revamp your process with a streamlined approach. Sign up for our session today!

Aired: 20-May-2021 | Webinar | Description

How does your organization handle the process for onboarding new employees?

Would you like a simple and easy to use solution for adding new team members?

SharePoint is a great platform to host an Onboarding Solution. We will demonstrate how to create an automated system with two key interfaces. One for New Employees and another for Team Members. Features include:

  • Personalized dashboard
  • Flexible task management
  • Dashboards with key progress indicators
  • Automatic email notifications
  • Easy to understand step by step process

Sign up for this webinar to discover how to set up your own dynamic onboarding system in SharePoint!

Aired: 15-Apr-2021 | Webinar | Description

Microsoft Teams is a top-notch application for collaboration. Teams offers a platform to share information from many sources including SharePoint. Building comprehensive custom solutions in Teams requires using custom forms and custom workflow which are not built directly into the platform.

In our next presentation, guest speakers Jose Zaldivar and Mark Crosby with Eureka iTech will walk through a case study demonstrating a full Teams-oriented solution. They will demonstrate using Ultimate Forms with the SharePoint and Teams platforms to build a compelling and comprehensive solution.

We will demonstrate these key concepts:

  • Build custom forms and workflow without any code.
  • Integrate forms into the Teams user interface.
  • Use Ultimate Forms web parts to add features and accessibility.
  • Review of a real-world business solution.

Sign up for our next webinar to discover how to take your use of Teams to the next level!

Aired: 18-Mar-2021 | Webinar | Description

Every organization needs a way to post job opportunities and receive applicants. There must be tracking for interviews, offers and hiring. There are several steps in the process of evaluating new applicants.

Many organizations use expensive 3rd party software to manage the process. With Ultimate Forms, you can build your own comprehensive system customized to match your own requirements. Best of all, you can do it all in SharePoint!

In our webinar we will demonstrate how you can build your own ATS with key features including:

  • Build your own custom application form in SharePoint
  • Embed your application form in your public web site
  • Automate email notifications and follow up
  • Route your applicants through stages in the hiring process
  • Organize your applicants through customized dashboards
  • Show progress bar and key performance indicators
  • Show detailed history tracking of all key steps

Sign up for our next webinar to learn how you can make your own SharePoint applicant tracking system!

Aired: 18-Feb-2021 | Webinar | Description

Email notifications have less impact these days. There is just too much email. We need a better call to action in SharePoint solutions. SMS texting is the answer to that problem. Users see texts immediately and are likely to respond immediately.

In our next webinar, we will show how to trigger text messages to users calling for a simple response. We will show how to listen for the response in SharePoint and set up a chain of actions accordingly.

This approach can help solve problems with your current SharePoint solutions. By providing a simple attention getting method for response, you can minimize stalled approvals, optimize efficiency, and improve the user experience.

In our presentation, we will demonstrate these concepts:

  • Trigger SMS text notifications from a SharePoint form
  • Prompt users for a simple response in the text message
  • Set up a “listener” to receive user text response
  • Set up branching workflow logic based on user response
  • Track response time and updates
  • Ensure text notifications are sent as expected
  • Track results with dashboards and a visual interface

Come join us as we demonstrate using SMS Texting in our next presentation!

Aired: 21-Jan-2021 | Webinar | Description

Workflow is the machinery behind SharePoint forms. Getting good at workflow is essential in building comprehensive SharePoint solutions.

In the past this was a struggle, especially when using out-of-the-box tools. With Ultimate Forms and Power Automate we now have much better options.

In our next webinar, we’ll present essential workflow methods that you can use in your SharePoint solutions:

  • Incorporate a Process Diagram
  • The essential use of Status
  • User facing workflow buttons
  • Advanced history tracking showing workflow events
  • Combining Ultimate Forms Actions and Power Automate Flows
  • Use validation checks with workflow
  • Use scheduled workflow
  • Verify workflow through logging
  • Trigger batch workflows
  • Chain workflows together

Come join us as we demonstrate these useful workflow skills in our next presentation!

Aired: 19-Nov-2020 | Webinar | Description

Working with documents in SharePoint can be a bit plain vanilla. It works fine, but what if you want something more? Like a visual user interface including advanced search and filter options?

With Ultimate Forms, you can take your Document Management System to the next level by adding features and a polished user interface. In our next webinar, we’ll show how to upgrade to a solution with these features:

  • Sort and filter by document categories
  • Tag documents for easy search results
  • Show document thumbnail file preview
  • Advanced search capabilities
  • Add metadata to improve document management
  • Centralized dashboard for easy navigation
  • Rollup view to consolidate search across libraries

After our presentation, we’ll provide the solution as a free template which you can set up in your own SharePoint!

Aired: 22-Oct-2020 | Workshop | Description

Expense reports are a required process in just about every organization. Sadly, we all get frustrated with tracking, submitting and approving expenses. It doesn’t seem very efficient. Until now!

Please join us for an interactive workshop where we will build an expense tracking system designed for ease of use and optimized for mobile devices. The system is built entirely in SharePoint, but lets users enter expenses on phones real time with just a few taps on the screen. This system includes these key features:

  • Take pictures of receipts with your phone camera.
  • Fast expense line item entry.
  • Automatic expense rollup totals.
  • Simple submission and approval process.
  • Automated PDF report generation.
  • Custom admin and user dashboards

We will build our system from scratch so you can see all the key steps and do it yourself.

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