Webinars

Aired: 13-Jan-2022 | Webinar | Description

Forms are at the center of modern business processes. The need for advanced forms functionality is critical. Unfortunately, out-of-the-box SharePoint forms are basic. How can you get the advanced functionality you need? Ultimate Forms is a comprehensive toolkit which allows you to build fully dynamic forms.

In our next webinar, we will examine how to create dynamic SharePoint forms that incorporate all key functionality:

  • Expandable form sections based on user input
  • Conditionally control content display based on status, user role or user inputs
  • Set up cascading dropdown controls to show filtered options
  • Auto-fill form fields streamlining form updates
  • Embed formatted help sections to guide users
  • Create custom validation rules for every scenario
  • Control the form design easily with simple-to-use options
  • Set up forms with easy configuration and NO CUSTOM CODE

Sign up for our next webinar to see a demonstration of how Ultimate Forms works.  We’ll provide a free downloadable template after the presentation.

Aired: 11-Nov-2021 | Webinar | Description

Every organization has assets should be tracked. In many cases, assets are not tracked for lack of a fast and simple tracking system. With SharePoint and Ultimate Forms, you can quickly set up your own Asset Tracking System in SharePoint. This system can be mobile friendly allowing users to make quick updates using a cell phone.

In our next webinar, we’ll show an Asset Tracking System in SharePoint which is easy to set up, easy to use and incorporates key functionality:

  • Track key data including Asset Name, ID, Category, Location, Status, Quantity, User, Make, Model, Serial Number and Purchase Date.
  • Use simple picture upload to show images for all assets.
  • Use QR Code functionality to allow items to be tagged and scanned from phones.
  • Send automatic email updates after changes.
  • Tap into advanced search capabilities.
  • Access filtered views sorted by category, location, users and more.

Sign up for our next webinar to see how this awesome tracking system works! We’ll provide a free downloadable template after the presentation.

Aired: 14-Oct-2021 | Webinar | Description

Web forms are at the center of almost every organization’s standard work processes. Forms are the key interface we use to collaborate with our team. Because we spend so much time using forms, it is essential to make forms as effective as possible.

There are a lot of BAD forms out there. As customers we all experience the frustration filling out forms that are are inefficient, annoying, and just plain wrong.

In SharePoint, it is possible to create modern dynamic forms that are user friendly and look just the way you want using Ultimate Forms. It’s possible to make forms that people like using!

In our next webinar we’ll examine ten key form design skills that you can use to make your SharePoint forms awesome:

  • Learn the no code strategy to form design
  • Learn how to build fast any easy with no slow downs
  • Make forms that change real time according to user inputs
  • Use dynamic controls for a better user experience
  • Guide your users with embedded help and pictures
  • Build forms for cell phone users

Sign up for our webinar to learn how to make your SharePoint forms awesome!

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!

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