PowWow 2007: Agenda and Updates

How Technology Enables your Business Needs

• Brian Warfel, Chair – CUNA Technology Council
• Gail Koehler, Vice Chair – CUNA Technology Council

Then, make sure to attend the Best Practice Awards presentations by

• Great Lakes Credit Union
• Pennsylvania State Employees Credit Union
• IH Mississippi Valley Credit Union
• Sandia Laboratory Federal Credit Union
• First Independent Bank of Nevada
• Redwood Credit Union ...and many more!

Sign up for a variety of educational opportunities within the following tracks:

• Beginners: Best Practices in Implementation that Drive Strong Portal Adoption and Portal 101.
• Advanced: Structuring and Optimizing Portal Administration and All Aboard! How to Create True Collaboration Department by Department.
• Developers: Customizing your Portal and How to Design a Great Module.

Finally, make sure to attend the many informal networking opportunities, where you’ll get to meet and greet your peers, the speakers, and relax and enjoy an evening with Michael Kelsey.

Passageways Hires New Trainer:

We are excited to welcome Steven Beier as our new Training Specialist. Steven comes to us with over six years of experience in education and training in computer software. He has worked with companies such as Alcoa, Eli Lilly, Isuzu Subaru, and the Chicago Board of Trade. He has also taught at Purdue University and Ivy Tech as an adjunct instructor in Computer Science. Please feel free to contact him at sbeier@passageways.com for any eTraining needs or questions.

 

 

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Product Updates

Introducing the New e-Forms Builder Module!

Business users can effortlessly create rich online forms without any technical skill set. e-Forms can easily be created, distributed and collected all within the Passageways Portal.

Module Highlights

Create
Business users can easily create a form utilizing the familiar Rich Text Editor with the added functionality of simply inserting fields such as dates, text boxes and drop down boxes.

Distribute
Once a form is created, end users can retrieve forms in the Passageways Portal or sent in an email. Forms can be distributed on the basis of role, workgroup, or individually.

Approvals
Forms can also be routed for approval by an employee’s supervisor. Supervisors can “digitally approve” forms using their unique ID within the Portal.

Collect
Information and data from each form can be collected through the Portal or in an email.

 

 

 

Click to Enlarge

 

Release Date: April 10th, 2007

 

Products & Services Module v3.4

 

Features Overview

• Improved Natural Language-Based Search for Products and Procedures
• Complete Change Tracking (for Auditing Purposes) of Procedures and Product Fields
• Improved Procedure Creation Tools
• Improved Product Creation (Clone Product)
• Enhanced Security (Individual Section Managers for Promotions, FAQs, etc.)
• Improved Document Publishing (easy drag-and-drop to publish documents from repository)

Products & Services v3.4 Upgrade set to be released on April 25th, 2007

Help Desk v3.4 Patch 1 Released on March 26th, 2007

Reminder: Help Desk v3.4, eForms Builder v3.4 and the upcoming Products & Services v3.4 upgrade, all require Portal Framework v3.3. So be sure and schedule your upgrade soon!

IE 7 Support: Passageways is announcing full support for Passageways Products on Microsoft Internet Explorer 7. Research is still being done with regards to Microsoft Windows Vista Support.

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Spotlight: Performance Dashboards!
Interested in Professional Services? Here's a sneak peak:

Key Performance Indicators (KPI’s)

Most organizations have various departments all contributing to its overall success, therefore it is important to be able to assess the progress of each department.  The problem has been however, that the information that makes up the KPI’s is typically stored in various systems, databases, applications, etc. 

Performance Dashboards are used to pull the data from these various locations into one graphical format, thus providing a "snapshot" of performance.  Gauges are used as indicators for a particular piece of information, a combination of KPI’s, or overall performance.

Passsageways Professional Services will work with you to design your custom Performance Dashboards. Performance Dashboards are relatively inexpensive, and their cost can be easily justified by:

• Having the ability to quickly identify and correct negative trends.
• Easily measuring efficiencies/inefficiencies.
• Making make more informed business decisions.
• Identifying new trends based on collected data.
• Eliminating duplicate data entry.
• Align strategies and organizational goals.
• Increase overall revenues.

TEST DRIVE ONE TODAY!

Contact Manan Relia at 765.497.8808 or mrelia@passageways.com to schedule a demo now!

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Congratulations and Welcome New Customers

We are pleased to welcome the following organizations to Passageways and to congratulate them on their portal purchase:

• Members Development Corporation, Madison, WI  

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Passageways Support Center has a New Phone System

You will notice something different when you call our Support Center.  But don't hang up!  In order to provide you with better service, we have implemented a new phone system. 

Now when you call Passageways Support at 765-497-8815, you will have the option to be directed to an Account Executive.  If the Account Executives are unavailable, you will be placed on hold.  After one minute, you will have the option to leave a message or remain holding for the next available Account Executive.

Please let us know if you experience problems when calling our Support Center.

 

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Tech Corner: Portal Framework v3.3

Portal Framework v3.3 See What You’re Missing! Have you upgraded to the latest version of the Passageways Portal? Portal Framework Version 3.3 puts greater control in your portal administrators’ hands, allowing them to assign module administrators and easily share portal administration tools.  In addition, workgroup managers will be happy to update their content with the enhanced Rich Text Editor functionality.   Read on to find out more about these exciting enhancements and many more! Enhanced Features Include:

New Rich Text Editor Feature How it helps you Completely redesigned rich text editor Provides cleaner user interface, adds additional functionality, and raises the value of the editor even higher. Workgroup Image Galleries Workgroup managers can now upload images, flash animations, and videos into the Rich Text Editors directly from their desktop!  Each workgroup is given a folder location on the portal server to which the workgroup manager can upload images and animations, and add them to the editor. Images no longer need to be hosted on a web server! Module Administration Pages Feature How it helps you Manage Modules using new Module Administration Pages The portal administrator has access to Module Administration Pages and can share the Module Administration task with a group of users.  These pages allow users to manage an entire module, including Help Desk, Products and Services, and even adding reservation items. Alert Preferences Feature How it helps you New Alert and Notification preference:   Show alerts on Headquarters Provides additional flexibility for users to designate their alert settings. New Tools Feature How it helps you Redesigned Tools area The Tools are separated into a more intuitive structure on the navigation tree and their functions more consistent. Portal Administrators can grant non-Portal Administrators access to specific tools Easily grant members of any role access to specific Tools in order to designate tasks to appropriate areas.  Themes Feature How it helps you New CSS Classes in Theme Files Several new CSS Stylesheets have been added to the portal themes to allow for greater customization and increased brand awareness.   No more image URLs in CSS Files:  A new format has been introduced which allows for image URLs in the CSS theme files not to require fully qualified URLs. If the portal IP or URL changes, the theme file no longer needs to be changed. Search Feature How it helps you Workgroup Profile Search Built-in When searching the Employee Directory, departments, branches, and other workgroups are also searched and results are returned. This allows for easy lookups of workgroups. Navigation Feature How it helps you Custom Navigation Nodes Developers can include custom navigation nodes at the highest navigation level that will display in the main portal navigation tree.  Additionally, unlimited nesting is allowed for nodes.  Developers can specify text, target frame, icon, restriction type (AllUsers, ByRole), RoleIDs, and more. Credential Vault Feature How it helps you Encrypted Credentials Developers using the credential vault will now be able to fully encrypt credentials into the database and retrieve them in clear text for use in single sign on applications.   Existing credentials stored in clear text will not be affected and complete backwards compatibility has been ensured. Click to Enlarge

 

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