Author / Terri Morgan

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  • Home Health Services Portal

    for Tactical Management A provider of home health care services, the company had been successfully managing schedules and patient appointments using a collection of tools. The CEO wanted one platform that could be used for everything from screening new patients for appointments to handling medical records received from field nurses. He was looking for a…
  • Workflow Automation

    for the US Navy This training was part of the technology transfer in conjunction with development of some SharePoint workflows. The project was part of a process management and reporting initiative. Process tracking was key and SharePoint was identified by leadership as the platform. Once the design and initial development was complete, the internal development…
  • Cloud Services Portal

    for Our Global Office Our Global Office was an early hosted SharePoint solution. The Australian company behind it, Sensory7, had been implementing SharePoint for their customers. They wanted to produce a suite of customized SharePoint solutions that would enhance their offerings. Each SharePoint solution was designed as a jump-start for a particular business need. The…
  • IT Governance Portal

    for Aflac The corporate CIO wanted to establish portal within the company SharePoint environment that would provide access to all the major documents produced by the IT organization. He wanted to combine that with a working governance model using well-defined metadata to tag and classify the files. His Senior VP asked that the portal be…
  • Process Management

    Before a process can be managed, there must be a process. Sounds obvious? Of course it does. But what is the process? Is it "we have always done it this way" or is it an even more incredible machine? So how to create a process that can be managed? A process that only measures results…
  • Books

    Books take many forms. Print, digital, even videos can be considered “books.” Systems manuals, design documents, and training guides used to collect dust on office bookshelves — except when the previous person left and someone new was brought in. Value was measured in inches and weight. A 3″ binder was more valuable than a 1″…

  • Why?

    Sometimes, having a picture helps. Telling a wordsmith that “one picture is worth a thousand words” is not the best way to start a conversation. Some words are much more important than pictures. The three words “We the People…” have a significance unmatched in modern history. Yet pictures are useful. They help convey the context,…

  • User Interface Wireframe

    for Tech Hero The company had developed a comprehensive suite of online management tools for their Franchisees. The components included CRM (Customer Relationship Management) tools, Inventory Management, Ordering, Invoicing, a Payment Gateway and Service Call Management along with collaboration and various reporting tools. During the initial training, franchisees reported their staff had lots of questions…
  • Applicant Evaluation Module

    for Tech Hero The national franchisor for the Tech Hero brand wanted to conduct a preliminary evaluation and provide training for new franchisees. The program needed to include an overview of the franchise, general operations, and general business practices. Equally, they wanted the solution to provide tools to help regional directors identify any targeted coaching…
  • Customer Service Details

    for Tech Hero Consistent customer service is critical for building a national brand. Some variations are normal and desirable to accommodate regional and specific customer preferences. But these should always be minor variations. A customer at one location should be able to expect and receive the same service at any other location. The franchise brand…