Tuesday, May 12, 2015

New Feature - Communication tab

As part of the new release of UniPhi 11, the new Communication tab has been introduced. The Communication tab is one of the newest additions to the UniPhi platform, and has impressed users with how it neatly and concisely presents all interactions live in one space. The user is able to quickly and easily locate specific interactions, or get insight into what has occurred to date on a particular project, or across the portfolio. The Communication tab is ideally suited for use as a Customer Relationship Management (CRM) tool.

What is the Communications tab, and how does it work? 

The new Communication tab displays all forms of interaction that have occurred across your entire portfolio of project activity. In some ways it can be viewed as a transaction log. The information that is displayed is an aggregated view; a window into all of your UniPhi data. It's very important to note that there is no data input required (or even possible) within the Communications tab. The true value comes from viewing the data that has already been entered by each member of every project team. As the Communications tab does display all of those interactions, it is in fact a very broad, comprehensive, and powerful view of information. The interactions that the communications tab displays includes all Issues, issue actions, issue comments, all emails (sent from UniPhi), and all UniPhi documents. All of this information is displayed regardless of status, due date, or ownership.

To simplify the comprehensive view of information, UniPhi has filter options so that you can hone in and focus on the specific view of information you require. So as well as the standard UniPhi filters (Sector, Project Type, Service Line,  Location, Life cycle, and Project) the Communication tab features some new filters which allow you to filter according to; project Role, communication Type, and communication Category.

No more standard filing structure!

UniPhi's integration with Outlook and the party role model that sets up a users rights, access and role on a project can be used to provide enormous amounts of intelligence about activity that is undertaken within the system. For example, when you save an email from Outlook into UniPhi we not only capture the email contents but also who sent the email and who was on the To/CC list. If these people are in the UniPhi resources module then we also know what organisation they're from, what site/office within that organisation they are located and their role on the project that you saved the email to. The communications tab presents this information to you dynamically without the user having to think about where to file the email (all they need to do is select the correct project the email relates to). Equally, if a user enters information into the system, we know what role they're in when entering that data, what organisation and site and even where they were (if entering via a mobile app) when they entered it.

UniPhi as a CRM

All this means with some slight tweaking and the viewing of campaigns/ leads as projects/issues to solve, all this flow on benefits can make UniPhi a powerful CRM tool.

Click here to check it out.

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