Featured Guests
Libby Budack, Data Specialist at Schmidt Associates
Matt Richmond, Chief Technology Officer at RCH Studios
Eric Klotz, Principal at ESa
Webinar Summary
In this month’s Office Hours, team members from Schmidt Associates, RCH Studios, and ESa shared how they are using Synthesis to improve information flow across the firm with online forms.
Schmidt Associates’ Libby Budack shared how they gather internal employee recognition nominations with formstack.
RCH Studios’ Matt Richmond shared how they engage employees in employee & project information maintenance with Microsoft Forms in Office 365.
ESa’s Eric Klotz shared how they use a Smartsheet form to streamline the process of starting up new projects.
In this webinar, you’ll:
Understand several common business processes that can be automated using online forms
Learn about a variety of online form technologies that can integrate with Synthesis
See how forms are displayed on Synthesis
If you only have a few minutes, we recommend jumping to three highlights:
The Starfish Award Form (10:13)
Office 365 Forms Tutorial (16:07)
New Project Request Form (28:28)
Webinar Timeline
Announcements
01:17 KA Connect 2020 Speakers Announced
01:45 Synthesis Workshop San Francisco 2020
03:20 New Support Article: Publish a Form on Synthesis
Schmidt Associates: formstack
04:30 Introduction to Schmidt Associates
05:58 Synthesis Implementation (KAL)
06:28 formstack Introduction
06:42 Pre-form Challenges
07:20 Benefits of Forms
07:50 The Starfish Award
09:00 Award Examples
10:13 The Starfish Award Form
11:00 Automated Workflows
11:30 Other Forms
RCH Studios: Office 365 Forms + PowerAutomate
13:48 Introduction to RCH Studios
14:25 Synthesis Implementation (Loop)
14:35 Deltek Data Correction Form
16:07 Office 365 Forms Tutorial
17:35 Automate with Microsoft PowerAutomate
19:05 Improving the Data Correction Form
ESa: Smartsheet
22:02 Introduction to ESa
22:55 Where it Started: Project Scheduling
23:50 Smartsheet Introduction
24:50 Additional Features: Project Data Collection
25:22 Project Dashboards
26:10 Project Tracking, Meeting Notes, Team Members
27:00 Project Managers Meeting
27:23 Integrating Forms with Synthesis (SLATE)
28:28 New Project Request Form
29:12 Active Project Management Process (Workflow)
30:02 Principal Intake Request Data Review
30:55 Smartsheet Dashboards and Reports
32:28 Next Steps: Smartsheet and Deltek Data Synchronization
Q+A
33:00 Q: Has anyone come up against the issue of validating the data that is coming in from these forms, and have there been any challenges expressed from the people that are entering that data into Deltek from the forms?
35:35 Q: Is Microsoft PowerAutomate part of Microsoft Office 365?
35:37 Q: Is Smartsheet being used as your Project Management solution?
37:19 Q: Is Smartsheet helping to create and customize those dashboards?
38:30 Q: What has the response been from staff who are receiving and processing the information from forms?
41:08 Q: Have any of you observed any hesitation on adoption?
43:05 Q: With the project initiation form, is that the only way you will accept a new project?
43:58 Q: Where do you house the emails/information generated from request forms?
46:18 Q: What advice do you have for someone who is thinking about integrating forms?
About Office Hours
Office Hours is 60 minutes of news, stories, and Q+A with Susan, Chris, Sarah, and special guests from the KA Advance community. You can watch recordings of past Office Hours webinars here.
