Think of the most important documents you deal with: contracts, proposals, RFPs, and presentations. They all change quickly. New content is added, elements deleted, and modifications made. How do you get the latest version to your colleagues? Email attachments equals inbox overload. Links to a shared drive means no versioning control.
At the same time your content is built by multiple team members. A proposal has pricing from Finance, positioning from Marketing, and responses from Legal. File sharing in this everyday scenario causes a whirlwind of versions and mixed content. You’ll have to sort through new content and struggle to keep a master document accurate. All while links to new documents fill your inbox...
I used to have it easy at tax time. Complete one simple form and my taxes were done for another year. April 15, standard tax day in the US, doesn’t pass so easily anymore. A house, a family, and a lot of daycare mean more time navigating forms late in the evening. Shortcuts aren’t an option with something so important, so it is time to call in the professionals.
Accountants, lawyers, and other professionals are imperative. Their breadth of experience and focused knowledge on highly complex subjects saves time and frustration. Letting the professionals do what they do best lets you focus on what you do best: like your business or getting to bed before midnight on April 15. Continued.
There’s really no excuse for not using cloud-based applications. There are so many B2B cloud apps that are proven and popular. It’s more about a mindset change. Recently, I was delighted to read in InformationWeek that 74 percent of SMBs will be increasing their spending on cloud-based software this year. After all, with SaaS, what’s not to like – scalability, no expensive hardware to maintain, anytime/anywhere accessibility and, one of my favorites, constant innovation cycles.
I’m always eager to find out which cloud apps are being used by mid-market organizations to fuel their business engines and, based on my discussions with peers and customers of KnowledgeTree’s cloud-based document management solution, here’s the list I compiled:
If deploying a document management solution seems daunting for your organization, don’t worry – KnowledgeTree has distilled the document management best practice process into 8 manageable steps.
View an infographic that illustrates the 8 Steps for Success when selecting and implementing online document management software for your small and medium business.
You’ll be walked through a set of key points to consider as you:
Define your document management objectives and system requirements
Understand your business processes
Determine your preferred delivery model – on-premise or hosted
Our intrepid marketing team recently put together a great presentation outlining the KnowledgeTree offering. Feel free to use the presentation yourself when championing our product within your own organization. Let us know if you'd like to see any additional content added!
Today we announced that KnowledgeTree signed record new numbers of customers in December. Rather than spend time patting ourselves on the back (I’ll leave that to our great PR team), I want to focus on what’s really important here – you, the customer, and the clear validation you have provided us that KnowledgeTree is solving your business problems.
When we drafted the press release, we heard from customers such as Orbitz, Vasomedical, Fuji Chemical, Ocean Law Group (and many others) about how KnowledgeTree was helping them with daily challenges around compliance, document sharing and content access. Features that enable the easy sharing of documents with anyone inside or outside an organization via email invitation, and the ability to collaborate with any number of users without additional subscription fees, came about directly from listening to your feedback.
That feedback comes in many forms and I want to encourage you to keep talking with us. Our social CRM portal gives us great insight into how you are using KnowledgeTree and might want to use it in the future. Our sales and support teams work closely with our product managers and developers to pass along what they hear arising from support calls. In short, we are listening, so keep it coming.
Although our customer and revenue growth is cause for celebration, it’s also a good time to gratefully acknowledge the dedication of the KnowledgeTree team and to thank our customers for their business and for their confidence in our product.
If you’ve been following our Twitter feed this week, you know we’re very excited to be partnering with three outstanding companies for a potential panel at the Enterprise 2.0 Conference this June in Boston.
We put together a strong proposal for the SocialCRM category that features executives (and friends) from Zendesk, MindTouch, and SugarCRM. It’s called “Understanding Content: The Heart of Successful Social CRM” and will tackle best practices for creating, managing and interacting with content, whether it's customer help desk data, contracts and legal documents, sales information, or organizational strategy.
I am relishing the prospect of presenting with four industry colleagues for whom I have great respect. I wasn’t given enough space in the proposal page to do my co-panelists justice, so here’s a bit more background on each:
Now that you have KnowledgeTree for Office setup, lets take a look at the features.
Here we have the KnowledgeTree tab that you will see in the Office applications.
Open brings up an Explorer like view of your documents. You are able to quickly navigate to the document you wish to open.
Save will save a new version of the document in KnowledgeTree.
Save As will allow you to save a new document to KnowledgeTree.
Share: Email
- send a link to the document Open Online
- takes you to the document details page in KnowledgeTree Copy Link
- adds a link to the document to your clipboard
Dashboard opens and closes the KnowledgeTree info pane on the right side of the application.
Settings: Accounts
- manage the accounts that you connect to KnowledgeTree with. Options
Below you'll find details on KnowledgeTree's new content sharing features, with a full FAQ available on our support portal: How do I share content with coworkers?
What is Sharing?
Files or folders can be shared with users inside or outside your organization ("External Users") by providing KnowledgeTree with their email addresses. Sharing provides a quick and easy way to invite a user to collaborate with you around content you have developed.
What are External Users?
External Users are users who are typically not part of the organization which subscribes to KnowledgeTree, and have not explicitly been invited to your KnowledgeTree account by an administrator. External Users could be your customers, business partners, or coworkers from another business unit.
External Users have limited rights - details below.
How does the Sharing functionality differ from the Invite User functionality?
The Invite User functionality is only available to KnowledgeTree administrators, while anyone with write permission on a document can Share it.
Users invited by administrators are fully licensed users and may participate in all the functionality provided by a KnowledgeTree plan, provided these rights have been granted by an administrator.
