Category: Project Management

Laserfiche is Excellent for Marketing Organizations – Delta Data Services LLC

Laserfiche is Excellent for Marketing Organizations

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07.14.21 01:08 PM Comment(s)

Laserfiche is Excellent for Marketing Organizations

When it comes to marketing organizations and startups, Laserfiche seems to be trending. Marketing companies use Laserfiche for day to day content management and automation. A leader in their industry, Laserfiche has established trust and happy customers over the years with a definite increase in the marketing organizations using the software. Laserfiche brings real-time visibility and robust team collaboration features at competitive prices for marketing agency, reducing time spent on administrative duties and enabling focus on creating beautiful work for the clients. This is why we have seen an evident switch to Laserfiche by marketing companies.

Marketing companies use the software for holding their large repositories of digital content. Media content tends to be a large in size and scope but with Laserfiche as their primary content management tool, and with the large storage limits afforded by various subscription models marketing companies have no problem hosting their content and keeping it safely backup up for ongoing operations.

With Laserfiche workflows, the Sales Teams at marketing companies can manage their estimates and invoices and keep notes on their sales processes. It also helps to stay on top of the business with useful reports of staff utilization, project margin and customer profitability. The finance departments at marketing companies can also manage their purchase orders and invoices for their clients and partner organizations.

Laserfiche is the number one content management solutions for marketing companies and our marketing customers find great value in the tool and would not do without it. Over years of recognition and support by real-time users and enterprises, Laserfiche has won the best Product of the Year award of 2021.*

References:

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Webinar: Demo of Fully Customized ZOHO ONE Platform For Financial Planners and Related Service Businesses – Delta Data Services LLC

Webinar: Demo of Fully Customized ZOHO ONE Platform For Financial Planners and Related Service Businesses

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09.16.21 02:09 PM Comment(s)

Webinar: Demo of Fully Customized ZOHO ONE Platform for Financial Planners and Related Service Businesses

Delta Data Service proudly announces its second upcoming free webinar. The Topic of our webinar will be ‘DEMO of Fully Customized ZOHO ONE Platform for Financial Planners and related Service Businesses’ and it will be held on Wednesday, 13 October 2021 from 12:00 PM to 1:00 PM PST. This webinar will address the value of Zoho One as an all-in-one work management solution to transform the way you work bringing your team, projects, sales and reports together.

About This Session

This financial planners platform features functionality that are required in in the industry including:

◉ Elegant client on-boarding forms. Data secure in CRM.

● Personal Information including encrypted fields

● Spouse, children and dependent parents

● Objectives and Goals

● Income and Expenses

● Real Property

● Insurance and Liabilities

● Risk Assessment

● Liquid Assets and more …

◉ Separate repositories for Leads and for clients

◉ Ability to track the sales pipeline

◉ Save client start date and send reminders for client annual interviews

◉ Email marketing follow up with clients who don’t sign up for additional services

◉ Reporting and Business Intelligence

Reserve Your FREE Space!

In the webinar participants will receive learn about some features that can be configured in a CRM and related applications that will enhance the work of Financial Planners and related service businesses.

Agenda:

• 30 minutes presentation
• 30 minutes Questions and Answers (Q&A)

Webinar Details:

– Date: Wednesday, 13th October 2021

– Time: 12:00 PM – 1:00 PM PST
– Trainers: Ebitari Larsen (President: Delta Data Services LLC)

– Cost: FREE

Check out our exclusive video for the Webinar and don’t forget to attend the content rich virtual discussion by DDS for detailed insights on customized Zoho One platform for financial planning. You have the opportunity to secure your place by registering via this link. The registration is free of cost, but places are limited. Join our webinar to voice out your opinion and connect with our network.

Join the Free Webinar

The Must-Have Tools for Remote Office Work – Delta Data Services LLC

The Must-Have Tools for Remote Office Work

02.24.22 03:22 PM Comment(s)

The Must-Have Tools for Remote Office Work

As we see a hike in remote work during the pandemic phase, there is a substantial growth in the demand of virtual office software. The need for remote work tools becomes more evident. How can your team enhance communication, handle projects efficiently, and update tasks quickly when each team member is based in a different time zone?

The solution is remote work tools.

Document and File Editing
If you’re going to be working on projects together, you need the ability to edit documents together. Online cloud storage software Google Docs and Zoho Writer provide the ability to edit the documents online and auto-saves the edit history.

Shared Cloud Storage
Staff needs access to all the work created by team members at any time. Zoho WorkDrive gives you the access to shared storage to collaborate across an office or across a country.

Client Record and Lead Management
Staff needs one platform to upload leads and client’s data for quick access. Zoho CRM bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

Communication Tools
Zoho Cliq keeps your team linked on any device, anywhere. It’s a rich text and video chat tool that keeps everyone connected and updated.

Shared Project Management
Zoho Projects configures intranet based functionality to track work and provide feedback at all stages of development. With a Trello-style Kaban board, teams can manage task priority and assignment.

For more help, feel free to contact us and schedule a free 1 hour session for corporate solutions.

Webinar: Ins and Outs of Zoho Projects and Sprints – Delta Data Services LLC

Webinar: Ins and Outs of Zoho Projects and Sprints

10.21.21 04:28 PM Comment(s)

Webinar: Ins and Outs of Zoho Projects and Sprints; cloud-based solutions for Project Management Success

Delta Data Service proudly announces its third upcoming free webinar after the success of its first and second webinar. The Topic of our webinar will be ‘Ins and Outs of Zoho Projects and Sprints; cloud-based solutions for Project Management Success‘ and it will be held on Wednesday, 10 November 2021 from 12:00 PM to 1:00 PM PST. This webinar will address the value of Zoho One as project management solution provider and how it can help your business streamline and fast-pace your day-to-day corporate operations.

Check out our exclusive video for the Webinar and don’t forget to attend the content rich virtual discussion by DDS for Zoho as the best project management solutions with in-depth elaboration of its features.

About This Session

◉ Zoho Project is Waterfall PM and Zoho Sprints is Agile PM – can be used in tandem

◉ Zoho Project

● Projects

» Views, Filters, Number of Records per Page

» Groups

» Templates

● Tasks

» Milestones, Tasks Lists, Tasks and Subtasks

● Dashboard

» Project Budget

● Graphs

» Gantt Chart

–Dependency Fields

● Finance

» Timesheets

» Estimates and Invoices

◉ Zoho Sprints

» Sprints every two weeks typically

» Tasks from Zoho Projects

» Swim Lanes

» Epics

» Comments and @mentions

Reserve Your FREE Space!

In the webinar participants will receive learn about Zoho as a user-friendly, collaborative project management tool that helps project managers (PMs) and teams collaborate and meet goals on time while managing resources and cost. Zoho is a simple and feature-packed project management tools designed to help businesses of all sizes manage, track, and execute projects with ease.

Agenda:

• 30 minutes presentation
• 30 minutes Questions and Answers (Q&A)

Webinar Details:

– Date: Wednesday 10th November 2021

– Time: 12:00 PM – 1:00 PM PST
– Trainers: Ebitari Larsen (President: Delta Data Services LLC)

– Cost: FREE

You have the opportunity to secure your place by registering via this link. The registration is free of cost, but places are limited. Join our webinar to voice out your opinion and connect with our network.

Join the Free Webinar

New Review By Radhika on LinkedIn and Yelp – Delta Data Services LLC

New Review By Radhika on LinkedIn and Yelp

10.22.21 01:44 PM Comment(s)

New Review by Radhika on LinkedIn and Yelp

Delta Data Services has a history of satisfying its clients for over 12 years and we’re proud to exceed the needs of our customers. Just read our reviews to see for yourself! Our clients come to us with a lot of expectations and we go an extra mile to solve their corporate issues. We listen. We analyze. We deliver. Our success is measured by results. We care the most about how our clients feel about their experience with DDS.

In January 2021, Radhika, Founder and Owner of RADD LLC, came to us for hands-on Zoho configuration to manage, connect, and automate business processes across their organization. We provided RADD LLC with the best coaching and software for setting up and integrating Zoho One Suite for their business with full customization. Like all our clients, Radhika left us a remarkable review on LinkedIn and Yelp being grateful and thankful for our services. Here is Radhika’s review of DDS on LinkedIn and Yelp:

At DDS we pride ourselves on our service, quality of work and the customer experience. That is why we are always pleased to receive positive feedback from our clients. We ‘ve posted a few of our reviews on our website but the most current reviews can be seen directly on LinkedIn and Yelp. If you would like to know what our customers think and why we have a 5 star review please visit us at LinkedIn and Yelp and also please feel free to leave us a review on these channels.

https://greenice.net/role-business-analysis-play-web-development/

The Importance of Business Analysis – Delta Data Services LLC

The Importance of Business Analysis

Delta Data Services

03.16.19 02:32 PM Comment(s)

The Importance of Business Analysis

A client recently asked me why its important to have Zoho Partners. She wondered why people cannot just implement their project using the Zoho Technical Support. Well, the answer is that some Partners, like Delta Data Services (DDS), play the role of the business analyst.

Do you know what a business analyst is? Well its one of those roles on a project that is often overlooked by small and medium sized businesses but which is imperative to the success of any project. Large companies implementing projects always have project managers and business analysts on their projects.

In this blog, we highlight some articles written about business analysis. Business analysis essentially boils down to a communications role among the technical people (at Zoho, for example) and the client, ensuring complete requirements are communicated among stakeholders (via the business analyst), implemented per requirements by the technical team and thoroughly tested (by the business analyst and the client). No project should progress without clear indication of what person will be running the role of business analyst in implementation.

I liken the role of the business analyst to the importance of meditating. Before your discover it, you may not see its value. But when you discover it, you will never go without it again. The business analyst brings the ‘calm’ to the project by ensuring all stakeholders are heard and translated to each other and that the project runs smoothly.

Here are some articles we found relating to business analysis and some quotes from them that we liked best:

What is a business Analyst?

Without a Business Analysis, web development looks the same as traveling without knowing your final destination. In the case of traveling, this may seem like an incredible adventure while, in business, the risk would not be one worth taking. Before starting with a project estimation, you should clearly understand the goals and imagine the results that you’d like to achieve. Developers are not oracles and have no way of knowing exactly what it is you want.

Business analysts are responsible for bridging the gap between IT and the business using data analytics to assess processes, determine requirements and deliver data-driven recommendations and reports to executives and stakeholders.

https://www.cio.com/article/2436638/project-management-what-do-business-analysts-actually-do-for-software-implementation-projects.html

The maximum amount of efficiency that a BA can add to a project team is often overlooked. While the development team defines the technical solution, the BA provides timely information, clarifies questions, eliminates obstacles and roadblocks and ensures the technical solution is progressing and moving towards meeting the stakeholder’s expectations. Developers are grateful when their project team includes an experienced BA.Many developers or coders want to do just that…code. It is not productive to have developers participate in lengthy requirement discussions. Developers or individuals with a technical background sometimes speak in technical terms or want to design a solution before knowing the full scope of requirements. This often causes some confusion or disconnect with the business users. The BA understands the level of detail needed for developers to be able to bridge that gap between business requirements and technical requirements. The development team is fully capable of working with the business users to clarify requirements but this can cause inefficiencies, project delays, and rework. Projects are more successful when the development team can focus on architecting the technical solution and completing their development tasks.

https://rkvtechnologies.com/what-is-a-business-analyst-and-why-is-it-important-that-my-project-team-include-business-analysts/

Why is BA important?

Traditionally, in our technology driven business world, a large proportion of the changes and optimizations relate to software systems – and so teams in the organization responsible for creating, maintaining and delivering IT systems, are a primary focus. Conventionally, this has proven to be a difficult relationship, with challenging communication issues or mis-interpretations that often lead to wasted effort or scrapped projects. According to The Standish Group, this mis-communication can result in as much as 40% of the overall effort being wasted, on average.

https://blog.microfocus.com/the-importance-of-the-business-analyst-role/

What does a Business Analyst do?

What is often overlooked, however, is how a good business analyst maximizes the efficiency of the project team. While the development team works to define the technical direction and build the solution features, the business analyst works behind the scenes to provide timely information, clarify questions, remove roadblocks and ensure functional development is moving the project toward a successful conclusion.

https://www.insight.com/en_US/learn/content/blog/how-business-analysts-drive-value.html#

For many customers, a software project can be very overwhelming. Often times, the customer is working to successfully complete the project on time and within budget, along with managing their everyday work obligations. Early in my career, I was always told “you are the voice of the business user”. A BA will serve as an advocate for the business users to limit the impact of their absence on the project. There are often multiple business users impacted by system changes and one may feel their business needs should take priority over the other. It is the role of the BA to successfully represent all business users and to ensure all opinions are heard, considered and represented when the users are not available to represent themselves. The BA is the main point of contact for the business users which enables the project manager and technical staff to focus on their task and the overall project goals.

https://rkvtechnologies.com/what-is-a-business-analyst-and-why-is-it-important-that-my-project-team-include-business-analysts/

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Laserfiche is at the Heart of Universities’ Virtual Education – Delta Data Services LLC

Laserfiche is at the Heart of Universities’ Virtual Education

Delta Data Services

03.11.20 01:02 AM Comment(s)

Laserfiche is at the Heart of Universities’ Virtual Education

In universities and colleges, remote classes has been praised for its many benefits including cost savings and time efficiency which helps students manage their study-work schedule more effectively. They are the heart of online degree programs, and a convenient, central place where your university courses take place.

With a rise of technology, everything becomes more virtual, and virtual classes might be considering to become the latest trend for all universities and colleges. We might want to take a look at the advantages and disadvantages of virtual classes. But first, let’s start with the benefits:

Effective time management – Nothing looks happier than a student who can achieve their work-life balance. By choosing the best study environments that work best for them, students can save many hours on commuting back and forth from home to the classes.

Convenience – Virtual classes remove time and place restrictions since they allow student the access to coursework from anywhere at any time. They can absolutely choose a time that fit best for their busy schedule. They can also access to the course while they are out of town. All they need is a laptop or other digital devices Internet connection. Most importantly, students don’t have to take the tests at the same time like they were in the classrooms. They can totally choose a specific period of the day where they feel strongest and most effective to take the tests, which results in a better average class scores.

Sharpened digital skills – In addition to gaining direct knowledge from the classroom, through the virtual classroom process, students are also provided with opportunities to train and interact with new technology from many online learning software and platforms. For example, students often use Dropbox as their cloud storage. Moreover, video presentations, collaborations tools such as email communications with classmates and their professionals are extremely useful practices.

Affordable – Compared to setting up a real classroom with equipment like furniture and utilities, virtual classrooms really save a lot on setup costs. These savings can also benefit learners, where they are required to pay less than the tuition fees.

Immediate feedback on exams and tests – A big advantage of taking tests online is that students often receive points immediately after they complete the test. Students will not need to feel impatient and pressured for several weeks to know the results of the test. Although the test results do not change, knowing in advance will give students more space to know the weaknesses and gaps in their knowledge base, and make a plan to improve and prepare themselves for the next upcoming exams.

Besides positive factors, there are some issues arise when the universities switch to Remote classes:

How to modernize your campus for student success through secure records management and transformational process automation?

How to ensure the learning efficiency of students, especially those who are not confident using technology?

How ensure all the exams are taken and graded in a fair manner?

How to ensure the best communication process between students, faculty, and staffs, as well as the process for projects between students?

DDS is pleased to present Laserfiche – the software that offers the most flexibility for high level virtual education. All you need to access your collaboration tools and all your data in Laserfiche is an Internet connection. You will access all your applications and data via a browser window from
any location you like.

Now, with a global awareness of the important steps that need to be taken to prevent the spread of Coronavirus, most universities and colleges are switching their on-site classes to remote classes until the virus is stopped. It is even more important to use a tool like Laserfiche.

According to Nucleus Research ECM Technology Value Matrix 2018, the Laserfiche process automation suite modernizes campus operations and streamlines communications with students, faculty, and staff. It transforms an entire school education system into a diverse online education system. But first, let’s take a look at the two main gates leading into the system called Students Portal and Faculty Portal.

Student Portal

Faculty Portal

According to Dr. Annebelle Nery, VP for Student Success of College of the Desert in Laserfiche Solution – Higher Education, Laserfiche provides Seamless transition for students, seamless transition for staff by streamline application compilation and activity tracking for improved faculty support. As a result, universities are able to achieve increased efficiency and transparent communication with smart document management.

Transform Operations Campus-wide with less Manual Work

From every aspect of the educational environment as well as all departments within the school, Laserfiche is able to take all of them. The most essential elements in an educational system include the following sections:

Admissions and Enrollment – Streamline admissions review and approval to create seamless digital experience for prospective students.

Faculty Tenure and Promotion – Accelerate tenure review and approval to drive collaborative and intelligent decision-making.

Accounting and Finance – Drive compliant and accelerated financial services through integrated workflow automation.

Financial Aid – Automate financial aid processing to standardize information capture and accelerate response time for students.

Advancement Services – Centralize donor information and facilitate reporting for more targeted constituent outreach.

Human Resources – Achieve efficient employee life-cycle management by reducing manual burden on staff.

Registrar Forms Processing – Simplify student requests and improve responsiveness through easy-to-use e-forms solutions.

Contract Management – Track contract versions and facilitate transparent communications through workflow automation.

Grant Administration – Streamline application compilation and activity tracking for improved faculty support.
Laserfiche Solution – Higher Education

Conclusion

With all of these amazing functions, Laserfiche is absolutely a perfect choice to transfer your universities into a perfect automation virtual education system with better communication, staff efficiency and faster processing. As a result, universities and colleges are able to provide their students beneficial virtual education, which is very suitable for young generation in the Technology era:

Career advancement and hobbies– Gives students more flexibility. They can work and fit their work schedule (and their hobbies) around their coursework more easily while balance their social lives, work, family, and still can achieve good results in the classes. Work-life balance is no longer a challenge anymore.

Flexible schedule and environment – Students choose their own learning environment that best suits them.

Lower costs and debts – Reduce housing, tuition and transportation costs, which translates to lower debts and more savings.

Self-discipline and responsibility – Online learning requires a lot of self-motivating and time management skills. It helps students become more self-motivated, a trait that will make them stand out in the workplace and beyond.

Improved skills in Technology tools – Offers students a very solid foundation of technology experience which is a good start when they graduate and start building their careers.

More choice of course topics – Students can focus on the subject they are interested in and choose from the variety of online courses and programs.

Please contact us so we can set up a ‘virtual’ meeting and we can answer any questions you have about Laserfiche and how it can make your higher education become more virtual.

We look forward to hearing from you soon.

Image Sources:
“Benefits of Apartments for Graduate Student Housing.” Student Apartments Near UF | The Retreat at Gainesville,
www.retreatgainesville.com/graduate-student-housing/.

5 Mandatory Software Every Small Business Needs

09.26.22 08:12 AM Comment(s)

5 Mandatory Software Every Small Business Needs

The average entrepreneur spends 68% of the time tackling day-to-day tasks and only 32% of the time on long-term goals, strategic planning, and other tasks that can help their business grow.

Because there are so many various components to managing a business, whether large or small, it may be overwhelming. When you employ smartly designed business management solutions, business administration becomes lot easier. In small organizations, digital technologies enable them to accomplish more with fewer employees. They make business administration easier and more efficient by reducing the load of documentation and record-keeping.

Best Small Business Software of 2022

Best Software: Zoho One

Best Website Builder: Zoho Site Builder

Best Email Marketing Software: Zoho Mail

Best Project Management Software: Zoho Projects and Zoho Sprints

Best Team Communication Software: Zoho Cliq

Best Hiring Software: Zoho Recruit

Best Document Management Software: Zoho WorkDrive

Other non-Zoho tools we use at DDS:

Microsoft Office

Adobe Creative Cloud

Zoom

Accounting software

Every business need to maintain track of its finances. This is not only practicable, but also mandated by the norms and regulations. Accounting and invoicing must be accurate and in accordance with accounting best practices.

Communications Software
Regardless of geographical limits, communication software maintains group communication and involvement.

Project Management Software
Project management software also creates plans and reports that are ideal for showing project plans and progress to customers.

Bookkeeping Software
Bookkeeping software automatically publishes transaction information to the proper ledgers, reducing the possibility of mistake. It also makes it easier to prepare bills, invoices, and year-end financial reports.

Website Building Software
You can constantly update and refresh your company website to reflect new advances and successes if you choose web design software that enables for quick modification.

We hope you’ll take advantage of our list of software applications that can help you accomplish more with your small business. Let us know how these applications are working for you!