What does this mean for you?
In simple terms it means you have nothing too complex to worry about! You can focus on deciding how you want your users to work together, what they can see and use and what the application contains at a user interface level.
But, and big BUT, is that the Trivaeo technology is modular, it is packaged in many different ways; which means it is almost impossible for Trivaeo to describe in advance what you should expect after logging. Broadly we can do so, but not in great detail. The package you bought may use templates created by a business partner; meaning that what you see and what you need to do will differ somewhat from the generic information provided here in these user guides and manuals. However, that said, there are lots of overlaps and most of the templates orientate themselves around the same underlying core principles. But, for now, just have in the back of your mind that what Trivaeo exposes here in our standard user documentation may look and feel different to what you are using; hey, it’s not our fault. That’s what happens when you play with Lego!
But, now the good news! Most of your role as the company administrator is to get things set up using simple forms and tick boxes! You require no coding experience, you don’t need to be a developer and you don’t need a Masters Degree is Computer Science to understand the terminology. Our technology is designed to be enjoyed by business people; not techies! Our solutions are used by Yoga Instructors, Plumbers, Hairdressers and you can be sure of one thing; no matter how great their primary product and services are very few will also be computing whizzkids. Our entire Administration layer is designed to recognise that your business and your company operation is your primary objective. Our job is to make that easy for you; not hard or complex.
If the package you signed up for only includes the CRM element then all you’d see is Global Settings, Process and Collaboration and CRM Admin. As your business adds additional applications from the Suite then the relevant Admin layer appears automaticallyl.
The administrators users guides in this section fully describe every element of each configurable option in each administrative area.
Typical Administrators Workflow
Let’s assume you’ve just signed up for a Trivaeo solution package in some form; perhaps from one of our Global Partners. After logging in you should expect to configure the solution for your business first at a high level; and then at a more detailed level for your users. That is exactly how to go about it. In simple terms; these are the typical things to do, and they don’t take long at all;
- Setup Your Company – Logo, addresses, Tax ID’s, Phone Mumbers, Bank Accounts, Office Locations
- Set up your Tax Rates (VAT etc)
- Sign in to Xero (for accounting integration) and to Mailchimp (for marketing automation) if you aim to use them
- Set up your Company Financial Year and Sales Targets
That’s it, that’s the basic bits. The rest are a function of your package and what you want to configure at the next level. The next level of configuration effort usually includes;
- Setting up your Dictionaries
- Setting up your Meeting Rooms (for the bookings calendar!)
- Setting up permission groups so when you begin adding users from your company to the solution that they see what they need to see, no more, no less
- Set up your Company working calendar or calendars
- Set up your catalogue of Products and Services that your business sells to its clients
Well, you are just about done! The other configuration items are all application specific. There are some additional cool things you might like to try experimenting with as your familiarity with administration, like;
- Customising the applications with the Custom Tab Builder. Let’s say for example for every customer you have you need to record the serial number of their boiler. Great, use the Custom Tab to add a field to your business called ‘BoilerSerial’ and tell it which apps to show in. Job done!
- Set up scrolling Ticker announcements for your company users
- Build up your own Process Flows that describe how work and ‘stuff’ flows through your business
- Set up Team Rooms where your users and invited self-service (external) users can collaborate on projects or tasks
- Integrate your business operations platform with your website to collect sign-ups for your newsletter or bookings to your calendar; automatically
- Set up Activities and Activity Statuses so that your departments can use drag and drop interfaces to show the work they are doing and how far along they are with each piece of work or task
Day to day your administrator role may include adding new users, adding self-service users, manipulating dictionaries or tweaking workflows and processes that your business uses. As a purchasing administrator (if it isn’t you) you will be assigning application licenses from your package to your uers, cancelling or purchasing new subscriptions within your package or packages and keeping the commercial side of your use of our technology in order. You may review invoices, download them and so on. Note, you have zero backup responsibilities or other system administration tasks at all.