Project and Task Collaboration

Project management is a part of the day-to-day activities of many organizations. With multiple individuals working on a project at any given time, there is often a need to consolidate conversations, notes, documents, and project statuses to ensure that everyone is on the same page and kept in the loop with current progress.

A client of the AMS-Connect software has a number of employees who work remotely. Having utilized the application for other uses in the past, they were curious if their software possessed an option for project collaboration. Utilizing the “Tasks” feature, the client created a workspace in which ongoing projects (tasks) were created with permission sets to allow specific users access to certain projects.

By implementing this tool, employees were able to communicate regularly, input notes, coordinate future tasks, and track the status of their progress. They created their own project management tool and document management system, allowing remote employees and clients the ability to access, share, and discuss all aspects of the project, while maintaining high standards of security and auditing.

While useful for basic workflows and project management, some projects require a more customized approach, with specific fields in which to track data and progress. For this purpose, the “Database” feature of the AMS-Connect software allows the client to create a completely tailored project management tool for tracking and collaboration. In our next post, we will discuss how this feature can be further developed to create a more customized tool for project management.

Custom Client Connection

We recently discussed the aspect of branding and how the AMS Connect software can help you establish and present your brand through our customized extranet site, resulting in the successful management of your business and providing a connection with your clients that is uniquely yours. Not only is the AMS Connect software completely brandable and customizable in this regard, it also allows you the opportunity to develop solid relationships with your clients and customers.

Strong client connections mean security. AMS Connect understands the need for your customers to feel like their data is safeguarded and protected by you. From an end-user perspective, your customers can relax feeling that when they retrieve or upload documents, or work on tasks utilizing our project management feature, they have never left software outside of the control of your organization.

This brandable and customizable aspect of our software provides you with a site that is under your complete control.  From login credentials to the look and usability of the site, you can be the administrator of your own site.  Unlike many file and collaboration sites, AMS Connect is branded to you rather than branded to whoever the site provider is.  AMS Connect also gives you full power to manage the site rather than handing over risky security protocols to a faceless organization with unreadable end-user agreements.

AMS Connect’s top priority is your data security as well as the reliability of your customized site.  All of this provides your clients with the security of knowing that you are working directly with them rather than with or through an unknown or potentially risky document sharing space.

Contact us today to see how our truly secure and customizable collaboration can help build your brand and relationship with your clients.

Version 6.7 is Coming

We are listening to you and regularly updating our secure extranet software accordingly.  Our goal is to provide our customers the most secure, flexible and usable extranet software in the market.  As part of this goal we are always looking for ways to improve not only the stability and security of the software but also the end-user experience.  To that end we are in the final stages of beta testing of our latest version of the AMS Connect software.  Listed below are some of the major enhancements you can expect to see once you upgrade your site to version 6.7.

  • Drag and drop functionality – This functionality now allows for files to be dragged onto folders or document lists, or within the Add document screen for upload. From Add document, dropped files can also be removed before submitting to remove any inadvertently added.
  • Additional “Display as” options – You are now able to select “Secure PDF” and “Image” within the document profile.
    • Secure PDF option will allow the owner to apply a password to any document that can be converted to PDF (password will be available to users viewing the document).
    • Image option will render the Document as a paged set of images for end users with limited permissions. This feature is an improvement over the former security of Adobe “FlashPaper” and will prevent downloading or copying the text from the document.
  • Document Expiration Date – you now have an optional Retention setting (depending on your Workspace Preference setting) that would allow document to be automatically deleted from the system when that date elapses. Once your workspace is set up you can now select “Document Expires” with a “Document Expiration Date”.

In addition to the above enhancements, AMS Collaborator will be adding a complete update to the notes and discussion features within the AMS Connect software.  Final testing and verification are expected to be completed by February 2017.

AMS Collaborator has scheduled two live demos for the new features at 9:00 AM Pacific Time on Tuesday January 17th and Thursday January 19th.  The live demo is anticipated to take approximately 15 minutes.  Please email info@ams-connect.com if you would like to join one of our demos.

Don’t forget to contact AMS Collaborator to schedule your AMS Connect site for upgrade.