eRoom Template Design Service

Description

The eRoom Template Design session involves working with a group or individual to design an eRoom for a specific business process.  Prior to the session, we work with you to determine your needs, who needs to be present for the session, and schedule the date(s).  Typically, the people that need to be present are the ones who best understand the business process.  Here are the primary steps involved:

1. eRoom overview. If the users are new to eRoom, we begin with a 2-3 hour overview of it.  If not, we go right to the next step.

2. Collect information on the business process.  This may involve flowcharting, diagrams, reviewing existing documents, and anything else to gain a common understanding of how things work and what your needs are.

3. Design a rough structure of eRoom.  All first and possible second tier folders are in place.  Some workflow may be started at this point.

4. Fine-tune and polish.  This steps involves adding instructions, links, graphics, and other navigational elements, as well as ordering items, completing databases and workflows, and any other items needed to get it ready for use.

5. Review and refine as needed (optional).  May bring in next tier of users for this.

Please note that no two sessions of eRoom Design ever go the same.  We're very adaptable and work with the resources at hand.  We follow the above process to ensure your objectives are met, but we tailor each step according to your situation.

Time Frame

The process to build an eRoom involves many factors.  Our experience is that one eRoom ranges from 3 hours to 4 days, and two days is the optimal time.  Having said that, we've been able to build multiple eRooms in two days by careful planning, multitasking, and good project management.  But in general, here's how the schedule commonly goes for designing and building an eRoom:

After... This much work is typically completed for one eRoom 1/2 day A rough sketch of what an eRoom will look like is mapped out on paper and possibly in an actual eRoom.  The basic structure will be in place, but many details will be needed before it can be used.  There should be someone with a solid understanding of eRoom in your company ready to complete this eRoom. 1 day Solid structure of the eRoom is built (80 to 100%).  Databases and are at least in rough format if not completed. 2 days eRoom is ready to implement.  All items have been "polished" with instructions, final names, and formatting.  A table of contents has been created, some actual content may be added. 3-4 days This is for advanced, very complex eRooms.  The eRoom will likely include workflow processes and enterprise databases and involve multiple team members, customers, or suppliers.  Interim feedback loops are likely, as well as formal or informal training for team members.  Quick reference guides may also be created for the particular eRoom.

During each session, we work with you to monitor progress and can make changes mid-stream if need be.

What's a Template?

An "eRoom Template" is an eRoom that can be reused by many groups and is designated as a template.  This is common when you have many ongoing and similar projects.  By building one eRoom project template, each new project gets its own eRoom.  Not all eRoom Design sessions are for templates, some are just for "single-use" eRooms.

To order this service for onsite delivery or for additional information please contact us.