Surveys, Event Registrations … in Confluence. Download to Excel.

How can you expand your Confluence-based Intranet so that your employees can do some of the common things organizations do like surveys and event registrations without needing a programmer every time?

What if your marketing employees could create a Confluence page, add a webinar registration form to it, view the registrations in Confluence or download them to Excel?

With Live Forms for Confluence, anyone can do it. See how easy it is in this video (less than 3 min)

Drop-dead simple Confluence Workflows

Workflows, in particular, simple approval workflows are extremely common at business organizations of all sizes. For example:

  • An Expense Report that must be approved by your Manager
  • Vacation Request that needs approval
  • Patient Referrals where a Nurse or Physician’s Assistant fills out the top part of a form, a Doctor has to sign it and then send it to the hospital
  • Issue Tracking where an Employee creates an internal support issue and admin support staff take multiple actions on the issue before closing it

It’s easy to automate these workflows using Live Forms for Confluence. You can view a 7 minute video or read this article in the documentation.

We’re excited about these powerful, easy-to-use workflows seamlessly integrated into Confluence. We think customers are going to find them super useful too.

Excited about our new Confluence release

It’s been an unbelievable time – obviously, we haven’t updated the blog at all recently. We’re really excited about our new product for Atlassian Confluence. We’ve been working with quite a few customers who have now successfully used frevvo within Confluence for things like:

  • Issue tracking systems
  • Event registration (download submissions to MS Excel)
  • Patient referral
  • Student enrollment

and many other applications.

The new version has full user/group integration with Confluence, works with your Active Directory/LDAP systems, includes workflows, digital signatures, task lists in Confluence, the ability to create/update Confluence pages from forms & workflows, the ability to collect multiple submissions in a single Confluence page etc.

I’ll be writing more about these over the next several weeks.

Forms and Situational Applications

A few weeks back, I was talking to an executive from a leading Enterprise Social Software company about partnering with frevvo. His observation was that these tools and their collaboration capabilities lived in the space between completely unstructured workflows at companies (typically via email) to rigid workflows created by IT using workflow products.

This got me thinking – what keeps the CIO awake at night? It’s not the database or servers – they cost a lot but they’re known entities. It’s not the client – pick a browser and an OS. It’s what’s in the middle – from short-lived apps put together by power users (register for the corporate outing, get results by email or in Excel) to significant projects developed by IT (order management app that works with the SOA or back end server). In either case, this is the unpredictable part in terms of $$ as well as time. A lot of expensive, time-consuming and unproductive work lives here. There’s often a huge backlog of these types of short-lived needs that IT simply cannot fulfill – and in many cases, the need is gone before IT gets around to implementing it.

That’s where Enterprise Wikis like Confluence add so much value. They allow IT to retain control of the server infrastructure while still allowing business people (those same power users that have written millions of Excel macros) to put together simple, short-lived applications and deploy them quickly. People call them Enterprise Mashups or, more to my liking, Situational Applications.

“Situational applications are a way for people with domain expertise to create applications in a very short time. Many IT shops have a backlog of small little projects that their customers want. If it takes 3 weeks to get to a project, the need is gone before the developer even starts coding. We want to give knowledge workers the tools to solve their own problems.”

So, how can IT be the gatekeeper but not the gardener? Wikis like Confluence provide widgets that business users can assemble into applications while still allowing IT to control the widgets and the services that the widgets consume. Of course, web forms are a key aspect of Situational Applications. The vast majority of business applications rely on forms. So, your Intranet must have a simple web-based form builder or it won’t be able to handle even simple business applications.

If you’re thinking about this, check out frevvo’s Live Forms for Confluence product and see how easy it is to add real forms to your Intranet and get a handle on those costs in the middle.

Short link: http://wp.me/p1flGp-y