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Digital Tools for Research & Development, Interoffice
Communication and Collaboration
Quyen Wickham, OU Geeta Dutta, WSU
Jeff Agnoli, Ohio State
Overview
1.
1. Contact Relationship Management (CRM)
2. Document Management
3. Interoffice Communication/Collaboration
4. Faculty Communication/Collaboration
5. Questions/Discussion
Contact Relationship Management (CRM)
CRM: An Address Book on steroids o Everything a Contact List has, plus...
o capture meeting notes
o capture email correspondence
o link activities
o link contracts
o share
OU: Contact Relationship Management
Criteria:
1. Access to the same tracking file by all center staff.
2. Accessible anywhere. Can update from anywhere.
3. The faculty information needs to be secure.
4. Center staff need to be able to include emails.
5. Center staff need to include documents.
6. The tracking system needs to include all faculty data.
7. Allows private notes.
8. Tracking relationships through proposals or grants.
9. Easy to use.
Final decision: www.highrisehq.com
OU: Contact Relationship Management
• Overview of all
user activities
• Sortable by user
• Search contacts
Or within notes
OU: Contact Relationship Management
• Contact view
• Text notes, upload
Docs, attach emails
• Provides basic
• Contact info
OU: Contact Relationship Management
• Edit contacts
• Company as dept
• User defined fields
OU: Contact Relationship Management
• Cases as faculty
groups
OU: Contact Relationship Management
• Deals as proposal
efforts
OU: Contact Relationship Management
• Sort by departments
• Tags
Ohio State:
The Advancement System (TAS)
• Tracks all interactions from individuals, foundations, and corporations.
• Tracks revenue and recognition
• Records funding requests and awards
• Generates notices (interaction reports) to development staff and partners
• Includes records on all faculty, staff, students, alums, donors, and industry partners
Document Management
• Organizing Documents
• Searching
• Sharing within office
• Sharing outside the office
WSU Document Management
Best tool so far for management of large proposals
• Dropbox o Pros
easy to share outside of network
folder structure
o Cons
control
security
OU: Document Management
Sharepoint: Proposal Library
• Pros: o Easy to include metadata (see examples)
o Very secure (all onsite data storage)
• Cons o High learning curve
o Takes time to set up
o Administrative training highly recommended
o Limited usability outside of MS Windows
OU: Document Management
OU: Document Management
OU: Document Management
Inter/Intraoffice Collaboration
• Communication: Efficiency and Efficacy
• Sharing Documents
• Teamwork
WSU Inter/Intraoffice Collaboration
One Note (MS Office tool)
• Pros o store templates/emails/other docs
o use as a notebook (write, draw, etc. too)
o easy to share (entire notebook or specific tabs)
• Cons o remember to setup permissions
WSU Inter/Intraoffice Collaboration
OneNote
OU: Interoffice Communication/Collaboration
Google Drive
• Set up with center email
• Share folders with all staff (req. Google acct)
• Real-time co-editing of Google Apps
• Store docx, PDFs, etc.
• iPad accessible
OU: Interoffice Communication/Collaboration
Offline access
Faculty Communication/Collaboration
• Getting information out to faculty
• Collaboration with faculty
OU: Faculty Communication/Collaboration
Ohio State: Faculty
Communication/Collaborations Social Media Tools
• CarmenWiki (public and secure options)
o https://carmenwiki.osu.edu
• Listservs, RSS Feeds, Google Alerts, Twitter, and Facebook
• Funding Blog
o http://library.osu.edu/blogs/research-funding/
Questions/Discussion
J Quyen Wickham University of Oklahoma
Center for Research Program Development and Enrichment
http://crpde.ou.edu
Geeta Dutta Washington State University
Office of Grant and Research Development (OGRD)
Jeff Agnoli The Ohio State University
Office of the Vice President for Research
