Product Roadmap Q2 - Progress Update

June 6, 2013
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Does anyone remember when we used to call activities "diaries"?

Indeed it was some time ago that we went to a bit of effort renaming this creature throughout the Accelo interface. However, the database, design and functionality of activities was not changed. Around 8 weeks ago our development team took the plunge to upgrade this core element of Accelo properly - as it was holding us back from making big improvements to other modules. As we approached the last leg of this quarter, it became clear that we'd pulled a big thread on a knitted jumper, with the work increasing in complexity and scope, leading us to look more widely at the fundamental ease of use matters surrounding Accelo.

We'd also been detecting a slight agitation from some of our users, who have helped us see the error of our ways: Focusing too much on features that admins and decision makers care about, and not focusing enough on the people at the coal face every day - trying to do work, manage tasks and log time.

As a result, we've decided to double-down our efforts on features that end users - both your staff and your clients - will get the most value out of for the remainder of this quarter. Here’s an update on how we’re progressing:

Activities Overhaul

This really has been an epic job - our team are not only upgrading existing areas but also have to scrutinize features currently in development to ensure they’re respecting the new activities module structure!

Some highlights that will make a real difference to the way you work are:

  • New View Activity screen that also allows you to edit fields on the fly - no more trying to use a clunky, separate Edit Activity screen.
  • New Compose Activity screen - being able to create activities in a separate "compose" window - much like Gmail. This allows you to keep working with the record you were looking at, and add your activity in a new stream-lined design.
  • Inline replies - allows you to quickly reply/comment on records without loading the full Create Activity screen, saving you time and energy!

�Inbox Replaces the ToDo List

  • With development also tracking well, this new approach to managing all of your client communication will bring some key benefits:
  • Faster to view/read through client emails thanks to a preview section.
  • Intuitive to use - it is designed much like an inbox with quick reply capability.
  • Easily turn emails into tasks to keep track of your work.

Late Entry: Tasks Redesign!

Yep, this wasn’t exactly on the Q2 roadmap - we were just planning a few light improvements to tasks as part of the projects module upgrade - but with time running short, and users suffering daily with the limitations around tasks, we’ve resolved to tackle a proper tasks upgrade ahead of the projects upgrade!

You can expect a lot of awesome improvements, like:

  • More task fields, like description, manager and priority.
  • Tasks to allow comments
  • Tasks to have more statuses (including custom ones)
  • Tasks to have progression actions/triggers (including notifications such as when a task is completed)
  • Ability to accept/decline tasks
  • A Tasks Board to manage deadlines and work in progress
  • New task view and improved list screen.

Gmail Gadget

Personally, I can’t wait try to this - as someone who keeps an eye on support, it will allow me to just view an email and quickly see if someone has replied to a support email - no more need to check the requests queue or find the contact in Accelo! Once the team are familiar with this, the amount of cc noise should greatly reduce too.
Development progress has been solid considering this feature also relies heavily on API improvements and the activities upgrades. Here are some feature highlights:
Instantly know, within Gmail, whether someone has already replied to an email:

  • Automatically detect if the sender isn’t in Accelo, and quickly add them
  • If contact is in Accelo, instantly see the context for the conversation - potentially a sale, project, issue, and even change the status for that object!
  • Easily relocate a conversation (E.g. from a client record to a project)
  • Create a task against the record that the email is linked to

Client Portal

Developing a client portal for a product as horizontal as Accelo is quite a mission. In some ways it has an extra layer of complexity around setting the permissions for what the end-clients should be able to see. As a result, developing a much stronger and more flexible permission scheme for the portal has been our biggest hurdle. We are close to having this ready, and will soon be building out many of the new screens and features.

Some highlights for the new client portal will be:

  • Ability to share a lot more detail with your clients - budgets, progress, tasks and more
  • Fine-grained access and visibility controls - by client and even per record.
  • Sign-offs - the ability to submit work for sign-off from Accelo, with the client reviewing and approving via the portal
  • Sales opportunities within the portal - for when you want your client to see some of the sale details and collaborate with you
  • Client directory where your clients can see who’s using the portal, update their details and invite others
  • More visual customization - upload your logo/banner, custom colour schemes and create welcome messages.

Re-launching the Campaigns module!

A surprise bonus! Running effective email marketing campaigns is actually an important need for our business as well, and we’ve been wanting to expand functionality in this area for some time. Considering suggestions from our users for alternatives to Campaign Monitor, we are working on:

  • Support for MailChimp integration
  • The ability to send bulk email campaigns without 3rd party integration!

Conclusion

The changes above mean that we've had to push back a few items to Q3:

  • Upgrade to projects
  • Multi-user Scheduling & Workload Reallocation (dependent on projects upgrade)
  • Tasks, Activities & Requests in Accelo Sync (dependent on tasks upgrade)
  • Request Module Upgrade & Autoconversion (dependent on activities upgrade)

However, we strongly feel that this is the best approach - not only from a product design perspective, but because it will help reduce the friction for new users who are trying to familiarize themselves with a new product - which in turn makes it easier for an administrator to get their whole team on-board!

So, after a focus in Q2 on things end users love/need to manage their daily work, we'll be re-focusing in Q3 in things that make the business easier than ever to manage.

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