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IF ONLY EVERYTHING WERE THAT SIMPLE...

You are planning an event and want to find out on which date the participants have time? Participants whose calendars they do not have access to?  Then you create a Doodle, and within a short period of time there is clarity. The menu for the evening program should be defined? Who has incompatibilities, eats vegan or has other preferences - a Doodle helps here too.

Services such as Doodle are characterized by the fact that information can be obtained quickly but in a structured way and that neither IT know-how nor extensive preparations are required.

How nice it would be if it were that simple in the company as well and individual questions could be simply asked, just as easily answered and evaluated:

  • What is the current headcount in your area?

  • Where will you be in costs / sales at the end of the year?

  • What is your assessment for the coming year?

  • In which projects are delays threatening?

  • The new savings program <Savings.XY> is coming up: what can you contribute?

 

A tedious process so far: create an Excel form, write a cover letter, send it by email and hopefully get it back soon, check response (have all those who were asked already delivered, have you used the form correctly), merge results ...

And the whole thing might happen several times, because something was forgotten in the first run or users got strange ideas while editing the Excel form. Use the possibly already existing planning system for this? It is better to leave that alone before you break something - unless CoPlanner is in use.

DATA-DOODLE FOR CONTROLLING

CoPlanner takes up the challenge to provide the data doodle for controlling. Since it is confidential data, not quite as pragmatic as the free appointment service - data protection and security must be maintained, but similarly simple and fast.

Within a few minutes, an own data model can be set up and its (also large) distribution circle can be asked for its input. Via the workflow you can see who has already replied.

If desired, participants can also see the data of other participants - useful for intercompany voting, for example.

WHAT DOES THE PROCESS LOOK LIKE IN COPLANNER?

  • Design data model and form - existing structures (e.g. cost center plans) can, but do not have to be used

  • Assign user: (who should participate in the data collection) and set deadlines

  • Initialize workflow and notify user.

 

The users receive a web link (in the intranet), use their web browser for data acquisition and release the task.

Well, if only everything was as simple as with CoPlanner 😊. Look forward to CoPlanner 10 - available this year!

AUTHOR

Since his graduation as Dipl. Wi.-Ing at the Technical University of Karlsruhe in 1994, Heinrich Nordsieck has been active in the field of Business Intelligence and knows many CPM tools from his own practice. In 2000 he founded Axus AG in Munich together with partners. Axus AG recognized the potential of the CoPlanner tool at an early stage and was active in Germany as its partner. In 2007 Axus AG was taken over by pmOne and he held a management position as VP CPM. The CPM connoisseur has been active in CoPlanner GmbH as shareholder and managing director since the beginning of 2016. His hobbyhorse is the transformation of customer requirements into functioning solutions, and he is proud that these solutions have been used successfully for many years or even decades.

SOFTWARE ENGINEER

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