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7 min read

Steps to Creating a Culture of Quality in the Workplace

By Peter Hargittay on Wed, Feb 24, 2021 @ 10:00 AM

If you are reading this blog, then you probably already understand why a culture of quality matters so much. Quality programs are better for the bottom line and result in higher levels of customer satisfaction. Even more importantly, quality management practices help to safeguard the health and well-being of workers, customers, and the general public. 

Topics: Quality Management Software Quality Management System quality challeneges quality processes quality culture quality standards leadership quality programs
6 min read

What Is Quality, and How Can You Infuse it Into Everything You Do?

By Paul Dionne on Thu, Feb 18, 2021 @ 03:40 PM

Everybody loves the idea of quality; but when it comes to quality programssome people are not quite so enthusiasticThat’s a tragedy, given the fact that consistent and pervasive quality programs invariably produce positive results, yielding higher profits and increased customer satisfactionWhen quality programs are poorly understood throughout an organization, though, they may be regarded as too restrictive and excessively focused on rule-followingcompliance, and seemingly meaningless processes. 

Topics: Quality Management Software Quality Management System quality quality challeneges quality processes quality culture quality standards online collaboration structure
3 min read

What is Quality Culture?

By Peter Hargittay on Mon, Feb 01, 2021 @ 04:54 PM

5 Steps to Defining a True Culture of Quality

In his seminal book Organizational Culture and Leadership, Edgar H. Schein wrote: “The only thing of real importance that leaders do is to create and manage culture. If you do not manage culture, it manages you, and you may not even be aware of the extent to which this is happening.”

A good organizational culture is one of those things that is easy to identify, but exceedingly hard to create. It requires clarity of vision, alignment among key stakeholders, and effective communication from top leadership. Leaders who wish to foster a culture of quality must adopt an intentional approach, focusing on the best practices that have led to successful outcomes for the world’s leading companies. Here are some key areas to focus on:

Communicate Management’s Commitment to Quality

In organizations that are authentically committed to quality, management communicates its values clearly and frequently. Company leaders must express unwavering support for quality initiatives in their words and actions. This requires that C-suite executives first be aligned as a team; with a common understanding that quality drives both short-term and long-term success by increasing sales, improving customer satisfaction, lowering costs, and averting potential crises.

Clear communication of quality as a top priority is echoed in many of the following items in this list; but a common thread among world-class quality leaders is that top management communicates that commitment to quality on a regular and ongoing basis. It’s also important to explain why quality is so important and the benefits all employees and the company derives from a culture of quality.

Define Clear Quality Standards

Quality begins with a clear definition of expectations. Leading companies begin with an intentional approach to engaging with customers, understanding their needs, and identifying the factors that directly impact quality. By prioritizing key metrics such as the Net Promotor Score (NPS), organizations can establish a yardstick against which the overall effectiveness of quality culture can be measured.

The lack of clear standards, in contrast, can lead to a fragmented approach to quality and lack of direction for quality programs. In a 2014 report developed by Forbes Insights in association with American Society for Quality (ASQ), the lack of uniform quality standards was cited as a top challenge faced by senior management in global organizations.

Align Incentives Around Quality

Companies must not merely talk the talk; they must also walk the walk. When management aligns incentives to quality objectives, it sends a clear message to everyone in the organization that company leaders are prepared to stand behind their commitments with meaningful action. History provides us with far too many examples of projects that were rushed to completion, only to result in failure. When delivery deadlines and short-term margins take precedence over quality, it leads to an erosion of confidence in management’s commitment. Senior leaders may be perceived as paying lip service to quality. To avoid this and to create a true culture of quality, C-suite executives must be prepared to back up their words with actions, even when there is a potentially high cost.

Put Employee Recognition Programs in Place

Leading companies make quality visible by recognizing employees who demonstrate a commitment to quality in performing their everyday duties. The best of the best have put programs in place that enable employees to nominate their co-workers for outstanding performance as well. By incorporating quality into the evaluation process, setting individual targets and making those part of the standard performance review process; management sends a clear message that reinforces the culture of quality throughout the organization.

Empower Your Employees

Finally, companies that successfully foster a culture of quality empower their employees. In their words and actions, company leaders communicate that quality is everyone’s job; and that if an employee identifies a potential concern, they are encouraged to take action to rectify the situation. In a quality culture, it becomes easier to call attention to a problem than to sweep it under the rug.

Employee empowerment also means putting tools & technology in place that removes friction from the quality management process; making it faster and easier to follow important processes. At the same time, such tools & technologies enable better processes, more thorough documentation, and improved workflows throughout the organization.

If you are seeking to foster a culture of quality in your organization, we would love to talk. Contact us today to discuss your situation and learn how Intellect QMS can help.

Topics: quality quality processes quality culture employee empowerment quality standards
6 min read

The 5 Most Common Problems with Your CAPA Process

By Paul Dionne on Wed, Dec 30, 2020 @ 01:19 PM

A well-defined corrective and preventive action (CAPA) process is intended to identify problems, understand root causes, resolve issues, and take corrective action to prevent the recurrence of those problems. While the results are well worth the effort, designing and implementing a good CAPA process comes with some challenges. Here are some of the most common problems we see when companies are struggling with their CAPA processes. 

Topics: Compliance Quality Management Software Quality Management System CAPA QMS Corrective Action Preventive Action quality quality processes eqms software qms 4.0 problem qms software qms system
3 min read

Intellect: Celebrating 20 Years in Business

By Romeo Elias on Wed, Dec 23, 2020 @ 03:41 PM

This year marks Intellect’s 20th year in business. We have come a long way since our early days as a small three-person operation here in Southern California. Two decades after our founding, we are proud to have been recognized by Gartner as a top eQMS provider and to have earned a spot in G2’s “leader” quadrant. Intellect is on an upward trajectory, thanks to our great team of committed employees, innovative partners, and loyal customers.

Topics: BPM Business Process Management business automation Quality Management Software Quality Management System QMS 20 year anniversary intellect celebrate
3 min read

Gartner Highlights Intellect as a Leader in QMS Software

By Peter Hargittay on Thu, Dec 17, 2020 @ 04:14 PM

In November, Gartner released the latest version of their Market Guide for Quality Management System Software, highlighting Intellect QMS 4.0 as a leading solution in the quality management space. Gartner’s analysts noted “extreme configurability” as one of our product’s key assets, remarking on QMS and the Intellect Platform’s capacity to help users easily modify the solution and build new business applications without writing code.

Topics: Quality Management Software Quality Management System QMS covid-19 gartner market guide ui/ux qms 4.0
8 min read

An Almost Paperless Approach to Quality Management

By Peter Hargittay on Thu, Dec 10, 2020 @ 01:25 PM

Paper has forever been the universal proof of compliance 

Topics: Paperless Office Compliance Paperless Document Control Quality Management Software Quality Management System quality quality data digital document management
7 min read

Intellect Innovate 2020: A Recap

By Peter Hargittay on Thu, Dec 03, 2020 @ 05:12 PM

On November 9th and 10th, the Intellect team was joined by an audience of quality management professionals from around the world for a virtual edition of our annual Innovate conference. Themes for Innovate 2020 centered around extreme configurability, mobility, and connectivity – three of the core strengths that differentiate Intellect QMS and the Intellect Compliance Platform. 

Topics: events conference recap Intellect Innovate
14 min read

Evaluating Total Cost of Ownership for Quality Management System Software

By Paul Dionne on Wed, Nov 25, 2020 @ 12:34 PM

 Comparing software packages is hard. 

Topics: Quality Management Software Quality Management System QMS quality eqms on-premise hosting Cloud based hosting total cost of ownership professional services
3 min read

Intellect on AWS GovCloud

By Selim Ozyel on Thu, Nov 12, 2020 @ 04:16 PM

As the world transitions toward agile, decentralized cloud computing, numerous US federal agencies have aligned around a stringent set of common standards and practices for security and risk assessment known as FedRAMP.

Topics: Cloud Quality Management Software Quality Management System QMS Risk Management Cloud based hosting on-cloud solution eqms software amazon web services govcloud FedRAMP security
3 min read

Staying HIPAA Compliant with QMS Software

By Selim Ozyel on Wed, Oct 28, 2020 @ 04:54 PM

For many companies in FDA regulated industries, including pharmaceuticals, medical devices, labs and life sciences, compliance with the Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a critical requirement.

Topics: Compliance Quality Management Software Quality Management System CAPA QMS quality challeneges HIPAA Compliance HIPAA cyber-security
4 min read

COVID-19's Impact on Quality Management

By Peter Hargittay on Wed, Oct 14, 2020 @ 02:01 PM


Topics: Quality Management Software Quality Management System nonconformance Risk Management Change Management Customer Complaints quality challeneges covid-19 adaptability Calibration
7 min read

Build or Buy? How to Buy QMS Software That Meets All Your Needs

By Peter Hargittay on Fri, Aug 28, 2020 @ 02:18 PM

The build vs. buy dilemma isn't new to businesses considering investing in a quality management system. After all, they often have very specific needs from their QMS solutions (depending on the regulations that apply to them, their desired process automation maturity and manufacturing velocity, their monitoring and analysis expectations, and their unique documentation and data processes, among dozens of other things).

Topics: Compliance Quality Management Software Quality Management System configurable QMS quality eqms eqms software configurability
2 min read

4 Top Trends for Pharmaceutical Companies & Manufacturers During COVID-19

By Peter Hargittay on Wed, Aug 05, 2020 @ 02:54 PM

Pharmaceutical companies have seen several new trends emerge as a result of COVID-19, however, four top trends standout among the rest.  To meet current challenges and to stay ahead, pharmaceutical companies are focused on enabling business agility, operational resilience, risk mitigation, and utilizing a remote and distributed workforce. 

Topics: Regulations CAPA Risk Management new regulations quality challeneges manufacturing No-Code Platform pharmaceutical covid-19 digital solutions
3 min read

Best Risk Management Practices For The Food Industry

By Lucy Tekneyan on Wed, Aug 05, 2020 @ 02:21 PM

Ensuring quality and safety is a critical component of the Food Industry. From risk management to tracking non-conformances, implementing an effective Quality Management System can help avoid product defects and disastrous mistakes that can also be a detriment to your business. 

Topics: Training Risk Management risks food industry FDA compliance risk assessment employee training best practices
4 min read

8 Mandatory Elements of a QMS System

By Peter Hargittay on Wed, May 27, 2020 @ 12:48 PM

A Quality Management System (QMS), is a set of processes that are implemented to ensure that business leaders meet FDA, ISO, and other global GxP regulatory requirements to help deliver better and safer products and to increase productivity. A successful QMS should be configurable and adapted to meet the needs of your business, including manufacturing, medical device services, aerospace, pharmaceuticals, nutraceuticals and so many more.

But what should I look for in a Quality Management System?

An effective QMS framework not only offers advanced analytics, to help better understand data, it enables users to make more informed decisions and improve productivity and can be properly executed if your business has these 8 robust Quality Management System apps.

Managing NonConformance (NCM)

Managing NonConformance (NCM) is an integral part of an organization’s continual improvement plan. Intellect’s QMS Platform enables organizations to capture, track and maintain accurate, auditable nonconformance records through a centralized database to have transparency for departments, sites, or locations. This allows organizations the ability to exceed audit, nonconformance, and corrective and preventive action requirements of common standards including ISO 9001, ISO 14001 and OHSAS 18001.

Topics: Document Control CAPA QMS Risk Management
3 min read

5 Tips for Successful Change Management

By Peter Hargittay on Thu, Sep 12, 2019 @ 12:14 PM

What should an effectively-designed change management app bring to the table? It should define how technologies, procedures, and strategies will be applied throughout the organization to address current changes in the business environment. For companies that want to implement a change management process for quality and compliance, it requires thorough preparation and planning. So, starting with a good strategy can help them create an adaptable change management system, which will allow them to better anticipate and plan for change (rather than reacting to it).

Topics: Regulations QMS Change Management ISO FDA regulations configurability ISO 9001 ISO 13485 flexible change management solution
2 min read

Why Configurability Is Key When Choosing the Right QMS Platform

By Peter Hargittay on Tue, Jun 11, 2019 @ 06:00 AM

Quality isn’t negotiable, but some manufacturers think the process used to achieve it is.  No matter which way you slide it, having a configurable quality management software is essential for your organization — and why an effective out-of-the-box system doesn’t realistically exist.

Topics: Quality Management Software Quality Management System configurable QMS eqms quality processes eqms software configurability
3 min read

Embrace the Advantages of Digital Document Management

By Peter Hargittay on Thu, May 30, 2019 @ 11:11 AM

Remember that time you were working from home and needed an employee to send you a file? Only they had to dust off a fax machine in order to send it, because it was a physical file. You know, the kind that’s stored in a file cabinet.

Topics: digital business Document Control Quality Management Software Quality Management System QMS digital transformation quality challeneges quality processes digital document management
2 min read

Why Having a configurable QMS System is a Non-negotiable

By Peter Cutler on Thu, May 23, 2019 @ 06:00 AM

When looking to replace manual processes with an eQMS Software solution, Quality Departments ask one fundamental question:  “Do I want to change my standard operating procedures (SOPs) to fit the software application or do I want to modify the software to meet our unique SOP’s?”

Topics: Quality Management Software Quality Management System QMS quality eqms quality processes tco out of the box solution SOP total cost of ownership eqms software
3 min read

Confounded by Compliance Issues? There’s Help on the Way

By Peter Hargittay on Tue, May 21, 2019 @ 01:54 PM

Let’s face it: Compliance is complicated, and it’s probably one of the least appealing items on your plate. Still, requirements are becoming more and more stringent — and with good reason. High-regulation sectors like the food and dietary supplement industries are quickly growing, and customers have the right to know that these foods and products are safe.

2 min read

Quality Management Software: Cloud or On-Premises

By Peter Cutler on Fri, May 03, 2019 @ 06:00 AM


Topics: Cloud Compliance Quality Management Software Quality Management System QMS quality automated solutions eqms on-premise hosting quality processes Cloud based hosting on-premise solution on-cloud solution
3 min read

The 5 Things Medical Device Companies Need to Know about ISO & FDA Requirements

By Peter Hargittay on Tue, Apr 16, 2019 @ 06:00 AM

Medical device companies, above all else, have one thing in common – regulatory compliance. Every one of the companies in the industry must comply with ISO and FDA requirements in order to stay in business.  And these requirements are here for a very important reason - to protect the patients and consumers while ensuring the quality of products created.

Topics: quality regulatory FDA ISO FDA regulations FDA compliance new regulations iso compliance fda standards
3 min read

Meet Intellect's Quality Expert: Paul Dionne

By Peter Hargittay on Tue, Apr 02, 2019 @ 09:00 AM


Topics: QMS
2 min read

How to Ensure Compliance In the Nutraceutical Industry with QMS Software

By Peter Hargittay on Wed, Mar 20, 2019 @ 04:37 PM

In manufacturing industries, there are few things as important as staying compliant with ISO standards and FDA regulations.  Notably, the food industry is strictly monitored, and that includes the nutraceutical industry.

The regulation of the manufacturing and use of nutraceuticals varies around the world, but in the U.S. it’s regulated by the FDA.  As such, manufacturers of nutraceuticals need to stay compliant with its regulations at all times. There are a few critical regulations that must not be disregarded to ensure the safety and compliance in the industry.

Responsibility Is on the Manufacturers

Staying compliant with quality control guidance for any nutritional supplement is the responsibility of the manufacturer, according to the FDA Rule 21 CFR Part 111. Current Good Manufacturing Practices (CGMPs) states that suppliers and manufacturers are expected to monitor, record and improve their process continuously. In addition to that, you also have to demonstrate your environmental compliance with the GMPs by performing validation studies of the areas that they use for storing and processing products.

.Important Regulations for Nutraceuticals

For nutraceuticals manufacturers and distributors to keep up with FDA’s compliance standards, they need a system for managing and processing data. Implementing corrective and preventive action procedures (CAPA) is one of the necessary regulations to meet, but there is more of them:

  • Implementing Current Good Manufacturing Practice — following the Dietary Supplement Health and Education Act of 1994 to make sure Current Good Manufacturing Practices are being met;

  • Careful classification — as dietary supplements, nutraceuticals have to be strictly controlled when it comes to their classification used in marketing;

  • Recording and traceability — it’s imperative for FDA-regulated manufacturers to keep accurate and precise records for all their systems and processes, and trace supplement products down to the lot number;

  • Labeling and notifications — labeling rules and regulations are stringent for dietary supplement products. Besides, nutraceutical providers need to submit data that confirms the ingredients used in the product are safe for human consumption.

Meeting all these regulations ensures that business for manufacturers of nutraceuticals and distributors will be going smoothly compliance-wise.


How An Automated Quality Management Solution Will Enable Nutraceuticals Manufacturers and Distributors

A quality management system solution is imperative in order to effectively comply with FDA regulations. Workflow automation along with different applications to fit your quality assurance needs  is becoming a necessity in order to remain efficient and compliant, and critical to facilitate increased productivity and employee efficiency.  Quality applications developed specifically for nutraceutical companies include:

Label Management

Track any label change with ease.  Capture, track and manage labeling data and documentation for your product, including properties, ingredients, compliance data, and related file.  Once a change is made, Intellect's automated workflow will trigger an update for any related document.  Maypro, an Intellect Customer, utilized Intellect's Smart Quality Automation solution to become and remain compliant.

Track and Trace

If you are in the business of manufacturing or distributing dietary supplements or nutraceuticals, then you need to be able to track and trace all ingredients in your products.  Track the life cycle of products and lots that include Bill of Materials (BOM) information, including raw materials being used, test results, certifications, regulatory compliance, and product specification performance.  Integrate with other quality apps and automate the visibility of internal and external compliance, automatically update interdependent information based on a single modification (e.g., raw materials supplier changes).  


Topics: QMS
2 min read

How to ACHIEVE Operational Excellence with CAPA

By Peter Hargittay on Tue, Dec 04, 2018 @ 10:50 AM


Topics: QMS
3 min read

6 Tips to avoid 483 letters

By Peter Hargittay on Wed, Nov 28, 2018 @ 02:40 PM


Topics: Document Control QMS
3 min read

How Employee Training Reduces Nonconformance

By Romeo Elias on Mon, Oct 15, 2018 @ 10:03 AM


Topics: Training QMS nonconformance employee training
3 min read

Supply Chain Risk Management: 5 Different Types

By Romeo Elias on Tue, Oct 02, 2018 @ 10:01 AM

Supply chain risk, as well as business risk in general, come in many shapes and forms. The risk comes from the most basic everyday processes to some extraordinary circumstances that are often hardly identified.

Topics: Supplier Management Risk Management Change Management supply chain risk management supply chain management supply chain
3 min read

Ensuring Quality and Operational Excellence in Labs

By Romeo Elias on Wed, Sep 19, 2018 @ 09:04 AM


Topics: Quality Management Software Quality Management System QMS quality quality data labs operational excellence
3 min read

How an Effective Workflow Helps You Improve Your Business

By Romeo Elias on Thu, Sep 06, 2018 @ 09:18 AM


Topics: Workflow Workflow Process Management Workflow and Business Process Management Hosted workflow Solution Workflow Managment workflow automation QMS
3 min read

Food Industry: Ensuring Quality and Operational Excellence

By Romeo Elias on Thu, Aug 16, 2018 @ 02:41 PM


Topics: Compliance food industry mobile compliance FDA regulations manufacturing
3 min read

Digital Transformation: Why Is It Important for Quality?

By Romeo Elias on Mon, Aug 06, 2018 @ 01:03 PM


Topics: Quality Management Software Quality Management System QMS quality digital transformation quality challeneges eqms
3 min read

3 Compliance Issues That Can Be Solved By Automation

By Romeo Elias on Mon, Jul 16, 2018 @ 01:31 PM


Topics: Compliance workflow automation business automation Document Control CAPA automated solutions mobile compliance FDA compliance iso compliance laboratory compliance
3 min read

Best Risk Management in Laboratories

By Romeo Elias on Wed, Jul 11, 2018 @ 09:32 AM


Topics: Risk Management ISO labs iso compliance risk identification laboratory compliance risk assessment
3 min read

Mobile and FDA Compliance: New Regulations in 2018

By Romeo Elias on Tue, Jun 19, 2018 @ 02:00 PM

Things change very fast in the world of mobile apps. Besides the mobile phone manufacturers adding better cameras, processors, accelerometers, and gyroscopes; mobile app developers are following those upgrades up with new and improved apps. When talking about mobile medical apps, you probably wondered if the FDA regulates them. The answer has been changing, and we will present some of the latest rules brought by the FDA to make the picture somewhat more transparent.

Topics: mobile applications mobile apps Regulations FDA mobile compliance FDA regulations FDA compliance new regulations
3 min read

Digital Transformation Strategy for Next Generation eQMS

By Romeo Elias on Wed, Jun 06, 2018 @ 11:57 AM


Topics: business automation Quality Management Software Quality Management System quality digital transformation
2 min read

How Digital Transformation And Quality management Play Important Roles In Optimizing Your Business

By Romeo Elias on Fri, May 04, 2018 @ 10:14 AM

What business doesn’t want to speed up decision-making, assure quality, and improve collaboration thanks to enhanced visibility? Because of the digital revolution, all those things are achievable. However, before companies can get to that point, they need to embrace change, let go of outdated processes and undergo a digital transformation.

Topics: Workflow Managment Quality Management Software Quality Management System quality digital transformation
3 min read

4 Steps to Achieve Workflow Compliance

By Romeo Elias on Thu, Apr 19, 2018 @ 11:29 AM

Topics: Workflow Workflow and Business Process Management Compliance Workflow Managment workflow automation Audits Risk Management quality data digital transformation legal risks
3 min read

Preparing Your Business For Digital Transformation And Compliance

By Romeo Elias on Thu, Apr 12, 2018 @ 11:53 AM

Topics: Compliance digital business business automation quality digital transformation
3 min read

The Effects of Document Control on Certain Industries and Risk Management

By Romeo Elias on Thu, Mar 15, 2018 @ 09:41 AM

Topics: Document Control Quality Management Software Quality Management System Risk Management quality
3 min read

Benefits of Access: Capturing Quality Data on Manufacturing Mobile Apps

By Romeo Elias on Wed, Mar 07, 2018 @ 09:33 AM

The ability to use mobile devices on factory floors and laboratories is transforming many aspects of manufacturing in highly-regulated manufacturing industries such as pharmaceutical, nutrition, and medical.

Topics: mobile applications mobile web mobile apps Quality Management Software Quality Management System QMS quality quality data
2 min read

How Intellect Benefited One of The Largest Food Safety and Quality Companies!

By Romeo Elias on Fri, Feb 23, 2018 @ 01:30 PM

Topics: Workflow Managment workflow automation Quality Management Software FDA
3 min read

Benefits of an Automated Digitized Solution for Document Control to Help Meet ISO and FDA Regulations

By Romeo Elias on Mon, Feb 12, 2018 @ 11:56 AM

Why do people cringe at the very thought of compliance and change? Perhaps it’s because compliance means having to behave according to someone else’s command, and it’s our natural reflex to be resistant to being controlled, and skeptical of change.

Topics: Business Automaton Regulations Document Control regulatory FDA ISO automated solutions
3 min read

Software Compliance in Life Science Product Industries

By Romeo Elias on Mon, Jan 08, 2018 @ 02:58 PM


Operating a business in a government-regulated environment carries a high expectation of compliance and strict adherence to guidelines and policies. For companies that operate in the hyper-regulated scope of the Food and Drug Administration, software compliance is a top priority that must meet rigorously enforced standards.

Topics: Compliance Quality Management Software QMS quality regulatory FDA validation
3 min read

Managed Workflow Equals Quality

By Romeo Elias on Tue, Jan 02, 2018 @ 12:43 PM

Topics: Workflow Workflow Process Management Hosted Workflow Workflow and Business Process Management Compliance Workflow Managment workflow automation Regulations Document Control Quality Management Software Quality Management System CAPA QMS Customer Complaints quality regulatory FDA
2 min read


By Romeo Elias on Sat, Feb 11, 2017 @ 01:43 PM

Workflow Modeling and Automation

A core feature of Business Process Management is Workflow Automation.  This feature enables companies to describe their business process in a block diagram view, definding the flows, the roles, the activities, and business rules.  And once defined, the Business Process Management (BPM) Platform can automate and execute this workflow, notifying users when they are required to complete a task, providing them the information they need in context to complete the work, reminding them if they are late and keeping them up to date on the overall process status.  Managers can oversee the process in real time and be notified of any delays, audit the history and decisions that were made and ensure that everyone is following the company standard.

Topics: BPM business process Workflow BPMS Compliance Workflow Managment Document Control Quality Management Software Quality Management System QMS
2 min read

electronic signatures

By Romeo Elias on Mon, Dec 12, 2016 @ 11:06 AM

After the advent of electronic record keeping and digitized business processes, the natural evolution for companies was to support electronic signatures.  The technological requirements to support this feature have been around for some time but the laws and regulations had to catch up.  Today, electronic signatures are very common and legally accepted in numerous industries to meet a wide variety of use cases and regulations. There are also many online signature tools like DocuSign and Adobe Sign (formerly EchoSign) that have become standard for applications in real estate, contracts, and insurance transactions.

Topics: BPM Workflow Paperless Office Paperless Document Control Quality Management Software Quality Management System electronic signature Audits QMS
3 min read

Are You still customizing your QMS by modifying source code?

By Romeo Elias on Mon, Dec 05, 2016 @ 11:21 AM

It is surprising how many companies today are solving their need to customize their Quality Management Software by modifying source code.  It is understandable why a company may want to customize a software to meet its unique business and quality processes.  However, software platforms have evolved so much that there shouldn't be a need to change or add code to the vendor platform.  Not only does this require expensive development skills and expertise, it also means that the company can no longer receive vendor upgrades to their platforms as they have branched out with their own custom solutions.

Topics: BPM Workflow Compliance Paperless Document Control Quality Management Software Quality Management System configurable CAPA Training Supplier Management Audits QMS nonconformance NCM Corrective Action Preventive Action Risk Management Change Management Customer Complaints
3 min read

3 Strategies That will Reduce the Fear of Workflow Automation

By Romeo Elias on Tue, Aug 23, 2016 @ 11:43 AM

In my previous post, “Workflow Automation Can Be Scary!”, I outlined how workflow automation can be scary to many employees, as it creates uncertainty, introduces transparency and takes away control.  In this post, I will explain three well established strategies that will help address each of these concerns. 

Topics: BPM Business Process Management business process Workflow Workflow Process Management BPM Suite Hosted Workflow Manual process change BPMS Workflow and Business Process Management IT change workflow automation business automation
3 min read

Top Preferences Clients Look for in Workflow Management PAAS

By Chris Fisher on Thu, Aug 11, 2016 @ 10:26 AM

In talking to many customers that are researching a business process management or workflow management solution, I’ve compiled a list in no particular order, of top preferences. I have set price aside as there are vast differences in cost for off-the-shelf solutions and dedicated platforms and SaaS products. Below, I have listed the top 6 requests that most organizations will discuss early on when researching new products.

Topics: BPM Workflow Cloud Low code platform Compliance Workflow Managment
3 min read

Workflow Management Solutions: Off-the-Shelf Vs. Custom Development

By Chris Fisher on Tue, Aug 02, 2016 @ 08:29 AM

Many business are considering a workflow management system for their internal processes. The paperwork and emails are no longer manageable and with compliance and competitors to deal with, organizations are at a critical mass point in time, having to automate business processes. So the research begins on Google, and the amount of products is overwhelming. There are enterprise solutions, custom built apps, off-the-shelf software, and just about anything in between. But what is best, and what provides the most effective cost savings?

Topics: BPM Workflow Process Management SaaS Cloud Workflow Managment workflow automation
3 min read

Workflow Automation Can be Scary!

By Romeo Elias on Fri, Jul 22, 2016 @ 02:04 PM

Many companies are using business process management platforms to automate internal workflows that streamline their processes, increase regulatory compliance and digitize forms. From a business perspective, automation saves money and time, reduces training costs and lead times, and ensures a consistent experience for customers and employees.  This should be common sense for everyone in the organization, however, for many employees, workflow automation means change, and change can be very scary. 

Topics: Workflow Process Management workflow automation business automation
3 min read

Mobile Apps Increase Internal Productivity

By Chris Fisher on Wed, Jul 20, 2016 @ 07:38 AM

For the last several years most companies have concluded the need for a mobile app as a critical mass initiative, not unlike the social media push that made everyone Tweet endlessly in hope of seeing sales spike. In the end, social media has proved to be an excellent tool for customer relationship management and the hype did translate somewhat better than the fear based fodder that forced everyone into Y2K compliance. It’s true that the mobile app craze is great for client relationship management as well and many companies have had noticeable success with mobile apps. Imagine life without the Domino’s Pizza Tracker, Google Street View or Pokémon Go! But what about internal apps for employees who clutch their smart phones and sleep next to them? Couldn’t these appendages be used to make each employee more efficient?

Topics: mobile apps Workflow Managment app development
4 min read

Programming a VCR Seemed Harder than Building Business Apps Today

By Romeo Elias on Wed, Jul 13, 2016 @ 08:21 AM

It’s amazing how times have changed.  A couple of decades ago, that was the joke.  For those of you reading this who are too young to know or remember, a VCR, or Video Cassette Recorder, was what we had to use back then to record our favorite TV Show if we couldn’t watch it live.  This was before TIVO, Youtube or Netflix.  Viewers had to look up the schedule in a weekly publication of when their favorite shows were playing, and program the VCR to record the live TV show, so they could watch at a later time. 

Topics: Business Apps Business Automaton Workflow Managment
4 min read

What is the Cost Savings After Implementing a Workflow Management Platform?

By Chris Fisher on Mon, Jul 11, 2016 @ 02:26 PM

Because so many businesses are still using paper, faxes, emails, etc. to communicate internally, most departments just think that’s the way it is. It doesn’t cost any extra to do this and it seems to be working just fine!  This was true for snail mail 20 years ago - until email showed up. The growing problems businesses are encountering without using a workflow management platform are: failure to meet compliance, no transparency, limited collaboration, lost paperwork, delays, time, etc. And because most of the preceding actions are buried in the salaries of the employees shuffling all this paper around, it goes unnoticed.  It’s just business as usual.

Topics: Workflow Process Management
4 min read

Compliance software is now a must have

By Chris Fisher on Fri, Jun 24, 2016 @ 10:07 AM

Most mid-size and larger companies have already implemented compliance software, but it’s not uncommon for others to attempt to keep up with compliance manually or even with paper-based processes. With Sarbanes Oxley and ACA compliance becoming more regulated each year, increased accountability and visibility through all levels of management is mandatory for business.  GSA Compliance is as important. For example, if GSA finds an organization in non-compliance, auditors can suspend a contract while they determine debarment. Sarbanes-Oxley is about tracing and tracking information back to source business applications that generated the actual data. Process management, auditing functionality, cost analysis and reporting are required for any compliance based products. Documentation support and records management are other benefits that must be considered for proper compliance in any department.

Topics: Platform as a Service (PaaS) Compliance Regulations
3 min read

Build Your Own Apps (BYOA)

By Chris Fisher on Mon, Jun 20, 2016 @ 11:29 AM

The time has finally come where developers are not needed to allow businesses to create apps to streamline their paper-based processes. Business apps can be easily configured by just about anyone with the evolution of SaaS called PaaS. “Platform as a Service” is defined as “a category of cloud computing services that provides a platform allowing customers to develop, run, and manage applications without the complexity of building and maintaining the infrastructure typically associated with developing and launching an app.” Who builds these apps you may ask? Business Analysts, IT Departments, HR Managers, or any department head that needs transparency and efficiency added to their business or unit. These early adopters are being called “Citizen Developers,” and they are the future of business.

Topics: Workflow and Business Process Management
2 min read

10 Questions to ask when choosing a platform to build business apps

By Chris Fisher on Tue, Jun 14, 2016 @ 12:00 PM

Businesses today have to have apps. For everything. Mobile apps, business apps for workflow and documents, contract management, HR, expense management or just business processes in general. Sure, everybody is used to paper-based processes, but at one point, you had to go from snail-mail to email. And from a landline to a mobile phone. And from a mobile phone to a smart phone. And… well you get the idea. You gotta keep abreast of technology.

Topics: Workflow and Business Process Management No-Code Platform
2 min read

Configurathon for building business apps with no programming

By Romeo Elias on Fri, Jun 03, 2016 @ 05:00 PM

Everyone seems to be talking about hackathon competitions these days and the programmers who huddle together in teams to code apps in a short amount of time (usually a few days) and present them to judges.  The concept is really cool and fosters innovation and an outlet for programmers with ideas to demonstrate their creativity and programming skills. 

Topics: Workflow and Business Process Management Low code platform Platform as a Service (PaaS)
4 min read

Is low-code/no-code for hr?

By Jeff Knapp on Tue, May 17, 2016 @ 12:00 PM

Low/No-code is an attractive offering that to me, sounds a lot better than PaaS or SaaS or ASP. It means having your normal workers be able to build applications by themselves with minimal technology involvement. To me, it's WYSIWYG (what you see is what you get) web development. Remember back in the 90’s when basically anyone with a computer and web connection could build his/her own website on Geocities or similar? We have e-commerce-focused simple site builders now (GoDaddy, Volusion, etc.). We have online polling (Survey Monkey, PollDaddy, etc.). Why can't we have online app building?

Topics: HR
3 min read

Why It's Crucial that Your Business Go Paperless

By Chris Fisher on Mon, Apr 11, 2016 @ 02:30 PM

Over the past few years, businesses around the world, regardless of scope and industry, have made the move to paperless, which includes documents such as contracts and invoices as well as automated business processes required for digital transactions, approvals, and eSignatures. While no business may be 100% paperless, there are many advantages to making the transition. Of course, if your business has been using and relying on hard copies of documents for several years, a change in practice will take time. To convince you of its importance, here is a look at why it is crucial that your business go paperless:

Topics: Workflow and Business Process Management Paperless Office Business Automaton
1 min read

Automate Any process From start to signature with Intellect and Docusign

By Zaira Hernandez on Fri, Dec 04, 2015 @ 12:00 PM

Topics: BPM
2 min read


By Romeo Elias on Wed, Sep 30, 2015 @ 02:23 PM

The Employee Setup application is a modern enterprise app that makes it easy to onboard new employees by automating onboarding beyond HR.  As a compliment to your core HRIS system (ADP, Workday, Oracle, HCM/PeopleSoft, etc.), the app is designed to automate and streamline the process of setting up a new employee upon agreement of employment, with established work item requirements, while reducing the time-to-productivity. The purpose of the application is to automate the manual checklist/tasks managers use when a new hire comes on board, ensuring nothing gets overlooked or delayed, in turn, increasing the level of productivity and employee retention.

Topics: BPM Mid Market Business Process Management Cloud HR HR Gap mobile applications Workflow and Business Process Management mobile apps
2 min read

An Intern's Experience with Intellect

By Kyle Fratello Hakim on Mon, Jul 28, 2014 @ 10:41 AM

I joined Interneer as a summer Sales Development intern on May 21st. A local college student at USC, I was to be responsible for identifying and creating new qualified sales opportunities for Account Executives, and spent my first few days on the job simply trying to comprehend what exactly the broad Business Process Management (BPM) field encompasses.

Topics: BPM Business Process Management Hosted Workflow mobile applications mobile apps project tracking
1 min read

IT organizations disruption accelerating

By Romeo Elias on Tue, May 14, 2013 @ 11:17 AM

I recently read a blog post by Jim Stikeleather, the IT Conversation We Should Be Having, on research conducted over the past 2 years by The Harvard Business Review, The Economist, CEB (formerly known as the Corporate Executive Board), Intel, and TNS Global on how the role of the CIO and the IT department is changing.

Topics: business process Enterprise disrupt change research IT change
2 min read

So Long Mobile Websites, Say Hello to More Mobile Apps.

By Zaira Hernandez on Mon, Apr 01, 2013 @ 09:55 AM

Tablets and smartphones make our lives easier. They are compact and allow more flexibility in the business world, where our professional and personal lives demand having access to any of our business tasks and data on the go. But let’s think further, flexibility to access the web and other software programs has become a necessity rather than an option. Many of us can’t even imagine what our lives would be like without access to the internet on a daily basis.

Topics: BPM SaaS Cloud SMB ROI mobile web SMB market SMBs mobile apps
2 min read

SMBs Welcome Smart IT Solutions

By Romeo Elias on Tue, Mar 19, 2013 @ 02:23 PM

According to a recent Gartner report the SMB market keeps expanding resulting in new opportunities for innovative IT solutions.  “SMB will spend approximately $920 billion worldwide on IT in 2013. Out of those 920 billion…The SMB market represents 44% of the total IT spend worldwide”, Gartner reports. This comes as no surprise since SMBs have become a big part of our worldwide market. According to statistics there are 6 Million SMBs in the U.S. and a total of 65-70 Million SMBs worldwide.  

Topics: BPM Mid Market Business Process Management Workflow BPM Suite Hosted Workflow SaaS Cloud SMB Workflow and Business Process Management Gartner conference SMB market SMBs
3 min read

Discover the Benefits of Interneer’s Training Webinars

By Romeo Elias on Mon, Dec 03, 2012 @ 11:12 AM

Interneer offers free training webinars run by Erika Keresztyen Fahey who is a Senior Business Process Analyst and Training Manager at Interneer. Every 2-3 months, a series of 7 classes is taught. The classes are offered to new and existing clients and partners.

Topics: BPM Mid Market Training Webinars Workflow Process Management
1 min read

Interneer 1st Annual Partner Conference: Development Presentation

By Romeo Elias on Tue, Oct 02, 2012 @ 01:29 PM

Interneer Development Presentation

Topics: BPM Workflow BPM Suite Cloud
2 min read

Filling the HR Gap

By Romeo Elias on Tue, Mar 13, 2012 @ 01:21 PM

HR solutions come in many flavors and with lots of features. Some provide the basics for tracking employee life cycles, hiring, firing, raises, etc. Some focus on finding talents like managing resumes, interviews, advertising and integrating with job sites.  Others include payroll processing and benefits management.  These systems provide a lot of value to HR managers and departments for mid to large companies, enabling them to manage the day to day HR activities as well as track the dynamic database of employees joining or leaving the company.

Topics: BPM Business Process Management BPM Suite Hosted Workflow SaaS Cloud HR HR Gap Manual process Employee request HR Process Workflow and Business Process Management Human Resources
1 min read

Mid Market company IT pressures

By Romeo Elias on Fri, Nov 04, 2011 @ 03:27 PM

A recent conversation with analysts from Info Tech Research Group revealed some interesting insights about the pressures facing IT departments at Mid Market companies.

Topics: BPM Business Process Management SaaS Cloud
1 min read

Sharepoint and BPM

By Romeo Elias on Fri, Jul 22, 2011 @ 10:39 AM

I'm often asked how is Sharepoint different than a BPM Platform?  If a company already is invested in it, can they use it to automate business processes and workflows?  Here's my view on Sharepoint:

Topics: BPM Business Process Management Workflow Workflow Process Management BPM Suite Sharepoint Workflow and Business Process Management
1 min read

Social BPM Part 2

By Janet Jin on Tue, Jul 05, 2011 @ 08:30 PM

On behalf of Yegin Genc:

Topics: Workflow Process Management Hosted Workflow Workflow and Business Process Management
1 min read

Customer Obsessed

By Romeo Elias on Fri, Jun 17, 2011 @ 10:31 AM

The recent post by Josh Bernoff, Welcome to the Age of the Customer, made some compelling points describing the industrial age we’re in now.  In their report, they assert that companies must be customer obsessed and companies that don’t adapt and change will likely fail.

1 min read


By Janet Jin on Mon, Jun 06, 2011 @ 08:30 PM

Are you looking to learn about BPM or freshen up on how to use the platform? Or maybe you want to build your knowledge on macros or how to build more complex workflows?

Training is an important resource to have while using a business process management software platform. Interneer believes in providing the best quality training and support so you can gain hands on experience to start automating your business processes and workflows. Free training webinars covering introductory topics to advanced concepts are available every month in a series of instructor led classes. In each information packed webinar trainings you will learn how to create a new workflow application. Webinar classes can be taken as often as needed with prior registration and are open to all.

Topics: BPM Business Process Management Workflow BPM Suite

What are Professional Services?

By Romeo Elias on Mon, Jun 06, 2011 @ 10:21 AM

Now that you have a Business Process Management software solution in your hands, some of you may be asking yourselves now what—where do I begin?

Topics: BPM Business Process Management Workflow BPM Suite
1 min read

Social BPM

By Janet Jin on Mon, May 23, 2011 @ 10:21 AM

On behalf of guest author, Yegin Genc:

1 min read

Business Process Management (BPM) Applied to Research Grants

By Romeo Elias on Wed, May 04, 2011 @ 10:29 AM

In the world of research, funding is primarily driven by research grants that are issued by various non-profits or federal agencies. Medical research, science laboratories, engineering and science institutes, and universities all receive funding similarly.  The institution typically applies for a grant and is then awarded or denied the grant based on the merits of its proposal and their reputation.

The process of applying and tracking these grants, the many details, legal agreements, approvals and so on,  requires heavy documentation and constant communication amongst colleagues, is very time consuming and manual.  Workflow management is a perfect solution to streamline these processes.

Topics: BPM Business Process Management Workflow Grant Management
1 min read

BPM = Optimized Processes

By Janet Jin on Fri, Apr 22, 2011 @ 02:20 PM

As I reflect on my days working for a Fortune 500 company, I realize now how beneficial BPM software would have been to that kind of business and to my own individual success. My days at the company involved many long frustrating hours producing manual work while running into consistent bottlenecks.

1 min read

Are you part of “Shadow IT”?

By Romeo Elias on Wed, Apr 20, 2011 @ 08:30 AM

The concept of “Shadow IT” users emerged about five to ten years ago as more and more business users began to support their application needs bypassing IT, performing functions such as modeling, reporting, data management and even application development using desktop tools like spreadsheets and access etc. These users are not officially part of corporate IT but can be as much as 78% of the total IT staff, according to a study conducted by Booz Allen Hamilton in 2003.

1 min read

Differentiating BPM Suites

By Romeo Elias on Sat, Apr 02, 2011 @ 08:30 PM

There are various BPM Suites available on the market today. One interesting differentiating factor among them is their ability to handle data outside the context of a workflow.  For example, what if your process involved maintaining an inventory database requiring a process for retrieving an item from inventory?  A typical BPM Suite will require that you have a separate database created, i.e. Oracle or SQL, then you have to connect the workflow engine to it.  As these suites don’t include a database for storing data, you are required to create the database somewhere else. Some may even require the creation of a predefined workflow with one activity that enables you to insert records into the database.  Although these suites can get you to where you want, they are trying to fit a square peg to a round hole and the solution can be kludgy.

Topics: BPM Suite
1 min read

Is BPM Crossing the Chasm?

By Romeo Elias on Tue, Mar 29, 2011 @ 09:30 AM

According to Geoffrey Moore, author of Crossing the Chasm, the chasm refers to the gulf between two distinct marketplaces for technology products: an early market populated by early adopters and insiders, and a mainstream market consisting of the “rest of us". Typically a new technology goes through an adoption cycle and crossing the chasm is a critical step to ensure its acceptance in the mainstream market.

2 min read

Choosing the Right BPM/Workflow Management Platform

By Romeo Elias on Tue, Mar 15, 2011 @ 10:55 AM

Business Process Management (BPM) has burst in to the business and technology management scene in recent years. With more and more process complexities in organizations today, optimizing workflow management has been a component to a successful business. BPM is a culmination of a disciplined approach to identifying, creating, executing, documenting and controlling the internal processes required to improve business efficiency and customer service. Investing in the right BPM platform can add significant value to an organization, its customers, and stakeholders. Providing business users a means to automating workflows ensures accountability, visibility and efficiency. Furthermore, it enables optimal collaboration among the stakeholders.

Potential buyers of a BPM solution face a challenge given that many vendors claim similar benefits. Vendors' websites and high level demonstrations may not be informative to meet a buyer's needs. How do you know which platform to choose?

Not Green Without BPM

By Romeo Elias on Fri, Oct 15, 2010 @ 01:49 PM

On behalf of Guven Kip

1 min read

BPM and BPM Suite Coverage in the Market

By Romeo Elias on Thu, Oct 07, 2010 @ 03:52 PM

On behalf of Guven Kip

Does BPM Have to be Complex?

By Romeo Elias on Fri, Oct 01, 2010 @ 02:19 PM

On behalf of Guven Kip

Topics: No-Code Platform
2 min read

The Instant 'Gratification' Application Platform

By Romeo Elias on Tue, Nov 27, 2007 @ 01:15 PM

On behalf of Jane Roberts

1 min read

Construction and Design Process Management Applications Configured on the IAP

By Romeo Elias on Fri, Sep 14, 2007 @ 11:39 AM

As promised, here are some more examples of applications we've configured and deployed with our customers using the IAP:

Construction Management System - Deployed for a large construction company, the IAP was used to configure a solution that replaced an off-the-shelf product that was rigid, inflexible and that did not meet the workflow needs as dictated by the organization. The application manages all communications, documents, and workflow related to RFIs (Request for Information in construction speak), proposal management, change requests, submittals etc. The entire application was configured in about 10 weeks and replicated all the processes that were not working in the other system—except with ours, the processes worked. This is amazing, given the fact that the off-the-shelf product it replaced had literally taken years to develop.

Design Process Management System - Configured in collaboration with one of our partners and deployed at energy and utility companies, this application integrates with our partner's design tool, enabling engineering teams to manage the entire design process from beginning to end, step by step, guiding them between engineering tasks, managing schedules and workflow status, and interfacing with legacy systems. One powerful feature here is the ability for our partner to modify the workflow uniquely for each client, very rapidly and easily, to fit their existing business process, and without programming.

Professional Services Management System - Deployed for a large healthcare organization, this suite of applications configured on the IAP manages projects, time, resources, portfolio, documents and schedules. The interesting aspect of this project is that it started out as a need to better track labor time, but once the customer understood the speed and flexibility of the IAP, it quickly expanded to handle a suite of processes that were previously manual and spreadsheet based. In addition, the customer had already in place a project management solution that was being used by IT, but they opted for the IAP since the business group would be able to own it themselves.
3 min read

" The IAP seems to do everything! What doesn't it do?"

By Romeo Elias on Thu, Aug 30, 2007 @ 08:30 PM

I often get asked these two questions by our customers. "The IAP seems to do everything! What doesn't it do?" and "What types of applications have been built on the IAP?" Both are excellent questions and I will attempt to answer them in this blog entry. The IAP is extremely powerful and flexible. The number of capabilities and possible solutions that can be deployed on this platform, given the flexibility and breadth of its feature set, is truly infinite. Having said that, there are two parameters that define the answer to the first question:

Expanded Webinar Schedule

By Romeo Elias on Thu, Aug 16, 2007 @ 11:35 AM

On behalf of Patricia Spencer

1 min read

To configure or to Use off the shelf applications, that is the question

By Romeo Elias on Tue, Jul 31, 2007 @ 01:06 PM

On behalf of Michael Edell

2 min read

The Top 5 New Year's Resolution for Businesses

By Romeo Elias on Mon, Jan 29, 2007 @ 09:00 PM

On behalf of Matthew Steffen

1 min read

Why Do Time Tracking Systems Fail?

By Romeo Elias on Mon, Jan 29, 2007 @ 01:15 PM

On behalf of ygenc

3 min read

The Necessary Background Information for Investigating Enterprise Business Applications

By Romeo Elias on Tue, Jan 02, 2007 @ 08:48 PM

On behalf of Gunay Kose

1 min read

Tired of Sending Notification Emails?

By Romeo Elias on Thu, Dec 21, 2006 @ 09:49 AM

On behalf of Lenin Martinez

1 min read

Why are Custom Project Process Management Solutions Important for the Aerospace Industry?

By Romeo Elias on Mon, Dec 18, 2006 @ 01:41 PM

On behalf of Matthew Steffen

2 min read

"I don't have time to do this task!"

By Romeo Elias on Wed, Dec 13, 2006 @ 09:54 AM

On behalf of Selim Ozyel

1 min read

The Structure of Information Systems

By Romeo Elias on Fri, Dec 08, 2006 @ 09:34 AM

On behalf of ygenc

1 min read

The Benefits of SaaS for Enterprise Businesses

By Romeo Elias on Mon, Dec 04, 2006 @ 09:42 AM

On behalf of Matthew Steffen

1 min read

Compliance Management Tools is Essential for the Enterprise

By Romeo Elias on Mon, Nov 27, 2006 @ 11:29 AM

On behalf of Matthew Steffen

1 min read

Management Consulting with Teeth

By Romeo Elias on Sun, Nov 19, 2006 @ 09:29 AM

On behalf of Andrew Young

2 min read

Email is NOT a Document Management System Part III: Fallacy 2- Email Easily Searchable Docs

By Romeo Elias on Fri, Nov 17, 2006 @ 04:11 PM

On behalf of Jaime Sipila

2 min read

Email is NOT a Document Management System Part II: Fallacy 1 - Email for Collaboration

By Romeo Elias on Mon, Nov 13, 2006 @ 01:31 PM

On behalf of Jaime Sipila

1 min read

Who Should Participate in Interneer's Administrative Training Courses

By Romeo Elias on Mon, Nov 13, 2006 @ 09:58 AM

On behalf of Matthew Steffen

1 min read

"Yeah, but what IS it?"

By Romeo Elias on Sun, Nov 12, 2006 @ 03:45 PM

On behalf of Andrew Young

1 min read

Beware the Complex DIY Solutions Out There

By Romeo Elias on Wed, Nov 08, 2006 @ 06:27 PM

As part of my role at Interneer, I spend a lot of time reviewing what's in the software world that may rival our platform or provide promising potential for integration. As I have reported in previous posts, there is definitely a recent emergence of new solutions that are designed to empower the business user to create web applications without programming. What I have noticed, however, is that a lot of these products are very complex for the average user.
1 min read

The Software Behind Huge Multi-Project Enviroments

By Romeo Elias on Tue, Nov 07, 2006 @ 01:52 PM

On behalf of Matthew Steffen

1 min read

Fun Application Develoopment?

By Romeo Elias on Mon, Nov 06, 2006 @ 04:18 PM

On behalf of Andrew Young

1 min read

Email is NOT a Document Management System

By Romeo Elias on Fri, Nov 03, 2006 @ 03:12 PM

On behalf of Jaime Sipila

1 min read


By Romeo Elias on Thu, Oct 19, 2006 @ 03:40 PM

1 min read

Knowledge Management System and Method - Patent # 7,113,956

By Romeo Elias on Fri, Sep 29, 2006 @ 02:38 PM

We received our patent this week from the good old USPTO. We're very excited about it and its broad protection of our platform!
1 min read

Call for Consultants

By Romeo Elias on Mon, Aug 28, 2006 @ 12:02 PM

You've probably spent most of your consulting career helping clients develop or improve their business processes. You've probably helped identify performance measures and methodologies to streamline their operations. You've probably spent countless hours developing documents describing these new processes and methodologies and delivered them to your customers.
1 min read

Great Project Management Software

By Romeo Elias on Mon, Aug 14, 2006 @ 05:01 PM

The folks at www.web-based-software.com put together this review of our platform recently. Here are a couple of snippets of their review:
1 min read

Human Based Workflows

By Romeo Elias on Wed, Jun 21, 2006 @ 03:56 PM

Here is a common process that happens today at many companies: Your team is managing multiple customer implementations at the same time. Each implementation goes through many phases, starting with specification, sourcing, installation and signoff. Each phase requires different people to be engaged, different deliverables to be generated, different signoffs to be captured. This is a human based business workflow.
1 min read

Business Users Against Programming

By Romeo Elias on Thu, May 11, 2006 @ 10:28 AM

We started Interneer not because we were developers who loved to write cool code. We came from traditional engineering backgrounds (mechanical, aerospace, manufacturing). Sure we studied Fortran, Pascal and C in college, however we never had to write a line of code in our previous jobs. We were business users, creating presentations in Powerpoint, analyzing data in Excel and writing reports in Word. Yes, some of us designed in CAD, but that was the equivalent to an accountant using Quickbooks.
1 min read

Don't Just Plan Your Work. Work Your Plan.

By Romeo Elias on Sun, May 07, 2006 @ 03:14 PM

For most people, the concept of project management is defined as creating a Gantt chart or an Excel sheet to define a plan, gain consensus and determine some key tasks and dates that are important to track. The process typically conjures up images of creating this document while going through several iterations. Then, when the project begins, managers attempt to ensure that the plan is followed by holding regular meetings on the status of the key dates and tasks. This process we define primarily as planning a work effort.

This effort alone is not sufficient. To really ensure a successful implementation and timely outcome of a project, a manager must also work the plan. Working the plan boils down to execution: ensuring every task is assigned to the appropriate person at the right time and gets completed when due. Traditionally, this has been a very challenging step due to the lack of tools to track and assign work automatically.

Tools like Interneer Intellect enable working the plan. Once a project is planned and the tasks, due dates, dependencies, owners and process are defined, each user is then automatically notified at the appropriate time when their activity is due. The user gets an email or notice in their homepage about the particular task assigned to them and the relevant information needed to complete the task. When they complete the task, they simply update it with the deliverables, if any, and click a button to move the process forward to the next person. At that point, another user gets notified and so on until the project is completed.

At any point during this process, a manager can easily gain visibility and review the project status, the critical dates and any slippage. In addition, if a task is past due, reminder notifications are sent out not just to the task owner but also to their supervisor. This ensures full accountability and minimal slippage of the project timeline.

Working a plan is a critical piece of any project management effort and is often overlooked or poorly executed. Today, with tools like Interneer Intellect to facilitate this critical function, every project can be successfully implemented.
1 min read

Web 2.0/AJAX - What They Mean to Executive Project Management

By Romeo Elias on Mon, Mar 06, 2006 @ 12:21 PM

Much is being reported online about new web applications leveraging Web 2.0 and AJAX technologies. You are probably wondering what do they mean to you or how you manage your business. I will try to briefly shed some light on these technologies in this posting.

According to Wikipedia.org, "Web 2.0 generally refers to a second generation of services available on the World Wide Web that lets people collaborate, and share information online. In contrast to the first generation, Web 2.0 gives users an experience closer to desktop applications than the traditional static Web pages." As for AJAX or Asynchronous JavaScript And XML, Wikipedia describes it as "a Web development technique for creating interactive web applications" and "meant to increase the Web page's interactivity, speed, and usability."

To simplify, Web 2.0 refers to web applications that run like desktop applications and AJAX refers to the techniques and tools that enable one to develop such web applications.

For executives and managers, using Web 2.0 applications can provide numerous benefits:

  • All interaction with the application functionality is in the browser - one doesn't have to install any other applications on their desktop.
  • All the functionality and data is accessible from any PC anywhere with Internet access and a browser.
  • The application performs more like a desktop application with right-click menus, quick navigations, minimal refreshing of pages, familiar user interface etc. enhancing useability.
  • If the application is configurable (e.g. Interneer Intellect), all the configuration happens in the browser and from any PC with a browser.
  • Overall, the performance of the application is faster as compared to traditional web applications since the pages don't refresh as often.

Bottom line, Web 2.0 applications represent the next wave of tools for business users, enabling them to be more productive and mobile than ever before.

1 min read

Is Excel Running Your Business?

By Romeo Elias on Mon, Feb 20, 2006 @ 09:27 PM

So many customers come to us with the same problem. They have been using MS Excel for many years to run a process or their projects, however, they have grown in size or the process or project has grown in complexity. The story is the same: they needed to track their projects or process and didn't have the time or budget to put in place anything sophisticated. Their IT department did not exist or was too busy. Excel was the obvious, quickest and easiest answer.

Skip ahead a few months or a year and those same Excel spreadsheets have now become a burden on the company. Typically many versions are being passed around. No one knows who has the most up to date files. The process has evolved and the spreadsheets have become so complex that only one person knows how to update them, or even use them in some cases. They cannot generate reports from all these spreadsheets or track their progress or historical data. The data is not searchable since Excel is not a database. And the list goes on and on with the limitations.

It is very understandable why business users today are turning to Excel more often and using it to run critical processes: most already own a license on their desktop, are familiar with it and can quickly get started with it. They can even bypass IT altogether and maintain the file themselves. This however is only a temporary state, and as I mentioned above, becomes unbearable rather quickly.

With our solution, Interneer Intellect, we provide business users with the same benefits they seek in Excel - ease of use, quick setup, ease of maintenance without IT - and with the full benefits and robustness of a database system, that is collaborative, web-based, multi-user and enterprise level. We even incorporated many other features that make it easier for the business users to manage their documents, projects and process workflows.

Excel is best for what it was designed to do - accounting and financial calculations. So stop running your businesses on Excel and check out Interneer Intellect.
1 min read

Projects and Processes Go Hand in Hand

By Romeo Elias on Sun, Feb 12, 2006 @ 12:27 PM

For many companies, managing projects is really managing processes that are running everyday in their organizations. Processes are the mechanisms that ensure a business generates sales and delivers results for customers. They ensure, among many things, bills are paid, paychecks are disbursed and leases are renewed. The more mature a business, the more processes are standardized, documented and, hopefully, followed.

For many businesses today, enforcing core processes and gaining visibility into their statuses ensures they will be followed, tracked, improved, streamlined with the goal to improve the bottom line by cutting costs. In order to achieve this, managing these processes like projects is key.

Each step of each process is tracked: who owns it, how long does it take to complete, what came before it, what happens when completed, what if it is late, who gets notified etc.? In addition, the entire process is modeled and captured step by step. Once the processes are captured in a project management system, reports are easily generated to identify delays, bottlenecks, resource allocations, costs etc. In addition, the processes are continuously improved and modified to adapt to the business changes. The processes become the intellectual property that differentiates a business from its competitors.

Managing processes like projects is a very powerful discipline and with the right software tools, provides businesses with a competitive edge over their competitors and a level of efficiency that was previously unattainable.
1 min read

Sometimes Less is More

By Romeo Elias on Sat, Jan 14, 2006 @ 11:22 AM

2006 started on a very high note for us! We ended last year with record sales and received more validation from the market regarding our technology and approach to project management.
3 min read

Collaboration is at core of Executive Project Management

By Romeo Elias on Fri, Dec 16, 2005 @ 02:48 PM

I was at a meeting a couple of days ago presenting the concept of executive project management and the benefits - namely that it is geared towards business users, that it is intuitive and role based with dashboards, that it centralizes and organizes all the project data into simple hiererchical folders that model the business process and that it is fully owned and controlled by the business users themselves.

One of the attendees was a little skeptical and could not understand the difference between this approach and what they do and have done at NASA or aerospace companies for years to manage large space programs. I responded briefly to him in that meeting, but let me expand here.

Executive project management is first and foremost about collaboration. Busy executives and managers collaborate every day with team members to understand the status of a project. Any executive project management solution has to facilitate this process. Traditional project management tools focused on Gantt charts and schedules provide a snapshot of where the project is, however they don't facilitate collaboration. In fact, sometimes the data has to be tracked down so that a report that shows the big picture, can be generated. We hear many complaints from companies about how much this lowers productivity.

1 min read

Tracking Meeting Action Items

By Romeo Elias on Sun, Dec 04, 2005 @ 09:10 PM

Like many companies, we have meetings and assign action items. Traditionally, one of the meeting attendees took notes and emailed them after the meeting to all participants. We however struggled with ensuring the action items were completed as assigned. The email summary of the meeting, which also contained the action items assignments, were usually ignored and no one really followed up on the tasks.

To improve the process, we recently implemented a meeting management system in Intellect that enabled us to not only capture the meeting notes in the database, but also to immediately assign an action item to a participant. This resulted in the person being notified and the task assigned to them.

In the follow up meetings, all tasks that were assigned were easily reviewed and accounted for. Once we implemented this meeting management process, we cut down on our meetings and increased considerably our productivity and effectiveness.

Follow up and accountability is key to running successful meetings and for projects to succeed.
1 min read

Management System Opinion Survey

By Romeo Elias on Sun, Nov 27, 2005 @ 02:03 PM

We have had difficulty finding data to help us quantify better the needs of executives for project management systems and the current status quo in the market. So, in October of 2005, Interneer conducted its own web survey and gathered some compelling data. The results of the survey more than validated the need for Executive Project Management tools.

The survey revealed that 70% of respondents wasted more than 2 hours a week with unnecessary emails, poor communications, tracking projects and searching for project-related information. Amazingly, about 20% of those surveyed wasted more than 5 hours a week.

When asked which systems the companies used to manage objectives, milestones and projects, the majority of respondents indicated email (75%) and Excel (50%). In addition, paper administration and shared hard drive space ranked fairly high at 45% and 55% respectively. Among the respondents utilizing a dedicated system, MS Project scored the highest at 45% and document management software at 20%. These results confirm that the market is ripe for a focused Executive Project Management tool and that executives are currently using multiple tools to manage their objectives, milestones and projects.

When asked to identify problems with the tools they were using, a majority (66%) complained that these systems were unable to adapt to changes in their processes or environment. Another top ranking problem (64%) was the lack of clarity these tools provided about the status of work. Many (56%) complained about too many emails and meetings and 54% complained of a lack of clarity about work priority. In addition, 48% of respondents felt the system did not reflect their company processes. These findings confirmed what we believe is the status quo today and the problems executives are facing.

Respondents in general felt strongly about the features they wanted the ideal system to possess and which we believe have to be at the core of any Executive Project Management solution:

  • The ability to customize the system to reflect their business process (86%)
  • The ability for business users rather than technical experts to modify the system (93%)
  • Integration with MS Office and MS Project (88%)
  • Role based access providing information relevant to specific users and groups (78%)
1 min read

Email Usage Facts

By Romeo Elias on Mon, Nov 14, 2005 @ 08:13 AM

Here are some interesting corporate email facts that demonstrate the proliferation of email in today's corporate world:

According to research stats found online, about 541 million workers worldwide rely on email to conduct business. In addition, the use is not moderate, in fact corporate users are sending and receiving an average of 133 messages per day and this number is expected to reach 160 messages by 2009. That's A LOT of email for the average business user!!

According to the Enterprise Storage Group, messaging is the most pervasive technology in use today. Their research shows that more than 70% of business-critical information may be stored in an organization's corporate messaging system. Can you imagine the security issues and the difficulty in accessing this business-critical information?

Another research group, the Radicati Group, found that the average corporate email user sends and receives a total of 84 messages per day. How many of those relate to project status, project data or other project related information?

We recently heard of a top level executive at Disney who was going through over 150 emails every day, spending around 45 minutes of his time daily just to determine the status and details of a specific project. Does that sound familiar?

How much time are you spending on email to get basic information on your projects?
2 min read

One Size Does Not Fit All

By Romeo Elias on Wed, Nov 09, 2005 @ 05:22 PM

There is a noticeable shift in the software industry over the past few years in the way businesses look at software. According to a study by McKinsey & Company and Sand Hill Group in 2005, customers have developed strong attitudes and preferences in how they want their software applications to function. In fact, companies have increased their spending on internal development projects relative to packaged purchases over the past 5 years. They want more control over their applications.

At Interneer, we have seen this shift materialize in our daily interactions with new customers. They are usually asking questions or for requirements that diverge from what one would expect of typical project management inquiries. We are usually presented with unique needs in the application process flow, user interface, forms, business rules, workflow or access control of the application. Often times, these customers have developed a proprietary business process, best practice or methodology for project management that is providing them a competitive edge and they are seeking to maintain it.

Business users want to control their applications' capabilities, evolution and lifecycle. This cannot be achieved with custom internal software development by IT or by outsourcing, since the business user will lose control. In addition, there is an enormous loss of knowledge when it is communicated by a business user domain expert to a developer technical expert. The industry journals are full of reports of horror stories of failed custom development projects, delivering a solution much later than promised, and not fitting the business users' needs since the requirements were misunderstood. Desktop tools are being used heavily today by business users because they have full control over them and they don't require IT's intervention. Unfortunately, they end up causing a lot more problems than solving them (more on this in a later post).

Interneer Intellect was developed to address precisely these problems and to fill the business user's need for control. It is an Instant Application Framework designed to empower the business user to generate applications instantly, to solve their needs without programming. Just like Dell pioneered PC sales by providing mass customization by the end user, Interneer has brought this capability to the software space. Some developers refer to this concept as the "Holy Grail" of software development: placing the power of the developer in the fingertips of the business user.

When customers discover the level of flexibility that our system provides for the basic business user, and with no programming, they are amazed. When they see the demonstration of the product, and understand how easy and quick it is for them to customize and tailor the entire application to fit their unique business processes, they realize they can "have their cake and eat it too". They don't have to adapt to the application. Intellect adapts entirely to their process. We hear comments like "I have been waiting years for something like this" or "This is exactly what I have been looking for."

Customer self-service, online shopping and self-checkout at retail stores are just a few examples of the many innovations developed to empower the customer. As customers, we hate being dependent on others like busy IT departments or outsourced developers. Intellect enables each business user with a unique software need to be independent, empowered and productive. This wave is growing and Interneer is riding it.
1 min read

Executive Project Management Tools

By Romeo Elias on Fri, Nov 04, 2005 @ 06:24 AM

Over the years, my company has collected feedback and requirements from many business users seeking project management tools. We found that:

1. Most business users in non-engineering or non-technical positions find traditional project management tools complex and too technical. When I refer to business users I mean folks in management positions, executives, directors, admin assistants, marketing, sales etc. and in non-technical industries like Banking, Insurance, Services etc. Word and Excel are the extent of most of what they are comfortable using. Also, they are typically very busy and have no time or are unwilling to go through extensive training.

2. Collaboration, high level visibility into project status and an easy way to share data within a team are the core benefits they care about.

3. Gantt charts and schedules are nice to haves and not core features, which they find are core in most tools. In other words, although they want to see a schedule or a Gantt chart, they perceive those as other reports to access when needed, whereas in most traditional PM tools, they constitute the core User Interface. They prefer user interfaces that are dashboard like, intranet like, collaborative and enable them to configure the UI.

4. Ease of use and intuitiveness is what they care about most.

5. They like to have control over the tool, i.e. they want it to adapt to their needs and processes and not the other way around. Many of the "off-the-shelf" solutions only provide that capability if you know how to code and they don't, nor do they want to, learn.

Have you found out the same in your experience? Are there any other points you hear from non-technical business users that I didn't list above?

We coin tools that provide these capabilities for business users "Executive Project Management Tools".

Are you familiar with any? If you agree with these concepts, and you are interested in seeing an example of Executive Project Management in action, check out www.interneer.com.

1 min read

Defining Executive Project Management

By Romeo Elias on Sun, Oct 30, 2005 @ 10:00 PM

Executives today are overwhelmed with tactical activities which take away from higher-value strategic issues more worthy of their time.

Senior managers waste up to 30% of their time managing projects and tasks delegated to their teams. This has a substantial impact on the profitability, competitiveness, and growth of their firms. Three main problems account for this major dent in their effectiveness:

  • Wasted time tracking tasks, projects, and initiatives – which could be handled and monitored electronically
  • Mired by communications (meetings, phone calls, email) that don’t focus precisely on what they must attend to; and
  • Using desktop applications (Excel, MS Access, Email, MS Project and Visio) to solve group-wide problems;

This blog will focus in part on discussing best practices and tools that will aid executives in dealing with these challenges. We will also cover general topics relating to our business, our customers, our solutions, technology trends, software development and project management in general. We will post ideas and experiences from implementations, collect feedback from executives who are facing these challenges and suggest solutions when available.

We invite executives, project managers, solution providers, consultants and project team members to share, contribute, collaborate and discuss openly their ideas and issues in this forum.