Re: [Coworking] Onboarding task tracking and internal directory - best tools?

2014-08-31 Thread Jacob Sayles 
We use Nadine for this and loosely call it "member management". We have a
list of onboarding and exit tasks that get triggered when a member signs up
or leaves. It also emails the team when someone signs in for the day and
there are tasks to be done. I call that the AutoNag. :)

On Sunday, August 31, 2014, Adrian Palacios  wrote:

> TFTM Jerome!
>
> Lisa, I don't like to do a lot marketing here but Nexudus seems to be a
> very good fit for what you are describing. So, apologies...
>
> The tasks system allows to create groups and a sequence of tasks to be
> performed for a member. You can create as many of these workflows as you
> want and trigger them automatically when a member signs up or cancels a
> membership. You can also start one ore more sequences of tasks based on the
> specific memberships people sign up to. For example, if you had a 24/7
> access membership you can tell Nexudus to add the "Set up Access Card" task
> for any member registering in those; but skip that step for memberships who
> don't need it.
>
> More details here .
>
> The members directory is also at the core of Nexudus. Members can manage
> their full profile online (as well as any other contact and billing
> details), link it to different social networks and upload some basic media,
> such as images and videos about their work. There is a tag system which you
> can use to browse the directory and the search uses some semantics to try
> to get the best match based on the words you type and the content published
> by each member.
>
> More details here
> 
> .
>
> You also talked about communication and interaction between members. The
> community board, which is also linked to the directory, allows members to
> start conversation threads (similar to Google groups) and post replies to
> different topics. There is a like, follow, mute and mention system, which
> makes sure people are no bombarded by content which is not relevant to
> them. You can also create moderated groups and a members can start private
> conversation rooms which are ideal for internal discussions or for members
> to direct message other members, without actually having to share their
> emails to start with.
>
> More details here
> .
>
> Hope that helps :)
>
> On Sunday, August 31, 2014 4:08:22 AM UTC+1, Jerome wrote:
>>
>> Try any of these for managing billing, memberships, etc:
>> DeskTime
>> Happy Desk
>> Nexudus
>> LiquidSpace
>> Front Desk
>> Cobot
>> I believe DeskTime and Happy Desk have the most obvious member directory
>> feature with profiles, for interaction.
>> LiquidSpace has profiles, but the interaction is limited to providing
>> comments/reviews on a space, vs. interacting w/ fellow "LiquidSpace-rs".
>>
>> If you use HighriseHQ as your CRM for both prospects, and current/former
>> members, you can use WeLoveHighrise to run templates of
>> onboarding/offboarding tasks.
>>
>>
>> *JEROME CHANG*
>>
>> *WEST: Santa Monica*
>> 1450 2nd Street (@Broadway) | Santa Monica CA 90405
>> ph: (310) 526-2255
>>
>> *CENTRAL: Mid-Wilshire*
>> 5405 Wilshire Blvd (2 blocks west of La Brea) | Los Angeles CA 90036
>> ph: (323) 330-9505
>>
>> *EAST: Downtown*
>> 529 S. Broadway, Suite 4000 (@Pershing Square) | Los Angeles CA 90013
>> ph: (213) 550-2235
>>
>>
>> 
>> 
>> 
>> 
>> 
>> 
>>  
>> On Aug 30, 2014, at 6:44 PM, Lisa Anne Logan  wrote:
>>
>> Such a fun project for a Saturday night, right?!
>>
>> Trying to solve 2 problems for my coworking space.
>>
>>
>> *Problem #1:*
>> I need some sort of member management tool to track the ~50 tasks I do
>> for each new resident's onboarding and later offboarding. The spreadsheet
>> I've kept to date for this is now just too unwieldy.
>>
>> *Problem #2:*
>> I'd love some sort of internal directory, where people could create
>> profiles (which company they're with, role, personal interests, photos,
>> etc.). Just something light to facilitate more interaction between people
>> sharing a space but not actual work projects.
>>
>> *Solutions:*
>> I've heard of Simper (just requested an invite) and Parklet (appears to
>> be good). Is there anything else I should consider to tackle one or both of
>> these problems? What about any more robust membership management tools
>> (integrating billing, etc.)?
>>
>> Thanks all,
>> LA
>>
>> Lisa Anne Logan
>> Director of Marketing and Operations
>> Hattery
>>
>> l...@hattery.com
>> 415.205.5325
>>
>>
>>
>>
>> --
>> Visit this forum on the web at http://discuss.coworking.com
>> ---
>> You

Re: [Coworking] Onboarding task tracking and internal directory - best tools?

2014-08-31 Thread Adrian Palacios 
TFTM Jerome!

Lisa, I don't like to do a lot marketing here but Nexudus seems to be a 
very good fit for what you are describing. So, apologies...

The tasks system allows to create groups and a sequence of tasks to be 
performed for a member. You can create as many of these workflows as you 
want and trigger them automatically when a member signs up or cancels a 
membership. You can also start one ore more sequences of tasks based on the 
specific memberships people sign up to. For example, if you had a 24/7 
access membership you can tell Nexudus to add the "Set up Access Card" task 
for any member registering in those; but skip that step for memberships who 
don't need it.

More details here .

The members directory is also at the core of Nexudus. Members can manage 
their full profile online (as well as any other contact and billing 
details), link it to different social networks and upload some basic media, 
such as images and videos about their work. There is a tag system which you 
can use to browse the directory and the search uses some semantics to try 
to get the best match based on the words you type and the content published 
by each member.

More details here 
.

You also talked about communication and interaction between members. The 
community board, which is also linked to the directory, allows members to 
start conversation threads (similar to Google groups) and post replies to 
different topics. There is a like, follow, mute and mention system, which 
makes sure people are no bombarded by content which is not relevant to 
them. You can also create moderated groups and a members can start private 
conversation rooms which are ideal for internal discussions or for members 
to direct message other members, without actually having to share their 
emails to start with.

More details here 
.

Hope that helps :) 

On Sunday, August 31, 2014 4:08:22 AM UTC+1, Jerome wrote:
>
> Try any of these for managing billing, memberships, etc:
> DeskTime
> Happy Desk
> Nexudus
> LiquidSpace
> Front Desk
> Cobot
> I believe DeskTime and Happy Desk have the most obvious member directory 
> feature with profiles, for interaction.
> LiquidSpace has profiles, but the interaction is limited to providing 
> comments/reviews on a space, vs. interacting w/ fellow "LiquidSpace-rs".
>
> If you use HighriseHQ as your CRM for both prospects, and current/former 
> members, you can use WeLoveHighrise to run templates of 
> onboarding/offboarding tasks.
>
>
> *JEROME CHANG*
>
> *WEST: Santa Monica*
> 1450 2nd Street (@Broadway) | Santa Monica CA 90405 
> ph: (310) 526-2255 
>
> *CENTRAL: Mid-Wilshire*
> 5405 Wilshire Blvd (2 blocks west of La Brea) | Los Angeles CA 90036 
> ph: (323) 330-9505
>
> *EAST: Downtown*
> 529 S. Broadway, Suite 4000 (@Pershing Square) | Los Angeles CA 90013 
> ph: (213) 550-2235
>
>
>  
>  
>  
>  
>  
> 
>  
> On Aug 30, 2014, at 6:44 PM, Lisa Anne Logan  > wrote:
>
> Such a fun project for a Saturday night, right?!
>
> Trying to solve 2 problems for my coworking space.
>
>
> *Problem #1:*
> I need some sort of member management tool to track the ~50 tasks I do for 
> each new resident's onboarding and later offboarding. The spreadsheet I've 
> kept to date for this is now just too unwieldy. 
>
> *Problem #2:*
> I'd love some sort of internal directory, where people could create 
> profiles (which company they're with, role, personal interests, photos, 
> etc.). Just something light to facilitate more interaction between people 
> sharing a space but not actual work projects. 
>
> *Solutions:*
> I've heard of Simper (just requested an invite) and Parklet (appears to be 
> good). Is there anything else I should consider to tackle one or both of 
> these problems? What about any more robust membership management tools 
> (integrating billing, etc.)?
>
> Thanks all,
> LA
>
> Lisa Anne Logan
> Director of Marketing and Operations
> Hattery
>
> l...@hattery.com 
> 415.205.5325
>
>
>
>
> -- 
> Visit this forum on the web at http://discuss.coworking.com
> --- 
> You received this message because you are subscribed to the Google Groups 
> "Coworking" group.
> To unsubscribe from this group and stop receiving emails from it, send an 
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> For more options, visit https://groups.google.com/d/optout.
>
>
>

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Re: [Coworking] Onboarding task tracking and internal directory - best tools?

2014-08-30 Thread Jerome Chang 
Try any of these for managing billing, memberships, etc:
DeskTime
Happy Desk
Nexudus
LiquidSpace
Front Desk
Cobot

I believe DeskTime and Happy Desk have the most obvious member directory 
feature with profiles, for interaction.
LiquidSpace has profiles, but the interaction is limited to providing 
comments/reviews on a space, vs. interacting w/ fellow "LiquidSpace-rs".

If you use HighriseHQ as your CRM for both prospects, and current/former 
members, you can use WeLoveHighrise to run templates of onboarding/offboarding 
tasks.

JEROME CHANG

WEST: Santa Monica
1450 2nd Street (@Broadway) | Santa Monica CA 90405 
ph: (310) 526-2255 

CENTRAL: Mid-Wilshire
5405 Wilshire Blvd (2 blocks west of La Brea) | Los Angeles CA 90036 
ph: (323) 330-9505


EAST: Downtown
529 S. Broadway, Suite 4000 (@Pershing Square) | Los Angeles CA 90013 
ph: (213) 550-2235





On Aug 30, 2014, at 6:44 PM, Lisa Anne Logan  wrote:

> Such a fun project for a Saturday night, right?!
> 
> Trying to solve 2 problems for my coworking space.
> 
> Problem #1:
> I need some sort of member management tool to track the ~50 tasks I do for 
> each new resident's onboarding and later offboarding. The spreadsheet I've 
> kept to date for this is now just too unwieldy. 
> 
> Problem #2:
> I'd love some sort of internal directory, where people could create profiles 
> (which company they're with, role, personal interests, photos, etc.). Just 
> something light to facilitate more interaction between people sharing a space 
> but not actual work projects. 
> 
> Solutions:
> I've heard of Simper (just requested an invite) and Parklet (appears to be 
> good). Is there anything else I should consider to tackle one or both of 
> these problems? What about any more robust membership management tools 
> (integrating billing, etc.)?
> 
> Thanks all,
> LA
> 
> Lisa Anne Logan
> Director of Marketing and Operations
> Hattery
> 
> l...@hattery.com
> 415.205.5325
> 
> 
> 
> 
> -- 
> Visit this forum on the web at http://discuss.coworking.com
> --- 
> You received this message because you are subscribed to the Google Groups 
> "Coworking" group.
> To unsubscribe from this group and stop receiving emails from it, send an 
> email to coworking+unsubscr...@googlegroups.com.
> For more options, visit https://groups.google.com/d/optout.

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For more options, visit https://groups.google.com/d/optout.