Let’s face it, most users live in their Outlook Inbox. When our client asked us for ideas on how we could streamline updating bid details, we suggested the implementation of an Outlook add-in. The add-in allows users to quickly keep track of bids, update status, enter comments, set follow up dates – all within their Outlook Inbox.
Let’s explore the client’s needs and how the add-in was developed and implemented. We developed a SharePoint bid and project registry that was doing a great job maintaining a structure for project and bid data and feeding into the reporting process. But our client was looking for a way to find, manage, and file information that was faster and simpler than loading a page in their web browser. There were several common tasks and information needs identified that are critical to project management and estimating, including:
- Job information
- Client contact information
- Historical view of actions and communications
- The ability to quickly log interactions with a client or prospect