Blair Collins from Interlockit.com presenting at CMA Ontario's Simplif•IT: Technology Foundations for Finance Professionals

Get the Job Done with Google: The consumerization of IT and what Google can do for your business beyond search, today!
A fundamental shift... There was a time when business technology was at the forefront of innovation and productivity. IT professionals have stopped innovating and rely on a handful of vendors who design bloated software that gets released every few years. At the same time, consumer technology has taken off. With the power of massive data centers, modern browsers and smart mobile devices at their fingertips, people find it easier than ever to communicate, create, and collaborate. Many people have fallen in love with the simplicity and freedom of these services, and they want to use them everywhere.

Learn more from Interlockit.com and what solutions from Google your business can be using today! Plan now for the massive impact "The consumerization of IT" can have on your business now. Learn why Canadian Google Apps customers like Hoffman-LA Roche, Genetech, Solutions Stores-Your Organized Living, Golf Town, Delta Hotels, AMJ Campbell Van Lines, Feronia, Taylor Moving, Greenwood College, The York School and others love hitting "Refresh" on their business technology.

CMA Ontario Tech Symposium
Google+ Event

Google Apps Script: How to retrieve more than 200 items from a List Page

We're constantly building customer solutions for Google Apps, Solve360, Freshbooks, and Xero with Google Apps Script and Google App Engine.   Below is a handy tip for Google Apps Script developers.

Posted on behalf of Cameron Roberts, Senior Developer, Interlockit.com

When interacting with a Google Sites list page via the Google Apps Script SitesApp service, the documented getListItems() function returns only 200 items, while the maximum length of a List Page in sites is 500 Items. This function takes advantage of undocumented parameter values that can be passed to getListItems() to retrieve all items in batches of 200.  

/*
   Function: getAllListPageItems(page)
  Parameter: page - An instance of the Google Apps Script Services "ListPage" class.
Description: A robust function which uses undocumented Google Services functonality to retrieve ALL items from a list page. At time of writing (June 2012), the Google Services getListItems() method returns only the first 200 items of a ListPage. This function will catch failed API calls and re-try until all list items have been retrieved. This function will also throw an informative exception if the passed parameter is not a valid ListPage object.

Usage Example:
 
   //retrieve items from list page and write to Log.

   var page = SitesApp.getPageByUrl('http://sites.google.com/a/yourdomain.xyz/yoursite/yourListPage');
   var items = getAllListItems(page);

   for(var i in items){
       var item = items[i];
       Logger.log(item);
       //..Perform your processing on list items here.
   }


Written by Cameron Roberts, Interlockit.com

*/

function getAllListPageItems(page){
  if(page && page.getPageType && page.getPageType() == 'ListPage'){
    var items = [];
    var start = 0;
    var size = 200;
    var failed = false;
    do{
      try{
        var item_batch = page.getListItems({start:start,max:size});
        failed = false;
        items = items.concat(item_batch);
        start += size;
      }catch(e){
        failed = true;
      }
    }while(item_batch.length == size || failed);
    return items;
  }else{
    throw 'Parameter passed to getAllListItems was not a List Page: '+page;
  }
}


The relevant post from Google, which exposes the undocumented functionality, is http://code.google.com/p/google-apps-script-issues/issues/detail?id=666

Canada tops for mobile data loss

The HR Reporter recently shared a study by the Ponemon Institute which Crashplan also highlighted on their blog.

HRReporter.com notes:

• Corporate mobile devices and the bring-your-own device (BYOD) phenomenon are rapidly circumventing enterprise security and policies in Canada.
• 71 percent of 421 respondents in Canada agree the use of mobile devices in the workplace is important to achieving business objectives.
• 72 percent of Canadian respondents also believe these devices put their organizations at risk — and only  half of the organizations surveyed have the necessary security controls to address the risk.
• 58 percent of the organizations experienced data loss resulting from employee use of insecure mobile devices.
• Canada and Italy ranked the highest out of 12 countries surveyed for mobile data loss.

Bottom line is Mobile devices are a huge security risk.  Smartphones can store an immense amount of sensitive emails and contact databases which may easily fall into unfriendly hands.

Google Apps has excellent built in Mobile Device Management that allows customers to remotely wipe the synced data contents of iPhones, and Androids plus enforce password and screen lock policies.  You can even control and approve what devices are allowed to connect to your organization's Google Apps data.

For Blackberries we offer a Google Apps integrated Blackberry Enterprise Server solution for $10/device/month with similar capabilities for remote wipe of data, etc.

There are no complex integrations requirements or other extra costs for Mobile Device Management with Google Apps for iPhone, iPad, or Android devices.  There is no need to purchase expensive 3rd party solutions like RIM Mobile Fusion that exceed the $50 USD/year/user cost of Google Apps.  Zenprise is another Mobile Device Management solution with prices starting at $40/device/year.

Contact us at Interlockit.com to learn more about protecting your organization's valuable data with Google Apps.

The rumours were true... Announcing Google Drive

On April 24th Google announced Google Drive, a new way to access and share all your files and folders, at any time and on any device.  Google Drive replaces and enhances what you know today as your Google Documents List.

Google Apps users now have a fantastic alternative to other cloud storage solutions like Dropbox, Egnyte, and Box.

An immediate benefit to Google Apps customers is that your 1 Gb non Google Docs storage limit has been expanded to 5 Gb.  The storage of Google Docs format files is still unlimited.

Effective this week Google Apps Resellers like us can sell you Google Apps domain licenses for additional storage that you can then assign to specific users.  Pricing starts at $4/month for 20 Gb.

Think of Google Drive as your personal stash of files and folders that follows you wherever you go - it lets you keep everything and share anything. With Google Drive, you can access files, folders, and Google Docs from a web browser or any device where you've installed your Google Drive.

Your Google Drive is in the cloud, but you can also install the desktop and mobile application to access your files from your computer, smartphone, tablet, or other Android or iOS mobile device, in addition to the online interface at drive.google.com. Google Drive's built-in sync capability ensures that your files, folders, and Google Docs are the same on all your devices.

To try it out visit drive.google.com/start

Note that currently only rapid release domains will see Google Drive.  Scheduled Release domains will see it in Phase 2 for which a timeline has not yet been set.

Contact us at Interlockit.com if you'd like assistance with configuring Google Drive, purchasing licenses, or understanding better how this might help your business eliminate file servers completely!

Crashplan vs. Mozy

We've been Mozy users since 2009 for cloud online data backup but had read various positive reviews for CrashPlan.  Two months ago we started testing it out and have completely switched over all our workstation and server backups to CrashPlan.  Today we cancelled our Mozy account before it renews.

Here's what we like about CrashPlan over Mozy:

• easier to understand user interface
• no lengthy delays selecting or changing which files are backed up.  On a home theatre PC with 23,000 files and 125 Gb I would open Mozy and go get a coffee before I could start making changes.  Then when you pressed OK it was another long delay.  No such long delays with Crashplan.  We had a similar even longer delay in selecting files to backup with MozyPro (business version) at a customer site on their file server.  We had to give up and put the customer on Storage Guardian which works fine but is way too complex for most small businesses to manage.
• Windows Servers can be backed up without any additional cost or restrictions with Crashplan.  We must admit that we were cheating by using MozyHome and running a batch routine to copy files from the file server to a workstation to then be backed up in the cloud on Mozy.  Crashplan runs fine on our old Windows Server 2003 file server directly.
• 3 way backup/social backup that's easy to setup.  Have a brother with some extra hard drive space?  You can use Crashplan for free and back up your data on his computer and his on yours over the internet.  Inside our office we backup both to Crashplan online and to a large hard drive on one of the workstations.  We do this because restoring from a local drive copy will always be  faster than downloading it from the web.

Certainly contact us at Interlockit.com if you would like some assistance with deploying your online data backup and disaster recovery plan.

Show your customer addresses on Google Maps

Do a Google Search on mapping customer addresses and you'll get all sorts of overly complicated ways to do it with third party stuff, etc.

Google Spreadsheets does it very easily "out of the box", well that is... in the cloud for free.

Follow these steps published by Google: http://support.google.com/docs/bin/answer.py?hl=en&answer=91601 to use a gadget for mapping addresses from the rows of a Google Spreadsheet.  Last column as tooltip is how you can show the customer name.

In our case we used a Google Apps Script to populate the rows of the Google spreadsheet instantly from our Norada Solve360 CRM using this: http://goo.gl/DyV0F

So now with a few clicks we can display a real time map of our customer locations and refresh it instantly.

If you have a more complex reporting/spreadsheet need that might require Google Apps Script programming contact us at Interlockit.com.

Enjoy!

Google Apps Vault brings better integrated email archiving to Google Apps

As a Google Apps Postini Authorized Reseller we've handled numerous implementations of Postini email archiving and message security.  While Postini has great technology its user interface was ages behind the simplicity of Google Apps.  We're definitely excited about the release of Google Vault which is so much better integrated into the core Google Apps product.

Google Apps Vault eliminates all sorts of administrative headaches for Google Apps and Postini customers such as managing duplicate user lists, email aliases, and email distribution groups across the 2 systems.

Currently Google Vault is only available to new Google Apps customers but we expect Google to allow the migration of existing customers from Postini to Google Apps Vault soon.

By the way, Google Postini is still the best cloud spam and virus filter for Microsoft Exchange or other emails servers on the market.  It will continue to be supported and enhanced for the long term as there is a huge install base of existing users.  Since ~90% of all email is spam, Google Postini removes this heavy load from your internet data lines and on-premise Exchange server.  When we switch customers from an on-premise firewall based spam filter to Postini or Google Apps they are often shocked by the dramatic drop in load on their internet data lines.

Source: http://googleenterprise.blogspot.ca/2012/03/google-apps-vault-brings-information.html

Google Apps integration with Salesforce.com

We've helped lots of customers configure their Salesforce.com integration to Google Apps.  From that experience we've learned which Salesforce AppExchange for Google Apps products work well.

We like Cirrus Insight.  You can lookup the relevant Salesforce data as soon as you open an email in Gmail.  Plus it's all done in the Cloud so there's no software to install. Just configure it once and everyone in your company can use it.

Contact us if you need help with the set-up or more advanced tricks like only showing the Cirrus Insight Gmail Contextual Gadget to some users instead of all.

Interlockit.com Website Relaunch

Check out our relaunched website at http://interlockit.com!

The site is 100% based on Google Sites so it's super easy for our team to update it and we pay zero hosting fees.  If they are logged into their Gmail/Google Apps account it is only a few clicks away to start editing the site.  No separate passwords to remember.  We can also set page level permissions to allow team members to modify only certain sections.

We have the right talent on board that can do amazing things with the Google Sites platform.

Our Contact Us form is live integrated into our Solve360 CRM; so no re-keying of information from emails and a task is assigned to a team member to follow-up.

Let us know if you would like a quote on building your own website with Google Sites!

Interlockit.com team member becomes Google Apps Certified Sales Specialist

As part of the launch of the new tier of Google Apps PREMIER Resellers effective Feb. 14th, 2012, myself, Blair Collins, has received the Google Apps Certified Sales Specialist Certification.  We were part of the beta exam process so we're among the first in the world to receive the certification.

Details on the requirements can be found at: http://certification.googleapps.com/Home/sales-certification

Interlockit.com is pleased to be able to further differentiate ourselves in the Google Apps Marketplace with two Google Apps Certified Deployment Specialists, a Google Apps Certified Sales Specialist, and our Google Apps PREMIER SMB Reseller status.  Very few organizations in the world have achieved this level of recognition.

Deploying Google Apps is what we love to do!

Is your current provider Google Apps certified?

Custom reports for Freshbooks, Xero, and Norada Solve360

We've been building custom reports for Norada Solve360 CRM in Google Spreadsheets for a while and realized that since Freshbooks has a published open API we could do the same for Freshbooks customers.

In our case we wanted to know billings/revenue by employee.  The default Freshbooks report lumps the full invoice amount under who created the invoice not who generated the billable time entry.

Our custom report directly grabs the invoice line items via the Freshbooks API so updating the report with the latest data is as simple as clicking the menu option "Refresh Invoices".

Freshbooks Billings by Staff/Employee

Since it is programmed in Google Apps Script inside Google Spreadsheets sharing the report is a snap and you can use the invoice line item data to populate pivot table reports.  Pivot Tables in Google Spreadsheets allow you to slice the data any way you choose for billings by week, by task, by rate, etc.

All the Javascript like code runs on the Google infrastructure so there is zero software to install or manage and zero recurring costs.

Contact us at Interlockit.com if you'd like to purchase your own copy of this report or have us build a different report specific to your needs for Freshbooks, Xero, or Norada Solve360.

Interlockit.com Becomes a Google Apps Premier SMB Reseller

Interlockit.com announced today that it has become a Premier SMB Reseller of the Google Apps™ suite of communication and collaboration tools. This new designation from Google enables customers to more easily assess a reseller’s expertise advising on and deploying Google products. Interlockit.com has moved from an Authorized to a Premier Reseller based on their expertise and success in helping customers deploy and use Google Apps.

Interlockit.com was launched in 2009 to help small and medium businesses (SMB's) leverage Google Apps for an enterprise class email, calendar, and document collaboration solution that's easy on the wallet, simple to use, and allows you to be productive from anywhere, with anyone. Our solution offering has grown to include Google Apps integrated products such as Norada Solve360 CRM/project management, Freshbooks billing, Xero accounting, plus custom programming on Google App Engine and Google Apps Script.

Google Apps brings simple, powerful communication and collaboration tools to organizations of any size – all hosted by Google to streamline setup, minimize maintenance, and reduce IT costs. With Gmail (including Google email security, powered by Postini), Google Calendar, and integrated IM, users can stay connected and work together with ease. And, using Google Docs and Google Sites, which include word processing, spreadsheet, presentation and website creation tools, they can share files and collaborate in real-time, keeping versions organized and available wherever and whenever users work.

The Google Apps Reseller program includes companies globally that sell, service and customize Google Apps for Business for their customers. As a part of the Apps Reseller program, Interlockit.com receives training, support and deployment tools from Google, as well as access to APIs for integrating Google Apps into their customers' business operations. To learn more about becoming a Premier Reseller, including eligibility criteria and benefits, please visit the Google Reseller Program website: http://www.google.com/enterprise/resellers.

Feronia Inc.: Bringing a Company Together with Google Apps

Founded in 2008, agricultural enterprise Feronia Inc. has spent the last several years pursuing a far-reaching ambition: to develop large-scale, sustainable agriculture in Africa. Based in the Democratic Republic of Congo and with a network covering thousands of square miles, Feronia is a formidable operation that has quickly built itself a prominent reputation within the DRC and beyond— it is not only one of the largest employers in the DRC, but also the first African agri-business to be listed on a North American Stock Exchange.

Of course, overseeing such a large network of 4000 employees spread throughout a developing nation larger than the size of Western Europe that includes three palm oil plantations, a farming operation, and headquarters in Kinshasa, was a sizable task for the company in the beginning.

“There were virtually no communications [systems] on the plantations– it was very ad hoc.” says Bill Dry, Chief Executive Officer of Feronia. Everything from daily operational demands like time logs to “big picture” details like the refurbishment of the plantations were stalled again and again by a lack of a manageable and comprehensive system of communication across the enterprise.

“If you can imagine,” Dry elaborates, “these plantations have been operating for 100 years in very remote locations… to run our business on a daily basis we need information and reporting.”

Making day to day operations manageable… in a country the size of Western Europe

Feronia decided to reach out to Interlockit for a viable and sustainable solution, and found it with Google Apps. “We made a strategic decision to [migrate] on to Google,” says Dry. “It was the best solution for our company and in the region. With 4000 people, we have payrolls to do, cash to move around… we need up-to-date numbers to do our business. In the past, this was a very difficult thing to do. Now, we’ve got the daily input we need to manage our business.” 

The retrofit of the plantations was also facilitated by the transition. “With a big refurbishment program and bringing equipment in from overseas, we have to schedule all of our plans and paperwork… Before, this was taking a long time to filter down to headquarters— now we can get [the information] on a daily basis.”


Enjoying the benefits of communication

An unexpected benefit of migrating to Google Apps was what it did for company morale. Many of Feronia’s managers are based in rural areas on-site at plantations and isolated from their families in the capital city of Kinshasa. The flexibility of Google Apps communication interface has made it dramatically easier for these key players to stay in touch with their families. This has eliminated stress and increased productivity for the company. “In addition to being an excellent communication tool, [Gmail] is also a very good social tool,” says Dry, “It means that our workers are more content working there.”

Plus, with Google Apps the company is able to fulfill an obligation not only to its employees, but also to the 45,000 people who live within the vicinity of their plantations. “We are the only business in those regions… we have a lot of people relying on us. Prior to us taking over, there were no communications in place for those workers.” Now with Google Apps in place, the company is able to support a communication infrastructure for the entire community. This has resulted in some considerable savings for the company, according to Dry. “When you have had zero communication, just the delay of trying to operate on a daily basis has a huge [financial] impact on the business.” Since implementing Google Apps to facilitate daily operations and communications, the company has experienced thousands of dollars in cost savings on a monthly basis. 

Google Apps also helped facilitate relationships with current and potential shareholders outside the DRC, according to Sangeet Sood, President & CEO of Osaka Capital, the firm that handles Feronia’s investor relations. “We track all conversations with investors [with Google Apps] through our CRM,” says Sood, “that’s how we do a lot of our outreach. Everything is connected seamlessly from our email into our database of contacts which is thousands of names, actually. The integration has made it very easy to successfully communicate with our investors.”


Looking to a productive future with a sustainable solution 

In the end, one of the biggest assets for Feronia in partnering with Google Apps is that, as an agri-business focused on sustainability, Feronia was able to align itself with a solution in lockstep with its company ethos. Feronia has always been focused on pursuing a green agenda in its operations across its enterprise and was pleased to be able to eliminate the need (and energy drain) of extensive servers by pursuing an environmentally efficient cloud-based strategy with Google Apps.

Moving forward, Feronia sees Google Apps as the right fit for expanding the company’s business and operations. Plans are in place to grow Feronia’s farming operation using a Brazilian model of farming that is new to the DRC— a user-friendly and comprehensive communication system is just what Feronia needs to make this work. Plus, Google Apps flexibility and user-friendly structure is a system that Feronia knows it can grow with, whether they are relying on young, tech-savvy graduates or older management who are unfamiliar with technology. “We know as we move forward that more people in the company will use it more, understand it more and we’ll benefit more.”

Google Docs copy

Google Docs for your iPad vs iCloud

I've led a few iPad training classes for the Toronto/Mississauga branch of a company with 75,000 users on Google Apps.  They've been lots of fun because gadget guys like me that love to figure out cool ways to get things done get paid to show our tricks.

A common question is how do I easily sync presentations, pictures, pdf's, and documents from my desktop to my iPad and back again with iTunes or iCloud?  Well, don't...  It's easier to use Google Docs to store all your files in the cloud so you don't have to remember to sync and fiddle with iTunes

When you open for example a Microsoft Excel spreadsheet on the iPad from your Google Docs the Google servers automatically image it and display it.  At the bottom you can tap on Download to open the file in your iPad's viewer instead.

Not sure how to access your Google Docs from your iPad?  Install the Google Search App and it provides you with convenient icons to access your Docs, Photos, etc.

With more downloads than Angry Birds, Keynote for the iPad is an extremely popular application.  If you need to import Powerpoint presentations into Keynote for offline presenting first upload them to Google Docs from your desktop and make sure you don't convert it to the Google Presentations format.  On your iPad from Safari (not from the Google Search Apps embedded browser) visit http://docs.google.com.  Open the Powerpoint presentation from your Google Docs, scroll to the bottom and tap the Download link.  Now watch the top right for a black bar to appear with a button to open in Keynote.  If you miss it tap just below the standard Safari grey bar.  Click open in Keynote.  Viola, your presentation is now imported into Keynote and ready to go; no need to sync with iTunes or be anywhere near a computer.

Stating the obvious for regular Google Docs users now... but it's even better when you do everything in Google Documents, Google Spreadsheets, and Google Presentations format because team members can all collaborate on the document at the exact same time.  iPads can even edit Google Documents and Google Spreadsheets in real time.

If your team member made last minute revisions to the Google Presentation you don't need to even ask if you have the latest version.  Just open it from Google Docs on your iPad and start your presentation.

Certainly contact us at Interlockit.com if your team could benefit from our iPad training.

We're blushing... Prescient Power shows off a Solve360 report we built in the forums

We've been building custom reports like this with Google Apps Script in Google Spreadsheets for customers since 2010.  This is the first time our work has shown up in the forums.  Thank you Carl for sharing this!

You can view the forum thread at http://norada.com/forums/viewthread/2663/.  Scroll down to Nov. 20th, 2011

"wow - I guess Interlockit have some wizardry in their team!  Nice report - this is exactly what I need."
   --Q

"These custom reports are a really nice touch. Well done to interlockit for demonstrating this capability."
  --davieboy

"Just superb for management reporting and KPI tracking - forcing the “so what?“ question much more than you might expect."
   --Carl

Lifehacker says "Gmail is the best email client around"

Lifehacker says "Gmail is the best email client around..." and provides some advanced tips in today's posting. Note Google Apps users should install "Google Apps desktop features" from Advanced Tools in your Google Apps Administrator Control Panel instead of the other notifier utilities mentioned for changing your default email client on Windows. Also SmartLabels we think overcomplicates things so not recommended. Otherwise lots of advanced tips to help make you a Gmail Ninja.

http://lifehacker.com/5861810/master-the-new-gmail-with-these-tips-shortcuts-and-add+ons?tag=gmail

Google+

Gmail app for iOS available in the App Store

We've been using this since it was originally released on Nov. 2nd. Definitely recommended for Google Apps users on iPhone or iPad. You get the familiar Gmail user interface both on-line and offline... and this was developed nearby by Canadian Google Engineers.

http://gmailblog.blogspot.com/2011/11/introducing-gmail-app-for-iphone-ipad.html

P.S. You can also see this post on Google+ 

More flexible mobile device management with Google Apps

Security and management of mobile devices has been holding back many corporate enterprises from embracing iOS devices such as the iPhone and iPad.

Google just enhanced the ability to manage iOS and Android devices from Google Apps: http://googleenterprise.blogspot.com/2011/11/more-flexible-mobile-device-management.html

No servers required; just turn it on.

You can still use Blackberry Enterprise Server (BES) for managing your Blackberry devices with Google Apps.

Oracle acquires RightNow CRM: Cloud Platform or Cloudwashing?

This morning Oracle announced a deal to purchase RightNow for $1.5 billion.  Oracle's headline reads "Adds Leading Customer Service Cloud Offering to Oracle's Public Cloud."

In 2007 I had written RightNow CRM off as a non-cloud product while competing against them as a Sales Manager at NetSuite.

Unless a product is 100% web based like Google Apps or Norada Solve360 you still have all the costs and complexity of installing, upgrading, supporting, and fixing workstation based software.  Check out the RightNow CX "staff member" system requirements and recommendations to use complex technology like Citrix.  It has a Smart Client that needs 850 Mb of free hard disk space and only runs on the Windows 7 platform.  This means only 39% of the world's computers can fully use RightNow CRM.  True cloud products like Google Apps and Norada Solve360 CRM can be used by 99% of the world's computers.

What's strange is that Larry Ellison, CEO of Oracle was an early investor in Salesforce.com and is a majority shareholder in NetSuite.  Larry definitely knows what a 100% web based cloud solution looks like.

Enlighten me with comments please because I'm skeptical how this acquisition will help long term against true cloud computing CRM solutions like Salesforce.com and Norada Solve360 that require nothing more than a web browser on 99% of the world's computers.

Certainly RightNow is more "Cloud" than the rest of Oracle's portfolio.  It is still a big step behind 100% web solutions that allow devices like notebooks, tablets, and smartphones to be portals to the data, which helps people be productive from anywhere, at any time.

True Cloud products allow businesses to spend more time with customers and less time on managing technology.

Customer Case Study: Google Apps integrated with Solve360 CRM moves people, literally

Here’s a story most business folks can relate to — established in 1959, Taylor Moving starts with 1 truck and a handful of employees.  Dad grows the business.  Sons take over, expanding to 100 staff and operate a network handling international employee moves.

Fast forward to the present and those sons find themselves asking “How can we stay competitive and keep growing the business?” Son Rick Taylor knew more of the same wasn’t going to cut it.  “Our coordinators, our sales team, they were spending far too much time doing internal stuff and not talking to clients.”

The solution started when they looked at their email which, despite being mission critical for dealing with overseas moves, was unreliable.  A friend introduced Taylor to Blair Collins, founder of Interlockit.com, who was asked to help. “They were paying $1000 per month for IT support yet none of their email history was backed up because it was scattered across the hard drives of everyone's computers.”, noted Collins.  InterlockIT introduced Taylor to Google Apps and helped with the implementation.  With email issues now out of the way they now had the resources to look at how they organized their moves.

For years, Taylor Moving managed moves through a paper-based filing system and initially a document management system seemed like the answer.  The narrow access point of paper files was causing chaos and a lot of wasted time. “In the past, there would be a sales person at a coordinator’s desk eight times a day… they were always looking for information.”

But after a review, InterlockIT introduced Taylor to Solve360, which is a client management solution available in the Google Apps Marketplace. Solve360 focuses on helping businesses like Taylor manage their customers and their projects.  “We quickly realized that a fully integrated CRM solution like Solve360 with its included project management could do far more for their business“, said Collins.

Taylor was quickly impressed by Solve360’s flexibility.  Now any adjustments made to the move are now seen in real time, company-wide. Now everything is in one place, and easily accessed. “This is a big step up.”

Taylor and his team experience seamless integration between Solve360 and Google Apps.  In fact, Taylor himself barely acknowledges a separation between the two, viewing them as a single system. The Gmail contextual gadget for quick access to contacts/projects, the ability to easily capture emails, the simple linking to Google Docs, and the Google calendar integration are key features for them.  “Once you’ve got [Gmail], which I find to be a very user-friendly system, the changeover to Solve360 was far easier than I had expected. I expected a much harder learning curve.”

Streamlining the internal systems allowed Taylor and his team to turn outward and address what matters most to their business — the customer.  “In a service industry, you’re only productive if you’re talking with a client… if you’re doing background stuff, that’s offering no value back to your service.  So, what are the things you can do behind the scenes so that you’re spending the majority of time with your clients?... That’s why we brought the system on.” Solve360 allowed his team to focus on what would really drive business forward.

Growing his business with Google Apps and Solve360 “is something he’s looking forward to”, says Taylor.  “With software and servers you need to manage all the changes yourself to keep up.  Now [with Google Apps and Solve360] that’s done for us automatically so we can focus on serving our clients.”