Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

The new Synergy design. What has been done with your feedback so far

Written by Michiel Dorjee on . Posted in Exact Synergy

Last October, Sie-Hang Cheung posted an article with the title ‘Synergy 244 user feedback’. The article is about the first feedback we have received via the feedback button in the preview version of Exact Synergy Enterprise, product update 244. Over the last weeks we got lots more feedback from you. I would like to take this opportunity to thank you for your time and effort. Your feedback is very valuable.

We have used your feedback and the results from user research for the further development of the new design of Synergy Enterprise. We have not only built new functionality and screens, we have also made some good improvements like moving the vertical Communication menu to the top menu bar and a the positioning and behaviour of the Options menu. The user interface looks slightly different from the design which we introduced in product update 244. The interface that we are going to introduce in product update 245 has a solid foundation for further expansion.

I can imagine that you are interested in what you can expect in the next product update. In this post I will give you the highlights of the new design.

Finish Employee Self Service functionality

In product update 244 two self-service functionalities are missing: Medical leave and Expense claims. This functionality will be available. In both screens you will be guided through a wizard, as you know from the Personal time off page.

Person, Account and Project

All cards have the same look-and-feel and layout, which allows you to quickly find your way on the page. The cards are divided into a business card with contact information, a ‘More’ section with general information and tabs. The information on the tabs is arranged by subject. The order of the tabs can easily be changed via drag-and-drop.

Recent contacts

At the right top menu a Recent contacts menu is added. This menu shows an overview of recently contacted employees. It allows you to quickly navigate to one of the employee cards so you do not have to search.

As in the previous product update, the software that we deliver in product update 245 will also be a preview version. We are continuing to further develop this design.

Your feedback is always welcome! Please do not hesitate to contact us through ux@exact.com or comment on this post.

Tags: , , , , , ,

Comments (2)

  • Barry van der Meij

    |

    Great improvements guys!

    There are a few points I would like to ask / comment on.

    1 – OCS integration
    In the recent contact list I may hope the OCS presence icons will be included as well?

    2 – Custom Solutions
    How will you manage to let partners add their custom solutions to this layout? I think we will face a huge issue there.

    3 – Enterprise search
    Why is there still not an option to show all results in once, now you have introduced the tabs on the entity cards, why not add them to the search results page and show tabs the user chooses, so tab with accounts, projects, documents, requests, resources.

    That way you provide the user with one search entry.

    Apart from that I am still convinced you would need one screen in which results can be presented.

    If a user chooses to search for specific entities this should also still be an option.

    4 – Customizing entity cards
    Is it with this interface still possible to customize entity cards on a company level? (For example add a very important GUID field in the main section of the account).

    Let is be clear that it’s a great great improvement, I was just wondering about these things.

    BR Barry

    Reply

  • Vincent Henricks

    |

    Many thanks for your questions and suggestions. My answers to your questions:

    1 – Yes, OCS is included. The settings must be turned on to show the presence icons;

    2 – Gerald van de Munt has recently organized a session in which we discussed this topic with some partners of Exact. Your company is also involved. This certainly will be continued.

    3 – This product is still under development. Your input is very valuable.

    4 – It is not possible to customize the new cards yet. You still have the option to maintain the old cards, so at least the information can be stored in Synergy.

    Reply

Leave a comment