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Posts Tagged ‘feedback’

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.

Exact Synergy Enterprise product update 244 in Controlled Release

Written by Michiel Dorjee on . Posted in Exact Synergy

On behalf of the Product Management team, I am pleased to announce that Exact Synergy Enterprise will move into the controlled release phase for product update 244 as per today, August 26.  Depending on the results of the controlled release of course, this new product update is planned to be generally available end of September.

.More than 30 customers are already lined up to participate in the controlled release and start using it. On top of that all of Exacts partners/resellers are able to download the 244 product update as well. Your feedback is very much appreciated so that we can make this update a great experience for all our customers.

The high lights of the new update are:


For a full overview of all new functionality, please refer to the release notes for product update 244 as well as several articles on our product blog. Updated material from Exademy will soon become available via this link and will be announced seperately on this blog as well.

Important to note is that due to the new role-based license model, Controlled release customers who are using Incoming Invoice Register or an SDK solution, will need an updated license file. The existing licenses will be updated by Exact over the coming period before General Availability. If you happen to be a Controlled release customer or partner who has either one of these 2 modules today, then please contact Robin den Buurman.

For more information on this announcement, please contact Ronald Voets.

Synergy 244 user feedback

Written by Michiel Dorjee on . Posted in Exact Synergy

Last Monday, 18/10/2010, the feedback button in the Synergy 244 update went live, and we sure did notice that. When we checked the mailbox that morning, we were happily surprised with all the feedback we got from you. People actually took the time to look at what we did and told us what they liked and what could need improvements. As much as we would love to answer all the emails individually, just like how you took the time to write us an email, it’s too much work, hence this blog post. We hope you guys understand.

As for the people who didn’t know yet, a redesign of Synergy is currently in the works and we encourage everyone to give us feedback on it, before we roll it out. It is currently still under development, so some things may not work a 100% and/or are missing, but a large part of it does work.

Before moving on to the feedback, we would like to thank everyone for the feedback, and please keep it coming. We love reading what you guys think of the new Synergy and it helps to keep us motivated and inspires us on how to improve it further.

So for the feedback, we’ll try to answer most of the things that came in below. First of all, we got a lot of people mentioning that there’s no easy way to access the ‘Planning’. This is true and it will be placed in the ‘Personal’ menu. We understand this is a commonly used  item and should be placed more visible as opposed to as it is now (‘My profile > ‘Monitor’ > ‘Planning’).

We also received a lot of feedback mentioning the search. A lot of people mentioned that they’d rather see this: See one search box, that searches everything (like Windows search or Spotlight search on a Mac). This is not (yet) made due to technical and time restrictions. And as much as we would love to see it ourselves, this would take some time to develop and it was scoped out of the project. I can’t say anything about this in the future, except for the fact that we would also want to see this happening, so we will definitely keep this in mind!

Some people also mentioned that they would like to customize their homepage, as a lot of the users who tested this have other functions they use on a daily basis, and the ‘Self- Service’ widget does not suit them. We’ll will try to give a little more background on this subject. What you see now is what we designed for the people with a ‘Self-Service’ license only. This is a group of people who have limited access to the functions of Synergy and only need a few things when they log in, which are the items you find in the widget. The initial design was focused on building a ‘Home’ screen with the ‘Self-Service’ user in mind, hence the fact that when you log in, you see this screen and it is the default ‘Home’ for everyone, while 244 is in development phase. The idea for the future is, of course, to offer a customizable ‘Home’ page for everyone, as well as dashboards or cockpits (whichever term you prefer) tailored to the different kind of people have. This is under development now, and should be there soon.

Other mentions are a quick way to find either ‘Favorites’ or ‘History’. Currently these 2 menus are quite hidden, but I can assure you that the next product update will provide an easy way to access both these menus, I will have to ask you to wait, yet again, but this will surely be there in the coming months.

Some other comments were on the ‘To do’ list or what used to be an overview of the ‘Workflow’ menu. We’ll try to elaborate on this a little more. For new users (and even old users) the term ‘workflow’ is not something that would trigger anything and puzzles people. We changed this term to ‘to do’, since it’s composed of things that require the users action (most of the time) e.g. approving, rejecting, processing, etc. This is still your old list which was found under ‘My workflow’, only with a different name.

One more things was on customizing the colors. This is something we want to offer in the form of different themes users can choose. We will offer this, but we first want to work on the fundamentals of the product first, and the cosmetics will come later. Since the product is still in development phase, we will work on other parts first, before we are going to work on the themes, but this (like the others before) is something we will do in a future release.

This is it for now, we hope answered most of your request/questions here. If there’s anything else, please don’t hesitate to contact us again through: ux@exact.com or comment on this post. As we said before, we love hearing what you guys think of it, so keep the feedback coming!

Your feedback on the new request screen

Written by Edgar Wieringa on . Posted in Exact Synergy

I would like to thank each and everyone of you for your feedback to this post on a new screen design.

For the upcoming new release of Exact Synergy Enterprise we will amongst others deliver a redesigned screen for creating a new request. Since this is one of the most often used parts of our application we wanted to improve the user experience of it and needed to be sure on how to do this best. Not just the looks-and-feel but we want to support every user better in reaching her goals: starting a new workflow in a simple and easy way.

I hope that from my initial posting it was clear that we did think a lot about existing customers. Especially here we got a lot of requests to make this simple.

We have done user observations and user interviews at various sites where we literally looked over the shoulder of users. This was part of a project to get a better understanding of our users and their daily usage of our products. The current user experience. So it hurts me and my team when there is doubt on this (even in capitals :-)), you can however disagree whether we did this right. That conclusion I clearly make and we take the lessons learned humbly.

What did we learn?

  • For companies who show or have a limited set of requests the top x section might be redundant or too long
  • It was not a good decision to not make a distinction between the daily create request page and the maintenance page. Here we violated our own goal-directed designed approach. The users of these different pages have different goals when using them
  • Although also many people see an improvement we might have better not just replaced the old page but introduced the new one next to it
  • Since we value all your input, we will work on a way to re-introduce the IDs. One way or the other. Where our focus will be to still have an over viewable list. Where I have spoken about it hurts, it also hurts me when you guys are now putting the IDs in the description. Our aim was not to make your lifes more complicated. So point taken and we will work on a solution.

Last but not least we feel also strengthened by the many reactions, on the vision behind this to make the usage of Exact Synergy Enterprise more simple. That is one of the reasons why we on purpose didn’t choose for a setting, which was more a choice of design than a development decision. Here Andre Speek was spot on for our rational.

Thanks again for being a customer, business partner or colleague! We truly appreciate your replies and the engagement to our product and company this shows. I will update you later on how (and when) we take the lessons learned forward.

Photo credit: LiveFromAmsterdam