The second episode of the Learning Series focused on improving data quality and decreasing data entry to give back time to ARchitect users. Below are 3 simple workflows for better interaction data mentioned in Ep. 2:
1.Integration of Productivity Tools
Starting with cutting down data entry, our ARchitect experts were able to showcase the many productivity tools available to our users. The three tools covered were: bulk updates, smart email capture, and the ARchitect Outlook Add-in.
Because the AR world is always on high-speed, we made it a priority to make entering interactions quick and easy. Here are a few different scenarios and how to overcome them with our productivity tools:
- You accidentally entered multiple interactions incorrectly – You find out that all the interactions you entered last week were categorized as the wrong interaction type. Easily click the interactions you need changed and apply a bulk update.
- You forgot to enter an interaction – You realize that you forgot to log an email from two days ago. Take care of it with smart email capture; forward the email to architect@arinsights.com and it’s a wrap.
- You entered it on your calendar – You scheduled a meeting on your calendar and need it logged in ARchitect. Instead of doing double the work, sync your events to the Outlook add-in tool for easy integration.
2. Entering Interactions related to Projects
One way to organize your interactions is by grouping them within projects. This allows you to easily separate out your interactions depending on what they are related to. Another great feature of the project section is that you can easily see the interaction count for each project on your projects home page. To speed up your interaction input time, there are pre-filled interactions within projects that add the project details and analysts automatically. To use this short-cut, click into your project’s activity tab and select “prefilled interaction” and fill in the remaining information as needed.
3. Keeping Your Site Organized
You need your site as organized as possible to keep track of all your tasks. The best way to achieve this is organizing and cleaning up your interaction pages with custom fields, specific coverage areas, and managing your interaction types. Site admins have the power to do all of these things on their own and here’s how:
- Custom Fields – Edit and create custom fields specific to your site for interactions in the custom fields section of the site admin tab. You have many options to choose from that will help with lessening your data entry time like requiring certain fields and changing display options.
- Coverage areas – We get a lot of questions on how to specify the groupings in coverages. To do so, click into your site tab then coverages and lastly, coverage groups. You can easily create coverage groups like coverages, regions, or products and select them to be separate dropdowns in your site. This will allow your interactions page to be very neat and will help with reporting.
- Interaction Types – Interaction types is also a common field that needs customization. To get to the edit page, click into “site admin” and “interaction types” to view all. Here you can easily add new interaction types and descriptions specific to your site. Some best practices to keep this organized is to keep your interaction types in a range from 6-12 and if you need to get rid of one, be sure to use the inactive button rather than the delete button. This will ensure you will be able to keep the historical data.
