Tag Archives: Wisdom
Six reasons you should attend Wisdom 2020
Thinking about coming to Boston for our 2020 user conference Wisdom? Here are six of the top things you’ll have FOMO about if you don’t attend.
ONE. RapidMiner Founder Ingo Mierswa’s keynote
Ingo thinks deepfake is for losers. That most models don’t provide business impact. And that data scientists are wasting time. He’s worked for 20 years on hundreds of data science projects, and in that time, he’s seen it all. In his presentation, he’ll discuss some of the mistakes data scientists make – often inadvertently, but sometimes even though they should know better. He’ll also present a manifesto for data science, a set of basic principles designed to guide data science work and make sure that our models have the desired impact.
TWO. Featured Speaker Mike Gualtieri’s keynote
In addition to Ingo, we’re excited to have Forrester’s Research Vice President & Principal Analyst Mike Gualtieri speaking about the what the future holds for the future of AI and enterprise. In this keynote, Mike will demystify enterprise AI, identify use cases most likely to succeed, and, most importantly, provide research-based advice to enterprise leaders and key implementors that are charged with moving AI forward in their organizations. This session will be an awesome information download that you won’t want to miss!
THREE. Panel Discussion: “Getting Data Science Projects Over the Finish Line – What Does It Take?”
Data science projects often have participants with a range of skills and backgrounds. This means a given team will have a variety of different ideas and expectations about what to do and how to work together. This panel will bring together these different perspectives—including domain experts, data scientists, business users, and managers—to discuss their differing perspectives and how they can best to work collaboratively to ensure that data science projects have the desired impact and avoid contributing to the Model Impact Epidemic.
FOUR. A Very Bostonian Hackathon
As we did previously in New Orleans, we’ll be using our Wisdom hackathon to address local issues, this time focusing on the Boston metro area, home of RapidMiner’s HQ. Bring your smahts and use your coding and machine learning expertise to dive into what’s happening in the Northeast. Whether you’re figuring out the best location to open a Dunks, calculating the fastest route to Gillette Stadium on game day, or predicting the best places on the Pike for staties to catch speeders, it’ll be a wicked good time.
FIVE. Network with the whole company
Every professional and user conference is a great chance to network with like-minded people, but Wisdom is unique! In addition to other users, you’ll also have a chance to network with all of the RapidMiner employees—every single one of us are going to be in attendance, and we can’t wait to meet, schmooze, and talk data science with all of you.
SIX. Let’s start the Family Feud!
Networking not enough? How about some goofy fun! We’ll be hosted a Family Feud-style event, pitting RapidMiner employees against our power-user Unicorns in a bid to see who knows the most about data science, machine learning, and artificial intelligence. Survey says: it’ll be a blast!
Sign up now!
If you’re planning on coming, sign up now! Early bird pricing for Wisdom 2020 tickets ends on December 13th!
Need help convincing your manager that they should pick up the tab for you to attend? Check out our manager letter template, which includes the benefits you and your company will get for attending, along with a sample budget.
RapidMiner Wisdom 18 Recap – Day One
It’s been one week since RapidMiner Wisdom. Time flies when you are both exhausted and inspired. I had a fantastic experience at Wisdom meeting with customers, prospects, partners, and users. But most of all, I enjoyed learning from all the great presentations I attended over the two day event. Here’s a recap of the presentations I attended on the first day of Wisdom.
No Magic Wands: The Benefits and Dangers of Automated Machine Learning
Wisdom 2018 kicked off with a keynote from RapidMiner founder Dr. Ingo Mierswa on the benefits and dangers of automated machine learning.
The great @ingomierswa talking about the dangers of automated machine learning. There are no magic wands 🔑#RMWisdom18 pic.twitter.com/Xr6A8gL6i3
— RapidMiner (@RapidMiner) October 11, 2018
Automated machine learning tools like RapidMiner Auto Model are a great way to empower more people in an organization to deliver data science. Using automated machine learning with the appropriate guard rails in place, business analysts and subject matter experts can build predictive analytics and deliver value to their organization.
But as Ingo pointed out, there are no magic wands. Before decisions are made, or models are put into production, experienced data scientists need to be involved in the process. For this to happen, automated machine learning models cannot be black boxes. Ingo pointed out that there are two types of black boxes. The first is the explainability of the machine learning model itself. Some models are less explainable than others, but many model types like decision trees are easily explainable. But there’s another type of automated machine learning black box that needs to be avoided at all costs, and that’s the process for creating the model itself. How was the data prepared? How was the model validated? How were the parameters tuned? All of these, and more, can have a huge impact on the outcome of a model and must not be hidden inside a black box. #noblackboxes
Accomplishing Early Prediction of LTV
Next up was Jeff Dwyer from ezCater, one of the fastest growing startups on the planet.
Jeff is on the growth team at ezCater. He was asked to help the ezCater better understand the unit economics of their customer acquisition efforts, in particular how much year 1 revenue they could drive from various marketing campaigns.
Here’s @jdwyah taking about the RapidMiner predictive revenue model used at @ezCater #RMWisdom18 pic.twitter.com/iWG3S5BS9f
— RapidMiner (@RapidMiner) October 11, 2018
Jeff is a software engineer at ezCater, so naturally he started by looking at Python and all the usual libraries like XGBoost and Scikit. While he made some initial progress in Python, he quickly realized that it would take a significant time investment to become productive in Python so he decided to explore visual workflow solutions like RapidMiner.
Within an hour of trying RapidMiner, Jeff produced a regression model and was able to explain the pipeline to his colleagues by walking them through the process. Ultimately, the model Jeff created helped ezCater move from simply predicting the number of new customers they acquired each week to an accurate prediction on the year 1 revenue added to the business.
Shortly after deploying this model, ezCater raised $ 100m in venture capital to continue growing. Some might call this correlation, but I’m going with causation 😀.
Improve Your Business Insights by Building an Anomaly Detection System
One of my favorite presentations at Wisdom came from Wes Gahagan and Abilash Gatti of Verizon Wireless. Wes and Abilash work on the customer success team at Verizon Wireless. They used RapidMiner to create an outlier detection model to improve customer support.
Wes from Verizon Wireless talking about using outlier detection to improve customer support #RMWisdom18 pic.twitter.com/gML9aNzKyZ
— Tom Wentworth (@twentworth12) October 11, 2018
As you can imagine, Verizon Wireless collects a stunning amount of data with more than 32 million daily transactions. Hidden in that data are outliers that, if found, can be used to improve customer support. Using RapidMiner together with Oracle, Verizon Wireless built an anomaly detection dashboard that is used daily by the support team.
Clearing the Fog around Data Science and Machine Learning: The Usual Suspects in Some Unusual Places
The next keynote at Wisdom came from the great Kirk Borne, a principal data scientist Booz Allen Hamilton. Kirk is an astrophysicist and during his impressive career he’s worked on the Hubble telescope, at the Nasa Goddard Space Flight Center, and has taught data science at a number of universities including George Mason and the University of Maryland. If Kirk were a rockstar, he’d be Mick Jagger or Bono.
Kirk also wins the award for most selfies taken at Wisdom.
This man is great! @KirkDBorne pic.twitter.com/0uzFosLXUK
— Rodrigo Fuentealba Cartes (@datasciencegems) October 12, 2018
Kirk walked through a series of atypical applications for typical machine learning algorithms, including principal component analysis, graph mining, clustering and validation, association mining, and bayesian belief networks.
My favorite story is an association mining story from Walmart. Walmart studied 2004 product sales for stores in Florida that were impacted by the active hurricane season. By using association mining, Walmart could make sure their stores were prepared for future hurricanes. Walmart built an immense database system with 460 Terabytes at a cost of approximately $ 4 billion dollars to develop. So this was a serious project for them.
Their lesson? Of course Walmart needed to stockpile the usual assortment of survival items like water and canned goods before a hurricane arrived. But there were two items that were 7x more likely to be purchased during a hurricane than others: Beer and Strawberry Poptarts. I’ll just leave that there and move on…
Enhancing Demand Forecast through Advanced Analytics
Next I went to a presentation from Jose Mejias and Gilberto Graciani of Hewlett Packard Enterprise. This was probably my favorite presentation because Jose and Gilberto walked through how HPE decided to select RapidMiner as their corporate data science platform.
“Selecting RapidMiner was an easy decision” @HPE at #RMWisdom18 pic.twitter.com/A553tUS0vF
— RapidMiner (@RapidMiner) October 11, 2018
HPE started their selection process by using analyst reports, including the Gartner Magic Quadrant for Data Science & Machine Learning Platforms and the Forrester Wave Multimodal Predictive Analytics & Machine Learning Solutions. After reviewing analyst reports, they came up with a shortlist of vendors they wanted to take a closer look at. They then narrowed down this list by reaching out to their personal networks and asking for feedback.
Here’s what set RapidMiner apart from the other platforms they evaluated:
- The intuitive user experience of RapidMiner Studio.
- Scalability & open source.
- The ability to run data science processes on top of their Hadoop platform.
- Integration with Python and R.
- Templated use cases like customer churn and predictive maintenance.
- RapidMiner’s “Wisdom of Crowds” feature that guides users at each step in the workflow process.
As the head of marketing at RapidMiner, it’s rare that I get to hear exactly how and why an organization decides to purchase RapidMiner, so thanks Jose and Gilberto!
Insights Driving Actions: How to get Real Results from your Data Science Program
While the HPE presentation was my biased favorite from Wisdom, the presentation from Maggie from Clarkston Consulting absolutely blew us all away.
Maggie Seeds: “Try to let the data guide your decisions” @_MSeeds of @Clarkston_Inc #RMWisdom18 #DataScience pic.twitter.com/30C3riwFrO
— Scott Genzer (@sgenzer) October 11, 2018
Most presentations at data science conferences end up deep into the weeds of algorithms and philosophical debates about the best machine learning techniques. We had a few of those sessions at Wisdom, and to be honest we probably should have had a few more.
But Maggie reminded us that 80% of data science projects have nothing to do with data or math or algorithms. According to Maggie, the hardest part of a data science project is often asking the right question. Otherwise data science projects often turn into slow moving, low impact “curiosity support” projects. Starting with the right questions ensures a clear understanding of the objectives and success criteria.
Another important lesson comes at the end of a data science project when you are ready to deploy a model into production. Often data science teams get too hung up on fractional improvements to model performance, when the lift improvement is already much better than the current baseline.
As Maggie put it “all models are wrong, but some are useful.”
Environmental Research with RapidMiner: A Case of Success
Rodrigo Fuentealba Cartes of The Pegasus Group is a fabled RapidMiner unicorn 🦄 and he also wins the award for the longest travel to attend Wisdom coming from Chile.
Salmon farming is big data in Chile – TB scale analytics to try to eliminate sea lice parasites in salmon farms #RMWisdom18 @RapidMiner @datasciencegems #BigData pic.twitter.com/Lnhk0k8xul
— Scott Genzer (@sgenzer) October 11, 2018
Chile is the world’s 2nd largest farmed salmon exporter, generating over $ 4.5b in revenue. But the salmon farming industry is constantly threatened by sea lice, a deadly parasite that damages salmonids and has a significant financial impact on the salmon farming industry.
Rodrigo uses RapidMiner to understand how the parasite is spread, including building a 4D representation of the ocean in time-series format. By using this model, he can predict which salmon farms are at risk of parasite infection. One of the models he has created is a manually trained decision tree that categorizes the threat level between 0-10.
Using this model, he expects to help salmon farms save over $ 24m by 2019.
Using Machine Learning to Support Physical Asset Management
We put Michael Gloven of Expert Infrastructure Solutions in the unenviable position of delivering the last presentation of the day. But Michael delivered a fascinating session on water pipeline distribution systems to a packed room!
Using RapidMiner Turbo Prep to analyze water pipeline data to detect defects before they happen #RMWisdom18 pic.twitter.com/XO3lKshLRx
— RapidMiner (@RapidMiner) October 11, 2018
There are over 1+ million miles of water pipeline in the United States, and most were installed in the mid-1900s. So it’s not surprising that there are 240,000+ water main breaks a year, causing a loss of 6 billion gallons a day. Upgrading the US water infrastructure will require a $ 1 trillion investment over the next 25 years.
That’s where machine learning comes in. Predictive models can help prioritize the infrastructure investments… what to replace, when to replace it, and how much to spend. Michael’s presentation went into the details of his analysis in great depth.
But what made us most proud was his usage of two of the newest capabilities in RapidMiner Studio, Turbo Prep and Auto Model.
Most people have probably no idea how thrilled / emotional you can be if you see users solving real problems with the products you dreamed up and helped to build. Seeing how Michael Gloven uses Turbo Prep and Auto Model blows my mind. #RMWisdom18 @RapidMiner pic.twitter.com/yEqBBDcBdk
— Ingo Mierswa (@ingomierswa) October 11, 2018
Michael started his analysis in Turbo Prep, brought his data into Auto Model to prototype models and form his initial hypothesis, and then ultimately exported the results into RapidMiner Studio to build his production model. #noblackboxes
Thanks so much to everyone for your fantastic presentations. It was obvious that you put in a tremendous amount of work into them, and we’re humbled that you chose to spend a few days with us. It’s unfortunate that I couldn’t be in all of the sessions but luckily you can check out all of the decks here.
Next up, my recap of Day 2.
Dresner Advisory Services Wisdom of Crowds® Business Intelligence Market Study—Now Available
Dresner Advisory Services has released its 8th annual Wisdom of Crowds Business Intelligence Market Study. The report was compiled using survey data from over 1,400 respondents who participated in its 2017 Wisdom of Crowds® Market Study. Respondents were sourced from Dresner’s research community of over 4,500 organizations as well as vendors’ customer communities.
Dresner’s survey results note TIBCO’s BI report scores as consistently above the total sample. Spotfire was noted for its overall strengths in product and sales as well as improvements in consulting services.
To read more vendor ratings and Dresner’s market insights, download this report.
5 Things You Should Know from the 2016 Dresner Wisdom of Crowds Study
A few days ago, Howard Dresner released his 2016 Wisdom of Crowds Market Study, and the findings are noteworthy. The report is based on over 1,500 survey respondents and provides in-depth research on business intelligence (BI) usage and 28 vendor reviews. Here are five conclusions we found interesting:
- BI use is expanding inside organizations.
The penetration of business intelligence grew noticeably from 2015 to 2016, particularly in the 61–81% and 81% or more categories (that is, 61% or more of the organization uses or consumes a BI output). The growth was nearly 4%. Is this increase due to more intuitive self-service tools, recognition of the value of BI, the growth of data, or maybe, some combination of these drivers? Regardless, we expect this trend to continue, supported by self-service and more robust embedded BI in applications. - Action on insights remains popular but is declining in use.
83% of respondents reported either “closed loop” or ad hoc action on insights within their BI deployment, while just 12% reported uncoordinated action. Only 5% say insights are rarely leveraged. These findings are promising. However, the negative trend in the “action on insights” progression over time is confusing. In 2014, nearly 62% reported an ad hoc (informal) action on insights, and in 2016 this number dropped to 55%. Why?
The reason could be attributed partly to more formal processes, noted by the 4% increase of “closed-loop process for action” from 2014 to 2016. However, another contributor could be the imprecise way BI tools tie insights to known actions. Most BI tools do not tightly link to immediate action taking, resulting in end user interpretation and/or delayed or completely lost follow up. This is an area of focus for TIBCO Spotfire. We believe dashboard users should be able to identify actions directly from the insights they see. Acting on insights in the moment often yields the best benefits.
- Business value reaches an all-time high.
Respondents to the 2016 survey said they are “receiving high and improving value from industry vendors over time.” The perceived value for price paid has remained above very good since 2012; however, 2016 reflects the strongest scores since the study started in 2011. We believe TIBCO Spotfire was a leader in value and confidence due to its business impact, as well as the strength of its technology portfolio. - More than just data discovery.
Many of the product leaders appearing in the “Overall Experience Leaders” quadrant provide tools with capabilities beyond visualizations and data discovery. As use of BI increases inside organizations, the most popular tools support a variety of analytic functions, including visualizations, dashboards, data preparation, advanced analytics, collaboration, mobile, and more. TIBCO Spotfire received the strongest product scores among all 28 participating vendors. - Updates to TIBCO Spotfire produced better results.
TIBCO has received very favorable responses to new versions of Spotfire, and Wisdom of Crowds corroborates this. Spotfire received improved scores for product robustness, usability, administration, completeness of vision, integration with third-party technology, scalability, and more. Each of these product categories were enhanced over the past two Spotfire releases (7.0 & 7.5).
Check out the full report here or if you want to try the product leader yourself, download a free trial here.
Community 2.0 – Getting the Most Wisdom from the Crowd
When we look at the development of on-line communities in the last two decades the software industry has been to the fore, and especially the open source movement, where an engaged and supportive community is essential to a product’s success. In many ways the success of MySQL, Hadoop, Linux and, of course, RapidMiner is down to their vibrant communities.
Of course, a central thread of the online community has been its non-commercial nature. Put simply, they are about helping people use products rather than sell products. As B2C communities now spring up around telcos, fashion, makeup, gaming and a host of other areas this thread appears to be at breaking point. Attending a recent training course on community strategy, virtually all the community managers there agreed that the corporations have woken up to the power of communities.
At RapidMiner our aspiration over the coming years will be continue our role of enabling healthy conversation around data science, but to augment that with an open platform for facilitating and enabling successful data science projects and people.
The reason we need to do this? Because you keep asking us. If we look at the impediments to great data science projects many of them can be overcome with better data access, better data preparation, cleansing, model-building and testing etc etc. This we know and has informed our development of Studio and Server. But what we cannot expose easily is the “art” of data science, as Hofmann and Klinkenberg* describe it. These are the soft skills that only come with experience: experience of data science techniques, difficult data sets, best practices, and pitfalls to avoid. I heard this called Tricks, Tips, Traps and Techniques recently (which is much easier to type than say!)
So how can the RapidMiner Community help here? Well, we are going to make a start on the new Community site by providing you an area where you can describe your projects and invite feedback. Beyond this, we will help you expose your skills and experiences to the community, and help you find people with skills and experience you might need. We will do this through a series of ‘badges’ that will appear in your profile and additional information that you might want to volunteer. If you have passed our certifications, others will be able to see this, along with if you have contributed a knowledge-base article on a particular subject, showing an area of expertise. We will also have massively enhanced systems of searching and tagging posts, and will introduce the concept of an Accepted Answer – guiding members more quickly to the right knowledge. Lastly we will provide “Ideas” areas, where you can tell us and others what you want from RapidMiner and from the Community itself.
The world of data science is moving incredibly quickly and so Community 2.0 is about sharing our collective knowledge, aspirations and challenges in order to help predict what the data science of the future might be like. A little like Wisdom of Crowds, but extended beyond the realms of Studio.
*Hofman, M. and Klinkenberg, R: Data Mining Use Cases and Business Analytics Applications, Chapman & Hall CRC Click Here
Summary
Article Name
Community 2.0 – Getting the Most Wisdom from the Crowd
Description
When we look at the development of on-line communities in the last two decades the software industry has been to the fore, and especially the open source movement, where an engaged and supportive community is essential to a product’s success. In many ways the success of MySQL, Hadoop, Linux and, of course, RapidMiner is down to their vibrant communities.
Author
Steve Farr
RapidMiner
RapidMiner
Survey – Wisdom of Crowds® Business Intelligence Market Study – 2016 Edition
I’m getting lazy on blog posts! Gotta change that! Taking a few days vacation but I promise I’ll get back at it!
In the meantime, a request to, once again, participate on one of the most influential market studies for BI analytics – Howard Dresner’s Widsom of Crowds, 2016 edition.
Here are the details:
Welcome to the Wisdom of Crowds® Business Intelligence Market Study – 2016 Edition.
Qualified respondents that complete the survey will receive complimentary research for their personal use. This includes end users, IT and independent consultants.
Each section corresponds to an upcoming 2016 research report. The more survey sections that you complete, the more free research you will receive throughout the year!
Please note that this survey should take approximately 25-40 minutes to complete.
The objective of this study is to collect data on trends, vendors and products in Business Intelligence, Enterprise Planning and related markets. As a result we will be able to examine the realities, plans and perceptions surrounding these important markets. We will also rank vendors and products – creating an important tool for those seeking to invest in these solutions.
The underlying principle is this: the more data we collect, the more accurate the results.
This study is NOT sponsored by vendors (or anyone else) and none of your detailed data will be shared with the outside world. So, we respectfully request that you provide us with complete and accurate information – including your name, company, title and business email address.
For consultants: Please respond on behalf of a client or clients that you are working with.
Anonymous survey entrees cannot be accepted.
Thank you for participating. I am confident that this will provide an important and fresh perspective into the marketplace for all!
Sincerely,
Howard Dresner
Chief Research Officer
Dresner Advisory Services, LLC
Once again, here’s the link to the Howard Dresner’s Widsom of Crowds Survey, 2016 edition.
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Workbooks Wisdom – December
Everyone is looking forward to the New Year…. But we’re looking forward to the new Workbooks release even more!
After the party poppers have been brushed into the bins, and the hangovers have finally worn off, there is still something to look forward to in the New Year.
Save some of your fireworks and cheer for January, when we will be releasing the latest version of Workbooks. We have some big changes planned, including multi-lingual abilities, enhanced reporting functions, merging duplicate records, and many more! Watch this space for further information about our upcoming release.
Once you “Pop-up Block”, you just can’t stop…Or can you?
We frequently get enquiries from users who are unable to export files from Workbooks. The most frequent cause of this is that the user will have their browser’s Pop-up Blocker enabled for the Workbooks domain.
Please ensure that you disable Pop-up Blockers for Workbooks, since this prevents export downloads from initiating, as well as stopping important notifications from reaching you. We will never send advertising pop-ups to your screen, we only use pop-ups for important Workbooks functionality.
Don’t let Workbooks concerns affect your Christmas Cheer! We’ll be here!
With the stress of Christmas shopping and the inevitable family argument over the Christmas dinner table, we understand that the Festive Cheer can sometimes be a fragile experience.
As always we can still be reached 24/7 via the phone, and our team of Workbooks Support elves will still be ready to help from Monday 21st – Thursday 24th December, and then Tuesday 29th – Thursday 31st December.
Having difficulty logging in?
When users have difficulty logging in, the cause can often be quite a simple one. We have a forum post that gives you the perfect trouble-shooting guide should you run into any problems. This may be worth bookmarking, and can be found here.
Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.
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Workbooks Wisdom – November
Workbooks Wisdom brings you monthly tips and tricks to enable you to complete your day-to-day role with ease.
Want to have a Workbooks-Whizz in your own office?
At Workbooks, we are strong believers in the saying “Give a man a fish, and he will feed for a day, teach a man to fish, and he will feed for the rest of his life”. Our System Administrator Training Course is an extensive 2 day training session that will teach delegates how to maximise the potential of Workbooks for their company; allowing them to build more dynamic reports, enhance business functions, and develop IT skills. Click here to see what we have on offer.
Have you heard about our BOX full of goodies?
Workbooks realises the importance of having all your data readily accessible in one place. Sometimes with important files and documents this can be difficult… Not any more. We have been working to integrate BOX (a cloud based storage service) with our product, and are pleased to say that we’re absolutely thrilled with it. Find out more about this by clicking to watch this video.
Would you like an enhanced understanding of what is happening within your database?
Our Auditing feature can be used to track changes, deletions and additions to records. Using the Audit add-on you are able to track all changes within Workbooks, and this will also allow you to use advanced reporting techniques by using Audit Reporting.
The Support Portal has arrived.
All Support Contacts should have heard the news relating to our new Support Portal. If you are a Support Contact and were unable to attend any of the Webinars that we set up, we have uploaded a short video onto our site to help guide you through some of the new features that the Portal has to offer.
Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.
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Workbooks Wisdom – August
At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for August’s tips.
- Improve your lead flow using our new integration with a leading email marketing platform Campaign Master (UK) Ltd. CMA Advantage is a highly intuitive, reliable, cloud based email marketing platform. Workbooks integration with Campaignmaster means you can create campaigns in Workbooks, add members that you want to target and send the feature rich HTML email directly through Workbooks. All of the clicks, opens, hard-bounces and unsubscribes are tracked and recorded in Workbooks giving you more time to follow up on the leads! Click here to find out more.
- Are your customers Angry Red or Glowing Green? We all know that retaining customers is easier than finding new ones, but do you really know if your existing customers are happy campers, a little bit grumpy or down right mad about the products or services you provide? At Workbooks we use a simple but effective traffic lights system to keep track of customer sentiment. Customers are marked as either Red, Amber or Green. Click here to find out more.
- Cut down on time to create transaction records – have you ever been prevented from creating an Order or an Invoice because you haven’t yet created a customer agreement? You can avoid this requirement altogether if appropriate for your business. Click here for more information.
- Do you love Workbooks? Make a successful referral and receive an Apple Watch! Existing customers can now benefit from recommending Workbooks to friends, family members or business associates. We’re giving away Apple Watches for every successful referral (+20users) we receive. To find out more and read the terms click here.
Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.
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Workbooks Wisdom – July
At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for July’s tips.
- Important Import message – Do not forget the final step! – After your Import has finished running and you have spot checked the results, it is important to complete the process and lock in your changes by either approving or rejecting your Import. Leaving Imports at the ‘Waiting Approval’ stage can cause issues with your data further down the line, as although you may see your records when searching in Workbooks they are not fully integrated.
- How are your records being created or updated? – Import audit – Do you have records that have been created or updated with no audit record? These may have been imported. As of our latest release (4.5), you can now enable auditing for an Import. On the first page of your Import in the ‘Import Details’ section, you will find a checkbox named ‘Enable Audit’. Simply tick this and Workbooks will record all of the data you need, please note that this may slow down your Import.
- Want a free £15 Amazon voucher? – At Workbooks we are proud of the support we provide our customers with. If you agree, and would like to claim a £15 Amazon voucher then why not complete a G2 Crowd review for us? You can do so by following this link. As always, if there is anything you think we can improve on please let us know by emailing us at support@workbooks.com.
- Workbooks and the Flash Player – Although Workbooks itself does not use the Flash Player at all, the platform it is written on can. Some browsers check for this when opening Workbooks and so you may see a message that your Flash Player is out of date. This is nothing to worry about as we don’t use the Flash Player, so feel free to dismiss this message.
Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.
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