1. Empower Your Spitfire Team
Client Webinar Series
Time to Reach New Heights
Empower Your Spitfire Team
January 12, 2017

2. “The only constant is change”
Heraclitus
a Greek Philosopher Circa 500 B.C.

3. Objective: Evaluate, Consider, Configure
Agenda
Objective: Evaluate, Consider, Configure
How did you business change in the last year?
Adding/Removing Companies or Divisions
Adding/Removing services
Expanding to new/different markets
Expanding or reducing staff (doesn’t matter which – training is key to business operations)
Process improvements – better tools, other software, improved workflow, reduced steps,  adding whole new layer such as Quality Assurance
Manage more volume through subcontracting more
How Spitfire has changed since you implemented Spitfire
What new Spitfire features/functions can you use now to empower your Spitfire Team?
Sharing Information is Powerful
Training your Employee give them the confidence and power to achieve the company’s goals

4. Catalog – Logon Page Folder = zPublicHTML
Why Use It?
Security Message
System Change Message for Users
Company Message
Catalog – Logon Page
Folder = zPublicHTML
File = login-1.htm (Note: Spitfire’s ICTOOL puts the file there and you can edit, but don’t try to change the file name or add the file on your own.)

5. Catalog - Notification
Reminders of Upcoming Events for example, Spitfire update or upgrade or even New Template for Daily Field Report
Catalog - Notification
Folder = zPublicHTML
File = x-SystemAvailabilityNotification.htm (Note: Spitfire’s ICTOOL puts the file there and you can Edit it, but don’t try to change the file name or add the file on your own.)
Display by editing the name – just delete the x- when you run the ICTOOL to update and publish your site, the ICTOOL will add the x- back to the file name and the announcement go away.
Just click to edit

6. Catalog - Logo Folder = zPublicHTML
Tips:
Logo Height approx. 50 to 60 pixels
My Settings: Hide Branding Bar
Folder = zPublicHTML
File = SiteLogo.gif (Note: Spitfire’s ICTOOL puts the file there and you can CheckOut and CheckIn your Logo, but don’t try to change the file name or add the file on your own.)

7. Create Your Own Library
Add recordings and/or PowerPoint files for each of you processes

8. Create your own Doc Type Catalog
Accounting usually has to move from Project to Project to locate Pay Requests (or other doc types)
Estimates have to locate Bids
Configure a Catalog Dashboard to just display Open Pay Requests or Open Bids
Same concept as the Create your own Library for Training

9. Cloud Storage Watch our Cloud Storage Demo on YouTube
Link Spitfire to your Cloud Storage Provider
Select which Projects and Doc Types will sync with the Cloud
Spitfire tracks all changes to the files in Spitfire as the files are accessed and changed in your Cloud Storage location
Cloud Storage:
Great for Sharing
Poor on Change Tracking

10. Ball in Court
RouteConfig | AutoResponsibleParty** – allows you to automatically set the Document Header Responsible party to the current route recipient each time the current route changes

11. Take Control of the Budget
Limit to Budget
Prevents Commitments and/or CCO from being approved if the amount for the line item exceeds the Budget amount for that Cost Code/Account Category combination (other Commitments and included in the evaluation).
PreventNegativeRemaining
Prevents a CCO from being approved if it reduces the budget line to negative amount
For example, Commitment line item is currently set to $4,000 for electrical and $3,000 has already been approved for payment. This rule would block a CCO that tried to reduce the line item to under $3,000
NetZero:MM
Manual Budget Revisions now are locked to Net Zero changes – you can move the money, but you cannot add or remove dollars from the overall budget

12. Re-do Your Templates qAlias bookmarks for Company Divisions
qIMG_Logo, qIMG_Header, qIMG_Footer
Body Templates
Create a Word document and test it
Change from Attachment to Body
Advantage: Recipient sees your message immediately in the body vs. opening a PDF attachment

13. Re-do Your Predefined Routes
New Route features
Due In Days – automatically set a Due Date for the Route
Route this SEQ via – even if the routee has the preference of RouteVia = Web
Pending Any Groups – allow you to route to multiple people in one sequence and build multiple pending groups
For example, if you route to Purchasing and Designer in Seq 4 – both Set to Pending Any since there are multiple users in Purchasing and Design. All the Purchasing routees will be one Pending Any Group and all the Designers will be in a second Pending Any Group

14. Click the word doc to open the list of docs
Inbox Action Bar
Respond to your route in the Action bar – or respond to all similar docs at one time
Click the word doc to open the list of docs

15. Change Order Import
Reuse your Budget Import sheet for importing Change Orders
Budget Import Map for Change Order doc needs to be uploaded to Template Library
New VXL rules allow you to configure this new functionality
SUBCONTRACT account category could create a new Commitment or RFQ - or just enter a cost code/account category line item

16. Redundant Tasks
Consider the Workflow Script Library as your building blocks
Examples
Create Revision
Workflow script to create a revision of a document (think of the submittal items Revise and Resubmit functionality at the document level)
Set Status
On some action (perhaps Route Seq 5 is ‘responded’), trigger the workflow to set the Approver field and the Status to Approved.
Set Item data based on Doc data
When Doc Due changes, reset Item Due to match

17. Next Topic Is There a Rule for That? February 9th – 1:00 pm EST
Other Webinar Coming Soon:
What you can do with System Admin Tools
Outbound – Personalized for Your Company
Working with Projects and Sub Projects
All About File: Copy vs. Clone and Cloud Sync