Archive for the ‘Online Scheduling’ Category

Send Text Messages with your Scheduling Software

Wednesday, May 12th, 2010

Wouldn’t it be nice if once a schedule was made, cosmic forces would conveniently align and you wouldn’t have to change it, for whatever reason? Dream on schedulers, dream on. If you’re scheduling college students, your schedule is beholden to the professor, who on a whim, decides to throw in an extra essay. If you’re working outdoor events, crowds can be dampened by inclement weather — or buoyed by the summer rays.  Being able to communicate quickly to specific groups is paramount to making sure the correct workers show up, and that they show up prepared for the task.

Updates to our SMS/TXT feature make it easier than ever to communicate schedule changes to your workers.  Until recently workers had to add their SMS/TXT email address to Shiftboard.  This caused quite a bit of confusion, as most users don’t know they have an SMS/TXT email address, let alone what theirs actually is.  We did our research and now track each provider and their SMS/TXT email address.  Users (or their managers) simply select the correct service provider (Sprint, AT&T, T-Mobile, etc.) and enter the cell number.

The number of text messages being sent through Shiftboard has exploded thanks to this recent update. Thousands of workers are staying connected 24/7 via text messaging.  Users always control which messages they wish to receive and can make updates to their preferences at anytime.  Text messaging is just one additional way Shiftboard makes online scheduling and communication an excellent match for many different types of organizations. To find an organization similar to yours, check out our Case Studies.

- Alison

Remember When . . . Confusing Products Were A Good Thing?

Monday, April 12th, 2010

There was a day, not so long ago, when most business software was bought from the likes of SAP or Oracle or Siebel Systems.  It came on a disk that needed to be installed on a server with a whole lot of customization by some very high priced consultants.  Sit back, take a deep breath, relax, and take a walk down memory lane with me.

Let’s just say, for example, a CIO of a big manufacturing or services business led a committee that decided to buy SAP as an ERP system.  He and his team commit the company to a 7 figure purchase price and 2-3x that again in consulting fees.  Something like a year passes, and this company is rolling out SAP.  Finally going live.

What do you think that CIO says to a couple of operations-types from the warehouse or manufacturing floor who knock on his door and complain that the screens are quite busy and complex, that the work-flows are unintuitive, that they can’t figure out what to do even with the user manual (roughly the size of phone book) right in front of them?  He tells them to pack sand, only not so nicely.  He says, “Suck it up and figure it out.  We just spent $7 million on this package.  Either that, or try not to let the door slam your gluteus maximus on the way out.”

The times they are a changin’

I remember as a CRM sales guy in the late 1990s Siebel Systems touting 135 screens in their marketing literature.

confused-userOh, what a great software concept – confuse the crap out of your user community.  Can you imagine any software-as-a-service (SaaS) company marketing like that today? It wouldn’t just be slitting the company’s throat.  It would be the VP of Marketing filling entire office building with jet fuel and then grabbing a smoke.

What has changed?  Seven million handcuffs were removed, that’s what.  The massive upfront lock-in costs are gone in SaaS.  The business buyers pay as they go, a month at a time.  The software has to perform its function well, very quickly, and it has to be extremely intuitive.  If it’s not, the user community really does hit the road.  They vote with their feet, and fast.

Online scheduling driven by the user base

A couple of years ago, I was preparing to meet Shiftboard’s founder, Bryan, for the first time.  I was doing my homework on the online scheduling market which was new to me.  I have studied a fair number of markets in my day, and I figured I had the big picture of this one.

Somewhere in the first 15 minutes of that meeting, Bryan says, “Most scheduling software is built from the scheduler out.  But Shiftboard was built first and foremost for the users, the workers checking schedules and picking up shifts, in other words designed from the worker in.  Because in online scheduling software over the next decade, the users will ultimately have the biggest collective say in what software is used.”  I was off my game.  That nugget of information got under my skin.  I thought about it a lot over the next couple of days.  I met him a couple of more times, talked to some customers, laid awake at night chewing on it.

Here was the product manager of the future, not the past.  Here was a guy who designed the product around ease of use above all things.  It didn’t take me too long.  I decided to get on the train . . . pushed all my chips to the middle of the table . . . because I knew from more than a decade in the business that his kind of software product design was where the whole software industry was going.

See what you think about our online scheduling software – literally tens of thousands of users who have logged in for the very first time and figured out what to do without a lick of training.  There ain’t no 135 screens, I can promise you that.

– Rob E

Remember When . . . Confusing Products Were A Good Thing?

There was a day, not so long ago, when most business software was bought from the likes of SAP or Oracle or Siebel Systems.  It came on a disk that needed to be installed on a server with a whole lot of customization by some very high priced consultants.  Sit back, take a deep breath, relax, and take a walk down memory lane with me.

Let’s just say, for example, a CIO of a big manufacturing or services business led a committee that decided to buy SAP as an ERP system.  He and his team commit the company to a 7 figure purchase price and 2-3x that again in consulting fees.  Something like a year passes, and this company is rolling out SAP.  Finally going live.

What do you think that CIO says to a couple of operations-types from the warehouse or manufacturing floor who knock on his door and complain that the screens are quite busy and complex, that the work-flows are unintuitive, that they can’t figure out what to do even with the user manual (roughly the size of phone book) right in front of them?  He tells them to pack sand, only not so nicely.  He says, “Suck it up and figure it out.  We just spent $7 million on this package.  Either that, or try not to let the door slam your gluteus maximus on the way out.”

The times they are a changin’

I remember as a CRM sales guy in the late 1990s Siebel Systems touting 135 screens in their marketing literature.  [Insert confused user here.  I had trouble finding a free image: http://www.istockphoto.com/stock-photo-1722913-frustrated.php] Oh, what a great software concept – confuse the crap out of your user community.  Can you imagine any software-as-a-service (SaaS) company marketing like that today?  It wouldn’t just be slitting the company’s throat.  It would be the VP of Marketing filling entire office building with jet fuel and then grabbing a smoke.

What has changed?  Seven million handcuffs were removed, that’s what.  The massive upfront lock-in costs are gone in SaaS.  The business buyers pay as they go, a month at a time.  The software has to perform its function well, very quickly, and it has to be extremely intuitive.  If it’s not, the user community really does hit the road.  They vote with their feet, and fast.

Online scheduling driven by the user base

A couple of years ago, I was preparing to meet Shiftboard’s founder, Bryan, for the first time.  I was doing my homework on the online scheduling market which was new to me.  I have studied a fair number of markets in my day, and I figured I had the big picture of this one.

Somewhere in the first 15 minutes of that meeting, Bryan says, “Most scheduling software is built from the scheduler out.  But Shiftboard was built first and foremost for the users, the workers checking schedules and picking up shifts, in other words designed from the worker in.  Because in online scheduling software over the next decade, the users will ultimately have the biggest collective say in what software is used.”  I was off my game.  That nugget of information got under my skin.  I thought about it a lot over the next couple of days.  I met him a couple of more times, talked to some customers, laid awake at night chewing on it.

Here was the product manager of the future, not the past.  Here was a guy who designed the product around ease of use above all things.  It didn’t take me too long.  I decided to get on the train . . . pushed all my chips to the middle of the table . . . because I knew from more than a decade in the business that his kind of software product design was where the whole software industry was going.

See what you think about our online scheduling software – literally tens of thousands of users who have logged in for the very first time and figured out what to do without a lick of training.  There ain’t no 135 screens, I can promise you that.


Rob Eleveld
Shiftboard, Inc.
direct: 425.503.6066

Upload & Attach Files to Shifts on the Calendar

Wednesday, March 24th, 2010

“I need to post a shift and include a PDF or Word document so my employees can have more information on their assignment”.  Done.  Shiftboard’s online scheduling software allows scheduling managers to include additional information for a particular shift or assignment.  You can upload and store documents on your Shiftboard site and then attach these to shifts the calendar.

handyman-services

This process works great for one of our “handyman” service customers.

The employee’s login, and clearly view their assigned shifts in green.  They can pick up additional shifts in red.  For each shift they view the start and end time, the location (with a Google map attached), and whatever additional information is relevant for the job.  This Handyman client attaches invoices for their employees to print out and bring to the clients home.

Other Shiftboard customers are using the upload and attach tools to post waivers, directions, forms, driving routes, etc.  Just like the Shiftboard calendar these files can be viewed from any web browser.  Employees can view and print the documents from anywhere and aren’t required to stop by the office.  This saves time and keeps business running smoothly.

The Most Demanding User Base is the Fleetest Afoot

Monday, March 15th, 2010

One of the biggest challenges to any new, innovative product development team is which user group to target for your first product versions.  Since early users can make your product or break it, so this is no trivial decision.  There are generally two schools of thought on this subject.  One is to target a less demanding user group in hopes of learning slowly and iterating before they thrash your product to death.  The other theory is to put your product in front of the most demanding user group first, take your lumps, and if the product can hold its own, all the other user groups can be mopped up quickly.

I wish I could take credit for being a part of that decision here at Shiftboard, but I can’t.  It happened a number of years before I was even associated with the company.  The product was initially built for healthcare staffing in 2002-2004, but that product team decided the core scheduling application could be simplified to address many more markets in a simpler, more streamlined way with a very intuitive product.

Stripping a product down to its essence

So it was that in mid 2004 and early 2005 they descended on the product like Richard Petty’s pit crew – Snap On tools, pneumatic drills, the works.  The chassis was lowered, suspension tightened, a new engine tied in that made the old one look like a flywheel with a mouse.  Everything was designed around ease and speed of online scheduling.  Anything that interfered with the design principle, a protrusion or sharp angle – anything that added wind resistance, was stripped away quicker than corrosion on an F-18’s wing.  When the overhaul was completed in spring 2005, there sat a machine idling on the track with a singular purpose.  Why on earth was so thorough of an overhaul required?  To keep up, of course, but with whom?

When I first came to Shiftboard to take the sales team to the next level, I reviewed the customer list.  At first I overlooked all the non-profits, until the sheer numbers starting grabbing my attention.  There must have been 20 film festivals alone at the time, not including music concerts and other events.  “What’s with all these festivals and events?”   The response I received was quite simple – a number of the referrals we received were from the Seattle International Film Festival (SIFF), the largest film festival in the country by some measures.  “When did SIFF come aboard?”  I should have guessed the answer but was still surprised . . . spring 2005.  As a novice to online scheduling, I was asking myself why the volunteer scheduling market was chosen as the proving ground.

Raw speed

LewisrunHow many of y’all saw Carl Lewis run in his prime?  The man seemed to float down the track during those 100s and 200s he ran.  Ever looked closely at a volunteer?  They come in all shapes and sizes of course.  It’s hard to pick them out of a crowd.  Some are wearing t-shirts and sporting 3 days of beard growth, others skirts and heels.

But if you look closely at the bag they carry or what protrudes from their collective backpacks, you might catch a glimpse of trail running shoes, a dry-fit garment, or sprinter’s cleats.  You see, one thing ties together all volunteers: they offer up their own time to their cause, rather than someone paying them to give it.  That one little attribute puts volunteers in a class with Carl in terms of software usage.  They can’t be bought by an employer.  If they are confused or frustrated for even a minute, they run like the wind.  Because no one, no organization, can make them stay.

Back in the spring of 2005, the most demanding use case around was Seattle International Film Festival’s volunteer scheduling.  Those folks came once per year, wanted to confirm their shifts quickly, volunteer their time, and be done.  No training could be required.  If Shiftboard couldn’t be figured out immediately, they were gone.  Second chances don’t happen often in life, even less with a new user in software-as-a-service.  Luckily for me, and more importantly for our customers, that stripped down machine built in 2005 was sleek enough to chase down even the fastest and most demanding volunteers users. SIFF has been a customer for 5 years now.  This past year there were more than 4,500 event scheduling shifts confirmed by nearly a thousand volunteers during the 3 week festival.

Bona fides in volunteer scheduling software

Among many other segments, we count volunteer scheduling as a core competency.  We like working with non-profits, and it is a part of our mission to do so.  We have humane societies, hospitals, mentoring groups, convention & visitors bureaus, churches, private schools, volunteer groups staffing concessions at pro sporting events, you name it.  Thanks to the good folks at Tampa Theatre, our system was talked up as great volunteer scheduling software last week at a meting of the League of Historic American Theatres.  Today there are tens of thousands of volunteers who are registered Shiftboard users in North America.  I have come to learn that it’s not luck, but rather a lot of product development focus.

It all comes back to one thing.  The key players here early on, and especially the founder Bryan, decided that ease-of-use had to trump all other requirements.  And to test out the product design, the most demanding user group around was put in front of their favorite browser without any training, just to be very sure they could pick up shifts and print their schedules.  Those users made cheetahs look slow in terms of how quickly they were on to the next website or text message if their user experience was frustrating or complex.  They are still the ultimate test today.  Online scheduling, simplified.

– Rob E

Do Not Become the Main Course

Monday, March 8th, 2010

Developing requirements for a business purchase?  Don’t become the main course.

When is the last time you bought a car?  Do you remember walking into the various dealerships?  What were you looking for?  Let’s forget about what you looked like to the salespeople working the floor, because if you are anything like me, you likely resembled a mouth-watering, medium rare ribeye steak on two legs.  (If you are having trouble with the visual, watch the last 20 minutes of the movie “Madagascar” for a good chuckle.)

JuicySteak1_Flickr_Kina3

Now why would I look like that to a salesperson?  Because I don’t buy a car very often, like once a decade.  That’s in a good decade, since the person with the brains in my family runs the finances (i.e., my wife).  So when we get to the point of being ready to make the leap, I am READY.  I have sat enviously in other people’s  new cars for at least the past five years watching the latest technology pass my old wheels by.  Everyone else is driving something (more…)

Only Schedule Employees who are Available

Sunday, February 21st, 2010

Major enhancements involving Shiftboard’s Availability Tools are up and rolling.  This development project was in response to many customers’ valuable feedback.  Shiftboard’s online scheduling tools allow users to update and add to their availability 24/7.  All users specify when they are both available and unavailable.  If a manager clicks “Enforce Availability” when assigning shifts only users who have specified they are available will populate.

Employee scheduling is now simpler than ever.

Managers can’t accidentally schedule employees during conflicting hours.  It is is no longer your responsibility to schedule around every doctor, dentist and hair appointment, parent-teacher conference, or a family vacation.  If Jane doesn’t work Fridays the system won’t allow you to schedule Jane on a Friday.  Of course, managers always have the ability to override availability and can schedule any employee whenever necessary.

Sharing this new tool with current Shiftboard customers is fun.  From medical scheduling to event management scheduling, our customers are astounded by the value provided and shocked when I promise there is no additional cost to their monthly fee.

-Alison J.

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Links in this post:

http://www.shiftboard.com

http://www.shiftboard.com/web-based-scheduling-case-studies.html

What Do Submarines and User Interfaces Have In Common?

Monday, February 15th, 2010

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Lake Superior and Scheduling Software: Getting Your Feet Wet

Monday, February 8th, 2010

“The Middle.”  That’s what my wife called the Midwest when I first met her.  Like so many people who grow up on one of the coasts and do their traveling to the other (she grew up in New Jersey and went to college at Cal-Berkeley in the Bay Area), she had no idea what was in between.  She is long past that view, and we bring the kids back to western Michigan where I grew up each summer.

When I get back to the Midwest each summer, I absolutely must do a few things.  If you happen to be headed to “The Middle” anytime soon, feel free to borrow my little checklist and save yourself the 40+ years it took me to create it:

•    Grab at least 12 bottles of Bell’s Oberon, a summer ale, and make darn sure to drink every one of them before you leave.  Bell’s is a small brewery in Kalamazoo that tops my list of the best micro-breweries in the nation in terms of top quality beer, although others like Deschutes Brewery out of Oregon are almost as good with stronger marketing and wider distribution.

•    Watch “High Fidelity”  or “Ferris Bueller’s Day Off” to get into the spirit of the Midwest’s capital city – Chicago.  John Hughes (“The Breakfast Club”, “Weird Science”, etc.), the recently passed screenwriter/director bard of a generation that “was born between the Gulf of Tonkin Resolution and the Bicentennial” in the words of a NY Times obituary, was also a Midwesterner – raised in Detroit.  He wrote the latter movie and helped discover the former’s star John Cusack in one of his earlier films – “Pretty in Pink”.225fitzopen

•    Finally and most importantly, listen to Gordon Lightftoot’s ballad “The Wreck of the Edmund Fitzgerald” at least 5 times on your trip.  This song, more than any other, is the anthem of the Midwest and Great Lakes region.  Many of you probably haven’t even heard of it, but ask anyone who grew up from Minnesota to upstate New York, from Ontario to southern Indiana about it.  It is such a hardwired piece of a Midwesterner’s soul that they will refuse to believe there is anyone in North America that doesn’t know the song or the shipwreck that inspired it.

The legend lives on from the Chippewa on down
Of the big lake they call Gitche Gumee
The lake, it is said, never gives up her dead
When the skies of November turn gloomy.

With a load of iron ore – 26,000 tons more
Than the Edmund Fitzgerald weighed empty
That good ship and true was a bone to be chewed
When the gales of November came early

Many people I know are shocked when they first realize you can’t see across Lake Michigan, or any of the other Great Lakes. These are no inland lakes, but rather a group of inland seas that hold more than 20% of the earth’s fresh water.  The waves get big when the wind is piping.  If you ever really want to understand the power of water or waves, Sebastian Younger writes an enthralling summary near the beginning of “The Perfect Storm.”

The wind in the wires made a tattletale sound
And a wave broke over the railing
And every man knew, as the Captain did, too,
T’was the witch of November come stealing.

The dawn came late and the breakfast had to wait
When the gales of November came slashing
When afternoon came it was freezing rain
In the face of a hurricane west wind

Take a quick guess at the waves that sunk the Edmund Fitzgerald?  She sank in 30 foot waves.  In my five years in the Navy, I saw those kinds of seas only once on the Atlantic and Mediterranean.  The waves were so large on Superior that fateful November day in 1975 that she planed up on two of them and the bottom literally fell out of the ship.  She was gone in less than 2 minutes.

When supper time came the old cook came on deck
Saying fellows it’s too rough to feed ya
At 7PM a main hatchway caved in
He said fellas it’s been good to know ya.

The Captain wired in he had water coming in
And the good ship and crew was in peril
And later that night when his lights went out of sight
Came the wreck of the Edmund Fitzgerald.

On this past summer’s trip, my kids were 7, 5 and 3 years old.  They love digging in the sand of the Lake Michigan shoreline.  And of course they want to swim every day.  We had big waves most days this year, and even my oldest son can get knocked flat on his back by a 3 foot wave.  So we stood within twenty feet of shore much of the time, lifejackets buttoned up, and yelped with glee as we jumped the incoming waves while holding hands.

In the next summer or two, my older ones will be out on the sandbar, battling the waves alone.  They won’t need me near by then.  In four or five years, they will be body surfing out there and wondering why I don’t have the gas to keep up with them.  But we started them slow and got their feet wet, so they could learn the power of the surf and gain confidence quickly while still near to shore.

Lake Huron rolls, Superior sings
In the ruins of her ice water mansion
Old Michigan steams like a young man’s dreams,
The islands and bays are for sportsmen.

And farther below Lake Ontario
Takes in what Lake Erie can send her
And the iron boats go as the mariners all know
With the gales of November remembered.


Getting your feet wet with online scheduling

I am reminded of that analogy as I sit here in the office.  The more we work with customers, the more calls we take, the more launches we provide, the more obvious it becomes that the customers who are most successful get started immediately but with some small steps initially.

You see, the flip side is that we have people call us to ask about literally every add-on product we have listed on our website.  And they are extremely useful products, don’t get me wrong.  But the reason people come to us is a scheduling problem, and somehow with all those questions they lose sight of the core problem.  Instead of getting off the beach and adjusting to the water temperature, they are busy planning how to swim to Milwaukee.

Shiftboard in 6 Minutes

As we observed our customers, especially during the first week or two of them having access to the system, we sat down internally here and said, “We have got to get our customers started quickly and cleanly.  They each need some quick wins to get confident with the system and online scheduling as a process in the first day or two.”  We thought hard about that, and the more we thought, the more we felt that we had to get to the core of the issue.

So we created an initiative called “Shiftboard in 6 minutes.”  There is a training video to kick off your Shiftboard experience, and you should be ready to go in 6 minutes.  You will be up and running and actually putting shifts on the calendar the first time you sit down and log into Shiftboard.  Whether your gig is event scheduling or nurse scheduling or volunteer scheduling, have your credit card ready when you call us, because we are going to be urging you to take the first few steps into the surf FAST.  And trust me, the water feels nice.  All you need to do is get your feet wet.

-Rob E.

The full lyrics to Gordon Lightfoot’s ballad.

Quick Online Scheduling for Non-Traditional Workforces

Thursday, January 28th, 2010

For any employee or volunteer picking up multiple shifts the process is now much faster.  In addition to the Monthly, Weekly, Daily, and Hourly calendars we have created a “List View”.  This view is absolutely genius!

With List View, users toggle various opportunities and with ONE additional click assign themselves to each of the selected shifts.  If enabled by managers, users can also unconfirm themselves from multiple shifts.

iStock_000005228202XSmallAmong others, this feature is ideal for EMS scheduling, security scheduling and call center scheduling.  These workforces don’t generally pattern the typical 8 hour workday.  Shifts tend to be extra long or super short, ad hoc, unpredictable and ever changing.  In one sweep workers can schedule themselves for multiple shifts on different teams, at various times, across all locations. Users are only capable of double booking themselves if previously enabled by a manager.

According to one volunteer scheduling manager “list view saves workers valuable time, when it’s easier to pick up shifts, volunteers pick up MORE shifts.”  This is just another reminder that employee scheduling software doesn’t need to be complex or cumbersome.  Shiftboard’s ease of use and intuitive design keeps things simple.

Daniel Pink, His New Book: Drive

Friday, December 4th, 2009

Drive by Daniel PinkDaniel Pink is well known for his books around the new workplace, Free Agent Nation, The Adventures of Johnny Bunko, and now Drive.  As we work with companies who use our scheduling software to make life easier and more efficient for their workers and managers, this is an author we have enjoyed.  There are many workplaces that use ideas and concepts from the research Pink shares.

On January 12th, 2010 at 5:30pm, Biznik (the business networking site taking the biz world by storm) is hosting it in their Biznik Innovators series.  The cost is $40 for basic members, $35 for Pro members and $25 for Pro VIP members of Biznik.

From the Innovator Series page:

“Dan Pink, the celebrated best selling author ofFree Agent Nation and A Whole New Mind says forget everything you thought you knew about how to motivate people – at work, at school, at home.  It’s wrong.  As he explains in his new and paradigm-shattering book Drive: The Surprising Truth About What Motivates Us, the secret to high performance and satisfaction in today’s world is the deeply human need to direct our own lives, to learn and create new things, and to do better by ourselves and our world.”

Learn more about the Dan Pink event or signup.

To learn more about Biznik, follow Dan McComb on Twitter.

Warren Etheredge of The Warren Report will lead the discussion.