NetSuite Calendar Integration

tl,dr; Timing influences your decisions, build up ways to slice, dice and view that data for better decision making!

pexels-photoI was recently problem solving with a friend of mine. She is a finance manager at a medium sized business. She wanted to be able to see:

  1. forecasted budgets (from NetSuite)
  2. past spending (QuickBooks) and
  3. recent transactions (bank, multiple sources)

All in one view.

An additional requirement she had was that we couldn’t use a cloud service because her team won’t approve it. Sharing with Google would not be allowed.

I freaked out. Not because I thought it was particularly challenging, but that these systems hadn’t provided this kind of reporting already. I guess all three sources were really bad at putting this kind of data on a calendar view.

When I had sketched out a proof-of-concept, she exclaimed:

Even if I could see one of the data sources on a calendar view would be a MASSIVE improvement.

The reality is that a lot of services and platforms have “date” information, but the display, flow and aggregation of that data into a simple calendar view isn’t easy.

We solve this problem. Throw data information into Kinetic Calendar and you’ll start having more useful insights into planned and unplanned work right away.

See an example of our software in action here

or

Get in touch with us, we want to hear your story and write it together.

Better Service Visibility = Better Delivery!

Service disruption occurs when change and release management collisions occur.

How do we prevent these collisions from occurring in the first place?

Even the most sophisticated teams are subjected to these problems; why?

No matter how much planning and automation you have, there are still outages!

Now the service desk is getting hammered with calls and a VP is irate over not being able to reach his “key” system. No one is happy. The world is on fire!

We planned. We strategized… We have GREAT tools! We have GREAT PEOPLE! We AUTOMATE!!!

Why? Why me? Why us?

While you may have planned accordingly, followed the good practice handbook to the letter and thought you understood the decisions in the CAB, you still had collisions. Why?

Because you made decisions based on incomplete information.

There are MANY systems of record that hold critical information related to service delivery. That information is often not all in a single database — such as your ITSM system.

Vacation and business event information? It’s in your messaging system (Exchange).

Customer specific case information? It’s in your CRM (Salesforce.com).

Release information? It’s in your ITSM system (ServiceNow).

If key data related to change/release decisions is not all in the same system, the effort to correlate it may be painful and time-consuming, but; ultimately it is worth it if service is improved. Figure out how to get it correlated — even if it is a spreadsheet. Reduce the risk by knowing what is what.

calendar-video-preview-1
1:56 — A demonstration of a unified calendar view.

We built Kinetic Calendar to enable real-time visibility into key data from multiple applications. it’s more important than ever to be able to cross reference data from those systems. Request a free demo here.

How to Improve IT Service Delivery with Enterprise Calendaring Visibility (Video)

Why is service visibility valuable? Because enabling people to see “what’s going on” builds confidence between a service provider and the internal or external customer. It helps identify area for service delivery improvement. And it keeps everyone who’s involved in the process informed of the status of a service request at all times, thus avoiding unnecessary calls to the service desk.

Why is enterprise service calendaring important? Because business professionals live by their daily calendars, which show all commitments, schedules calls, meetings, follow-ups, to-do’s and other activities. Similarly, an enterprise service calendar intuitively makes clear to people what is happening and what the impacts are on their role or organization.

Watch this video to learn more about how enterprise calendaring visibility supports ongoing service improvement.

Video Timeline:

0:16   About Kinetic Data
0:48   What is Enterprise Request Management?
1:47   Why is Service Visibility Good?
3:08   Examples of Service Visibility
3:28   Why Enterprise Service Calendaring?
4:26   Business-Specific Process Visibility Example
5:05   Enterprise Calendaring Examples
7:25   Kinetic Data Product Overview
7:40   Enterprise Calendar Demo

Examples of where enterprise calendaring provides helpful visibility include change management, release management, on-call support scheduling, service level management, training schedules and vacation calendars.

Time- and date-based information can be pulled from virtually any enterprise data source (e.g., an HR system, ITSM platform, ERP system, Exchange, etc.) and the resulting display filtered by various criteria in order to focus on specific resources, tasks or groups.

Kinetic Calendar enables creation and sharing of actionable calendars across an organization, providing enterprise calendaring visibility for continuous service improvement. Want to learn more? Download the new white paper, Say Goodbye to the IT Service Management Queue.

Proactive Change Management with Actionable Online Calendars (Video)

Actionable online calendars–with the ability to pull time- and date-based data from a wide variety of enterprise data sources (e.g., SharePoint, PeopleSoft, Exchange, ITSM platforms)–are valuable tools for managing changes and other tasks while avoiding scheduling conflicts and “collisions” with other events.

The calendar interface makes it easy to spot potential conflicts as well as identify opportunities to combine change management tasks for greater efficiency.

For large organizations with hundreds of changes scheduled each month, the data displayed can be filtered by various criteria to eliminate “noise” and allow managers to focus on the critical resources they need to track.

Watch the demo to learn more about proactive change management with Kinetic Calendar.

Video Timeline:

0:18   About Kinetic Data
0:54   Kinetic Data Products Overview
1:25   What is Enterprise Request Management (ERM)?
2:49   Getting Visibility into Change Management
5:22   Use Cases for Actionable Online Calendars
5:56   How to Contact Kinetic Data
6:45   Kinetic Calendar Live Demo – Scheduled Change Calendar
9:55   Asset Information Calendar Demo
11:48   Presentation Recap

While a traditional report is essentially out of date as soon as it is run, the online calendar is built from live real-time data so it’s always current and reflects any new or changed data as soon as it is added. This provides a proactive approach to change management.

Kinetic Calendar supports a wide variety of uses such as change management, release management, on-call support scheduling, ITIL process reviews, vacation calendars, and facilities resource management.

Saying Goodbye to the IT Service Management Queue

If you own an Apple product, chances are you’ve paid a visit to the Genius Bar, the mystical  place in the back of an Apple Store where your broken iThings get fixed.  To many Apple fans, what makes the concept so appealing is its convenient self-scheduling functionality. Apple users find their nearest Apple store online, click on a calendar showing open time slots for the week, and click on a day and time convenient for them.  It’s perhaps the ultimate in customer-driven service, since service is completely scheduled on the customers’ terms, when and where they want it. Of course, Apple spends a ton of money running Genius Bars in each of its hundreds of stores, but consider this: 40 percent of Apple customers have visited a Genius bar; and of that number, 90 percent say the experience makes them more likely to buy an Apple product in the future. That’s probably the ultimate example of a service organization bringing value to the business.

Is Genius Bar-type scheduling the future of the IT help desk?The Bring Your Own Device (BYOD) phenomenon and the fact that many employees work know where to  get responsive and convenient support for their devices  are putting tremendous pressure on traditional corporate help desks. The “log it and flog it, detect and fix” model is dying, say several prominent analyst groups.  What is emerging instead are versions of the Genius Bar in companies like Intuit, SAP, Intel, Hewlett Packard and many others, and growing efforts to allow employees to select the time and manner of their service and support encounters.

That means replacing  traditional IT service management queues with schedule-based services. That requires tools that work with underlying service management platforms to:

  • Track the availability of resources;
  • Apply business rules concerning resource utilization,
  • Provide trained call takers a rich interface to schedule complex activities.
  • Provide self-service requestors a much simplified interface to schedule a visit similar to using  Apple’s online concierge service.
  • Create automated workflows that update resource availability as scheduling activity occurs and notify service requestors and service delivers that a scheduling event has occurred.

These tools may not completely kill off the queue, but they offer an efficient and cost effective alternative for businesses grappling with a changing IT service management landscape. If you want to read more about how Kinetic Data does it, check out a new white paper here.

Actionable Online Calendars in Two Minutes

Want to quickly create web-based calendars showing your people and resources in a single view, for purposes like critical incidents calendars? Calendars that automatically pull existing time- and date-based data from BMC Remedy, Microsoft Exchange and other data sources?

Sure, sounds interesting, but who has weeks to spend installing and configuring the software, modifying their BMC Remedy environment, testing, rollout,  training and all that jazz?

Turns out you don’t need weeks. Just two minutes. See for yourself in this demo video.

Here’s the link to the download from Kinetic Community.

Better Visibility into Change Management

Change Management and BMC

The risks of poorly managed IT changes range from minor inconveniences to disasters
that cost millions of dollars and directly affect short-term profitability. Quoting the Gartner
Group, BMC states that “80 percent of down time is from people and process failures,
and change plays a significant role in that. Investing in change management pays off
in ROI immediately, as business availability levels generally rise by 25–35 percent
or more.”

BMC has made significant efforts to address the need for effective change management
for larger enterprises in the release of its BMC Remedy IT Service Management
Suite® (ITSM 7.0). It includes a Change Management application, designed,
according to BMC, to deliver “comprehensive policy, process management and planning
capabilities that help you increase the speed and consistency in which you implement
changes, while also minimizing business risk and disruption.”

Customers have enthusiastically embraced ITSM 7.0. According to many BMC users,
the first BMC Remedy module typically implemented with ITSM 7.0 is Incident
Management, which is far more ITIL-compliant than previous versions of ITSM. Now,
many of these same users, after having mastered the implementation of the Incident
Management module, are turning their attention to BMC Remedy Change Management,
which is virtually a complete redesign of the change management functionality of
previous versions of the ITSM suite.

These users are discovering how BMC Remedy Change Management increases the
availability of business management systems, makes implementing changes easier
and faster, and enables IT to support critical business services more effectively than
ever before.

BMC Change Management with Kinetic Calendar

Many BMC Remedy Change Management users are also discovering the benefits
of creating greater visibility into BMC Remedy Change Management events with
Kinetic Calendar.

Kinetic Calendar is a native BMC Remedy application that provides the ability to visually
display any time-based information captured or generated within BMC Remedy systems.
It is perhaps the quickest and easiest way to graphically display BMC data online. It
translates any BMC Remedy time-based data into a visual calendar format, which
enables end users to more easily recognize and comprehend BMC Remedy data and its
relevance to their responsibilities. Kinetic Calendar was developed to meet the demands
of BMC Remedy customers for better visibility into their IT processes.

The flexibility of Kinetic Calendar allows organizations to create virtually any type of
customized calendar based on BMC Remedy data. Kinetic Calendar users have been
very creative in finding new applications for it. Among the many examples of calendars
now deployed are:

• Release Management

• Outage Calendars

• On-call Support Scheduling

• Training Scheduling

• ITIL Process Reviews

• SLA Monitoring

• Vacation Calendars

• Facility Resource Management

A growing number of BMC Remedy customers are using Kinetic Calendar as a valuable
extension of BMC Remedy Change Management. BMC Remedy Change Management
itself focuses on change management data and workflows, and provides one of the
software industry’s best platforms for the initiation of change requests and their review,
approval, scheduling, implementation, closing, reporting, and auditing. Kinetic Calendar
takes this functionality a step further by providing visibility of Change events to the
entire organization.

Why is this important?

Many organizations that have implemented BMC Remedy Change Management have
discovered that as their use of the module grows, both in terms of the volume of change
requests handled and the number of business users affected, the ability to effectively
communicate changes using different styles tailored to the needs of various user groups
has grown in importance. This communication can be accomplished through emails,
memos and reports, or it can be done by giving users access to online calendars tailored
to their individual business needs. Calendars provide drill-down capability to give users
as little or as much detail as they need about specific changes. The calendar approach
improves acknowledgement and understanding of change events by those who will
be affected.

In most organizations, the vast majority of these users won’t be licensed BMC Remedy
users. Rather, the users affected by changes will be business managers in HR, finance,
operations and other areas in all the different locations where the organization operates.
Some of these users will need a broad perspective; others will only need visibility into
how changes will impact their own immediate work units. These views need to be
simple, uncluttered and easily navigated. Some users will need views that are easy to
drill into for more information on change events.

BMC Remedy Change Management users—responsible for scheduling and managing
change events and serving on Change Approval Boards (CABs)—need views that make
it easy to see how one change event impacts another and whether scheduled change
events collide with other scheduled events. Many of these users may need access to
multiple views from the same calendar interface. This is especially true in larger IT
organizations that may be required to manage hundreds of change events daily in
multiple departments and at multiple locations.

Check out the entire white paper:  Better Visibility into Change Management with Kinetic Calendar


Transform Actionable Online Calendars into Meaningful Information

By Nancy Nafziger

An online actionable calendar has the greatest chance of success when a calendar-publishing tool can be configured to create any type of customized calendar.

There are many examples of customized calendars that can be created with a calendar-publishing tool such as Kinetic Calendar, from IT help desk calendars to consumer testing schedules

Kinetic Calendar lets you easily create, manage and view BMC Remedy data in a calendar format for virtually any purpose.  Actionable online calendars enable effective communication of changes and other events across functional groups within an organization.

Kinetic Calendar is built for multiple uses. Common examples include: Release Management, Outage Calendars, On-call Support Scheduling, Training Scheduling, ITIL Process Reviews, SLA Monitoring, Vacation, and Facility Resource Management.

Thinking outside the box, here are four more compelling calendar-publishing tool applications:

  • Visibility into IT governance related activities. With a calendar-publishing tool, you can visually display critical compliance information and provide easy 24/7 access to it for all users. An actionable calendar will display a complete and accurate view of compliance information. You can also display compliance events in a daily, weekly or monthly calendar format. To learn more check out the Kinetic Calendar Video—Visibility Into Governance Activity.
  •  Visibility into location-based changes. Today’s large organizations often have multiple locations and they need to display location-based activities or events during a certain period of time on a calendar format. For an overview of how to use Kinetic Calendar to provide location-based change information check out the video—Location-Based Changes.
  • Visibility into Asset Management information. A calendar-publishing tool can provide visibility of BMC Remedy asset information in a calendar format. For quick tour of how to get visibility and control of production go live management, support contract management and warranty management, check out the video—Managing your Assets.
  • Visibility into Change Management. Actionable calendars enable better control over change management processes by providing users a way to configure any BMC Remedy data information to display in a change calendar format. Calendars can be published online for any number of user groups and tailored to meet their specific visibility needs into the change management process. To learn more check out the white paper—Better Visibility into Change Management.

In most organizations, it is imperative to have visibility to critical time-based information in an online calendar format. However, this doesn’t mean that all organizations have exactly the same needs. Think about your own applications for online calendars. How can you transform actionable online calendars into meaningful information for your organization?