Fivable and Redocd grip it & and commit it

Happy Tuesday Ya’ll.

I am stoked to let you know that we have officially partnered with our second partner and customer, Fivable. I am super excited, and I can hear the wheels starting to rattle off right now 😀

Seriously though, this is going to be a very powerful partnership as Bryan (the CEO) is leading his company to a very cool future, and we are honored to be a small part of that.

Fivable is a software services company here in Columbia, SC. They have built several solutions for many different types of organizations including faith-based non-profits and parking technology startups. Fivable also has built its own proprietary Learning Management System (LMS) that allows them to serve its customers as a services and software product company.

Bryan & Dane

Fivable and Redocd…and Slack

After talking with Bryan, we were talking through how his company likes to work, and the number one thing is that they move fast. There are so many moving parts, people in remote locations, clients that change their minds, etc. And because of their size, they can move quickly to adapt to these changes, which makes them very effective and efficient.

However, one thing that wasn’t working well was integrations. At Fivable, a lot of their stream of consciousness and chat lives in Slack. And early on, Bryan developed a connector between Slack and their project management software, although over time this proved to not really scratch the itch of what their team was needing.

Through our conversations, I strongly advised them to use a knowledge management system in-between their chat (Slack) and their project management software where they build out actionable tasks to deliver code. I explained that a good knowledge management space allows information to move from chat (stream of consciousness) to something more meaningful before trying to build out a kanban board.

In the middle live the deliverables, the mockups, the storyboards, and the meeting notes

There is a middle layer where teammates can lay out their delivery, and move those meeting notes, assets and everything else before they are broken into tasks in PM software. And with this, came Bryan’s request for a Slack Report.

Redocd & Slack

Bryan mentioned that so much today happens in Slack, and I couldn’t agree more. He mentioned that there are many follow-ups and to-do’s mentioned in Slack that go there to die. Two are mentioned in one channel, three in another, one in another… and only about 30% get done because they essentially just get lost to the ether.

Bryan and I both knew we wanted to build a report of these follow-ups, but it had to be meaningful. These follow-ups are the ‘everything else’ that doesn’t go in a PM software. In PM softwares, you will have true user stories to build software (e.g. User opens the app and clicks Cart icon). But in a follow-up, you may simply have an item like “Reach out to Client XYZ and send the PDFs mockups with updated blue/green color scheme and fixed icons”. << That should never live in a PM system!

Slack Report Mockup

What we’re looking to with Redocd is to manage this kind of content. Macro content (e.g. assets, deliverables, contracts) as well as micro/atomic content (e.g. dev environment URLs, logins, passwords) and everything in between like meeting notes. We are working with teams to intentionally add content to Redocd, kind of like Pinterest where images are ‘pinned’ to a board, instead of trying to stream in every data source like Splunk or some of the other big data players.

Finishing 2021 Strong

We as a team here at DreamLeader are truly excited about what even the end of 2021 will bring, even 2022… Although it’s been truly a wild year with everything going on, I am grateful to be partnering with hopeful, focused and strong guys like Bryan. Check out his stuff here at https://fivable.com

1-Year Propage Anniversary

Happy Friday ya’ll!

It’s been one year, sans one day, since I posted publicly some vision for our our app Redocd. As I’m updating the website for the new things we’re doing, my gut reaction looking at these old posts, marketing materials, copy…it’s to cringe a little bit since we (the team here) have elevated some since making them. Our team is better at writing code, our team is better at designing, and I for sure am better at communicating vision and scrum mastering.

After I get through the initial cringe, I realize I don’t want to hide any of our history. Although it may now look silly, amateur, dreamer, whatever…I am so proud of where we have come as a team. I am proud of myself, that we even made it this far. And if nothing else, we did it. We built a fun, beautiful app that if used intentionally, will bless any (smaller-sized) organization.

We are at another checkpoint, getting ready to go into Fall 2021. I think Redocd (DreamLeader) has been the most consistent thing in my career to date, aside from my four-year stint at Blackbaud (great job). Soon Redocd will overtake that “Enduring” or “Consistent” trophy, where as the rest of my career of is seemingly peppered with contracts, and jobs; all of them so meaningful, and all of them preparing me to set out in my own boat in time.

We have big goals for Redocd, and DreamLeader as the parent company. Tommy, my new partner and I have set course and we are well underway to meet some new, exciting, and uncharted seas. I could not be happier with where we are today. I, of course, wish always we would get there sooner…but the process has truly helped me enjoy the process.

Truly God, as a big Dad sitting in his chair, has slowed me down some so I can to savor the moments like with my developer, where we work in the ‘dark’ (non-production), where no one sees working out the things we’ve now overcome and survived. Deployments failed and resurrected, only to be delivered (mostly) on-time.

We are a blessed company of people, and I for sure am one today. I raise a coffee to Redocd, to our past year of vision casting, and to the next year of delivery.

Client Expry-Share

“Can I have my Clients upload directly to my pages”? Today, is that day.

The newly released Client Expry-Share is now available in Redocd! This feature is revolutionary because it allows you and your team to build out your pages, folders, and everything else needed to collaborate as a team…and then…share a limited access portal for clients to upload their files into the right spots in your team pages.

Why is this so important?

This feature allows you to give your Client ‘map’ of where to upload their documents (& shareable links too) and include instructions and additional details for your Client…all by sharing a single link. Save yourself from the back and forth of emailing with your Client, or from the hassle of giving your Client a “dump-everything folder” to later re-organize every file and link later. No more.

How it Works

Prep the Page

First, simply Clone your last flashpage. This page will have your existing folder workflow on it and cloning will create a new ‘shell flashpage’, maintaining your team’s current folder structure / workflow.

Send It!

Next, click the Share button, and choose to either copy the link, or email it directly to your Client with an optional note.

Also, you can ‘prep’ the flashpage with details and files that your Client may need. For example, if your Client needs to upload several documents, you can include some instructions on the flashpage, along with other attachments to help them with the process.

Click to enlarge

Wait for the Magic

The best part: let your Client do the work for you, and do that work in the right places. When providing them access to your flashpage, your internal information is protected as your Client can only do a certain number of actions:

  • Upload documents
  • Upload link-shared files
  • Add a note

Your client won’t see your team’s internal conversations, meeting notes, or even the meta data about the flashpage that you’ve shared.

Enjoy the organization…with your Organization

Even while the Client is doing their work, your team can see the entire picture and can continue to do their work. And after the Client is done, the link expires, your system is updated and organized, and your team is ready for more collaboration.

Click to enlarge

To learn more about this feature or any other features, simple request a Demo!

Godspeed!

 

Future Look – Propage

Happy Friday Redocd family!

Being a startup, we’re constantly in the tension of building and executing for TODAY, and also trying to dream up the future for TOMORROW. Today this article…is more the latter.

We are putting together some amazing concepts, and today I wanted to share and get your feedback on our team project space – the Propage.

A place you want to live

Click to enlarge

With the current Propage, the system just presents you with a BUNCH of files you and your team have recently uploaded or linked. While having quick access is helpful at times, it doesn’t create a place you want to work, a place you want your work to live.

Being efficient is for the single user. Having awareness is for the team.

Click to enlarge

I wanted to help the user feel like their at ‘home’ when they first arrive. It may not be ‘as efficient’ as having all the recent files in your face, but at least you will know where to start, feel organized, and move from there.

The proposed new look provides a sense of ‘spatial awareness’.

In comparison, in a good way, Google Drive is built for single users: it gets you your files fast. But when you start to use Google Drive for a team, or even multiple teams, it becomes a clutter nightmare. There is no ‘fixed’ places where you can get your bearings. Everything is dynamic, changing – new files, new folders – new new new!

Redocd is focused on Team Efficiency. How can I empower everyone else on my team, or in my organization, to find quickly, collaborate easily, and build together. To do this in software, there must be ‘fixed areas’ you can count on to be the same no matter which project you’re looking at.

More Power, More Home

If you have used Redocd before, you’ll quickly see the difference between the current Propage, and the new. A couple concepts we are playing with:

  • Project Team Image – An image of the product you’re working on
  • Team Logo – A logo for your team
  • Team Members – Visualizing the team members on the page, their role and maybe the types of documents they typically contribute (e.g. Design Mockups)
  • Productivity and Team Stats – These are really cool. We’re dialing in what stats we want to provide. I won’t share all of what we’re thinking, but we will have things like “How many times did another team use/clone a feature of yours?”

Let us know what you think could be really cool or useful for your project team page. What would you want to see, in addition to quick access to your files , features (Flashpages) and meeting notes?

Organizing is the beginning of Growing your Team

Organization is amazing. Everyone can most universally agree with that. I like things in order, looking beautiful, working efficiently…but what I really love even more, is organizing.

As crazy as it sounds, I love helping people clean up their garage or storage closets. I even tried it as a business once, but it didn’t really work out as I hoped. So I moved back into software, and found my love for organizing was still there, but digitally of course.

At any company I work for, I often find myself in my spare time taking all of the content, the files, the links, the passwords, etc. and putting them together in some beautiful way. Every time I do I feel I’ve created a masterpiece, only to later have my teammates tell me how to improve the space I just created out of thin air, and out of the goodness of my own heart. But I’m glad – keeps me humble and figuring out how people really think, especially people way different than me.

As I was thinking about organizing, I was kind of thinking, ‘Well, what’s the big deal? I mean, work still gets done even if I don’t clean up after and put stuff into little buckets, and spaces…’. Why does it matter? And then it came.

Organizing, in it’s very name, is just like it sounds – a team coming together, and doing something together. If you don’t organize, you’re quite simply working alone.

Have you ever had a roommate that had a pile of junk in their room, but they knew where everything was in that pile of junk?

“Brah, it’s right over there, under the pile of clothes, next to the old box of chicken wings”. And you know what was crazy: he was right.

But of course our roommate friend made no effort to organize at all, which requires you to ask him for everything. By him not organizing, it’s actually some kind of negligence-power-trap, where you have to go to him for any you need to work with him on, even something as simple as sharing an apartment…

Now multiple this problem by 30X and you have lots, and lots, of businesses out there today. It’s crazy. But even in some sicker way, some leaders actually like this style of leadership because they think it’s “close collaboration”, where everyone has to be in the same room at the same time, to get anything done. Insanity.

Now, I actually do love meetings, but if there’s no order or organization, it creates a system where we don’t trust our teammates to work independently, make decisions independently, and yes, help organize the team as a mini-leader. If we’re not organizing & delegating, it creates a dictatorship.

Now, on the reverse side, too much organization mixed with independence leads to lone wolves…which also sucks. So there must be a healthy…tension between the two.

But I wasn’t writing this to talk the different banks of the river and how a shipwreck can happen on either side. I was writing this because I discovered this:

If you can build order into your teams, which is repeatable, beautiful and functional,  you can grow. It's just that simple.

Creating a framework is beautiful. It gives you a starting place to try something new.

Creating a framework of how you organize your teams, how you communicate, how you put files in the right places, how you dish out work…etc. Once you have a framework, it takes a team from chaos, to consistency.

But once a team has consistency, that’s really not the end goal. Consistency allows your team to build, and grow so they don’t need you, they need your team mates, they need the people you just hired.

So once a team has consistency, and it’s growing, then you can go right back into experimentation. And build off of what works, and what doesn’t. And not stay where you are, but continue to grow.

Organization, turns a bunch of ‘master builders’ into a team following ‘instructions’, per our Emmet from Lego Movie. It’s OK to have hot shots on the team – you should have them so you’re surrounding yourselves with people who stretch and grow you.

But it’s not OK to have hot shots who can’t all die a little to themselves, and work together. That’s the ideal team. Talented people, hustling hard, as one. It’s a beautiful thing.