The following may be of interest if you are considering Lotus Notes as a groupware product or if, having made the purchase, you are unsure how to proceed.
What is Notes good for.
Notes enables users to work independently, in a coordinated way on a common goal.
Workflow
Applications: Sending Email ticklers as information changes.
Many times I have relied on Notes' ability to generate tickler
Emails. A good example is a request tracking database. Someone
submits a request into the database via email. Based on the
topic, the database determines who should be informed of the
submission. An email, with a doclink to the request, is sent to
the chosen individual. Upon receiving the email, he or she links
to the request and assigns a technician. The database generates
one email to the technician and a second email to the user
updating them on the status of their request.
Two approaches
are possible.
In the first, Notes sends all the information, stored in a form,
from one person to the next, based on the workflow path. Each
person performs the required action and the form is then
forwarded to the next person in the path.
The second approach is to keep the information stored in a
central database and only send a tickler email (with a doclink to
the information) whenever an update is required.
In most cases, our users are connected via network, so I have
tended to use the "central database" and email ticklers
approach. If your users are on the road and communicating via
email, I can imagine the other approach, embedding all the
information in the email itself , may be a better solution.
Generating
actions based on exception criteria.
Imagine monthly financial statements are being imported
from the accounting system into a Notes database. At the
beginning of the year, budgets were loaded into the same
database.
The Notes database can now determine the variance, actual to
budget on these accounts, and a flag may be raised if the
variance is found to lie outside an acceptable range.
If an account raises too many flags, the database can send emails
to those who should be informed. Views can be made based on the
number of flags set, how the number of flags has been changing
over the months, etc. Accounts that generate many flags may
require the creation of a specific action plan (in Notes) to
address the problems.
I have developed mission-critical databases, to the point where a manager's compensation is determined by the total number of flags set on his portfolio.
When Notes may not be the best choice.
The very strengths that Notes possesses makes it unsuitable for some tasks:
When you
work alone, or with one or two others.
Notes allows individuals to coordinate their efforts. It follows
that if you work alone or with one or two other people you will
probably not reap the full benefit of Notes. Initial
setup/administration costs are not small and your return on the
investment will be disappointing unless your productivity can be
increased by working as a team.
When you
depend on accurate, up to date, information
Through replication, Notes allows users to work
independently, on their own version of the information. One of
Notes strengths is its ability to quickly resynchronize two or
more versions of a database. However, until the information is
resynchronized there can be conflicting data. The most obvious
example is an account balance in a financial system. One version
of the database may have been updated to show the account is
overdrawn, while another copy still shows the account in the
black.