Layout/Design, Sync and import functions have created challenges for our team. We are in need of a professional that can see across several planes (MS Office Suite, mobile platforms, and auxiliary support apps) and has the capabilities to help us remove/avoid current 'work-arounds' on the front end of our system.
Is this you?
-Company has 5-6 users/computers running Windows and 4-5 Android Phones
-Using Microsoft 365 Office Business Premium account. The Office Suite Edition is 2013: Outlook, Word, Excel (can upgrade to 2016 but have not do so).
-All computers have Outlook 2013 with Shared-Mailbox/Contacts/Calendars
-Updated/Changed to 365 Office System 2015-01-01. System is currently functioning OK with a few bugs, none major
-Need to dial in the current system to handle the increasing demands of our clients and determine if we will set-up SharePoint or Database (SQL, MYSQL) or Alternative software solution or etc…
Need to design/set-up new forms for shared contacts; migrate the existing contacts to the new forms; utilize the advanced features with mail merge, macros, rules, VBA, forms, scripts, etc… to streamline processes in Outlook, Excel and Word; update the configuration and settings on computers and phones so all devises are alike; Determine if SharePoint and/or other software solutions are needed now or at a later date.
- We are looking to get started and complete the 1st and 2nd steps of the Project soon.
-We have also attached a PDF to this Job Post:
2015_Overview of 906 [url removed, login to view]
It is an overview the company and info on the Project (About 906, Office Equipment, Office Workflow, Project).
1st Step: Design the Outlook Contact form/s
Overview: We are cleaning up the data in all company shared contacts (over 2000 contacts), determining the layout and designing Contact form templates for the different types of shared contacts.
-We have an initial list of required fields for each contact form/s based on the type of contact
-Together we will go over the initial required fields, goals for the forms, the company set-up, and current work flow.
-Your suggestions and input on the capabilities and limitations will determine the direction we take with the contact forms.
-Make a plan on how to process
-Create a contact form template based on the requirements we worked together to finalize
-Test the form/s and ensure works properly
-Get final approval
To complete you are expected to:
*Understand the limitations with the functions and features on shared accounts and are aware of solutions needed to achieve results.
*Be highly proficient in Outlook 2013 form design/layout
*Design the contact form templates
*Be experienced in using the advanced features (VBA scripts, macros, merge etc….) and understand how the forms can tie into Emails/Calendars/Tasks and other 365 Office Suite products.
*Be knowledgeable about the certain fields that can and cannot be searched or queried within the contacts in outlook (existing and user-defined fields)
*Be knowledgeable of which type of fields can and can’t be synced/imported/exported to other software or SharePoint at a later date…
*Be aware of how all these decisions affect the current workflow and future steps before proceeding.
2nd Step: Migrate/Update contacts to the new form/s
Overview: You are to come up with a solution to efficiently update the current contacts to the new forms.