Standard Operating Procedures & General Information - Product Implementation Team

Owned by Christina Aalto (Deactivated)
Last updated: Apr 30, 2021 by Chelsea Swenson
5 min read

Overview

This page will serve as a place to reference general operating procedures for the Product Implementation Team as well as a place to provide links to descriptions of roles, tools, and best practices within our team.

Roles

Tools

Below are a list of tools that we use at Bluetent as well as some additional tools specific to the Product Implementation Team.

Microsoft Office 365

Bluetent uses Microsoft Office 365 for email, calendar, file sharing, and communication.

Outlook Email - Your Bluetent email is provided through Microsoft Outlook.

Outlook Calendar - It is expected that Bluetent employees keep their calendars up to date for visibility.

Microsoft Teams - Bluetent uses Microsoft Teams for instant messaging within Bluetent and also across Inhabit IQ sister companies.

  • Keep your availability and status up to date to let others know if/when you are available.

  • Use the @ symbol to tag individuals or the whole channel to get attention to your question or comment.

  • The @SISieParty channel is specifically for the Implementation team, and a great place to ask questions once you’ve done a bit of your own homework to search for an answer.

  • Channels to join: General, Bluetent HQ, SISieParty, Cloud Go Lives, Support, Communication Task Force, Dogs of Bluetent, Product, Bluetent Streamline Shared PMs, etc.

  • Teams calls are used for quick internal communication “over the phone”.

SharePoint - All of the companies under Inhabit IQ use SharePoint for “final draft” reference documents. Here are a few links to helpful places in SharePoint:

OneDrive - Files stored on your personal OneDrive cloud.

SIS Workflow/Dashboard

The SIS Workflow/Dashboard is an in-house project management tool that the Bluetent Product Implementation Team uses to keep project notes organized in a manner that allows for automatic reporting, templated email construction, increased cross-team visibility, and other benefits derived from having a common data structure.

https://bluetent.atlassian.net/wiki/spaces/PROD/pages/1455063071

https://bluetent.atlassian.net/wiki/spaces/PROD/pages/667680879

Basecamp

Basecamp is used as a tool for communication and file sharing on Implementation projects. Think of Basecamp as a glorified “to-do” list with everything that needs to happen on the project with links to additional information on how to complete each task. Each SIS will be added to a new Basecamp project for every project they are assigned. Some Basecamp projects are internal only, and some projects have clients on them with client-specific action items. Below are some general Basecamp references:

Zoom

Bluetent uses Zoom for phone calls, video conferencing, screen sharing, and webinars.

NetSuite & Suitelets

NetSuite is the tool that Bluetent uses to manage client accounts. There are a limited number of full seats available for Bluetent employees and so most employees use Suitelets to view and update client information.

https://bluetent.atlassian.net/wiki/spaces/PROD/pages/1504116737

Timer

Within Suitelets there is a Timer Dashboard, this is used to track the time spent per project during the course of your day. This is not tracking your time for payroll purposes, it is simply a tool to see high level where employees are spending their time. Payroll is tracked via Paycom.

Salesforce

Salesforce is used by the Bluetent Sales team and is where new clients/opportunities are generated. Salesforce information then gets added into NetSuite.

Calendly

Calendly is mostly used to assist with scheduling meetings with clients and gets connected to your Outlook Calendar to reference your availability.

Confluence

Confluence is the main place where all documentation is housed. Preferably confluence articles are the main source to reference (linked to from Basecamp etc) so that when process/procedure changes, they only have to be updated in one place.

- Internal Only

- Client Facing

- Drafts in progress

Jira

Jira is used by engineers and product managers as an internal ticketing system for bugs and software updates.  Implementation Specialists can track progress on tickets related to their projects by observing/following specific Jira tickets.

  • Adding Jira tickets to SIS Workflow Dashboard

    • To add a Jira ticket to the Dashboard, click “Edit” and paste the Jira ticket link into the Jira ticket field

  • Adding yourself as a watcher on a ticket in Jira

    • To watch this ticket and track its progress click the Jira link in the SIS Dashboard

    • Within Jira, click the eye icon and you will receive notifications when progress has been made

  • After the Jira ticket has been completed - please remove it from the SIS Dashboard and add a note in the Log that it was completed 

    • Note: you may not leave the field blank

      • Copy the Jira hyperlink

      • Click Edit and delete the Jira hyperlink from the Jira ticket field, then enter a “space” and then click save within the Dashboard

      • Within the SIS Dashboard log, create an entry and paste the Jira ticket link - stating that the ticket had been resolved

Internal Bug Report

  • https://www.bluetent.com/internal-bug-report/

  • This is used when an issue is found in Boost or on the Dashboard while navigating the Cloud/Essential sites.

    When you click submit - it is sent to Braeden Flaherty and Jason Landa for anything related to Boost. It is sent to Tom Kenyon for anything related to web.

    Prior to sending a bug report, ask the SisieParty chat if anyone has experienced the same error to see if there is some consistency. This way we will not clog Jira with a lot of tickets for the same error.


    password: basalt22

PassPortal

PassPortal is a tool that is used by Bluetent to securely store login username and password information.

Paycom

Paycom is used to view your pay stubs, submit PTO requests, view PTO accruals.

Typeform

Typeform is used to generate customized forms to assist with the Implementation process. Existing forms can be updated and new forms can be created here. Commonly used typeforms within Product Implementation are the Kickoff and Configuration forms which are specific to each product.

API Credential Tester

The API Credential Tester is used to determine if an API connection has been established from a client’s Property Management Software (PMS) System to Blutent products. There are multiple different API calls that are made depending on the PMS and product.

Reference this article for how to obtain new API credentials.

Rezfusion Boost OTA Partner Resources