Discover What’s New in Origami.ms Version 6.1.7

Dear Origami Community,

We’re excited to announce the release of Version 6.1.7, packed with powerful new features designed to enhance your experience and help you build better, faster, and smarter 🚀

New ERD and Entity Explorer

🚀 The new Entity-Relationship Diagram (ERD) and Entity Explorer is here!

🔍 What it does: This tool provides an in-depth visual representation of all entities, their relationships, and fields within your environment.

💡 How it helps: It empowers implementation specialists to view the system structure globally or from the perspective of specific user groups, streamlining the design and optimization process.

Enhanced User Management

🚀Managing users has never been easier!

What’s new: The revamped user management interface offers a sleek, intuitive experience for provisioning, editing, and organizing users.

✅How it helps: Easily onboard new users, adjust permissions, and manage groups with efficiency and clarity.

Additional Improvements

🚀In addition to these major updates, Version 6.1.7 also includes:

🔄 Direct Refresh for All Views: A refresh button is now available for every view, simplifying the process of updating data.

🎨 UI Improvements for Global Settings: A polished look and better usability across all global settings pages.

📊 Funnel Widget Enhancements: New calculation options make your data insights even more precise..

 How to Get Started?

No upgrade action is required—your Origami environment has already been updated to Version 6.1.7!

We’d love to hear your feedback on these updates. Feel free to reach out to our support team or comment on our social channels with your thoughts.

Warm regards,
The Origami Team

The biggest asset to any business is its customers. Customer relationship management has become an integral part of every organization that aims at maintaining a cordial business relationship with all its customers. But customer retention is not an easy task as the customer base and the organization grows in scale, with time. Automated Customer Relationship Management (CRM) software can help you out in this otherwise tedious process. There is numerous high performing ready-made CRM software available that store information about customers in one place, for different teams and departments to access them anytime, analyze data, simplify reporting and offer valuable insights into customer behavior and business performance.

Influence of CRM software

All departments benefit by using efficient CRM software. But those who benefit the most are:

• The marketing team

CRM systems automate data collection, thereby giving category-wise insight into customer behavior depending on age, gender, shopping habits, demographics on so on. This can greatly benefit the marketing team to develop strategies that cater to potential customers.

• The sales team

With all customer data being stored at once place, the sales pitching calls and conversions become easier.

• The customer service department

Having all the information about a customer who calls for support can help the service personnel to solve issues quickly. The customer is also happy with the quick response and dedicated service.

Ready-made CRM vs. Custom CRM systems

There are many options available for CRM software, from which you may choose one that suits your organizational needs and budget. But the limitation of a ready-made CRM is that it may lack some features that you need, and you may not need many features that it has. In fact, you are paying a monthly subscription for things that you don’t need at all.

In such cases of dissatisfaction with ready-made CRM systems, it is always advisable to develop a CRM system of your own, custom made for you!

The myths associated with developing a custom CRM system usually are, the cumbersome task of coding, and the exceptionally high cost you will end up spending. Internet research will let you down by stating that it will take months to develop a custom CRM system and you might need to spend a price as high as $60,000.

You can look into the SaaS (Software as a Service) approach to custom CRM development to abolish these myths.

Origami, a SaaS approach to software development offers an agile, highly scalable, and flexible platform with unlimited options for customization. With its API-driven interface and drag-and-drop approach, you will need almost no coding. Add any type and number of features and it will automatically synch with your existing system. Origami is a cloud-based system allowing you to pay depending on the number of monthly users.

In fact, building a custom CRM from Origami can take up to just 3 days at around only 10 % of the whopping $60K above-mentioned!

As a business application manager, you are responsible for ensuring that your organization has the right tools and systems in place to meet its business needs. Whether you are looking to improve collaboration and communication within your team, streamline business processes, or comply with industry standards and regulations, the right tools and systems can make all the difference.

One of the biggest challenges that business application managers face is finding the right tools and systems to meet their organization’s needs. Developing custom solutions from scratch can be time-consuming and expensive, and off-the-shelf solutions may not always meet your specific requirements. That’s where no-code platforms like Origami come in.

With Origami, business application managers can quickly and easily create custom solutions such as CRM, QMS, Project management, Task management and in general it helps organizations comply with different standards, streamline processes and improve collaboration within the team and between departments. It can also be used for creating simple everyday applications such as car wash ordering, expense reporting and many more.

With Origami, business application managers can quickly and easily create custom solutions without the need for programming or technical expertise. Using drag-and-drop interfaces and pre-built templates, you can create custom solutions in hours or days, rather than weeks or months.

One of the biggest benefits of Origami is that it allows you to create custom solutions that are tailored to your organization’s specific needs. Whether you need a system to manage customer relationships, streamline production processes, or track compliance with industry standards, you can create a solution that meets your specific requirements.

Another benefit of Origami is that it allows you to easily make changes and updates to your custom solutions as your business needs evolve. This means that you can keep your solutions up to date and adapt them to changing business requirements.

In conclusion, no-code platforms like Origami are a valuable tool for business application managers who are looking for a way to quickly and easily create custom solutions for their organization. By providing a way to create solutions without the need for programming or technical expertise, no-code platforms like Origami can help you to meet your business needs and adapt to changing requirements. With Origami, business application managers can easily create custom solutions such as CRM, ERP, QMS, Project management, Task management and in general it helps organizations comply with different standards, streamline processes and improve collaboration within the team and between departments. It is also an affordable and flexible solution that can be easily customized to suit the specific needs of your organization. If you’re interested in learning more about how Origami can help your organization, please don’t hesitate to contact us for more information.

Company: XYZ Corporation (Organization anonymized due to request)

Industry: Manufacturing

As a project manager or operations professional, you know firsthand the challenges of keeping track of large-scale projects and managing resources effectively. With numerous tasks, deadlines, and stakeholders to juggle, it can be easy for things to fall through the cracks and for projects to go off track.

That’s exactly what was happening at XYZ Corporation, a large, 1,500 employee manufacturing company. Despite its best efforts, the company was struggling to keep up with its projects and was experiencing delays and budget overruns. Its previous project management system was cumbersome and did not provide real-time updates, making it difficult to stay on top of projects and identify issues as they arose.

That’s where Origami came in. By implementing Origami to manage its projects and streamline workflows, XYZ Corporation was able to customize its project management system to meet its specific needs and processes. For example, the company was able to create custom fields and categories to track the progress of complex manufacturing processes, and set up automated alerts to notify team members of important deadlines or changes.

In addition, each task completed by team members automatically created the relevant following tasks, allowing the company to stay organized and ensure that work was flowing smoothly from one team member to the next. If a team member was at risk of becoming overloaded with work, the system would automatically alert the project manager, who could then take steps to redistribute tasks or bring in additional resources to ensure that the project remained on track.

Origami also provided real-time updates on project progress and budget status, allowing the company to make timely, informed decisions. For example, if a project was at risk of going over budget, the system would automatically alert the project manager, who could then take action to address the issue.

Origami helped XYZ Corporation to better manage its resources, including tracking employee workloads and ensuring that projects were staffed appropriately. This was particularly helpful when the company was juggling multiple projects with overlapping timelines. By using the system to plan and assign tasks, the company was able to avoid bottlenecks and keep projects on track.

For example, when XYZ Corporation was working on a large-scale product launch, the company used Origami to manage the various tasks involved in the launch process. By breaking down the launch into smaller tasks and assigning them to the appropriate team members, the company was able to ensure that work was flowing smoothly and efficiently.

If a team member became overloaded with work, the system would automatically alert the project manager, who could then take steps to redistribute tasks or bring in additional resources to ensure that the project remained on track. This helped the company to avoid delays and stay on schedule, ultimately leading to a successful product launch.

One of the most impressive benefits of using Origami for project management was the time and budget savings the company was able to achieve. On a 1.2 million dollar project, XYZ Corporation was able to cut project completion time by 20% and reduce budget overruns by 15% by using Origami to streamline workflows and better manage resources.

For example, by using Origami to track the progress of tasks and identify potential bottlenecks, the company was able to keep work flowing smoothly and avoid delays. This helped to reduce the overall time required to complete the project.

In addition, by using Origami to monitor budget status in real-time and alert project managers to potential issues, the company was able to take corrective action before budget overruns occurred. This allowed the company to stay on track and complete the project within the allocated budget.

Overall, Origami’s ability to customize information systems, provide real-time updates, streamline workflows, and offer a comprehensive overview made it an invaluable tool for XYZ Corporation’s project management needs. By using Origami, the company was able to improve collaboration, visibility, and resource management, leading to increased efficiency and profitability.

If you are interested in learning more about how Origami can help your organization manage large-scale projects and streamline workflows, please contact us for more information. We would be happy to answer any questions you may have and help you determine if Origami is the right solution for your needs.

As a CIO or business application manager for an SME, you understand the importance of staying on top of your game. Constantly looking for new ways to optimize your processes and increase efficiency is crucial for any business to succeed. Whether it’s optimizing your CRM, ERP, QMS, Project management or Task management, or ensuring compliance with industry standards, there’s always something that can be done to improve your bottom line. But with so many different systems and solutions available, it can be difficult to know where to start.

For example, I recently worked with a manufacturing company that was struggling to keep track of all the data and information related to their production processes. They had a team of 10 people working on different aspects of production, but they were all using different tools and systems, which made it difficult to share information and collaborate effectively.

With Origami, we were able to create a centralized system that all team members could access and use to share information and collaborate in real-time. This helped the company to optimize their production processes, improve efficiency and quality control, and comply with industry standards.

By using Origami, the manufacturing company was able to improve collaboration within the team and between departments, it also helped them to keep track of all the data and information related to the production process and helped them to comply with industry standards. Here are 5 ways Origami can help SMEs optimize their business processes and improve collaboration:

Quickly respond to employee requests: As a CIO or business application manager, you are likely swarmed by requests for various small applications and systems. With Origami, you can quickly and easily create and deploy these solutions, without the need for external programming support. This can save you time and resources, and help you to better respond to the needs of your employees. I remember when I was in this position, it was difficult to keep track of all the requests and it was taking a lot of time to provide solutions, but with Origami, we were able to respond to employee requests in hours.

Optimize your CRM, ERP, QMS, Project management and Task management: With Origami, you can create custom information systems that are tailored to your specific needs. I remember when I was a business application manager, we had to deal with different software for different tasks, and it was really challenging to keep everything organized and up-to-date. Origami helped us to optimize our processes and improve efficiency without the need for expensive external programming support.

Comply with industry standards and regulations: Origami allows you to create information systems that are compliant with different standards and regulations. This can help you ensure that your business is operating within legal and industry guidelines.

Improve collaboration within teams and between departments: Origami helps to improve collaboration and communication within teams and between departments. This can help you to increase productivity and improve the flow of information throughout your organization. I remember when our team was using different software for different tasks, it was hard to share information and collaborate effectively, Origami helped us to improve communication and collaboration.

Reduce costs and increase ROI: Origami is a cost-effective solution that can help you reduce costs and increase your return on investment. By creating information systems quickly and easily, you can avoid the high costs of external programming support and other expenses.

Adapt to changing workflows: Origami allows you to adapt to changing workflows quickly and easily. This can help you stay ahead of the curve and ensure that your information systems are meeting the changing needs of your business.

We all, as service providers, work with clients directly or indirectly. Ultimately, we are all here to generate value to our clients, users, consumers, or people who use the services we deliver.

We, at Origami, truly believe that we should do whatever we can to help our clients succeed in obtaining the most by working with us. And many times this requires us to be patient listeners so that we can understand their needs and claims even when we are not sure whether they are right or not; good teachers to explain our products differently and lend an ear to hear about the way they imagine work to be, and to see things through their eyes on what can be improved.

Regardless of being as attentive as possible, providing such levels of service could be taxing on our customer management cost which directly affects the organization’s profitability. This is the point where we should determine what should be discussed with the client directly and what could be moved to alternative ways. So besides being in touch with your client as much as you feel is beneficial for both parties, we should also look to improve the technical communications. In our case, many of our clients call us for different reasons. Some are to inquire regarding possible solutions while others are to request for services to be performed. In the latter, which constitutes at least 50% of our communication volume, we have found a way that works and reduces communication time while improving the quality of the work process and reducing work time for all parties involved.

This was done by creating a customer portal and integrating it directly with our price proposal system and task management system. To make everything efficient, we first built the internal workflows and work processes on Origami so that everything is as efficient as possible and internal processes are as low touch as possible. Once all is optimized, it is easy to just add our client into the process. After all, if we have our studio, development, account managers and QA team working seamlessly, adding another player is no big deal.

First and foremost, our portal starts naturally, with a login page. Once a user reaches our simple and user-friendly portal, he is requested to provide a username and password. The username and password are matched with the contact list on our CRM. To elaborate – each client on our CRM has a list of contacts. For each contact, we can select whether we want to allow portal access or not. If approved, we can input a password and access level meaning if he can see all of the client projects or just a few selected ones.

In case the user forgets his password, he can simply reset it like on any other portal or application. Once signed in, the client can view a list of all his tasks and requests along with current status, and cost estimation if required.

The client can view the list of tasks directly, filter, and search according to different criteria. All the properties come directly from Origami and are incorporated directly into the general work process.

For example: If a client would like to request a new task, he will need to assign it to one of the relevant projects he owns. If a file is needed, the portal will request that the file is uploaded along when the task is to be opened in Origami. Once the task is created, the relevant account or project manager will be notified of the new task that was just opened by the client, along with the relevant development team. The development team will then provide questions in regards to the new task, which will then appear on the customer portal. Naturally, the client will be notified by email and will be able to answer directly from the task entry in the portal. This provides a lot of order into the process as no fractured emails, unlisted communications, and over- the- phone agreements are made. All communications are organized and listed under a specific task.

Then the development team will provide a time estimation that needs to be approved by the account manager. Once approved, the client will receive an email and will be able to approve the task which will then be added by the project manager to the work Gantt according to prioritization and availability.

A quick recap:

1. The client saves time on calling us and sending emails by simply creating a task directly into our workflow. He can do that by existing as a contact in our CRM – no special work needed on our side except for checking a checkbox.
2. The client inputs the task directly into our work process – without a long list of emails and running to open new tasks manually.
3. All questions are sent to the client directly from the task inside Origami – and the client is notified.
4. Once all is clear, a quote is sent to the client from the portal once the development team inputs the estimation and the account manager approves it.
5. The client is then notified and upon his approval, the work dates can be set.
6. Eventually, all continue with our ongoing flow – QA, customer approval, and launch to production.

So, we have saved a large amount of the time required to get this task executed, from conception to completion. Client reports, retainer status, and numerous other options that we have implemented are always available on the portal.

Meet your clients over coffee, see how you can provide additional value, and be interested. Just make sure to invest that time in the best way possible. Make all the technicalities as simple and automated as possible so that you have more time to take care of your client.

Streamline Your Workflow with Origami’s Reminders Feature

Never Miss an Important Task Again

Effective task management is essential for any organization. With Origami’s new Reminders feature, you can ensure that critical deadlines, follow-ups, and events never slip through the cracks. By integrating seamlessly into your existing workflow, Reminders provide timely notifications directly within Origami, via email, or as push notifications on mobile.

Who Reminders Work?

Reminders in Origami are tied directly to entities within the system, ensuring that every notification is relevant and actionable. Each reminder is triggered based on a date field within a record. Users can define:

• The time unit (minutes, hours, days, weeks, etc.)
• The amount (e.g., 2 days before, 1 hour after)
• The notification method:
  • Origami alert (pop-up in the web app)
  • Push notification (for mobile users)
  • Email notification

When a reminder is triggered, the user receives a notification with a direct link to the relevant record, enabling immediate active.

Who Can Set Reminders?

Currently, only system administrators have the ability to configure reminders. This ensures consistency and prevents notification overload. Administrators can:

• Set reminders for any entity with a date field.
• Define who receives the reminder, including:
  • A specific user (based on a dynamic email field in the record)
  • A group of users (such as managers or entire teams)
  • Predefined email addresses

Where Do Reminders Appear?

When a reminder is triggered, users will see it in the notifications panel within Origami. If email or mobile notifications are enabled, users will also receive an alert in their inbox or as a push notification on their mobile device.

The Future of Reminders

While currently, only administrators can configure reminders, future updates may allow individual users to create their own personal reminders—within defined limits.

Start Using Reminders Today

The Reminders feature is designed to enhance productivity and ensure critical tasks are always top of mind. If you’re an administrator, start setting up reminders today to keep your team aligned and proactive. Stay tuned for future updates as we continue to refine and expand this powerful functionality

In the ever-evolving landscape of technology and information management, Origami.ms has consistently demonstrated its commitment to delivering cutting-edge solutions to clients worldwide. As we approach the end of another productive year, it becomes important to reflect on the experiences and feedback of our valued clients. This case study delves into the most beloved features that clients have embraced throughout the past year, shedding light on the aspects of our products and services that have resonated most profoundly with our user base.

Chat gpt

Effortless Interaction with ChatGPT Workflow Feature

• Our users experience a seamless conversational interface with the ChatGPT Workflow Feature. By inputting prompts that can include dynamic field tags, activating the workflow triggers a prompt-specific ChatGPT response. This feature enhances user engagement and facilitates interactive communication without the need for complex configurations or dedicated setups.

Filter presets

Optimizing Data Exploration with Entity Filter Presets

• In a marketing analytics scenario, the Entity Filter Presets feature enabled our users to efficiently navigate through diverse customer segments. By saving a preset named “High-Value Customers,” users can instantly apply complex filters defining this segment, providing swift insights for targeted marketing strategies.

Html tags

Dynamic Tagging Enhancing User Communication

• For our users in project management, the Tagging Feature has become a key asset. With tags like “#TaskOwner” embedded in HTML fields, documents, and Send Email workflows, our users effortlessly personalize communication, ensuring efficient collaboration and clear task assignment across their teams.

Quick export

Streamlining Data Export with Quick Export Feature

• Our users can now expedite data export without the hassle of creating dedicated reports or workflows. The Quick Export feature allows them to instantly export the currently viewed and filtered data, saving valuable time in time-sensitive scenarios such as on-the-fly data analysis and rapid decision-making.

Permission-Based Import

Empowering Users with Permission-Based Import Feature

• Administrators can now delegate data import responsibilities efficiently using the Permission-Based Import feature. This enables non-admin users to seamlessly upload CSV and XLSX files to selected entities, streamlining data management processes without compromising system security.

Repeatable Group Visibility 

Enhanced Data Visibility with Repeatable Group Feature

• Users can now gain granular insights into data structures with the Repeatable Group Visibility feature. In instances where a repeatable group exists, users can easily access each sub-table within the entity table by clicking the “+” icon. This promotes efficient data exploration and a more comprehensive understanding of the underlying information, enhancing the user experience and facilitating detailed analysis.

Workflow Descriptions

Improved Workflow Management with Workflow Descriptions

• Users can now enhance workflow organization and clarity by inputting text-based descriptions for their workflows. These descriptions seamlessly appear in the workflows table, providing a quick reference point for users to understand the purpose and context of each workflow, fostering streamlined workflow management and improved collaboration.

Customized Action Buttons

Enhanced Task Efficiency through Customized Action Buttons

• In a project management scenario, users streamline their workflow by customizing action buttons. For instance, a user responsible for task assignments may choose a vibrant color, a “checkmark” icon, and clear text like “Delegate” for a specific action button. This customization not only aligns with their workflow but also accelerates task delegation with a single, visually distinct click, demonstrating the practical impact of tailored action buttons on task efficiency.

Stay tuned for more incredible features in 2024!