My Favorites Project Management Tools

A little update after one more year of practising as a pm :

I have separated tools by usage (project management core activities):

Planning

  • Ganttproject
  • MS Project
  • Excel

Reporting

Reporting

File Collaboration

  • Google docs
  • Office 365
  • Dropbox
  • Windows file system

Discussion

  • Slack
  • Basecamp
  • Skype
  • Emails

Knowledge Management

Task Management

Notes

  • OneNote
  • Google docs
  • Word
  • Power Point

Lausanne

Une liste de mes brunchs et restaurants préférés à Lausanne.

Brunch:

  1. La Couronne d’Or
  2. L’Hermitage
  3. Le Café de Grancy
  4. Tom Café, au Musée Olympique
  5. Le café des Avenues
  6. La Café Saint Pierre

Restaurant:

  1. Nadanam
  2. Brasserie du Palace
  3. L’Eléphant Blanc
  4. L’Orchidée
  5. Fratel e Napule

Café:

  1. Café des artisans
  2. Bar Tabac

Apéro:

  1. Le Café Saint Pierre
  2. Midi 20

Les prochains sur la liste à essayer :

  • L’Antica Trattoria
  • Le petit boeuf
  • Le Tramway

Pour d’autres adresses, visitez mon profil tripadvisor.

Bon Appétit.

RFID pour controle d’accès de salle de sport ou de danse

Voici mon dernier petit développement. Un système de contrôle d’accès par badge pour salle de sport ou salle de danse.

Principe :

Chaque client à une carte associée à son profil. Chaque fois que le client veut rentrer dans l’école, il passe sa carte devant un système autonome. Le système doit juste être branché à l’électricité. Le système dialogue avec un serveur qui renvoie l’image du client et toutes les informations associées à son profil. Le système est déjà couplé avec le CRM que j’ai développé mais vous pouvez aussi le coupler avec votre propre système de gestion client.

Démo :

Prochaines étapes :

Installation dans une école pilote

Si vous êtes intéressé, je le vends. Pour les tarifs : dokithonon@gmail.com

The role of an expert knowledge manager

As I go on with the development of the Rocket.pm and especially the Document Managing System (DMS) function, I came across the definition of a key role in knowledge management : expert knowledge manager.

Let’s assume that I have a document database in which documents cover different fields of expertise (like steel materials and ceramic material). I can define one (or more) colleague(s) as an expert in a given field; For example, Bruce is defined in the system as an expert in ceramic materials.

The document creator (let’s say a colleague from the ceramic material engineer department) has not been able to fill in every form field (or attributes) when submitting the document. I really don’t want to make all field mandatory because it may make the document creator reluctant to add its document to the database. That is why, the system let him submit its document with an incomplete form and as a consequence the entry in the database has some missing information.

Here comes the Expert Knowledge Manager in action.

The DMS will regularly ask the right Expert Knowledge Manager to fill in the blank fields. If a document cover the ceramic material subject then Bruce will be asked to improve the database entry. In other words, the expert knowledge manager make sure that all documents in his field of expertise are well documented and can be found in the database.

The philosophy behind is always the same : a DMS will work only if all documents are properly defined and all attributes are correct.

 

Rocket.pm, your everyday tool for logging projects activities

Rocket.pm is a Rocket for Project Manager

  • Log any activity related to your projects
  • Manage your todo list and log completed items
  • Assign task to your colleagues
  • Log Lessons Learned
  • Log Risk & Opportunities
  • Log the work hours and generate weekly time report
  • Generate Monthly Management Report (MMR)

You can use it here as a SaaS here : http://rocket.pm (it is free!)

Cool stuffs:

  • Fully smartphone responsive
  • Manage different users and admin
  • Manage all the project knowledge
  • Organize a document index from any xls/csv file

Screenshots:

More infos & screenshots soon.

Your feedbacks are welcomed

Brainstorming on communication in R&D department

The following notes came from a meeting that I had with colleagues on how to communicate efficiently within the department (R&D department)

Why do we have to communicate, why sharing knowledge ?

Business

  • Brainstorming and idea creation are facilitated
  • Duplicate work can be avoided
  • Decision can be taken faster and in a more efficient way (better alignment)
  • Faster and easier involvment of new colleagues
  • Living Experts knowledge is captured

Individual

  • People have access to the same level of information
  • The team feels as a team (people cohesion)

Target Audiences

A R&D department (technician, engineer, researcher and project manager). The people are not necessary  in the same office.

What & How

  • Technical Communication / non-Technical Communication
  • Spoken Communication / Unspoken Communication
  • Live Communication / On-demand Communication
  • Short, middle and long terms communication
  • Face-to-face meeting: Technical Day, Local Pulse
  • Web conference : Technical Meeting
  • Newsletter : Monthly Management Report
  • Reporting : Portofolio Management tool, project presentations, project planning, technical notes

Communication strategy

Process committee meeting

Who : A small group of three persons
What : Innovation process update, administrative process update
When : 3 times a year
Time frame : long terms
Benefit : workflow efficiency, faster work

Department Day

Who : the whole team
What : 1 thème (example : communication faire savoir), 1 day
When : Yearly
Time frame : long terms
Benefit : En plus de la thématique, le team building

Department Meeting

Who : The whole Team
What : Team communication on non-technical subjects, work climate analysis, general information
When : monthly
Time frame : short terms
Benefit : Communicate every day life’s problems

Technical Day

Who : The whole Team
What : All projects are discussed during 1 day in a neutral location. Difficulty due to high Volume of information. Interactive communication
When : Yearly
Time frame : Long terms
Benefit : Same level of knowledge on the current project progress

Technical Meeting

Who : The whole Team
What : 1 project is presented during 45 minutes and the audience can interact. To be experiemented.
When : Monthly
Time frame : Middle terms
Benefit : Interactive communication, OPTIONAL attendance, could lead to a technical handbook

Local Pulse Meeting

Who : The whole Team
What : 1 hours, 3 minutes per person, weekly log of the project (incl. Risk, decision, problems)
When : Weekly
Time frame : short terms
Benefit : Risk sharing, problem solving, resource allocation

Global Pulse Meeting

Who : 2 to 3 persons from each geographic site, we call them connectors
What : 1 hours, similar to pulse but global, format to be defined/experimented
When : monthly or weekly
Time frame : middle terms or short terms
Benefit : interactive global communication

Monthly Management Report

Who : The whole Team
What : Report current month achievement and updates
When : monthly
Time frame : middle terms
Benefit : information on-request

More relative to KM than to Communication

TPD Knowledge Transfert Session:

  • Experts are training new employees
  • People receiving the information should report the learning (Technical Note)
  • The expert review and sign the technical note

Actions and next steps

Risk : Overcommunication -> No time for « real » work

  • Test the different new communication vector and give feedback
  • Work on the most appropriate way for non disruptive communication
  • Example : notify people when a new document is created in the knowledge base
  • Understand on how people look for the information, to do so identify some « profils » to perform the study : Technician, researchers, managers, …
  • Work on how to train people to locate the information

Workflow for document approval

This post describes a simple workflow for document approval.

In a company, most of the time, documents need to be approved before sending to a customer or even before distributing it to colleagues.

The first things to do is to define roles :

  • A writer
  • A reviewer
  • An approver

The writer submit a document using the standard dms (document managing system)
During the upload he is asked to choose, among a list of person, a reviewer.

The list of reviewer should be based on the type of document and the content of document. The list should propose a list of expert users. This means that the list should be constructed in advance.

The document is uploaded with metadata :

  • date of submission
  • writer username
  • proposed reviewer username

The proposed reviewed is notified by email or in the dms dashboard that a document is pending for review.

Two options:

  1. The reviewer can review the document
  2. The review cannot review the document (for time reason or because he think that he is not the most suitable expert in this field)

In the first case, the reviewer has the following options :

  • Mark the document as ok for approval
  • Correct the document, upload the corrected version and mark as ok for approval
  • Ask the writer to modify the document and gives him his comments and mark the document as awaiting writers corrections

to be continued

Run Solr with a windows pc

This post is more a memo for my self than a tutorial.

Download Solr (http://lucene.apache.org/solr/) to c:/km/solr/
Dowload Jetty (http://www.eclipse.org/jetty/) to c:/km/jetty/
Download Curl (http://curl.haxx.se/dlwiz/?type=bin&os=Win32&flav=-&ver=2000%2FXP) to c:/km/curl

Follow this tutorial to run Solr : http://lucene.apache.org/solr/4_3_0/tutorial.html

Starting Solr : ~/solr/example$ java -jar start.jar
Index All XML documents from the exampledocs folder : ~/solr/example/exampledocs$ java -jar post.jar *.xml

Assume you have a doc file called doc2.doc in the folder, index it using : C:\km\solr\example\exampledocs> c:\km\curl\curl.exe "http://localhost:8983/solr/update/extract?literal.id=doc2&commit=true" -F "myfile=@doc2.doc"

Don’t forget to change the literal.id or it will replace the last document.

To verify that it has been properly indexed go to : http://localhost:8983/solr/collection1/browse
And type in something contained inside the document.

You can do the same with pdf.

To add the filename to the indexed file open :
C:\km\solr\example\solr\collection1\conf\schema.xml
and add :
Then index a file using :
C:\km\solr\example\exampledocs> c:\km\curl\curl.exe "http://localhost:8983/solr/update/extract?literal.id=doc2&literal.fullfilename=C:\km\solr\example\docexamples\doc2.doc&commit=true" -F "myfile=@doc2.doc"

Even simpler :
Index a file using :
C:\km\solr\example\exampledocs> c:\km\curl\curl.exe "http://localhost:8983/solr/update/extract?literal.id=doc2&literal.resourcename=C:\km\solr\example\docexamples\doc2.doc&commit=true" -F "myfile=@doc2.doc". It will appear directly in velocity !

Now my next step is to find out :

  • how to index a full windows folder structure
  • how to link with php

Implementing Knowledge Management in Enterprise

Why Knowledge Management (KM) ?

  • Effectiveness
    • Don’t re-invent neither the wheel nor the bearing
  • As a consequence:
    • more time and room for creativity & innovation
    • less costs
KM Chart
KM Chart source : Mc Kinsey, 2012

The objectives of KM man in an organization are to promote knowledge creation, knowledge growth, knowledge communication and knowledge preservation in the organization (Steels, 1993).  It entails managing knowledge resources in order to facilitate access and reuse of knowledge (O’Leary, 1998)

KM Basic Principles
KM Basic Principles, source : Dieng, INRIA, 1998

How to efficiently introduce KM ?

  • KM starts by Managing the Change
    • Focus on the people, their habits, their way of working
    • Accompanying the tool introduction with training
    • Spread best practices
    • don’t focus on the tool but maximize the way people use the tool (your tool can be great but if no one use it…)
  • A good KM strategy requires
    • support from the hierarchy
    • money and time
    • resource (a knowledge manager)
    • continuous evaluation of the tools and the practices
  • Make the difference between DMS (document management system) & Information Portal
  • Don’t neglect social media

Action Plan

  1. Extend the DE/PV system used in one site to all test labs. Possible Improvements: additional tags, link to the file, notifications send to the people when a new file is added in their area of interest.
  2. Create a spider (or wikimedia or quickR) for persistent information written in an encyclopedically way or How-Tos, processes. Permalink to files may be included in the pages.
  3. Store persistent knowledge (Test reports, former projects) in a plain text searchable system (DMS). The system should allow tagging. This will replace the Windows folder architecture and the duplication of files.
  4. Use the shared Windows folder growing knowledge (current project). Even better use a file sharing platform that allows versioning (to track changes) and/or sametime editing of files. Prefer emailing the file link than the file itself.

Notes:

  • plain text search means that the search engine can search inside document (not only in the filename!)
  • Tags allow to create dynamical virtual folder called bins without duplicating files.
KM Solutions Matrix
KM Solutions Matrix

Some details on the criteria :

  • Simplicity of retrieving knowledge : Getting access to the information, to the files
  • Simplicity of adding knowledge : Adding files to the knowledge
  • Search function: Searching for a specific subject
  • Tagging function: Allow the use of meta data to organize projects based on tags
  • Versionning (history): Keep track of all previous versions
  • Security (confidentiality): Are the data safe ?
  • Right controls: Manage Admin User, block users, create group of user
  • Ease of getting support: Community support, paid consultant support
  • Compatibility: In case of change of system, is it easy to switch ?
  • Mobility and multi-site: Access to the information from anywhere
  • Installation: Easy to install ?
  • Group solution: Does it fit into Company Group policies ?
  • Interactions (notifications,…): Neswletters, email notification when new knowledge arrives.
  • Price (and price of support): Price of acquisition, annual fee, price of support
Group Needs
Group Needs

A point of view on the excel sheet subject

Convert xls to matlab :

Pros :

  • Matlab can do more things
  • Matlab can protect the software against editing

Cons :

  • Matlab is a lot more complicated for doing simple things
  • Matlab is more expensive
  • Excel let the people make the software evolve

Conclusion :

If you want to empower the people, let them use and customize their excel sheets. They might have great ideas. But collect these improvements and needs to validate them and distribute to all.

If you want to go into a large software that can do a lot of things in a controlled way hire a matlab consultant. If you do not add all function into the matlab soft, the people will continue to use excel sheets…

Alternative : distribute an official version of the sheet where everyone should verify its data produced by its own sheet.

Tag bins
Tag bins

The task of the knowledge manager

  • Collect permanently the needs and habits of workers
  • Identify unreachable knowledge (brain located knowledge or C:\ located knowledge or printed knowledge) and make them accessible
  • Facilitate the adoption of new tools and best practices
  • Keep the knowledge bank always up-to-date
  • Benchmark new solutions
  • Manage access and rights
  • Measure and report the ROI of the Knowledge Management strategy

Woocommerce

Bonsoir à tous,
Au vu du grand nombre de personnes me demandant des informations sur mes plugins pour woocommerce, les voici en téléchargement gratuit :

Pour sips atos : http://thomasdt.com/wp-content/uploads/2013/04/woocommerce-gateway-atos1.zip

Pour cyberplus systempay : http://thomasdt.com/wp-content/uploads/2013/04/woocommerce-gateway-systempay-cyberplus.zip

Ces deux plugins fonctionnaient très bien mais je ne les ai pas testés avec les mise à jour de woocommerce.

Attention, je ne fais aucun support ni par mail ni par téléphone. Donc si vous avez l’âme d’un débrouillard en php. C’est pour vous !