3.0 Assessing Your Organization’s Needs

IMPORTANT:Review Filr Overview in the Filr 3.4: Understanding How Filr Works to prepare for assessing how Filr can help to meet your organization’s needs.

Complete the following worksheets:

Table 3-1 Worksheet 2—Organizational Needs

Heading, Label, or Topic:	Information and Instructions:
Current File-Access, File-Sharing Activities	Summarize the current file-access and file-sharing activities in your organization. Identify by name any technologies being used during the activities.
Key Business Drivers	Describe the key business drivers behind your organization's decision to deploy Filr.
Security Policies	Identify all security policies regarding data access and sharing.
Compliance and Regulatory Standards	Identify all governmental or other standards that apply to data access and sharing.
Branding Requirements	Identify all organizational user interface branding requirements. Summarize them and specify where to find pertinent details (Innerweb, etc.)

Table 3-2 Worksheet 3—Use Cases

Section:	Do the following:
Use Case #	Brainstorm to identify the unique file-access and -sharing scenarios (use cases) within your organization. Copy the “Use Case #” section, including the empty row below it, as many times as needed to cover all the use cases identified. For help, see Making a Copy of a Worksheet Section. Modify each “Use Case #” heading with a brief identifier, such as “Inside Sales,” “Field Technicians,” “HR” and so on. Create a summary description, such as the following: Dispatchers, Field Technicians, and In-house Support Techs need to create, monitor, and maintain various documents on the FIELD-TECH-OP server from their workstations and mobile devices. Brainstorm to fill in as many of the Answer cells as you can at this point in the planning process. Don’t spend too much effort at this point, You can revisit this and other worksheets as the scope of your deployment becomes clearer. For example: Approximately how many users will do this? - 130 employees Where will they be located when accessing Filr? - 2 Dispatchers, onsite at their order-entry workstations - 120 Field Techs, generally off-site using iOS mobile phones - 5 Support Techs onsite at their workstations. What kinds of network connections will they use? - Dispatchers – GbE - Field techs - 3G or better mobile service - Support Techs – GbE" What will they be doing with the files? - Dispatchers – Creating work orders and checking status - Field Techs – Accessing support docs, updating work orders - Support Techs – Maintaining support docs" Where are the file servers located that they will be accessing through Filr? FIELD-TECH-OP – Quarkville Datacenter

Section:

Do the following:

Use Case #

Brainstorm to identify the unique file-access and -sharing scenarios (use cases) within your organization.
Copy the “Use Case #” section, including the empty row below it, as many times as needed to cover all the use cases identified.

For help, see Making a Copy of a Worksheet Section.
Modify each “Use Case #” heading with a brief identifier, such as “Inside Sales,” “Field Technicians,” “HR” and so on.
Create a summary description, such as the following:

Dispatchers, Field Technicians, and In-house Support Techs need to create, monitor, and maintain various documents on the FIELD-TECH-OP server from their workstations and mobile devices.
Brainstorm to fill in as many of the Answer cells as you can at this point in the planning process.

Don’t spend too much effort at this point, You can revisit this and other worksheets as the scope of your deployment becomes clearer.

For example:
- Approximately how many users will do this?
  
  - 130 employees
- Where will they be located when accessing Filr?
  
  - 2 Dispatchers, onsite at their order-entry workstations
  
  - 120 Field Techs, generally off-site using iOS mobile phones
  
  - 5 Support Techs onsite at their workstations.
- What kinds of network connections will they use?
  
  - Dispatchers – GbE
  
  - Field techs - 3G or better mobile service
  
  - Support Techs – GbE"
- What will they be doing with the files?
  
  - Dispatchers – Creating work orders and checking status
  
  - Field Techs – Accessing support docs, updating work orders
  
  - Support Techs – Maintaining support docs"
- Where are the file servers located that they will be accessing through Filr?
  
  FIELD-TECH-OP – Quarkville Datacenter