Tuesday, October 25, 2011

INTEGRATION EVERNOTE: extending the power of Unified Inbox

Uibtoevernote
The UIB team were regular users of Evernote, as our way of keeping our notes handy, searchable and shareable. We saw the potential to bring these qualities into our key working application - unifiedinbox.com

With the Evernote integration, our users can login once to UIB and see their Evernote folders along with their message folders. 

The work flow improvements we've seen so far from this integration:

  • policies, procedures and instructions.  We save them in our Evernote notebooks and then any member of our team (whom we have given access to) can also view these notes.
  • getting paper documents around the world.  Being a globally distributed team, on occasion, one office receives a paper document that needs to be commented on by a team member in another country.  The receiver scans the document into Evernote and then in UIB, assigns that note, along with comments to the recipient. The recipient finds this message in their inbox.
  • making it easy to comment and ask questions about documents.  One of our team members has a notebook that they scan all their travel receipts into.  In UIB, the accountants have access to this notebook.  Whenever they have a question about an expense, they ask this question via the comments functionality, keeping the integrity of the original record intact.

We're sure there are more workflow improvements that the Evernote integration can offer and we look forward to finding them.  

 

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