Title slide Hi my name is John Livermore. In this short video, I will showcase BigWave’s ability to easily import and export data with Excel. Why is this important? Even though you professionally manage projects with a solution like BigWave, the reality is the rest of the world will likely be using some sort of spreadsheet. Being able to interact with this medium is critical to your success. As a bonus in this demo, you will get a glimpse of how easy it is to add and use new custom fields to an existing project. The Project So let’s talk about the project addressed in the demo. In our demo environment we have a fictional IMACD services firm (***) National Tech Solutions that provides maintenance and rollout services to any company that might need that sort of thing. National Tech Solutions has a contract with (***) Abercrombie to upgrade 775 locations with (***) new back office equipment. The project is named PC Upgrade. At each location we will schedule a technician to do a Site Survey, then Order appropriate equipment, Ensure the equipment is shipped to the store, and finally will schedule another technician visit to complete the install. The entire 775 site rollout is to be completed in 100 days. The Project Spreadsheet To kick off the project we start with a spreadsheet supplied to us by Abercrombie. (***) Using BigWave we are able to upload all of this information and initialize our project within a few minutes. No hand keying of store data is required. Now, all this information Previously only available to the holder of the (***) spreadsheet is available to All who have access to BigWave including my internal staff, my “end user” customer, my partners, And my technicians. The Scenario So now the scenario for our demo. Assume we are 7 days into the project and everything is humming along nicely. All of a sudden we determine not all stores have WIFI access, and, for whatever reason, we cannot do a site survey without a WIFI capable store. For stores that are not WIFI ready we must arm our technician with extra equipment to get around this limitation. It turns out that Abercrombie can tell us which stores have WIFI and which do not, and (***) they provide the following spreadsheet with that information. It turns out to be very similar to our first spreadsheet, and it appears all they did was add a column to it. Alternatively they could have sent a spreadsheet that looks like this one (***). It really doesn’t matter. All we have to do is create a new custom field to store this information, upload our spreadsheet, and all of our sites will be updated with no hand keying of data. The Demo Now let’s take a look at the BigWave application and see exactly how this is done. First we will create a custom field and then upload our spreadsheet to fill that field with the proper information. DEMO So the first step is to create a custom field. Show login screen To do so we must login. Login to the application. Home page appears. The home page appears with all of our active projects. Let’s open the PC Upgrade project. Drill into PC Upgrade. In the setup area we can specify our custom fields Setup / Show custom fields You can see we have several custom fields previously defined for our project. Let’s add a new Store Type field. Click Add New We will use a selection field type and define the allowable values in the next step Click save Since we have a selection field, a link to add the allowable values appears Click link We will add two values to match what we found in the spreadsheet Add WIFI and NO WIFI Now the field is completed, available, and ready to be uploaded from our Excel spreadsheet. So let’s do that next. In the import / export center we will choose to import custom field values. Click import/export center, custom field option, next Now we must specify the file to use and upload it Upload the file The next screen gives us the opportunity to map fields in the Excel file to our custom fields. The Store Type field is auto-mapped since the names match. Now let’s finish the import from our Excel file. Click next. The Excel file is uploaded and the progress is displayed. The upload completed, but we see there was an issue with the upload. Let’s take a look at the resulting spreadsheet to find out what the problems were. Open spreadsheet We can clearly see on Row 9 there is a problem. The comment tells us that TBD is not a valid value for our field. This gives us an opportunity to open an issue with the Abercrombie team that we still need to understand more about site 1294. Let’s open site 1064 and see if the value imported. Open site 1064 through search method Click on the custom field values, we can see Site 1064 is not a WIFI store. This value was imported from our spreadsheet. To highlight some other custom field abilities let’s go back to the project area and look at one other aspect. If I click on the scheduled events report, I see I have 15 site surveys scheduled for the current week. If I click on Modify Columns, I can add my new field as part of the display. This shows you how easy it is to add and use custom fields within a project. In Conclusion Just because you have a great project portal to professionally manage your IMACD services work, the fact is the rest of the world will likely be using spreadsheets. Recognizing this BigWave enables easy import and export with Excel. You just saw how custom fields can be imported, but lots of other things are importable including sites, schedules, assignments, pricing, and budgets. Our goal is to minimize any hand keying of data that must be done and to leverage information that already exists in an electronic format! We invite you to contact us for a full featured demo of our product, are excited to learn about the challenges you face, and discuss how we can help! Thank you for your time!