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'''Welcome to the SmartSimple Wiki'''
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<p style="font-size:28px; color:green; color: #127b77; font-weight: normal; margin-bottom:0;"> Welcome to the SmartSimple Wiki</p>
 
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<p style="font-size:14px; margin-top:10px; max-width: 1070px;">Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.</p>
Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.
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{{categorylist}}
 
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<div style="background:#f9f9f9; padding: 10px; max-width: 1080px; box-sizing:border-box; margin-top:-10px; margin-bottom: 20px;">
'''Exploring our Wiki'''
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<p style="font-size:16px; color:green; color: #127b77; font-weight: normal; padding:0;">Interested in learning more?</p>
 
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Visit the '''[http://www.smartsimple.com/  SmartSimple website]''' for more information about who we are, our solutions and how we work with you. You can also '''[http://smartsimple.com/demo-request.html request a demo]''', call us toll-free at 1.866.239.0991 or '''[mailto:sales@smartsimple.com  email]''' our sales team directly.  
Articles are searchable alphabetically (A to Z) or by category (e.g. Custom Field Types, HCAI, Notes, etc.)
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<p style="font-size:16px; color:green; color: #127b77; font-weight: normal; padding-top:10px; margin-top: 15px; border-top:1px solid #eee;">Feedback</p>
 
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Have a suggestion for an article we should have on our Wiki? Interested in a video on a particular feature or function of SmartSimple? Let us know! Drop us a line at '''[mailto:support@smartsimple.com  support@smartsimple.com]''' and share your thoughts and ideas!
You can also go directly to the links for our '''[[:Category:Video|Video library]]''' to see our latest instructional and informative videos (also found on our SmartSimple YouTube channel), or to our '''[[:Category:Upgrades|Upgrade Library]]''' to check out the latest and greatest work we've done to make your life smarter and more simple!
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</div>
 
 
If you're looking for insight into managing your workflow, go directly to our '''[[UTA|Universal Tracking Application<sup>TM</sup>]]''' section. This section offers insight into everything from managing research projects to managing insurance claims.
 
 
 
For some deeper insight into the nuts and bolts (or, well, APIs and XMLs), check out our '''[[:Category:Chin’s Musings|Expert Tips and Tricks]]''' for configuring your system.
 
 
 
 
 
And, if you're just kinda curious where exactly other SmartSimple users are working, click on [[http://www.smartsimple.com/collaborators-online.html|See Where People Are Using SmartSimple]] for an interactive map of our global community.
 
 
 
{|
 
 
 
| [[File:eric-upgrade-btn.png|330px|link=Category:Upgrades]]
 
 
 
| [[File:Who-is-using-btn.png|330px|link=http://www.smartsimple.com/collaborators-online.html]]
 
 
 
|-
 
 
 
| [[File:Video-mark-btn.png|330px|link=Category:Video]]
 
 
 
| [[File:chins-musings-btn.png|330px|link=Category:Chin’s Musings]]
 
 
 
|}
 
 
 
 
 
'''Exploring the Wiki'''
 
 
 
The [[SmartSimple]] Solution Platform is divided into the following areas within the Wiki:
 
* '''[[System Architecture]]''' - these topics will provide you with an in-depth technical overview of the '''System Design''' and '''System Extendability'''.
 
* '''[[Organization and People]]''' - Organizations and people are key to the system - everything pivots around the person - every contact can be a [[User|user]] and every [[User|user]] can participate in your unique organization.
 
 
 
* '''[[Universal Tracking Application]]''' - this is the [[Application|application]] that our customers use to create their unique [[Applications|applications]]. Historically this work would have required custom development. The Universal Tracking Application encompasses a wide range of functionalities, from managing research projects to managing insurance claims.
 
 
 
* '''[[On-Demand]] [[Application|Applications]]''' - these built-in [[Applications|applications]]: [[Sales Tracking]], [[Applicant Tracking]], Email Broadcast, [[Web Form|Web Forms]] and [[Smart Folder|SmartFolders]] form a basic set of [[Applications|applications]] that can be enabled and configured.
 
 
 
* '''[[Inter-organization Collaboration]]''' - these topics describe how you can link your [[Instance|instance]] of [[SmartSimple]] to other [[Instance|instances]] in order to share information and collaborate using the [[:Category:Universal Tracking Application|Universal Tracking Application]].
 
 
 
 
 
'''Vertical Market Solutions'''
 
 
 
The SmartSimple platform supports many vertical market solutions.
 
 
 
* '''[[Collaborative Case Management]]''' - [[SmartSimple]]'s collaborative case management accelerates resolution while reducing the case management costsVirtual case files are easy to create and manage through a powerful combination of personalizable case templates and advanced document creation and management features.  [[Role]]-based collaboratives bring together all stakeholders to address matters. And predefined [[Workflows|workflows]] can accelerate analysis, resolution, and archiving.
 
 
 
* '''[[Medical Case Management]]''' - [[SmartSimple]]'s cloud computing solution is used collaboratively by insurance companies and their private medical partners. A unique aspect of [[SmartSimple]]'s Medical Case Management software is its ability to securely share case information between the different assessment and care providers. This feature allows insurance companies and related agencies to share information when needed, but only permits them to see the information they need; confidential information about clients remains confidential. [[SmartSimple]] provides seamless and full integration across all critical care management functions.
 
 
 
* '''[[Research and Grants Management]]''' - [[SmartSimple]]'s collaborative grants, awards and project tracking management solution is a comprehensive software solution that is delivered over the internet. It is designed to track and manage any and all relevant aspects of the grant making life cycle including but not limited to: proposal submission, transitioning proposals into awards, award tracking, administration processing, and flexible financial reporting. With SmartSimple, you stand to increase operational efficiencies, achieve regulatory compliance, and drive accountability and transparency throughout your organization's grant making process.
 
 
 
<!--* '''Property Management''' - [[SmartSimple]] Realty Solutions is a leading provider of integrated web-based solutions for the global real estate market. Our solutions focus on building level administration, operations and communications, and are scalable to any size or type of property including: Condominiums, co-ops and community associations, Residential rental properties, Commercial, recreational and campus facilities. [[SmartSimple]] Realty Solutions is recognized by several of North America's leading builders, management and security companies as an indispensable tool for implementing best practices, improving operational efficiency and property communications.
 
-->
 
* '''Insurance Carriers''' - [[SmartSimple]] offers two solutions to insurers and independent insurer adjusters. The first offers complete functionality which includes but is not limited to: reporting, referral management, applicant tracking, e-mail broadcasts and webforms. The lite solution primarily acts as a form submission portal that automates the insurance claim workflow process.
 
 
 
<!--* '''[[Talent Management]]''' - Organizations worldwide use [[SmartSimple]]'s talent management software as a service to assess, acquire, develop and align their workforce in relation to overarching strategic objectives. We recognize that an effective talent management strategy involves the integration of diverse HR initiatives such as recruitment, retention, employee engagement, leadership development, and succession planning. SmartSimple's talent management solution is used by both recruitment and employment agencies as well as individual companies of all sizes. Our clients appreciate that we understand the importance of talented and engaged employees as they are considered by many business leaders to be the only true source of differentiation in today's competitive marketplace. This makes talent management a major tactical business issue, and the top issue facing HR management.-->
 
 
 
We built [[SmartSimple]] to empower organizations in the 21st Century and we built the Wiki to make sure everyone can get all the information that you need when you need it.
 
 
 
'''[[Mike Reid and Keith Yau]]''', Founders - [[SmartSimple]] Software Inc.
 
 
 
'''[http://www.smartsimple.com/ For additional information please visit our website.]'''  
 
 
 
 
 
 
[[Category:SmartSimple]]
 
[[Category:SmartSimple]]

Latest revision as of 11:18, 27 October 2017

Welcome to the SmartSimple Wiki

Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.

Upgrade.png

Upgrades

Review patch notes for upcoming enhancements and changes, as well as from past releases.
Ai.png

AI

Discover and setup AI features to improve productivity, processes, and outcomes.
Communications.png

Communication

Connecting with, and sharing and sending information to people.
Customfield.png

Custom Fields

Define what information you want to capture, and how.
Applicationlogic.png

Process Drivers

Behind the scenes modules that drive your process. E.g. workflows, formulas.
Security.png

Security

Platform and application security.
Tools.png

Tools/Features

Built-in features and applications. E.g. reports, calendars, SmartFolders.
Ui.png

User Interface

User portals and other interface related areas.
Uta.png

UTA

The Universal Tracking Application is used to create unique applications.
Technical Resources
Architecture.png

Architecture

System and platform architecture.
Exchange.png

Data Import/Export

How to get your information into and out of your system.
Integration.png

Integration

Connecting with and using third party systems and tools with your system.
Additional Resources
Faq.png

FAQ

Frequently Asked Questions.
Glossary.png

Glossary

Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.
Video.png

Training Videos

Watch and learn about the features in your system.

Interested in learning more?

Visit the SmartSimple website for more information about who we are, our solutions and how we work with you. You can also request a demo, call us toll-free at 1.866.239.0991 or email our sales team directly.

Feedback

Have a suggestion for an article we should have on our Wiki? Interested in a video on a particular feature or function of SmartSimple? Let us know! Drop us a line at support@smartsimple.com and share your thoughts and ideas!