Working with others
Shared spaces with outsiders, and work that happens without anyone launching it.
Working with outsiders
- Sharing a space with someone outsideStart hereWhen the back-and-forth with a third party lasts months and does not fit in one link.
- What you have signed or delivered to othersStart hereYour own history when someone else is the one asking, not you.
- Two people working on the same fileStart hereWhen two colleagues chase the same supplier, the supplier looks bad and you lose the time.
- Working with a consultant or external specialistGoing furtherSomeone external working inside: what to give them and what to recover at the end.
- When your client uses their own platformGoing furtherUploading the same thing to five different places, and how to stop duplicating.
- When the other side will not changeGoing furtherThe supplier who only sends emails and the client who insists on their portal. Both have a way through.
- Letting the client see how their work is goingGoing furtherGiving visibility cuts calls, but you must decide beforehand what is shown and what is not.
- When the other party is a person, not a companyGoing furtherAn employee, a tenant, a patient or a private customer does not behave like a supplier, and should not be treated like one.
- When your supplier subcontracts someone elseGoing furtherDocuments start arriving in the name of a company that is not in your contract. What to do with them.
- A project with several companies at onceAdvancedA joint venture, a consortium or a shared site: who keeps what and who answers for it.
- Two clients that compete with each otherAdvancedYou work for both and neither wants the other to know a thing. The separation is not about folders: it is about people and names.
Letting the system work
- Where to start automatingStart hereThe first thing worth leaving to run itself, and why that one.
- What can run itself and what cannotGoing furtherWhere automation ends and a person becomes necessary.
- Agents: what they do alone and when they ask youGoing furtherWork that advances without you, with a stopping point where a person decides.
- An automation got it wrong with a third partyGoing furtherA notice went out that should not have, and a client has already seen it. What to do, in order.
- When to switch an automation offGoing furtherPlenty is said about which ones to switch on. Spotting which one is doing harm matters as much and nobody says it.
- Rules that act on their ownGoing further"When this happens, do that": automating without any coding.
- An agent that goes and fetches the documentGoing furtherWhen the document is not held by a person but by a portal you have to log into.
- When two rules collideAdvancedAutomations that contradict each other, loop, or stop making sense together.
- How far to delegate to an agentAdvancedThe line between saving work and shifting a risk that stays yours.