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July 4th, 2018 Release

While the 4th of July celebrations are heating up (Happy Independence Day to all our American friends), we did another big release of our platform.

Let’s start with the big user interface improvement of the Member portal signup, public calendar, checkout pages as well the internal member shop:

How do you like those changes? Go ahead and add images and categories to your public billing plans to make them more appealing to users. And let us know what you think of the new styling and layout!

Another exciting news is that we’re releasing a private beta of a new way of integrating your radius-enabled network into OfficeRnD which will allow for real-time presence tracking. More on this soon.

We also continue adding new reports and this time we are introducing the much awaited Invoiced Revenue Report. It shows all monthly invoices, credit notes, and due (overdue) amounts. You can go ahead and check it out under Reports / Invoiced Revenue.

Read more about all other improvements and fixes we introduced today:

NEW

  • Monthly Invoice Revenue report.
  • Ability to Import resources, such as Desks and Private Offices and Meeting Rooms under Settings/Import/Resources.
  • New member portal Design – Shop, Calendar, Checkout, Signup.
  • A beta version of the Radius-based WiFi Checkin integration – authentication & presence tracking

IMPROVEMENTS

  • Enable changing image and name of the app that posts to Slack
  • Filter by resource size in Search Resources view
  • The Contract link in the Draft contract email needs to point to the Contract page
  • Allow editing admin email templates
  • Allow terminating contract on a date earlier than today
  • Expose deal size property in Zapier Opportunities request
  • Allow center managers to delete events

FIXES

  • Deleting invoice/credit note should navigate to the invoices list
  • Draft invoices allow Send and Void and Credit Note commands
  • Adding custom line items picks incorrect tax in some cases
  • RSVP event title is clickable and used to open the link of the Event but now it is not working
  • Facebook connect account does not work on dedicated environments
  • Exporting Teams/Companies does not work in some cases
  • Add plan set all existing legal documents as plan terms and you might miss it
  • Recurring bookings are expanded only for a year in some cases
  • Disconnecting QB integration from QuickBooks doesn’t let the user reconnect it
  • Improve the wording of the invoice template numbering
  • T&C checkbox consent name does not update for members that are added from the admin
  • Improved google calendar sync

Redesigning the OfficeR&D Platform

At OfficeR&D, we are taking big steps towards refining our interface in an effort to make the flexible workspace management easier and more productive. After a series of research, brainstorming sessions, and hard work, we are excited to share with the community the redesign of our platform’s navigation.

We did an overhaul of our admin portal navigation. We have switched from a top-level menu navigation to left-hand-side one:

The new menu will improve the navigation flow of the platform and open space for the most important content on each page.

Menu structure

The new navigation comes with several changes to our data structure and modules.

  • Dashboard – the unified dashboard and all module dashboards. Please, note that the reports are moved to a new dedicated section called Reports;
  • Community – Companies, Members, Users (used to be in Apps), Opportunities, Memberships, Contracts, Fees, Bookings, Visitors;
  • Collaboration – Events, Messages, Issues, Posts, Benefits (used to be in Apps), How to Guides (used to be in Apps);
  • Billing – Overview, Invoices, Plans, Resource Rates, Amenities (new), Discounts;
  • Space – Locations, Meeting Rooms, Private Offices, Desks, other resource types and Search Resources (new);
  • Calendar
  • Reports (new) – Occupancy, Bookings, Checkins, Balance, Revenue (all used to be in Dashboard)
  • Settings – restructuring the options to ensure easier setup:
    • My Account – General, Teammates, Billing Details, Subscription
    • Import, Integrations, Templates, Custom Properties, Resource Types, Forms, T&Cs
    • Billing – Invoicing, Accounts (used to be in Billing), Tax Rates (used to be in Billing)
    • Platform – Calendar, Community, Contracts, Space, Reports
    • Apps – used to be major Module, now under Settings – General, Public Pages, Member Pages, Theme, Localization, Custom Code

Note: You can collapse the new Menu from the bottom-left ‘<<‘ icon to make more space for your content.

New locations filter and more

The top menu was also redesigned to make it smaller, more beautiful, and easier to use.

In a multi-location or multi-organization environment, you can select a location from the menu to filter your data for this location or change between spaces/organizations.

We also moved the Announcements, Setup Guide, and Your Profile to the bottom left corner of the vertical menu for easier navigation.

The Company/Member pages are significantly improved – we added limit in height with separate scrolling to all data grids in order to navigate more easily through the page.

We changed the font as well, to make the entire platform nicer.

New contextual help and chat

As part of our ongoing effort to improve our support, we’re also rolling out a new system that features:

  • Direct search in the OfficeR&D Knowledge Base from within the platform;
  • New chat channel;
  • New customer support portal to track your tickets;

Continuing to iterate

We are excited to share our progress with the community and even more excited that this is just the beginning. There are a number of improvements that we are working on in order to further improve our navigation and user experience. A few of these features include:

  • Redesigning the Company/Member pages;
  • Redesigning the Grid pages – such as Invoices, Contracts, etc;
  • Redesigning the Dashboards;
  • Adding new Setup Guide;

Soon after that, we’re planning big UI/UX improvements on the member portal and all member facing tools.

Try it yourself

We know that a UI change as large as a navigation redesign can be disruptive to workflow and habits but we hope that you will find OfficeR&D much easier to navigate!

Please, note that the new user interface will go live on Tuesday/Wednesday, April 10th, 2018.

Additional feedback

After several rounds of UX research and taking into account the feedback received from the community, we believe we have a UX solution that greatly improves navigating OfficeR&D. In addition to the rollout, we have created a trello item on our roadmap to collect, track, and act upon further feedback from you. We would love to hear your thoughts so don’t hesitate to leave us a comment below, on the item or via support!