Using Loco to Get Things Done: An HR Admin's Experience

We recently completed a demonstration with a new customer.  She is an HR administrator of a small business ($3-5MM), and we showed her the Loco product.  Over the next 6 days, she kicked the tires of the platform, and gave us some honest feedback on what she saw.  Here is her story.

Introduction

Jolie was a skeptic.  She had used many tools in the past in her capacity as the manager of HR for severl medium and small businesses, and often the software tools and platforms used by these organizations do not live up to their hype, or seem fine until something a little different happens, and then a lot of time and energy must be invested to figure out a way around the issue.

It was for these reasons that Jolie was more than a little skeptical at first.  But, she was willing to give us a try...

First Session

Jolie had a webex with my favorite Loco employee, the product manager for her first session.  In this session, I showed Jolie how to navigate the Loco workspace, and how invitations to the platform worked.  I also discussed how you could "invite" any users you wanted to the platform with just an email address!

Jolie seemed fine, but cool.  She later confessed that she did not think it would work for what she wanted to do.  But ever the cautious optimist, she listened and watched and got a basic understanding of the platform.

One of the features that she like a lot was the document attachment feature.  This allowed any card created in any deck to hold one or more documents.  These documents essentially turned the platform from a database into a document management system.  Plus, you can imagine the diversity of informatiuon that can now be stored with any card - a an expense receipt, an employee resume, and handwritten evaluation, etc.  All were possible when attached to a their relevant card!

On My Own

I then turned Jolie loose.  She was given three days to kick the tires on Loco - she would install a couple of apps and then see about tweaking the data model to customize some of the apps for her own use.

The platform was easy to navigate, and although it was not chock full of help guides, Jolie knew that I was an email or phone call away, and that at the bottom of every screen were links to learning pages that showed short videos on accomplishing many common tasks.

Surprisingly, she made good progress.  She started with a couple apps, quickly found some shortcomings in the data model, and then set about customizing them for her own purpose.

The night before our second meeting, she found herself lying awake in bed thinking about some of the changes she could make to make the apps even more effective for her.  Loco had unleashed a creative spirit tin her that up until now had been repressed by her canned software experiences.

Loco had set her free!

The Second Session

During our second session, Jolie explained to me what had happened, and how her opinions on Loco had been turned around.  She then asked some specific questions about relating cards to one another, and we talked through some of those scenarios.  This is a feature that is a bit foreign for many people, but because one card can be related to another, it allows you to build apps that model the relationships that you find in real-world data.

But I was very excited - after a couple of 30 minute sessions, Jolie was up and running ,and excited to see what new problems Loco could solve for her.  She was an ideal trial case for the use of the product!

We did not get into reports or rules too deeply - I was content to leave that for another day.  Jolie was excited about finally having a tool that let her manage her data her way, and I wanted to let her go experiment beforeshe found out all the other things that she could do with Loco!