Questions & Answers

Available Configurations and Upgrades

About the Nimbulis Platform

The Nimbulis Platform is like no other Collaborative Work Management solution. Why? Because it’s configurable and extensible making it the perfect productivity solution every business needs to support today’s modern workplace.

If your organization or team is like most, people are critical to achieving goals. People make better decisions in a more timely way when they’re fully informed. Better decisions result in better outcomes. And better outcomes produce organizational success and yield greater job satisfaction. Nevertheless, most organizations still have people searching emails, checking shared drives, sending text messages, and logging in and out of multiple applications to stay informed or to inform others. And this slows productivity.

Even if your organization has adopted one of the many “collaboration” tools or apps available you’re likely not seeing a substantial impact on productivity. Why? Because productivity is not simply about collaboration – it’s about collaborative workflow. There is a difference and that’s the reason people are now talking about Collaborative Work Management or “CWM”. CWM is a collaboration strategy that goes beyond personal efficiency to include organizational productivity.

Most people will tell you CWM is about coordinating teams to get work done. It’s about improving the cross-functional and inter-organizational exchange of ideas and relevant information. It’s about organizing tasks that make up the work an organization does. But if your goal is to substantially improve productivity, your CWM should also be about incorporating workflow and decision support. And that requires a platform the organization can adopt now and build upon as growth happens or needs change. In other words, a truly impactful CWM strategy for improvement requires a platform. Nimbulis is a CWM platform.

Nimbulis has been built unambiguously to be configurable and extensible. In practical terms, this simply means you have options. Our basic platform includes everything you would expect to support team success associated with projects, resource sharing, communication, and event planning. However, our platform can also let you incorporate optional modules including sales tracking and time reporting. After all, today’s team selling methodologies and timesheet workflows are forms of collaboration too. Modules can be added at any time as the need arises.

To learn more about the capabilities of our platform, including customization and synchronization with popular bookkeeping and enterprise applications, please CONTACT US today. We look forward to talking.

Collaborative Work Management (CWM)

Our basic offering and the unifying functionality across all the configurations we offer is Collaborative Work Management (CWM).

CWM improves how teams get work done by helping team members organize and collaborate efficiently on their assigned objectives, projects, and tasks. Our CWM supports the following :

  • Projects
  • Meetings
  • Conversations
  • Tasks
  • ToDos
  • Files
  • Links
  • Private Messages
  • External Participants

How do you know you might have a CWM problem? Checking email in order to complete your work is one way. Email is great for communication, but is hardly organized and efficient. If your organization relies heavily on email and attachments to get work done, you need our CWM platform.

CWM plus Time Reporting

When work management includes tracking time, our CWM plus Time Reporting ties everything together for maximum productivity and efficiency. Whether you use time reporting to support Billings or Payroll, we’ve got you covered.

CWM plus Time Reporting can support synchronization with popular accounting and ERP solutions including Quickbooks, Xero, NetSuite, and MS Dynamics. To learn more about available integrations, please contact us.

In addition to CWM functionality, our CWM plus Time Reporting configuration supports the following time reporting functions:

  • Time Entry
  • Time Approval (internal and external)
  • Org Charting
  • People Management
  • Payroll Reporting
  • Invoice Management

CWM plus Sales Tracking

When work management includes coordinating sales efforts, our CWM plus Sales tracking keeps everyone aligned to meet objectives. Whether you need to manage sales teams or post sales outcomes, we’ve got you covered.

CWM plus Sales Tracking can support synchronization with popular CRM solutions including SalesForce, and MS Dynamics. To learn more about available integrations, please contact us.

In addition to CWM functionality, our CWM plus Sales Tracking configuration supports the following sales management functions:

  • Prospects
  • Customers
  • Opportunities
  • Referrers
  • Sales Quotes
  • Team Sales Efforts

CWM plus Time Reporting AND Sales Tracking

CWM plus Time Reporting AND Sales Tracking brings everything together in one powerful work management platform.

Here’s everything

  • Projects
  • Meetings
  • Conversations
  • Tasks
  • ToDos
  • Files
  • Links
  • Private Messages
  • External Participants
  • Time Entry
  • Time Approval (internal and external)
  • Org Charting
  • People Management
  • Payroll Reporting
  • Invoice Management
  • Prospects
  • Customers
  • Opportunities
  • Referrers
  • Sales Quotes
  • Team Sales Efforts

FREE Starter Account - Up To 4 Users

Not sure which configuration is right for you. Then the FREE Starter Account is the risk-free way to start small before deciding.

You get up to 4 Users with no time limits, or credit card required to get started. Simply click here and follow the instructions. Our Client Support Team will validate your account and help you get going. It’s that simple.

Our Promise to Our Clients

We will work hard every day to earn your trust and exceed your expectations. If you ever need our assistance, we’ll be there. If you have a suggestion, we want to hear it. If we make a mistake, we’ll own it.

Our promise to our Clients is to always remember we work for them.

Cross-Functional Collaboration

Roles

Roles give people rights within your account.

Roles are assigned to people and give them rights to certain functionality, and data associated with each Role. A person may have one Role or multiple Roles depending on their responsibilities and the configuration your company has signed up for.

Workspaces

Workspaces are “dashboards” associated with Roles. Examples include User Admin, Sales Manager, or Time Approver to name a few. Like Roles, a person may have one or more than one Workspace available to them.

By switching Workspaces, a user can quickly get an aggregated view of everything related to their various job functions.

The Nimbulis

The “Nimbulis“, or “Nimbuli” for plural, is the secret sauce that differentiates us in the world of Collaborative Work Management (CWM).

In short, it’s the tools and innovation we’ve pioneered to make collaborating on Projects, Meetings, Conversations, and Opportunities more productive by including related tasks, workflows and information.

To learn more, please click on the various related topics included in this section.

Projects

Improving productivity and communication related to Projects or collaborations is what the Nimbulis card does. Your Projects have a Due Date, a Status, and a Team just like a Nimbulis card does. We also allow your Projects to house files, links, comments, task assignments, and more.

When Tasks are used on a collaboration, you have the ability to assign team members and share comments and files specific to that Task. Like Projects, Tasks also have a Status.

Meetings

A Meeting is a type of collaboration and we have a Nimbulis card just for that purpose. The image below shows some of the features unique to planning and executing a collaborative meeting.

Conversations

A Conversation is a light version of a Project. It is a type of Nimbulis card intended for when the collaborative activity is mainly about people sharing thoughts and comments with a team.

A Conversation can be promoted to a Project at any time and is a good way to get started during the planning phase of a Project or when brainstorming ideas.

Tasks

Tasks are easy and robust. They include everything needed to reach objectives or get the job done. After all, every successful outcome starts with successful completion of tasks.

ToDos

ToDos are a type of personal “task” that helps with personal productivity. No one but the Person see an individual’s ToDos.

Work Items

Accounts with a subscription that includes Customer Support, HR Admin, Invoice management, Lead Admin, Sales Associate, Sales Rep, Scheduling Admin, or Time Approval are able to generate Work Items to be sent to other people. Work Items sent are routed to the “Work Queue” of a recipient who can then act on them.

Work Items are not specific to a given collaboration. They are an “ad-hoc workflow” for when you just need to alert someone you need something done.

The Private "NimbDrive"

People have files that aren’t ready to share and they need a place to keep them organized. That’s what the NimbDrive is for. Storing files until you need them.

The Nimbulis Pulse

The Nimbulis Pulse functions like a “ticker-tape” displaying real-time activity that involves you. The “Pulse” compliments the notification function we provide with activity you may need to act on or be aware of.

Private Messages

Private Messages (PMs) allow a person to chat one-on-one with others in a private way. They’re great for quick questions, and the occasional side conversation. PM entries are perishable and expire 30 days after being posted.

NIA - The Nimbulis Intelligent Assistant

NIA, the Nimbulis Intelligent Assistant, is the AI (Artificial Intelligence) built into the Nimbulis platform. She can help out in a number of useful ways.

You interact with NIA the same way you send a Private Message. As the image below shows, just type in “Hi NIA” and she’ll let you know what needs your attention. Or you can ask NIA how she can help you. She’ll respond with a growing list of items she can help with.

Available Sales Roles

Requires a Teams or Professional Subscription

Sales Tracking functionality and access to the related Workspaces does require a subscription to either a “Teams” or “Professional” account. Sales Tracking is not included in a “Basic” account but may be added at a later date should your needs change.

To learn more about subscription options and fees, please visit our Pricing page.

Sales Manager

Assigning the Sales Manager role to person allows them to manage and monitor a team of Sales Reps and their sales activity. Sales information such as Opportunities, Companies, Prospects, and Sales Quotes can be included in collaborations for more effective team selling and shared awareness.

For Enterprise customers, Sales Data can be synchronized with SalesForce if required.

Sales Rep

Assigning the Sales Rep role to person allows them to manage and monitor their sales activity. Sales information such as Opportunities, Companies, Prospects, and Sales Quotes can be included in collaborations for more effective team selling and shared awareness.

For Enterprise customers, Sales Data can be synchronized with SalesForce if required.

Sales Associate

Assigning the Sales Associate role to person allows them to participate with and support a team of Sales Reps or individual reps. Sales information such as Companies, and Prospects can be included in collaborations for more effective team selling and shared awareness.

For Enterprise customers, Sales Data can be synchronized with SalesForce if required.

Lead Admin

Assigning the Lead Admin role to person allows them to manage and administer leads imported from external lists. Leads can be categorized by campaign and source and made available to a Sales Manager for assignment to Sales Reps.

Catalog Manager

Assigning the Catalog Manager role to person allows them to manage a central catalog available to Sales Reps and Sales Managers to build Sales Quotes from. Sales Quotes can be included in collaborations for more effective team selling and shared awareness.

Available Time Reporting Roles

Requires a Teams or Professional Subscription

Time Reporting functionality and access to the related Workspaces does require a subscription to either a “Teams” or “Professional” account. Time Reporting is not included in a “Basic” account but may be added at a later date should your needs change.

To learn more about subscription options and fees, please visit our Pricing page.

HR Admin

HR Admins are able to initiate Jobs and assign People to Jobs. This includes People doing internal approval, external approval, and time entry. A Job can be configured to report time as time sheets, time cards, or web clock-in on a shared device (computer or tablet).

If a standard set of “Activities” and/or “Tasks” are needed, the HR Admin can configure those for the Job.

Our platform adheres to DCAA guidelines and related activity data is logged for each time record submitted.

Internal Time Approver

Internal approval of time by managers, and supervisors for billing and payroll processing is simple. Time can be approved for an individual or a Job. Rejected time is returned to the submitter for editing and re-submission if needed.

Our platform adheres to DCAA guidelines and related activity data is logged for each time record submitted.

External (Client) Time Approval

External approval of time by clients is supported. The Time Tracking option must be included in your annual subscription to utilize this functionality.

Time Entry

Time entry by employees and contractors is simple and we provide several options including Time Sheet (duration), Time Card (time in/out), Web Clock, and mobile time tracking.

Our platform adheres to DCAA guidelines and related activity data is logged for each time record submitted.

Time Tracking Options

Time Sheet

The Time Sheet option is for Job details you want to track by duration of time. For example, 8 hours spent at work or 2 hours 30 minutes spent on a specific Client, Task or Activity.

Using Time Sheets requires the Time Reporting option to be part of your subscription.

Time Card

The Time Card option is for Jobs you want to track by punch-in and punch-out time. For example, punched-in at 8:00am, took an hour-long lunch at noon, and punched-out at 5:00pm.

Using Time Cards requires the Time Reporting option to be part of your subscription.

Web Clock-In

The Web Clock-In option is for clients wanting to maintain a single device (PC, Mac, or tablet) for a group of People to clock-in. It’s typically deployed to replace an old “punch clock”.

Using Web Clock Punch In/Out requires the Time Reporting option to be part of your subscription.

Mobile Time Entry

Both Time Sheet reporting and Time Card reporting is supported on popular mobile devices. Additionally, geo-location requests can be enabled as part of the settings in your Company Admin Workspace.

Time Off / Sick Time

We support both Time Off requests and Sick Time reporting. Do you use different terminology such as “PTO” or “Flextime”? No problem. That can be configured when your account is setup.

Available HR and People Management Functions

A "Person" vs. A "User"

Adding Users is about granting rights to log in to your account. But each User has different roles, rights and responsibilities. Therefore each User needs to be setup as a “Person” by an HR Admin.

HR Admin creates a People card for each User. Their card houses basic information about the Person and can include files such as resumes or employee evaluations. Additionally, the card contains details about an individual’s roles, rights, and position on the org chart.

The image below shows how People can be grouped in folders as well some of the details contained in each person’s card.

Bio Profile Pictures

Bio Profile Pictures can be added to a Person Card. When this is done a picture of the Person appears next to any comments, messages, or notifications that are displayed for an individual. Bio pics are added to the person’s profile by those with HR Admin rights.

Departments

Assigning People to a Department is another way to group People as well as to set certain business rules. For example, you may want to view a report or do a lookup by Department.

Pay Groups

Pay Groups are similar in function to Departments and come in handy when running payroll. For example, you may have hourly folks paid weekly and salaried folks who are paid twice a month, even though they work in the same Department.

Using Pay Groups requires the Time Reporting option to be part of your subscription.

Jobs

Jobs are also part of the Time Reporting option. Jobs allow you to track time after assigning People and setting up Approvers (if needed). A Job can be a Project, a Shift, or any other way you want to group reported time.

Assigning an People to a Job

People granted the HR Admin Workspace are able to assign others to a Job or a number of Jobs. Each Job may contain a mix of salaried, hourly, and contracted workers.

Assigning an Approver to a Job

People granted the HR Admin Workspace are able to assign approvers to a Job or a number of Jobs. Approvers may be either Internal or external to the organization.

Assigning People to Sales Roles

People granted the HR Admin Workspace are able to assign others to a Sales Role or several Sales Roles. Options available for Sales Roles include Sales Rep, Sales Manager, Sales Executive, Sales Associate, Lead Admin, and Catalog Manager. Please view each role in this FAQ for details.

Company Admin and Settings

Managing User Accounts

People with Company Admin or User Admin roles can manage Users. These roles are also capable of deactivating Users and assigning certain “Admin Roles” or rights when appropriate and as allowed by your subscription.

Not all available Roles or rights are assigned by the Company Admin or User Admin.

The following image shows the User Card and Roles assignable by a Company Admin. Other roles are assigned by appropriate Admins.

Allowing External Participants

Collaborating to get work done can be both an internal and external activity. We let you allow OR disallow people outside the company to be invited to join individual Projects, Meetings, Conversations as well as related Tasks, Files, Comments, etc.

External Participants do not count against the number of Users allowed by your subscription.

For example, your people may be working with a client, or a vendor to complete an assignment. Those external people can be added to a collaboration by other card participants with the rights to do so. External Participants can collaborate on that card but have no other access rights.

Microsoft O365

We provide several options that can be enabled to improve productivity and workflow (see image below). This includes integration with MS O365 accounts.

We proudly partner with Microsoft to support our clients, who are MS O365 users, with additional features. For these accounts we include integrated Email and Calendar functionality as well as support of WOPI which allows O365 documents posted for collaboration or workflow to be edited directly from our platform.

Managing Locations

Company Admin can setup as many locations for your business as you need. Or you can have just one location.

Managing Available Reports

We provide a plethora of predefined reports. People with Company Admin rights are able to control which reports are generally available to people with other roles.

If there are additional reports you require, those can be added to your account on a time-and-materials basis. Please contact us to learn more.

The following image shows the Reports Tab and how certain reports can be excluded if needed. Clicking on the “spy glass” gives you the details for a given report.

IP Filtering

Do you need to block or allow access from a specific IP Address? Company Admin has the ability to administer this functionality. Or it can be left to default which does not restrict access.

Geo Location

A Company Admin can allow a Job to include “Geo Location” data when people do time entry from a mobile device.

Getting Started & Tips

Get a FREE Starter Account Today (4 Users)

Not sure which configuration is right for you. Then the FREE Starter Account is the risk-free way to start small before deciding.

You get up to 4 Users with no time limits, or credit card required to get started. Simply click here and follow the instructions. Our Client Support Team will validate your account and help you get going. It’s that simple.

Managing Email Notification Settings

You decide the type of email notifications you want to receive or not receive. 

Personalizing Your User Experience

Coming Soon

Performing an Advanced Search

Coming Soon

Logging in and Security

We support system assigned login credentials or you may enable use of MS Azure Active Directory (AAD) Single Sign On.

Security is very important to us and we adhere to industry best practices including system generated passwords and “weak password” validation.

Users are able to change their password after logging in or initiate a password reset from the login page. A Company Admin or User Admin may regenerate a new password for a User, but they will not be able to look one up for a User.

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