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review

Anagram is a small piece of software that almost falls into the category that we used to describe in my Silicon Valley law days as “a feature masquerading as a company.” Many of those companies went away, some were bought and became features, but a few lived on as they became viable standalones.

What does it do?

Scenario 1 – contact info: when I get an email from someone with their contact information in an email signature, I select all the text and then hit the Anagram hotkey: Ctrl+C, Ctrl+C (that’s hold down CTRL and hit C twice). Anagram launches, figures out that the text is a contact, and creates a new contact in Outlook by populating the fields with the information I selected. It takes literally just seconds.

Scenario 2 – appointments: adding a conference call or meeting to my calendar: I select the portion of the (usual) back and forth email that has the time and date and phone number, or the portion of a web-based registration confirmation page that has the relevant date and time info, and hit the same hotkey combination. Anagram recognizes the time and date information, decides that it should be an appointment, and opens a new appointment in Outlook with the information filled in.

In both cases, Anagram leaves the new Outlook item open for me to review its auto-recognition (funky telephone number/label layouts can sometimes lead to the wrong numbers for office or cell, and a single address almost always goes into the “business address” field). Where this is particularly useful is when I want to label the appointment in some different way or when I introduce more generic, i.e., less structured, text.

Scenario 3 – fuzzy tasks: The last scenario that rounds out my Anagram use is capturing text from emails or webpages and shunting it into my task list in Outlook. Since I try to move all my tasks, even partially thought-out and items of the “someday” variety (a la GTD) into Outlook’s task list (in no small part because it’s accessible on my Blackberry through Exchange), this tip allows me to really work hard to skip the whole process of bookmarking webpages only to have to refer to a list somewhere to re-read the page and extract what I wanted to think about in the first place.

Why should you care?

Cutting and pasting takes time. Switching to outlook and hitting a hotkey for a new item takes time. Pasting the info you want into the right fields takes a lot of time for low value. I believe that if it’s been typed once, we should aim to never type it again.

Here’s the real-life live task that sparked this review: I have been scheduling some “Roving Office Hours” for ASDworld using an event calendar plugin that is pretty decent. However, I realized last night that I don’t have any good process for getting those events into my own calendar! (Yes, I have to look for a better plugin or create another software bounty.) I have about 10 of these currently on the schedule. Creating 10 outlook appointments and cutting/pasting or retyping strikes me as a waste of time.

Here’s what I did: I went to this exact page; selected all the text that constitutes the post; hit the hotkey; and tweaked the resulting appointment. Elapsed time for doing it on the next page (after the page is loaded and on my screen):  15 sec from starting to select text to hitting “save & close” on the appointment, and that includes copying the subject I want  for the appointment AND the location. Here’s the resulting file (ics), so you can see for yourself.

Saving time, especially right when I need to save time, is worth the money I paid however long ago to buy Anagram.

Not only does anagram have the personal version that I have used for a couple of years now, but they have two great ways to try out the features if you’re not convinced: an iGoogle gadget that lets you paste text into your iGoogle page and then have it added to gmail (reminds me that I need to set this up for my wife!); and a free Blackberry app that will enable you to select text and have it added to your contacts.

Let me know if you use Anagram, and please especially tell me if you try it and like it.

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(NB: the Ready-Fire series of posts is designed to get first impressions and quick thoughts into your hands and out of my head. They are not intended to be full explanations of a product or service.)

Intro

I recently participated in this introductory webinar about PlanPlus Online, a new FranklinCovey offering.

#1 – Weekly & Daily Planning w/ PlanPlus Online – Monday, March 9, 2009

I took most of these notes during the webinar, but I also signed up for the free trial, clicked around for literally 15 minutes or so, and I got an immediate sense of where the system fits in, at least in terms of there being nothing particularly new and different.

In general, PPO is a service, not standalone or server-based software. It doesn’t seem to me like anything terribly new or exciting is involved. They have basically taken the Outlook add-in or standalone version of PlanPlus and ported it to the web. This technique might be new to PlanPlus, but it’s years behind incarnations of basecamp and backpack, gmail, and any number of similar options (yes, I know PPO is different, and I’ll discuss where it fits later).

It’s online only (no offline access — which is why we chose Groove a while ago). They apparently have a mobile portal for accessing your data and will sync with Outlook and some other systems.

Planning

The presenter spent quite a bit of time on the values/goals discovery and integration that has long been the hallmark of PlanPlus (indeed, really of FranklinCovey, indeed really of Stephen Covey). They have a quiz-like interface for extracting values, getting quick answers to questions so that they’re more instinctive answers. This format is different from what I’ve seen from the PlanPlus add-ins for Outlook that I’ve used for a number of years. This segment of the webinar is the first real signal that the service is likely intended for people who are new to the PlanPlus world and perhaps are not familiar with years of productivity literature and practice that has come before this product.

The presenter went through the weekly planning and daily planning exercises according to the PlanPlus model (nothing here is new, which is part of why I was underwhelmed).

There is a nice implementation of the planning model in the software: goals each allow for different steps, and much like the standard tasks,you can drag that step (or task) right onto the calendar as either an appointment or as a daily task (one that’s tagged to a specific day and sits in a mini-tasklist under each day’s column in a weekly calendar view). This function looks much like the desktop version; a nice demonstration of what web software can look like these days.

There is also a way to get task summary & detailed views of the progress (and actual tasks) by people on the team/company list. That makes the business version a decent prospect for managing teams when organizations are all working off this system. Keeping teams coordinated with less overhead administrative reporting effort is a huge challenge in every company. The dilemma here, of course, is that the cultural shift needs to occur that has people updating tasks with their progress. But that can be built in from the start, which is where I imagine most successful PlanPlus Online customers coming from: using the service as the first system in a [new] organization or group where there are no processes to revamp.

Versions

The service comes in different versions that add functionality for things like CRM and explicit business contact handling. The sales & business versions include a more robust (and complicated) contact list by breaking it down into “organizations” and “contacts.”

The sales tools look like a standard web CRM tool or like SugarCRM (which is free and open source but a standalone application). It allows you to categorize people as opportunities, or leads and track their progress through a sales funnel.

The business version I trialed also had some integrated email marketing tools, that allows you to create an email (or series of emails) and send them out from the tool itself as either an email blast or a “drip” marketing campaign, on some predetermined schedule (such as day 1, day 3, day 6, day 11).

Those are clearly suitable for certain uses, and the integration probably better suits some people and firms than using a pure CRM add-on such as SugarCRM.

Who’s it for?

Much like choosing to use any online system that involves multiple people using the same tools, this service might make sense as an implementation from scratch of such tools, but with the Outlook overhead that exists, and no real offline access, I don’t see this particular product as a game-changer. It might take on that role for people who are still using paper FranklinCovey planners, but those people probably aren’t using anything electronic now and have little basis for comparison. And, in any case, they’ll have to re-enter most of their information — that’s a Friday review from hell!

As for the methodology, there’s nothing new here vs. what they’ve always talked about in terms of how to work the system. That’s not a criticism; it’s an explanation. The PlanPlus system has a lot of benefits in terms of the vast support for it and the years of experience in the market, for both the company and the users.

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