Using Moin for sharing information and ideas is the basic wiki concept, and Moin does a very cool job there, no doubt about.
After getting familiar with Moin syntax, macros, menus, themes, etc., it is likely that some users may feel that Moin can perfectly used for other purposes as well, such as:
- Generate business proposals
- Keep track of changes made to critical documentation
- Keep information about of Clients, Prospects, etc.
- Link pages/documents to Clients, Prospects, etc.
- Make business plans and check status
- Make Slideshows of business information
- Keep track of Projects status
- Subscribe Clients, Prospects, etc. to certain pages (i.e. Projects)
- Organize different Tasks concerning some work plans.
- Some other ideas.
Many of these ideas are very close -or the same- as the ones in MoinMoinAsPim. But the crucial difference is the creation of a very fuzzy border between my info, our info and their info (this last one actually is probably not going to be in our Moins anyway).
But to do so, Moin needs to be complemented with other functions that currently it still does not have (but you can always manage to do them manually and take longer) and maybe Moin does not need to have them:
MoinMail, so that you can link information/pages to mails (inbox and outbox).
MoinProgress, so that you can check and change the status of work in progress. Similar to a ToDo but improved.
MoinTicket, so that whenever a client asks you to do something, you can easily and efficently give him service.
MoinAddressBook, so that every entry can be linked to work, tickets, mails, etc.
MoinCalendar, that somehow integrates with the "other modules".
MoinDocuments, so that you can generate and modify the status of quotations, meetings summaries, etc.
MoinPdf, so documents can be exported very easily and be sent as attachments to those who still prefer "paper" (see FredrikBjornsson/PdfLetter).
For time reasons, I can't write more about this ideas but here's part of one of the IRC conversations about it.
Dec 09 21:48:03 <mhz> and office stuff being OOO the heaviest. However, I am installing Moin for all their documenting, hence, OOO will only be used for excel$ Dec 09 21:48:19 <nir> nice Dec 09 21:48:33 <nir> so they will create all their document in moin Dec 09 21:48:44 <nir> one big word processor for everyone Dec 09 21:48:48 <mhz> I need a Chilean office using FreeSoftware and Moin, to make an example :) Dec 09 21:48:55 <mhz> yep! Dec 09 21:49:05 <mhz> just like you and I have discussed Dec 09 21:49:17 <nir> maybe I will use it also for myself Dec 09 21:49:27 <nir> for office stuff Dec 09 21:49:28 <mhz> I already use it like that. Dec 09 21:49:38 <nir> bill and like Dec 09 21:49:44 <mhz> :) Dec 09 21:49:48 <nir> I use a word processor now Dec 09 21:49:53 <nir> I don't have many docs Dec 09 21:49:56 <mhz> do you need it? Dec 09 21:50:12 <nir> usually for prices offers, and bills Dec 09 21:50:19 <nir> rest is done by email Dec 09 21:50:33 <mhz> Moin developers will make me very happy when they incorporate PDF for Moin Dec 09 21:50:45 <nir> yea Dec 09 21:51:03 <nir> one click to get pdf can be great Dec 09 21:51:12 <mhz> so Prices offers can be 100% delt by Moin. Dec 09 21:51:35 <mhz> yes, I can make a CSS using Company Header and Footer Dec 09 21:51:41 <nir> I can simply do print preview, then click "Save as PDF" Dec 09 21:51:47 <mhz> so PrintPdf will use it Dec 09 21:52:02 <mhz> you, OS Panther user Dec 09 21:52:18 <mhz> not the more "for Freedom people" Dec 09 21:52:27 <mhz> :) Dec 09 21:52:50 <nir> well, you pay for the hardware Dec 09 21:53:21 <mhz> but there's gotta be a way. I used to work for a Web Apps. small company and they produced PDF like a piece of cake! Dec 09 21:53:51 <nir> anyway the question is how you organize many non important docs like bils Dec 09 21:54:00 <mhz> Guess what I did there... Documenting! Dec 09 21:54:07 <nir> maybe in sub pages Dec 09 21:54:11 <mhz> yep Dec 09 21:54:31 <nir> then you can search all your documents in few seconds Dec 09 21:54:40 <nir> even in Hebrew Dec 09 21:54:44 <nir> that can be great Dec 09 21:54:57 <mhz> what is the generic name for those calculation sheets? (.xls) Dec 09 21:55:11 <nir> spreadsheet Dec 09 21:55:15 <mhz> yes!!! Dec 09 21:55:36 <mhz> for that kind of info, you just need to attach. Dec 09 21:55:53 <nir> I'm using a spread sheet to create price offers Dec 09 21:56:02 <nir> which rather suck Dec 09 21:56:16 <nir> actually what I need is a custom app to do that Dec 09 21:56:16 <mhz> I still use that, too. But the output (via mail) always is PDF Dec 09 21:56:24 <nir> like: Dec 09 21:56:35 <nir> 1. do standard work of type x Dec 09 21:56:47 <nir> 2. do custom work y hours Dec 09 21:57:03 <nir> 3. pay z for outsource work Dec 09 21:57:11 <nir> then I want to get: Dec 09 21:57:29 <nir> 1. how much money the customer pay Dec 09 21:57:40 <nir> 2. how much I pay for outsourcing Dec 09 21:57:51 <nir> 3. how much days it should take Dec 09 21:58:05 <nir> 4. Dec 09 21:58:25 <nir> have a auto crated letter for the client Dec 09 21:58:37 <nir> like : Dec 09 21:58:46 <nir> these are the jobs that have to be done: Dec 09 21:58:54 <nir> list of job with price for each maybe Dec 09 21:58:58 <nir> and final price Dec 09 21:59:10 <nir> etc Dec 09 21:59:38 <mhz> I designed (workflow) exactly that for the company I worked for.I did many of those developments (if you can say it) in FileMaker (I rea$ Dec 09 21:59:59 <mhz> for. Also I ... Dec 09 22:00:11 <nir> I tried file maker but did not had time to complete it Dec 09 22:00:26 <nir> so I still use spreadsheet for thsi Dec 09 22:00:34 <nir> maye moin can do it Dec 09 22:00:42 <mhz> but how about Web apps? Dec 09 22:00:50 <nir> did not try Dec 09 22:01:01 <nir> I need hebrew in this Dec 09 22:01:05 <mhz> there must be like 6 at least. Dec 09 22:01:06 <nir> it make life harder Dec 09 22:01:12 <mhz> there must be like -6 at least. Dec 09 22:01:18 <nir> yea Dec 09 22:01:19 <mhz> :) Dec 09 22:01:39 <nir> the problem is how you build the list of jobs Dec 09 22:01:48 <mhz> See? But you could use Free WebApps and do the translation Dec 09 22:01:57 <nir> if you have such list, then is very easy to procude the ouput Dec 09 22:02:04 <mhz> it does not sound hard. Dec 09 22:02:21 <nir> using text can be hard Dec 09 22:02:29 <nir> lot of typing errors Dec 09 22:02:35 <nir> maybe a macro Dec 09 22:02:46 <mhz> yea, I ment web apps. I know they can do what you need. Dec 09 22:02:59 <nir> you add a job, from a menu Dec 09 22:03:04 <nir> and a comment Dec 09 22:03:14 <nir> it insert the data into a wiki page Dec 09 22:03:23 <mhz> e-groupware does something similar about hours and jobs (tasks) Dec 09 22:03:33 <nir> then another macro create a letter from the wiki page Dec 09 22:03:38 <nir> and shows summary Dec 09 22:04:13 <nir> moin can be the data base Dec 09 22:04:23 <nir> and the dynamic parts can be macros Dec 09 22:04:39 <mhz> Marijn and I were going to develop exactly that. I was actually desingning the workflow (basic) but we do not longer work together (as $ Dec 09 22:04:54 <nir> you can have a table with job data in a wiki page Dec 09 22:05:19 <nir> each job has hours, client cost, outsource cost etc. Dec 09 22:05:26 <mhz> exactly Dec 09 22:05:37 <nir> maybe in a csv format Dec 09 22:05:44 <mhz> yep Dec 09 22:05:45 <nir> #formt plain Dec 09 22:05:57 <nir> and then the data in a table like format Dec 09 22:06:02 <mhz> exactly Dec 09 22:06:15 <nir> then the AddJob macro will build its menu from this table Dec 09 22:06:56 <nir> and the Summary macro will add the summary of the current jobs Dec 09 22:07:51 <nir> but maybe its easier if all the data is kept in another file Dec 09 22:08:08 <nir> and is displayed as html Dec 09 22:08:09 <mhz> and there's gotta be another table that keeps the links to other WikiPages Dec 09 22:08:14 <nir> as a form Dec 09 22:08:34 <nir> so you can add or remove jobs or change quantity in the form Dec 09 22:08:35 <mhz> so you can have all ClientPages related Dec 09 22:09:00 <mhz> and impact on other pages? Dec 09 22:09:21 <nir> what do you mean? Dec 09 22:09:42 <mhz> you said "remove jobs or change quantity in the form" Dec 09 22:09:53 <mhz> if you can do that... Dec 09 22:10:07 <mhz> removing jobs will impact other pages? Dec 09 22:10:13 <mhz> I mean, Dec 09 22:10:14 <nir> instead of editing the wiki page Dec 09 22:10:26 <mhz> yep Dec 09 22:10:37 <nir> if the other page is using this page as a data source, then yes Dec 09 22:10:59 <nir> the letter for the customer can take its data from the calculate page Dec 09 22:11:16 <mhz> and how will you deal with different "states" of a process? Dec 09 22:11:20 <mhz> I mean, Dec 09 22:11:35 <mhz> you send a quotation to MrBlade Dec 09 22:11:42 <mhz> he refuses the price Dec 09 22:11:52 <mhz> you send a new one Dec 09 22:11:57 <nir> wait Dec 09 22:11:58 <mhz> he accepts Dec 09 22:12:10 <nir> the question is how I make the new one Dec 09 22:12:15 <mhz> hehehe Dec 09 22:12:30 <nir> do I change the values and on the calc page? Dec 09 22:12:32 <mhz> that 1st question Dec 09 22:12:37 <nir> or create a new calc? Dec 09 22:12:46 <mhz> I would change Dec 09 22:12:49 <nir> we can have Duplicate Page Dec 09 22:12:58 <mhz> nop Dec 09 22:13:05 <mhz> we have Diff Dec 09 22:13:28 <nir> but that only if each state of the page is kept as revision Dec 09 22:13:50 <mhz> Business rule number X: NEVER DELETE your info Dec 09 22:13:50 <nir> but this does not make sense if every change is a revion Dec 09 22:14:15 <nir> lets say it uses a smart revisioning Dec 09 22:14:16 <mhz> not necesarily Dec 09 22:14:18 <-- KevinMarks has quit (Read error: 104 (Connection reset by peer)) Dec 09 22:14:25 <nir> so eac complete calc is a revision Dec 09 22:14:30 <mhz> ok Dec 09 22:14:40 <nir> now the problem is what do you do with the letter Dec 09 22:14:53 <mhz> ? Dec 09 22:14:58 <nir> if its get the data from the calc page, you lost your old letter Dec 09 22:15:09 <nir> because its dynamic Dec 09 22:15:22 <mhz> ah, calc page is "dynamic" Dec 09 22:15:28 <nir> or - the latter could be just a new revision Dec 09 22:15:39 <nir> so its not dynamic Dec 09 22:15:50 <mhz> for me... Dec 09 22:15:56 <nir> you create the letter with a button Dec 09 22:16:05 <nir> and all revisions are kepts Dec 09 22:16:23 <nir> then you don't have to manage many files Dec 09 22:16:30 <nir> and you have all the history Dec 09 22:17:05 <mhz> when I have to send 5 letter til someone accepts JUST any one (even after small changes each) I have to keep those letter. So you point $ Dec 09 22:17:20 <mhz> but, Dec 09 22:17:22 <nir> you have all of them with not fuss Dec 09 22:17:55 <mhz> you also manage ideas (copyboards) before you get to those letters Dec 09 22:18:10 <mhz> and also receive letters form Client. Dec 09 22:18:12 <nir> ideas are simple wiki page Dec 09 22:18:34 <nir> letters you get are another problem Dec 09 22:18:41 <mhz> How can we deal with all INFORMATION regarding that ONE process of getting the client signature. Dec 09 22:18:42 <mhz> ? Dec 09 22:18:58 <nir> we need to import the clients letter into the wiki Dec 09 22:19:03 <mhz> or ... Dec 09 22:19:18 <mhz> have him send us a MAIL that we get into wiki Dec 09 22:19:33 <nir> the wiki can read your mail :) Dec 09 22:19:33 <mhz> WikiMai Dec 09 22:19:35 <mhz> WikiMail Dec 09 22:19:45 <mhz> MoinMail Dec 09 22:19:48 <nir> ThomasWaldmann, will love that Dec 09 22:19:53 <mhz> GaGa Dec 09 22:19:57 <mhz> or gaga Dec 09 22:20:02 <mhz> :) Dec 09 22:20:24 <nir> WikiMail - never use your mail client again Dec 09 22:20:45 <nir> you can have RecentMail Dec 09 22:20:47 <mhz> one of the points of Moin.cl is to get chilean python developers to help MoinDevelopersCommunity Dec 09 22:21:56 <nir> I have to go to sleep Dec 09 22:22:23 <nir> I have to play dad in the morning Dec 09 22:22:28 <mhz> :D ok, won't you have iching fingers? Dec 09 22:22:42 <mhz> ah, yes! is she still happy? Dec 09 22:22:44 <nir> maybe create a wiki page about this idea Dec 09 22:22:59 <nir> Moin as a office suit Dec 09 22:23:10 <mhz> Yep! or Moin as CRM Dec 09 22:23:22 <nir> mail + database + word procesor + spreadsheet Dec 09 22:23:27 <mhz> jejee Dec 09 22:23:36 <mhz> and TicketSystem!!! Dec 09 22:23:39 <nir> and presentations of course Dec 09 22:23:57 <mhz> obviously Dec 09 22:24:10 <nir> you can create simple slide shows Dec 09 22:24:31 <nir> maybe we can export to flash or somthing Dec 09 22:24:39 <mhz> no flash!!!! Dec 09 22:24:53 <mhz> only Free software, please :) Dec 09 22:24:57 <nir> do we have any free flash like solution? Dec 09 22:25:01 <mhz> nop Dec 09 22:25:03 <mhz> :( Dec 09 22:25:07 <mhz> not just yet Dec 09 22:25:18 <mhz> there are some initiatives... Dec 09 22:25:22 <nir> you can use oo for that of course Dec 09 22:25:24 <mhz> not mature enough Dec 09 22:25:28 <mhz> :) Dec 09 22:25:34 <nir> maybe html can be used Dec 09 22:25:37 <mhz> yes Dec 09 22:25:42 <mhz> python Dec 09 22:25:54 <nir> yea, maybe python Dec 09 22:25:55 <mhz> there is a python for slides? Dec 09 22:26:01 <mhz> i think so Dec 09 22:26:07 <nir> there is a game development module Dec 09 22:26:18 <nir> so creating effects can be easy Dec 09 22:26:27 <nir> pygame Dec 09 22:26:35 <mhz> moinflash Dec 09 22:26:39 <mhz> :) Dec 09 22:26:49 <mhz> moinflush Dec 09 22:26:52 <mhz> :D Dec 09 22:26:54 <nir> make a wiki page about that Dec 09 22:26:58 <mhz> me? Dec 09 22:27:02 <nir> yea Dec 09 22:27:04 <mhz> about what? Dec 09 22:27:13 <nir> about MoinOffice Dec 09 22:27:15 <mhz> were we serious???????????? Dec 09 22:27:19 <mhz> :D Dec 09 22:27:19 <nir> yea Dec 09 22:27:23 <mhz> I know
Comments
Instead of Flash, ScalableVectorGraphics can do it.
The concept of tabulated info inserted in wiki pages has been implemented successfully in http://twiki.org/cgi-bin/view/TWiki/TWikiForms
What about renaming this page to MoinOrganizationalSuite? 'Professional' still make me (at least) think about an individual, and this is about collaboration between people and their organizations.
Discussion
Related or sub wikis?
To use Moin to work with Clients, we need to be able to create independent wikis very easily, in order to isolate each Client's info from another. This can be done in 2 ways, and we must compare each one's pros and cons:
- a wiki farm, like the one we have today since 1.3.
sub-wikis (like the ones in PmWiki and TWiki, see WikiEngineComparison).
If this kind of arrangement is done, we could have a general wiki for all our Clients (with our general info, procedures, manuals, etc., maybe read only), and a "private" wiki for each one of them (almost surely read/write). By default, each user will have access to only one (their) wiki without even knowing that the others even exist (except of course we, the owners/admin).
From this point of view, it could seems that the second possibility (sub-wikis) could be easier to manage and use, for us. For the Clients it will be almost the same.
Background concept
From a conceptual point of view, this idea is very close to the ideal of how a contract (or in spanish, un acuerdo) should really be done. Imagine what does it mean to write colaboratively the terms of the work arrangement and negociate to agree it's final form.
I don't know about you, but for me, this is part of how I imagine our society should be. -- EduardoMercovich 2004-12-11 13:18:18