Lean Portal
user interface for Systems2win Excel templates for continuous process improvement
What is the Systems2win Portal?
- a search-friendly user interface
One of the ways to find and open your Systems2win templates, the portal gives you a picture and description of each template - making it the easiest way to find a template you have not used before. - where you will
find ALL of your licensed templates
In addition to Word and Excel templates, there are also PowerPoint, Project, PDF, and HTML templates that are found only in your portal. - the central master location for your
company's (perhaps personalized) master templates
If and when you personalize a master template, you will overwrite the master in your portal - and then you might either manually or automatically sync your personalized template to each user's default User Templates folder.
Tip: Even if you are a single user,
you will still use
your portal in all of the above ways
"A bad system will beat a good person every time." ~ W. Edwards Deming |
Bookmark = find
How to find Excel or Word 2007 or higher > Add-ins tab > Excel or Word 2003 or lower > How to find your Systems2win menu The portal will open in your web browser, Also see training for how to find and open your Systems2win templates. |
How to know if you're in the portal The image in the upper right corner |
Portal Setup
This simple browser user interface does not require much Information Systems support.
The S2winPortal can be installed:
- on a single user's local PC
- on a shared LAN or WAN server
- in various network environments (such as SharePoint, intranet web server, Citrix, and other setup options)
It is only a file repository (no programming is on the server) - and can be set up in less than 5 minutes.
Bookmark = personalize
You can optionally personalize your Systems2win portal, but it is rarely necessary.
Personalize standard HTML pages
The portal user interface uses simple HTML pages that can be personalized using any HTML editing software,
such as Dreamweaver or even Notepad.
For example, you might want to remove templates that you don't want to distribute to your users.
When you upgrade, the Personalization Upgrade Utility automatically transfers
any personalized portal pages that it finds in the \S2winPortal\navCustom\ folder.
If you make any other changes to any other portal page,
be sure to make a quick entry in your Customization Log
to remind you to make similar changes to your new upgraded portal.
Caution: To avoid breaking hyperlinks, do NOT rename or move any files or folders within your \S2winPortal\ folder.
Link to your Systems2win templates from Alternate User Interfaces
There are several optional ways to link to your Systems2win templates from Alternate User Interfaces,
so that the Systems2win portal is only one of perhaps several different ways that your users can access their templates.
For example, you can easily link to your Systems2win templates from your existing library of non-Systems2win templates, perhaps on your shared LAN server, intranet server, or SharePoint server.
