Since our shows in May, I’ve been helping a number of new customers implement Cozimo within larger organizations. While each company has had its own particular issues to deal with, I thought I’d list some of the recommendations I find myself making most often:

Account Setup – Most businesses opt to start out with our “Plus” plan that includes a customized “branded” login page and unique URL. This URL can be used in your web page as a private “client login” extranet (for an example see www.tangram3ds.com - “Client Area”). The URL is http://username.cozimo.com, so I recommend using your web or email domain name as the username of your Cozimo company account. People in your organization, however, can use whatever usernames you or they choose.

Cozimo Administrator – It’s a good idea to designate only one or two people to be in charge of administering the company account and setting up workgroups. When a new project comes online, the administrator creates the required workgroup and adds the project staff members. Those staff members can then take over the day-to-day maintenance – adding new people and folders throughout the course of the project.

Adding Workgroup Members – There are two ways: you can send them invitations and let them set up their own accounts, or you can set up the accounts for them. Most people find the latter approach easier – especially when dealing with external clients. In any event, you should let people know in advance of your intention to use Cozimo and follow up to make sure their invitation or new account emails don’t get filtered out as spam.

New workgroup members are automatically placed into a contact list for the company account so adding them to subsequent workgroups takes just a few clicks.

Pilot Project – To give you the chance to explore the full functionality of Cozimo and to learn how it can best integrate with your general project workflow, I recommend starting out with a single pilot project. Once you get this project underway and feel comfortable with the process, it will be much easier to roll it out on a wider scale (and if experience is any indication, once people see it in action, that won’t take long).

Stay in Touch – As I mentioned above, every company has their own particular issues to deal with and we want to make sure that you get the most out of Cozimo. So please feel free to contact us regarding any questions you have. We’re happy to help you get started and we’re always interested to hear new ideas that can make Cozimo even better for you as we move forward.