Rundl product specifications

The information provided here is intended to help people understand the unique language of Rundl and all the product features under the hood.

Description

People

Summary

People are central in the Rundl Open Business Network. They order services, participate in rundls, subscribe to services, join colleagues in groups and more.

Personal accounts

When a person signs up on Rundl they get a personal account. Their account has important information used to authenticate the account holder, including username, email address and password. It also has an associated Rundl OpenID. Account holders can log in to websites that implement Rundl OpenID without needing separate passwords.

Multiple account email addresses

A Rundl account can have multiple account email addresses. One address is primary, and is used for logging in and for receiving notification emails. With additional addresses, invitations still reach people at their single Rundl account. Typically this is helpful when someone has both a personal and work email address.

Profiles

Personal profiles includes a profile photo plus fields for name, bio, mobile, URL, location and professional title/role. Profiles are commonly shown in activity feeds to highlight who's performed an action. People can limit who sees certain profile fields via permissions settings.

Gravatar

Rundl supports Gravatar, a web-based service that connects an email address to a profile photo. If the primary account email address has an associated Gravatar, it will be automatically shown in the person's profile. The Gravatar connection can be disabled via a setting. If a Rundl profile picture is subsequently added it takes precedence.

Notification settings

Account holders can configure which types of notifications they receive via notifications settings for their account.

Request settings

Account holders can configure getting invitations to participate in rundls, or getting requests and approving each rundl they participate in.

Virtual person

People typically sign up to Rundl after receiving an invitation. When someone first gets invited, Rundl creates a virtual person. Hosts and administrators can continue to invite this virtual person to other rundls, groups or services, all in one flow, without waiting for that person to accept the initial invitation to sign up.

Groups

Summary

Groups give your organisation or team a presence on Rundl. They bring your people together to work under a corporate identity and give you greater administrative control and security. Group branding let's you promote your organisation through its involvement in transactions. Likewise your organisation can be easily found on the network and invited to connect and collaborate to get work done.

Group accounts

New groups get a group account and a subscription to a free plan. An account can have registered client applications for integrations, and each client application gets a client key and secret for use in OAuth flows.

Group owners

A group owner is the person who's responsible for the account and its associated data. Initially it's the person who creates the group, but ownership can be assigned to another group member at a later stage.

Account subscriptions

A group owner can upgrade to their subscription higher plan to unlock additional capabilities. Custom plans can be created to cater for specific requirements. Subscriptions are effective for a specific time frame.

Group profiles

A group profile includes a logo icon, cover image, plus fields for name, description, website and video URL. Groups are searchable in the network, and group profile details are commonly shown in activity feeds to extend actor profiles with information about their group context.

Group members

Groups can have an unlimited number of members. Members are typically employees of an organisation.

Group teams

Teams join group members into sub-groups that can work independently on Rundl. Teams can be invited to participate in rundls, reducing the overhead for hosts in inviting people individually. Teams are ideal for shared tasks - team members can cover each other for various contingencies, such as leave, resignations etc., as well as divide work up into manageable chunks. Group administrators can remove group/team members in one location when someone ends their employment, ensuring access to business information is revoked everywhere. Teams may also include people external to the parent group, allowing flexible configuration of teams comprising internal members and third party consultants or contractors.

Group administrators

Each group has a special Administrator team. Administrators get elevated privileges, such as the ability to manage the group's profile, account, members, teams or requests.

Private members and teams

Group members and teams can be flagged as private. Private members and teams are hidden from hosts when they're adding participant contexts in rundls. Also, when a member is private their membership of the group is hidden to non-members.

Request settings

Groups can be configured to immediately become full participants when added to a rundl, or to get an invitation via requests. With requests, a group administrator can approve which rundls the group participates in. When added immediately, a setting is used to determine the default team.

Service offerings

Groups can publish their service offering on their profile, so other members of the network can order services from them.

Context

Summary

People can access information and act in Rundl using different security contexts. Context is Rundl's solution to the data access controls required in multi-sided transactions within an open business network. It's worth noting that context is transparent to regular participants until they join their first group and use Rundl for work.

Accounts

Most interactions on Rundl are scoped to an account. People act either under their personal account, or under one of their group accounts.

Group contexts

A group member's access to rundls and services may be scoped to a further, lower-level context. Group contexts cater for multi-dimensional access to data and capabilities according to typical scenarios arising with most organisational structures. Groups, teams and members are all distinct security contexts that can be granted access to information and privileges, allowing advanced access controls and contextual views of business transactions.

Services

Summary

Services are the blueprints for transactions delivered on Rundl. Each service provides helpful information that explains what it's about and aids discovery. It also presents a detailed interface to the operation of the service, including process steps, participant roles and access permissions, and other settings. A service is owned by a group account holder and is managed by trusted members with administrative privileges. Publishing a service allows an account holder to take orders for that service directly on Rundl.

Service profile

Service profiles are the face of a service and help make it discoverable to other people in the network. A service profile has a name, description, branding, metrics and video content.

Process model

Process collaboration is central to how services get delivered on Rundl. A service model is the process part of the service. It specifies the unique steps, roles, permissions and related settings that defines the type of service. Account holders can use a pre-configured Rundl platform services, or with an Enterprise plan, fully customise their own models.

Platform services

Rundl provides pre-configured services that are available to account holders with a standard plan or above to derive models from. Platform services are designed to make it easy for hosts to get started.

Subscribers

Service manages can invite people and groups to subscribe to their services. Subscribers can be assigned the right to start and host rundls. Subscribers get access to the Rundl for work board to track their rundls, and can create related services for referrals.

Managers

A manager is the subscriber that has privileges required to setup and configure a service. They do administrative tasks like managing the service's profile, subscribers, design, settings and related services. With custom services, managers are also responsible for building the service model.

Related service network

Service providers can build a network of trusted services for referrals. Related services can include both an account owner's own services and services provided by referral partners. Service providers can create a related service, set a referral fee, and from then on offer the service to participants within their rundls.

Working in context

When a user ends up subscribed to a service with multiple contexts from the same group, their access must always be scoped to a single context. By switching contexts they can access the service with different privileges and views. Initially a default context is applied and this remains active until they switch.

Status

Services have an overall status: open or closed. Closed services are not shown in the main service view, and can't be started or ordered.
Services also have an operational status: active or paused. Paused services cannot be started, but can still be ordered. Pausing helps managers make controlled changes to their service model, avoiding rundls gettingg started before a change set is complete.

Category tags

Tags can be applied to categorise a service. Some system features depend on services being categorised with tags.

Branding and design

Services can be decorated with common design attributes, like a background colour and header image.

Custom invitation message

Managers can override the default message that is shown when participants are invited in rundls.

Order service instructions

Managers can override the default order instructions that are shown to people when ordering their service.

Service models

Summary

Service models are the process template component of a service. The model encapsulates all of the configurations that get used to define the process in a rundl.

Steps

A step is something that gets done in a rundl. Service managers build out the series of steps that are relevant in their service. For example, in a basic "Build a House" service, the steps might be: 1. Lay foundation, 2. Erect walls, 3. Add roof, 4. Insert windows and doors. Together the steps provide the structure needed to overlay collaboration in business transactions with transparency of process. Each step has a name and can be enhanced with various information like rich text descriptions, YouTube videos and images.

Step workflows

Steps may optionally have workflows. Step workflows provide the ability to track the status of steps in rundls via status updates.

Private steps

Private steps are hidden in service profiles. For example, service providers can publish a service but still hide certain steps that are used for internal purposes only.

Roles

Roles simplify the control of access to information in a Rundl. Also, Roles help define what a Participant does in the business process represented by a Rundl. A Participant may optionally be assigned one or more Roles. Assigning a Role to a Participant will grant access to information that was designated for any Participant with that Role.

Role barriers

Role barriers is a configuration option for hosts that bars certain participants in a rundl from communicating with each other. When a participant posts a message, barriers override who can see the message, based on the participants' roles.

Step permissions

Step permissions can be configured for each role, allowing fine grained control over who can see and update the status of steps in rundls

Step-filtered related services

Tags that match the category tags on related service can be offered in this step. In rundls, any related services with matching tags will be available to participants for ordering from within the context of a step.

Rundls

Summary

A rundl is a shared digital space that brings together people and information around a business transaction for communication, collaboration, visibility of process and application integration. A rundl can be started for any type of business transaction, such as cases, jobs, deals, applications or procedures.

Rundl status

Rundl status is the overall status of a transaction, represented by a label. Active rundls are in progress (all rundls become active when started). Completed rundls are done. Cancelled rundls are closed and will not be completed, possibly due to an exception in the process. The overall rundl status is also represented as a percentage, based on the ratio of completed and uncompleted steps.

Participants

Participants are the stakeholders in the business transaction that's getting delivered as a rundl. People, organisations or teams within organisations can participate in rundls be assigned roles. Usually one participant, the host, invites the other participants to take part.

Hosts

The host of a rundl is the lead service provider in the transaction and manages the delivery and operation of the process. The host moderates the collaboration and performs administrative tasks like managing participants, assigning roles, applying branding, updating the status etc. Only service subscribers assigned the "Can Host" permission can be selected to host a rundl for that service.

Context

With rundl participants, it's possible for someone to end up with more than one context from the same group participating in the same rundl. There are plenty of valid reasons for this to occur in an open business network scenario. Different contexts can provide people with different privileges, and any actions they perform are attributed to that context. Therefore rundl access is always scoped to a single context. People with multiple contexts can simply switch contexts as required. Initially a default context is applied and this remains selected until the participant actively switches.

Change and duplicate participants

Participant groups can manage their own participation by changing or duplicating their access. Changing a participant context changes access from one context to another. For example, a member of Team X in Group A might change the participant to Team Y in Group A. Now only Team Y is a participant. Duplicating a participant grants access to an additional context in the group. For example, a member of Team X in Group A might extend access to Team Y in Group A. Now both Team X and Team Y are participants.

Observers

A host can optionally make a participant an observer. Observers can't post messages or comments.

Steps

A step is something that gets done in a rundl. Steps are an important part of Rundl's unique method of process collaboration. Once started, each rundl gets a copy of the steps from its respective service model. These rundl steps implement the step capabilities configured in the service model, such as videos, images, rich text for communications, and role permissions for access control.

Step status

Steps in a rundl can optionally have workflow. Transitions through various states (e.g. open, active, completed, cancelled) give participants visibility over how work on that step is tracking. With all steps presented together in a series, the overall status of a transaction can be visualised. When steps are completed, the actor can apply an effective completion date if they've completed the step at another time. Permissions control who can update a step's status.

Step due dates

Each step can be assigned a due date. The date features prominently to inform participants of critical dates in the overall process. For hosts looking at the work board, due dates drive program delivery - with colour transitions indicating relative proximity to deadlines.

Messages

Communication in rundls starts with messages. With messages you can easily and securely share information with other participants. Messages may include optionally multiple file and/or URL attachments. When a message is posted it's visible to the selected audience. By default this is all other participants, but the visibility can be limited to individual participants or roles in any combination. Authors can also update or delete posts after they've posted. Note that the host of a rundl acts as moderator and can remove messages authored by other participants, but it can't update the content.

Comments

Participants can comment on messages to provide feedback or discuss the content. Comments inherit visibility from the parent message.

Email to rundl message/comment

Rundl provides email integration to support posting messages and comments to rundl activity by sending an email to a special rundl email address. When a participant receives a notification email for a new message or comment, they can simply reply to the email in their email application. The email is sent back to Rundl and is converted into a new comment in the message thread in their rundl. Rundl also provides a unique email address for each participant in each rundl, which they can use to post new messages to their rundl. The email body will appear as a message from the sender in the activity feed and will be visible to all participants. Email attachments will appear as message attachments.

Files

Files are pulled together from attachments to messages in the rundl activity feed and shown in a separate dedicated files view. Participants see just the files that are attached to messages that are visible to them. They can click to download the files, or click a button to open up the message thread. Hosts can also upload files directly to the rundl (instead of via activity), making rundl suitable as a files repository. Hosts can configure visibility to files uploaded directly using our standard visibility settings patterns.

Visibility

Visibility provides complete control of the audience for anything participants post into rundls, such as messages and files. Visibility can be limited to specific participants and/or roles. In practice this means people can still have private discussions within the overall transaction community. When visibility is granted to specific participants directly the content will always be visible to just to those participants. If roles are selected, the content is visible to participants assigned the role(s), making it easier to set the right audience for posts, such as when participants change over the lifetime of the rundl even after the content is published.

Related services curation

Hosts can curate the related services offered in each rundl by selecting the appropriate services in their service network. Curation produces a set of related services that are relevant, contextually, on a case-by-case basis. For example, hosts may curate services available in their customer's suburb or location.

Offer related services in steps

Service providers can offer related services in steps for a more intuitive order referral experience. Hosts will can trigger marketing emails by activating a step. Participants will receive the notification and click a link to view the step, see marketing information, and choose from a range of offers from other service providers on Rundl.

Related rundls

When participants order a related service, once the order is accepted it is delivered in parallel as a related rundl. Participants can see their network of related rundls.

Rundls filters

Rundls can be filtered according to a range of properties. This includes filtering by full text on rundl name and description (e.g. show me all my rundls where description includes "Prahran", by rundl status (e.g. show me all my "Completed" rundls), by service (e.g. show me all my "Real Estate Sale" rundls), by participant (e.g. show me all my rundls where "Jo Consumer" is participating), by step status (e.g. show me all my rundls where "Contract Exchanged" step is completed).

Requests

Summary

Requests are an approval queue to give you control of your connections on Rundl. Approve or deny requests to join groups and teams, participate in rundls, subscribe to services and more. Configuration settings allow account holders to opt in automatically to some types of requests.

Request status

Track pending and completed requests, both sent and received, with notifications to alert you to new requests.

Activity

Summary

Activity is the engine of collaboration on Rundl. Activity provides a rich stream of temporally relevant information for participants so they're in the loop about what's going on in all their transactions.

Communications

Messages and comments are delivered into a global activity feed, or into a feed dedicated to each rundl. Updates to existing posts or new comments on messages stay in context and push the whole thread back to the most recent activity.

Status updates

All rundl status updates are delivered into global and rundl activity. Step status updates can be optionally sent to activity. Activity items leverage rich content such as video or images to create a social media style collaboration experience.

Notifications

Activity items are accompanied by email notifications which link back to the activity context. (Note notifications are configurable and can be controlled by user settings.)

Orders

Summary

Rundl is a channel for acquiring new customers and transnational work. Rundl makes it possible for services providers to offer services through a network of referral partners and track job requests

Approval queues

Each orders is presented as job request that can be reviewed and started by approval.

Referral fees

Set referral fees for your referral partner arrangements and track the fees you're owned and acknowledge completion of the referral cycle. Partners can also see the referral fees they owe from job requests received on Rundl.

Analytics

Summary

Event based analytics provides insights about transactions hosted Rundl. Key metrics are presented in dedicated dashboards to hosts and administrators of service so they can understand the performance of their processes.

Rundls

Get insights into growth in uptake of your services by tracking rundls started.

Orders

Get a real time view of orders to deliver services that you receive. See how many have been approved and declined. Also see how many related services are getting referred to your 3rd party referral partners from within your rundls.

Summary

Full text search provides really fast navigation across a range of entities on rundl. Search is global, so users can find information from any context navigating to search results switches context as required.

Rich query language

Power users can leverage our search engine's rich query language for powerful, targetted search.

Filters

Advanced search allows users to filter search results to just messages, comments, rundls, people, services and requests.

Rundl apps

Summary

Rundl has comprehensive footprint across the dominant platforms use to deliver modern software application services

Web App

Rundl delivers a full-featured, responsive web app for participants, hosts and administrators to perform all the capabillites of the underlying Rundl Open Business Network and platform. The app runs in modern browsers and uses standard web technologies like HTML/CSS/JavaScript.

Rundl for Work

Rundl for work is a set of capabilities available only to our hosts and administrators. Groups can upgrade to a standard or enterprise plan get Rundl for work, allowing them to become a service provider that hosts rundls. In the Rundl web app the key feature is the work board. The board provides a Kanban style work board giving hosts an overview of an entire program of work based on one of their services in a single screen. The board comprises columns for each step in their services, and any rundls with the corresponding step status set to active are shown on the board under that step. Due dates for steps are then shown, and change colour as the date nears.

iOS

The Rundl iOS app runs on mobile and tablet devices from iOS version 8.0 and up.

Android (beta)

The Rundl Android app is currently in Beta release. It works on tablets and phones running Android 4.1+.

Text formatting

Rundl apps support a simple syntax for formatting text as italic, bold, numbered and ordered lists, and external and internal links.

API/Integrations

Summary

Rundl is an open platform for multi-party, multi-transaction process integration and collaboration. Rundl was architected from day one to support third party applications and integrations. Anyone can get access to the Rundl API to build applications that use or extend our core features.

Professional services

Our team can help third party developers leverage the capabilities of the Rundl platform.

Other identity providers

Rundl supports the use of alternate identity providers for SSO solutions.

Platform

Summary

The following additional features are delivered mostly in combination with core features and help with the overall implementation of the Rundl product.

Platform services

Platform services are templates services provided by Rundl for hosts on Standard plans to choose. Platform services make it quick and easy for groups to start hosting rundls.

Countries

Countries are provided by Rundl for person and group account locations. Locations are important for tax considerations, and also for geographic relevance of our platform services.

Currencies

Rundl provides currency support, currently AUD.

Plans

Plans are provided by Rundl for account subscriptions. Rundl provides both standard and custom plans. Plans unlock certain capabiliites and quotas for hosts.

Tags

Tags are provided by Rundl for hosts to use to categorise their services. Service categories are required for some features, such as linking related services to a step for referrals/orders.

Alerts

Alerts are triggered to inform people about important application messages or status updates. Some alerts can be acknowledged/read to dismiss them, while others stay visible until some action is taken, such as verifying an email address.