What is the new Mercury platform and why is Connective developing a new version?
Our objective is to support our members in growing and maintaining successful businesses, and a big part of that is technology. Whist Mercury 5 is still a leading technology platform in the broking industry we understand that as all things, Mercury must evolve.
The new platform will be build upon the foundations of Mercury 5, retaining its core functionality whilst introducing new technologies and integrations in a well designed, agile and responsive suite of applications.
See here for a more detailed overview
So what are the apps that make up the new Mercury platform?
We have taken the core functionality of Mercury 5 and split it out into a suite of applications. Additionally we have created some brand-new applications that introduce new functionality into the Mercury suite.
New Mercury consists of:
- Apps (beta)
- Admin (beta)
- CRM (beta)
- Research (beta)
- Analytics (development)
- Commissions (beta)
- Customer Centre (beta)
- DocCentre (beta)
See here for a more detailed overview
When is the new Mercury platform going to be available?
A tough one to pin down. Depending on the size and complexity of the application we are building, the development life-cycle can differ.
We currently have 6 applications in beta; Apps, CRM, Research, Commissions, Customer Centre and DocCentre. Admin and Analytics are well into development and Compliance will begin shortly.
Typically when an application hits the beta phase it is nearing the end of the development phase and is getting close to going out to production. During the beta phase we rely heavily on the feedback of broker's to tell us how close we are.
What is a beta?
A beta application is pre-release of software that is given out to a group of users to test under real conditions. Beta versions have gone through alpha testing in-house and are generally fairly close in look, feel and function to the final product; however, design changes often occur as a result of users' feedback.
Why does an app need to go into beta?
Whilst our development team have a lot knowledge and experience developing software for brokers, and we spend a good deal of time consulting with our members on their requirements, our brokers are the ones using it day in and day out. So to ensure we have hit the nail on the head before we release an application into production it must first be used (and deemed ready) by our brokers.
Am I making changes to my real data when I use a beta application?
Yes. A Beta app is a fully fledged application. It simply has not been released. You are using your production data when you use any one of our beta applications and as a result everything that you do in a beta application will be reflected in Mercury 5.
Will new Mercury have a Kanban?
Yes. The CRM application will have a Kanban board for Opportunities which allows you to track the status of your opportunities visually whilst still maintaining the workflows and status changes you already have in play.
Will my existing workflows (tasks/statuses) still work in the new Mercury platform?
Yes. Your workflows, tasks, statuses etc. will all be maintained. As a general rule of thumb the core functionality of Mercury won’t change. We are simply improving and refining some existing features as well as introducing a lot of brand-new features.
Can I use new Mercury and still use Mercury 5 or do I need to switch over entirely?
You can use both. You can switch between Mercury 5 and the new applications whenever you like. Everything that you do in any of the beta applications will be reflected in Mercury 5.
Why aren't my merge document's downloading in the new platform?
The very first time you use merge documents in the CRM the popup blocker will stop the document from loading. Once popups are allowed then it will be possible to merge templates.