increasing productivity by personalizing your business technology

Increasing Productivity by Personalizing Your Business Technology

Ellen DePasquale - The Software Revitalist™

Key categories that every business needs – in this order:

#1 Accounting

#2 Email Client

#3 Documentation

#4 CRM (Customer Relationship Management)

#5 Spreadsheet

#6 Layout Editor

Technology = Software

Why is this #1 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#1 Accounting Software

Why is this #2 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#2 Email Client

Why is this #3 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#3 Documentation Software

Why is this #4 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#4 CRM

Why is this #5 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#5 Spreadsheet

Why is this #6 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?

#6 Layout Editor

Personalization = Customization

Benefits of Personalizing

Saves time Saves money Fewer errors Quicker information Less Frustration Easier to train new people

Personalization = Customization

Answer these questions

What tasks do you do most often? Which features do you use most often? What information to you need to retrieve? How to you want to present that information? What do you wish it did?

Screens and menus Quotes/Estimates/Proposals/Invoices Products/Services Customer/Vendor Information User security rights Reports – Financial Reports – Managerial Integration

Personalize Your Accounting Software

Signature Folders Rules Autoreply Contact information Screens and menus Integration

Personalize Your Email Client

Templates Folders Mail merge Headers/footers Selected formats Menus Prevent/Track changes Integration

Personalize Your Documentation

Fields Screens Reports Menus Workflow Attachments User security rights Integration

Personalize Your CRM

Macros Templates Menus Calculations Simple data management Lock/Hide/Freeze Integration

Personalize Your Spreadsheets

Templates Menus Prevent changes Integration

Personalize Your Layout Editor

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Examples of Personalization

Start Menu Menu Bar Programs List Icons & Folders

remove create organize

Show the Desktop

Bonus: Personalize Windows

Software mentioned – Accounting

QuickBooks – www.intuit.comPeachtree by Sage – www.peachtree.com

Software Resources

Software mentioned – Email Client

Outlook – www.microsoft.comGmail – www.mail.google.comAOL – www.aol.com

Software Resources

Software mentioned – Documentation

Microsoft Word – www.microsoft.comGoogle Docs – docs.google.comZoho – www.zoho.com

Software Resources

Software mentioned – CRM

SageCRM – www.sagecrmsolutions.comSalesforce.com – www.salesforce.comZohoCRM – www.zohocrm.comSugarCRM – www.sugarcrm.com

Software Resources

Software mentioned – Spreadsheets

Microsoft Excel – www.microsoft.comGoogle Docs – docs.google.comZoho – www.zoho.com

Software Resources

Software mentioned – Layout Editors

Microsoft Publisher – www.microsoft.com

Software Resources

Ellen DePasquale Online…

The Software Revitalist – http://thesoftwarerevitalist.com

Old Software/New Tricks – www.eocomputing.com/oldsoftwarenewtricks

Software Resources