increasing productivity by personalizing your business technology
DESCRIPTION
How to use your software more effectively. Includes great questions that you should ask anytime you feel frustrated by your computer!TRANSCRIPT
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