Transcript
Page 1: Technology tools for small business: Running your back office
Page 2: Technology tools for small business: Running your back office

TECHNOLOGY TOOLSIncrease Time Management and Efficiency of Your Business

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Presentation Outline

• Task & Project Management

• Diagram & Brainstorming Tools

• Communication Tools

• Data Analysis

• File Management

• And Beyond

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Evaluating Technology Tools

• What is the required functionality?

• Who will be impacted by the new tool?

• What training will be needed?

• What systems does it need to integrate with?

• What are the costs and limitations?

– Monthly fees

– User limitations

– Data limitations

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TASK & PROJECT MANAGEMENTSet deadlines, collaborate and manage time efficiently.

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Managing Tasks

• Google Tasks

• Basecamp

• SmartSheet

• TeamworkPM

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Google Tasks

Create a task from an email

List available in Gmail

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Google Tasks

View in Google Calendar

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Google Tasks

• Free

• Simple

• Save emails for later

• Integrates with Gmail and Google Calendar

• Mobile Apps

• https://mail.google.com/mail/help/tasks/

GoTasks (Google Tasks™ client) By Evgeniy Shurakov

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Basecamp

Web-based Project Management Software

View all projects in Basecamp

Assigned Personnel

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Basecamp

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BasecampMinimize emails

and discuss online

Collaborate on content and add project

notes

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Basecamp

• Easy to use• One page project reports• Notifications• Version tracking• File Sharing• Invite collaborators • 60 day trial• Plans start at $20/month

– 10 Projects– Unlimited users– 3GB of Storage

• http://basecamp.com/

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SmartSheet

http://www.smartsheet.com/

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SmartSheet

Cloud-based Project Management Spreadsheets

– Event Planning & Budgeting

– Sales Pipeline

– Daily Task Manager

– Client Project Time Tracker

– Monthly Budget Tracker

– Road mapping

& Prioritization

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SmartSheet

• Integrated tools include:– File Sharing

– Alerts & Reminders

– Gantt Charts

– Calendars

– Google Apps integration

– Web Forms

– Resource Management

– Mobile Apps

– And many more….

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SmartSheet

• Available on all desktop and mobile platforms

• Free 30 Day Trial, No Credit Card Required

• Starting at $14/mo. when paid annually

– 1 creator and unlimited collaborators

– 10 sheets

– 3GB of Storage

• https://www.smartsheet.com/

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Teamwork Project Management

• http://www.teamworkpm.net• 30 day free trial• Free plan with 2 projects and 10 MB of storage• Paid Plans start at $12/month

– 5 projects– Unlimited users– 1GB Storage

• Birds eye view of all projects and work loads

• Set Milestones• Version tracking• Project schedule

reports• Links to Dropbox and

Google Drive

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Teamwork Project ManagementSet project

timeline and participants

View information related to the

project Project deliverables

grouped by status and type

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Teamwork Project Management

• Download project reports

• Gantt chart capabilities

• Review status by milestone

• Review staff workload

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DIAGRAM & BRAINSTORMING TOOLS

Workflows, process mapping and brainstorming.

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Diagram & Brainstorming Tools

• Gliffy

• Lucid Chart

• MindMeister

• Google Drawings

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Gliffy• Free with up to 5 diagrams

• Paid version starting at $3.99/mo for 200 diagrams

• Integrates with Google Docs

• http://www.gliffy.com/

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Lucid Chart

• https://www.lucidchart.com/• 14 day trial. Pricing starts at free to $8.33/month for 1 user.• Integrates with Google Drive and Apps• Multiple formats: business process, flow charts and org

charts

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Mind Meister

• http://www.mindmeister.com• 30 day trial. Plans start at $5.99/month

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Google Drawings

• http://support.google.com/drive/bin/topic.py?hl=en&topic=1360903

• Free• Included in Google Drive

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COMMUNICATION TOOLSChat, collaborate and promote.

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Communication Tools

• Skype

• Hip Chat

• Olark

• HootSuite

• MailChimp

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Skype

• Free Internet calls

• Video calls

• Group chats

• Screen and file sharing

• Free

• $9.99/mo for premium

• http://www.skype.com/

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Hip Chat

• Group chat and IM built for teams

• Share ideas and files in real time

• Notifications

• Secure communications with teams and guests

• Desktop, mobile and web app compatible

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Hip Chat

• Integration with Google Apps, Zendesk, Wordpressand many more

• https://www.hipchat.com/

• Pricing:

– Free for teams of five

– $2.00 per user per month

– 30 day risk free trial

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Olark

• Live chat

• Embed on your website

• Proactive chats

• Control times and limits for availability

• See what page your customers are looking at

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Olark

• Integrates with top solutions including Bigcommerce, zendesk, Salesforce, WordPress, Magento…

• Free forever plan (1 operator and 20 chats per month)

• Paid plans start at $17/month with 14 day free trial

• http://www.olark.com/

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HootSuite

• http://hootsuite.com/• Free version

– Up to 5 social profiles– Basic reports and scheduling

• Pro version, starting at $9.99/mo– 50 social profiles– Advance reporting and

scheduling– Team members

• Social network tool• Schedule posts• Monitor social media channels• Reports

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HootSuite

• Monitor accounts, mentions and topics

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MailChimp

• Email marketing• Automation• Segment subscribers• Website integration• Advanced analytics• Free plan

– Fewer than 2,000 subscribers– Up to 12,000 emails per month

• Paid plans start at $10/month• http://mailchimp.com/

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MailChimp

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MailChimp

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DATA ANALYSISBrand monitoring, website and social media performance.

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Data Analysis

• Google Alerts

• Mention

• Google Analytics

• SumAll

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Google Alerts

• http://www.google.com/alerts

• Setup filters based on keywords

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Mention

• Real time alerts

• Work as a team

• Respond to mentions

• Analyze mentions

• Available on web, desktop and mobile platforms

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Mention

• Free version– 1 user

– 1 alert

– 100 mentions/mo

• Paid plans starting at $9.99/mo– 1 user

– 2 alerts

– 500 mentions/mo

• https://mention.com/

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Google Analytics

• http://www.google.com/analytics/

• Website Analytics

• Generates detailed statistics about website traffic.

– When, where, why, and how visitors are accessing your site. Ex: “What keywords are my visitors using?”

– Used to measure conversion and sales activity for ecommerce businesses.

– Have a better understanding of your customers needs.

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Google Analytics

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Google Analytics

• Free

• Most widely used website statistics service

• Easy-to-understand graphs

• Detailed analysis

• Automated reports and customizable dashboards

• Ability to share

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SumAll

• All your data in one place

• Free

• http://sumall.com

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SumAll

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FILE MANAGEMENTShare, backup and remote access to files.

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File Management

• Dropbox

• Box

• SugarSync

• Google Drive

• Office 365

• iCloud

• Mozy

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Dropbox

• https://www.dropbox.com/• 2GB of storage free• Automatic synchronization online and with other

devices• Ability to

share files

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File Storage & Sharing

• Box

• SugarSync

• Google Drive

• Office 365

• iCloud

$7.49 / mo

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Choosing the Right Program

Source: https://www.sugarsync.com/sync_comparison.html

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Mozy

• Cloud based back up service

• Remote location storage

• Encryption

• 30 day free trial/starts under $10/mo.

• http://mozy.com/

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AND BEYONDMore tools to manage your business effectively.

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Google Apps

• Gmail• Calendar• Tasks• Docs• Drawings• Sheets• Forms• Slides• Voice• Sites• Drive• More…

$5/user/month or $50/user/yearhttp://www.google.com/enterprise/apps/business/index.html

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Office 365

• Starts at $5/user/mobilled annually (up to 25 users)

– Email

– Online conferencing

– Public website

– File storage and sharing

– Office Online

• http://office.microsoft.com/en-us/business/

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Prezi

• Develop captivating presentations

• Get started with templates

• Build presentations with co-workers

• Present from anywhere

• Try for free

• Paid versions start at $4.92/mo

• https://prezi.com/

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EverNote

• Gather research

• Add notes, files and images

• Save favorite webpages

• Synchronize between devices

• Free

• Business Edition $10/user/mo

• https://evernote.com

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EverNote – Web Clipper

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bitly

• Link shortener

• Tracks traffic

• Free

• https://bitly.com/

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LastPass

• Save as you go

• Autofill logins

• Generate passwords

• Manage access to corporate passwords

• Cutting Edge Encryption

• Free version

• $12/year for Premium

• https://lastpass.com/

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WHICH TOOLS ARE RIGHT FOR YOUR BUSINESS?

• Task & Project Management• Diagram & Brainstorming Tools• Communication Tools• Data Analysis• File Management• And Beyond

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THANK YOU!

Amanda BlondeauNorthern Initiatives

[email protected]


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