IoD Technology update

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IoD Technology update

Working Sm@rt in the office and on the run

With Richard Maybury

Richard’s presentation along with notes from participants and

Further suggestions from Richard based on his proven training programmes

IoD Technology update

Working Sm@rt in the office and on the run

With Richard Maybury

Richard’s presentation along with notes from participants and

Further suggestions from Richard based on his proven training programmes

Contact me for further information

Email: [email protected] Tel: 01428607763

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Today’s Objectives

Today

’

s Objectives

Select

Gather

Consolidate

Select

Gather

Consolidate

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Today’s process

Today

’

s process

Who

Independents and SME Directors

(This is constant throughout)

What

Specific areas of remote, mobile and

desk based workload management

How

Specific tools / processes / providers

that you would confidently advocate

Who

Independents and SME Directors

(This is constant throughout)

What

Specific areas of remote, mobile and

desk based workload management

How

Specific tools / processes / providers

that you would confidently advocate

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Results Management

Tools &

Systems

Decide

Do

Decide

Do

Activity management

People and Data management

Deliver

Review

Deliver

Review

Comms

CRM

Workload

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What: Communication

Comms

Email

_Email

1 to 1

1 to many

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1. The primary tool for 1 to1 and 1 to few email is MS Outlook.

2. 30% had email access through their smartphones; 40% used remote

web access to mails, (some used both). The balance never accessed email on devices away from their desk.

3. It is increasingly easy for Independent consultants and small

businesses to benefit from Hosted Email services that provide corporate level Exchange functionality that enables access to MS

Outlook functionality on smartphones. Recommended. (See later slide).

4. 80% of the attendees are not using a mail service other than desktop

Outlook to communicate with particular groups of people within their prospect, client, supplier and trusted associate networks. Reputable

email marketing businesses like Constant Contact (See later slide) provide

services starting at $15US per month to send personalised, trackable and real-time reportable emails to different groups of business contacts. Recommended.

1.

1. The primary tool for 1 to1 and 1 to few email is MS Outlook.The primary tool for 1 to1 and 1 to few email is MS Outlook. 2.

2. 30% had email access through their smartphones; 40% used remote 30% had email access through their smartphones; 40% used remote web access to mails, (some used both). The balance never

web access to mails, (some used both). The balance never

accessed email on devices away from their desk.

3.

3. It is increasingly easy for Independent consultants and small It is increasingly easy for Independent consultants and small businesses to benefit from Hosted Email services that provide

businesses to benefit from Hosted Email services that provide

corporate level Exchange functionality that enables access to MS

Outlook functionality on smartphones. Recommended.

Outlook functionality on smartphones. Recommended. (See later slide).(See later slide).

4.

4. 80% of the attendees are not using a mail service other than des80% of the attendees are not using a mail service other than desktop ktop Outlook to communicate with particular groups of people within t

Outlook to communicate with particular groups of people within their heir prospect, client, supplier and trusted associate networks. Reput

prospect, client, supplier and trusted associate networks. Reputable able email marketing businesses like Constant Contact

email marketing businesses like Constant Contact (See later slide)(See later slide) provide provide

services starting at $15US per month to send

services starting at $15US per month to send personalisedpersonalised, , trackable and real

trackable and real--time reportable emails to different groups of time reportable emails to different groups of business contacts. Recommended.

business contacts. Recommended.

What: Communication: notes

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What: Workload

Workload

Commitments

_Commitments

Tactics

Strategy

To-dos

Meetings

Follow-ups

Projects

Planning

Strategising

Visioning

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1. Unsurprisingly, there was a wide variety of approaches and tools used to manage commitments from the desk and on the run. This was not particularly technology enabled.

2. Most approaches did not integrate well with other technology and

there was little systemisation between strategic and tactical tasking.

3. There was a lot of good processes in the room.

4. MS Outlook (the dominant email tool) can be used as an integrated

tool for planning, updating, linking, sharing, executing and reporting on both strategic and tactical workloads by individuals and teams.

5. Richard uses Outlook Contacts (named ‘# projectname’) as the

repository for larger tasks, projects, initiatives and goals. Hyperlinks to other files are stored there for easy access to docs / excel / PP / mindmaps etc. and project related Tasks are driven from (and

therefore linked to) those #contact forms, thereby physically linking the strategic intent with the tactical task in one tool.

1. Unsurprisingly, there was a wide variety of approaches and tools used to manage commitments from the desk and on the run. This was not particularly technology enabled.

2. Most approaches did not integrate well with other technology and there was little systemisation between strategic and tactical tasking.

3. There was a lot of good processes in the room.

4. MS Outlook (the dominant email tool) can be used as an integrated tool for planning, updating, linking, sharing, executing and reporting on both strategic and tactical workloads by individuals and teams.

5. Richard uses Outlook Contacts (named ‘# projectname’) as the

repository for larger tasks, projects, initiatives and goals. Hyperlinks to other files are stored there for easy access to docs / excel / PP / mindmaps etc. and project related Tasks are driven from (and

therefore linked to) those #contact forms, thereby physically linking the strategic intent with the tactical task in one tool.

What: Workload: notes

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What: CRM

CRM

Constituents

_Constituents

Prospects

Associates

Opportunities

Pipeline

Prospects

Clients

Advocates

Networking

Partners

Associates

Suppliers

Clients

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1. The majority of the attendees did not use a technology based

approach to CRM in their business. 30% used ACT! And 10% used Outlook Contact Manager.

2. There was a feeling that programmes like ACT! Were an added

complication which can cause confusion – ‘Do I execute this in ACT! or Outlook?’ One business owner reported using ACT! Much more effectively recently.

3. Richard has been using ACT! Extensively in his business for a

number of years. ACT! Is used for all Contact related activity and Outlook is used for all other business activity. He is currently trailing Salesforce.com ‘Group edition’ with a growing sample of contacts. So far so good, especially for £5 per month!

4. Migration of basic ACT! Contact records is relatively simple but

migrating ‘Activities’, ‘History’ and ‘Groups’ from ACT! For about 5000 contacts will cost about $2000 all in if we decide to bite the bullet.

1. The majority of the attendees did not use a technology based

approach to CRM in their business. 30% used ACT! And 10% used Outlook Contact Manager.

2. There was a feeling that programmes like ACT! Were an added

complication which can cause confusion – ‘Do I execute this in ACT! or Outlook?’ One business owner reported using ACT! Much more effectively recently.

3. Richard has been using ACT! Extensively in his business for a number of years. ACT! Is used for all Contact related activity and Outlook is used for all other business activity. He is currently trailing Salesforce.com ‘Group edition’ with a growing sample of contacts. So far so good, especially for £5 per month!

4. Migration of basic ACT! Contact records is relatively simple but migrating ‘Activities’, ‘History’ and ‘Groups’ from ACT! For about 5000 contacts will cost about $2000 all in if we decide to bite the bullet.

What: CRM: notes

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Rules for Tools

1. Must do the job with minimum effort,

complexity and power

2. Must serve the work

3. Tools are extensions of people

1.

1. Must do the job with minimum effort,

Must do the job with minimum effort,

complexity and power

2.

2. Must serve the work

Must serve the work

3.

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Rules for Tools

Use less!

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Rules for Tools

And suppliers!

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Rules for Tools

Decide

The Invisible Assembly Line

Review

Do

Deliver

_Deliver

Integrate more!

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Working Sm@rt

The Invisible Assembly Line

DECIDE DO DELIVER DEFINE YOUR PURPOSE DEFINE YOUR PURPOSE ESTABLISH YOUR GOALSESTABLISH

YOUR GOALS FOCUS YOUR RESOURCES FOCUS YOUR RESOURCES MANAGE YOUR PRIORITIES MANAGE YOUR PRIORITIES MEASURE THE EFFECTS MEASURE THE EFFECTS OWN THE PERFORMANCEOWN THE

PERFORMANCE INFLUENCE THE PARTICIPANTS INFLUENCE THE PARTICIPANTS CONTINUE THE IMPROVEMENTSCONTINUE THE

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Task +

Process

_Process

+ Tools =

_{+ Tools =}

Results

Productivity Formula

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Working Sm@rt!

Best Practice Behaviours

Best Practice Processes

Best Practice Tool integration

Best Practice Behaviours

Best Practice Processes

Best Practice Tool integration

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Working Sm@rt! Resources

Some suggested resources. Other suppliers are available!

Considering Richard for workload management and maximising Outlo

Considering Richard for workload management and maximising Outlook? ok? See what others say first:

See what others say first: http://priorityattitudes.com/about/http://priorityattitudes.com/about/ Considering an inexpensive hosted Exchange service?

Considering an inexpensive hosted Exchange service?

See what Steve offers here:

See what Steve offers here: http://www.outlookprofessional.com/

Considering a great process/tool approach to emailing one

Considering a great process/tool approach to emailing one--toto--many?many? Check out

Check out www.constantcontact.comwww.constantcontact.com

Considering a CRM approach to the management of your contacts?

Check

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