Once a year, on Administrative Professionals Day, we honor the people in our organization who fight on the front lines. You know who they are. They are the ones who answer the phones, book the appointments, organize the information, greet the clients, support the boss, coordinate all the moving pieces and basically hold everything together. Without their diligence, loyalty, skills and efficiency, we would all be rendered useless and ineffective.
If you missed the official celebration last month of Administrative Professionals Day, don’t worry. It’s never too late to honor the ones who help us. In fact, every day should be Administrative Professionals Day. Make the time and show your appreciation. And don’t forget to schedule next year’s special day: 4/25/12. Put that event on your calendar yourself. (More info: http://www.iaap-hq.org/events/apw)
Now take a moment and rethink your assumptions about your company’s operations. How can you add more efficiency to your administrative layer? How can technology help your team do what they do even better? Can a new process or procedure boost efficiencies and help make your organization even more competitive?
Later this month I have the pleasure of speaking to the Hawaii Chapter of the International Association of Administrative Professionals (http://www.iaap-hawaiichapter.org/). The topic of my presentation will focus on how to harness new technology to make the office faster, better, cheaper. Here are some ideas you may want to consider:
Get an intelligent phone system.
I tell my team, “Every phone call is worth $10,000. Learn to love the sound of that phone ringing.” But that’s easy for me to say. I’m not the one answering it all day long! Fortunately, there are a bunch of inexpensive tech tools to help make phone-based communications smarter and more effective.
If you’re still using conventional phone systems, ask your internet service provider about “voice over internet protocol” (VoIP). It’s just a fancy name for computer-based phone systems. VoIP will save you money and will offer lots of neat features. Be sure to take a look at Google Voice (https://www.google.com/voice). Google Voice will translate voicemail into email and send it directly to your inbox.
Also checkout RingCentral (http://www.ringcentral.com/). We’ve had good success with RingCentral, which enables us to seamlessly route calls easily between our service centers, home offices, and our SuperGeeks in the field.
Decentralize the accounting.
I remember the days when the bookkeeper had to come onsite to do her magic and all paperwork had to be ferried back and forth to one central location. And it wasn’t that long ago.
If you’re still doing your finances the old fashioned way, i.e. from a dedicated workstation, consider web-based accounting solutions. Quickbooks Online (http://quickbooksonline.intuit.com/) is a winner. Freshbooks (http://www.freshbooks.com/) is also worthy candidate. Both come with their own ecosystem of partners. This gives you the ability to integrate additional providers so you can achieve a nicely customized solution for your company’s operations. You will like how web-based models offer more automation and more flexibility, like pushing accounting features directly into the hands of your front line staff, saving you both time and money.
Put the forms online.
There are lot of things your clients can do online from your website. In fact, they prefer the convenience of completing forms, scheduling appointments, requesting information, etc via the internet. One of my favorite tools is Wufoo (http://wufoo.com/). Their motto is: We make forms fast + easy + fun. And it’s true.
Think of the paperwork in your operational cycle. Brainstorm what kids of things can be collected and disseminated online. One advantage of online forms is databasing. By capturing data digitally and sending it to the right buckets, you can drill into that data more easily and leverage it more effectively. That’s good business.
Capture receipts on the go.
Expense reporting is vital. It’s also labor intensive. Shoeboxed (http://www.shoeboxed.com/) is a neat online service that helps you keep track of your receipts. Like the other solutions mentioned above, Shoebox integrates with various service providers, including Freshbooks. Again, the more integration, the better.
Organize your contacts.
Customer relationship management, called CRM (http://en.wikipedia.org/wiki/Customer_relationship_management) is the glue of your day-to-day business. Just like the old Rolodex gave us power and authority to get things done, managing your contacts wisely will help you build networks and close sales.
There are many providers in the CRM marketspace. Ultimately, you will want one that integrates well with your accounting solution. Batchbook (http://www.batchblue.com/) does everything a traditional CRM offers, as well as social media integration. This means you can view and curate each contact’s blog posts, tweets, photos and more.
Don’t call or email. Chat.
Everyone knows Skype (http://www.skype.com/intl/en-us/home) is perfect for long distance calling. But did you know Skype is great for live chatting, too? We use Skype chat to message real-time between our service centers and our global software development teams. It even supports group chatting, so we can have several geeks participating in the same live chat.
In the business world, communication needs to be fast and frictionless. In fact, the sooner you get to the truth, whether it’s a client’s order or a staffing issue, for example, the more competitive your organization will become. Skype is a winner. It’s much better than Yahoo, Hotmail and Google chats. And it’s free!
Manage projects online.
I wish there were some way to automate the whole project management process. It’s amazing how quickly customer satisfaction rates can drop when updates are late and milestones are missed.
We use Basecamp (http://basecamphq.com/) to manage software development projects. We can setup milestones, store related files online, create reminders and even invite clients into some or all of the project management process so everyone is participating and well-informed.
Similar solutions include goplan (http://www.goplanapp.com/) and huddle (http://www.huddle.com/). All offer 30-day free trials.
Make your event a success.
Eventbrite (http://www.eventbrite.com/) is a very useful tool for organizing company events. The events could be anything, ranging from a seminar for your propsects to an employee appreciation BBQ for your team members. With Eventbrite, you can publish the event online, push invites via email and social media to boost registration, track response rates, generate name tags, create check-in lists, and collect money online.
I haven’t tried it yet, but I think you can leverage Eventbrite to run a bootstrapped version Groupon or LivingSocial. You can imagine you have a hot product and a good contact list and you use Eventbrite to push out timely specials, treating each deal as a kind of event. Sounds promising. Let me test it. Will have more for you in my column next month…