You've got lots of work and opportunity; take the time to organize yourself with some of these great tools. Our friend Amanda, the Director of Business Advancement and Northern Initiatives shared with us some amazing tools! Check this out.

2. TECHNOLOGY TOOLS
Increase Time Management and Efficiency of Your Business

3. Presentation Outline
• Task & Project Management
• Diagram & Brainstorming Tools
• Communication Tools
• Data Analysis
• File Management
• And Beyond

4. 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

5. TASK & PROJECT MANAGEMENT
Set deadlines, collaborate and manage time efficiently.

6. Managing Tasks
• Google Tasks
• Basecamp
• SmartSheet
• TeamworkPM

7. Google Tasks
Create a task
from an email
List available in
Gmail

8. Google Tasks
View in Google
Calendar

9. 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

10. Basecamp
Web-based Project Management Software
View all
projects in
Basecamp
Assigned Personnel

11. Basecamp

12. Basecamp
Minimize emails
and discuss online
Collaborate on
content and
add project
notes

13. 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/

14. SmartSheet
http://www.smartsheet.com/

15. SmartSheet
Cloud-based Project
Management Spreadsheets
– Event Planning &
Budgeting
– Sales Pipeline
– Daily Task Manager
– Client Project Time Tracker
– Monthly Budget Tracker
– Road mapping
& Prioritization

16. SmartSheet
• Integrated tools include:
– File Sharing
– Alerts & Reminders
– Gantt Charts
– Calendars
– Google Apps integration
– Web Forms
– Resource Management
– Mobile Apps
– And many more….

17. 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/

18. 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

19. Teamwork Project Management
Set project
timeline and
participants
View information
related to the
project Project
deliverables
grouped by status
and type

20. Teamwork Project Management
• Download project reports
• Gantt chart capabilities
• Review status by milestone
• Review staff workload

21. DIAGRAM & BRAINSTORMING
TOOLS
Workflows, process mapping and brainstorming.

22. Diagram & Brainstorming Tools
• Gliffy
• Lucid Chart
• MindMeister
• Google Drawings

23. 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/

24. 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

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

26. Google Drawings
• http://support.google.com/drive/bin/topic.py?hl=en&topic
=1360903
• Free
• Included in Google Drive

27. COMMUNICATION TOOLS
Chat, collaborate and promote.

28. Communication Tools
• Skype
• Hip Chat
• Olark
• HootSuite
• MailChimp

29. Skype
• Free Internet calls
• Video calls
• Group chats
• Screen and file sharing
• Free
• $9.99/mo for premium
• http://www.skype.com/

30. 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

31. Hip Chat
• Integration with Google
Apps, Zendesk, Wordpress
and many more
• https://www.hipchat.com/
• Pricing:
– Free for teams of five
– $2.00 per user per month
– 30 day risk free trial

32. Olark
• Live chat
• Embed on your
website
• Proactive chats
• Control times and
limits for availability
• See what page your
customers are looking
at

33. 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/

34. 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

35. HootSuite
• Monitor accounts, mentions and topics

36. 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/

37. MailChimp

38. MailChimp

39. DATA ANALYSIS
Brand monitoring, website and social media performance.

40. Data Analysis
• Google Alerts
• Mention
• Google Analytics
• SumAll

41. Google Alerts
• http://www.google.com/alerts
• Setup filters based on keywords

42. Mention
• Real time alerts
• Work as a team
• Respond to mentions
• Analyze mentions
• Available on web,
desktop and mobile
platforms

43. 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/

44. 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.

45. Google Analytics

46. Google Analytics
• Free
• Most widely used website statistics service
• Easy-to-understand graphs
• Detailed analysis
• Automated
reports and
customizable
dashboards
• Ability to share

47. SumAll
• All your data in one
place
• Free
• http://sumall.com

48. SumAll

49. FILE MANAGEMENT
Share, backup and remote access to files.

50. File Management
• Dropbox
• Box
• SugarSync
• Google Drive
• Office 365
• iCloud
• Mozy

51. Dropbox
• https://www.dropbox.com/
• 2GB of storage free
• Automatic synchronization online and with other
devices
• Ability to
share files

52. File Storage & Sharing
• Box
• SugarSync
• Google Drive
• Office 365
• iCloud
$7.49 / mo

53. Choosing the Right Program
Source: https://www.sugarsync.com/sync_comparison.html

54. Mozy
• Cloud based back up
service
• Remote location storage
• Encryption
• 30 day free trial/starts
under $10/mo.
• http://mozy.com/

55. AND BEYOND
More tools to manage your business effectively.

56. Google Apps
• Gmail
• Calendar
• Tasks
• Docs
• Drawings
• Sheets
• Forms
• Slides
• Voice
• Sites
• Drive
• More…
$5/user/month or $50/user/year
http://www.google.com/enterprise/apps/business/index.html

57. Office 365
• Starts at $5/user/mo
billed annually (up to 25
users)
– Email
– Online conferencing
– Public website
– File storage and sharing
– Office Online
• http://office.microsoft.c
om/en-us/business/

58. 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/

59. EverNote
• Gather research
• Add notes, files and
images
• Save favorite webpages
• Synchronize between
devices
• Free
• Business Edition
$10/user/mo
• https://evernote.com

60. EverNote – Web Clipper

61. bitly
• Link shortener
• Tracks traffic
• Free
• https://bitly.com/

62. 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/

63. WHICH TOOLS ARE RIGHT
FOR YOUR BUSINESS?
• Task & Project Management
• Diagram & Brainstorming Tools
• Communication Tools
• Data Analysis
• File Management
• And Beyond

64. THANK YOU!
Amanda Blondeau
Northern Initiatives
ablondeau@northerninitiatives.org