Organize the Chaos with OneNote

Introduce Myself Drew Embury, Partner P&L Technology, Inc P&L TECHNOLOGY, INC.

Today’s Agenda  Education on what OneNote is  Make a case why “information workers” can no longer afford to be without a tool like OneNote  Discuss ways that OneNote can relieve pressures that you probably face  Demonstrate OneNote in action – Live!  Discuss considerations to implement OneNote  15 minutes left at the end for questions and answers! P&L TECHNOLOGY, INC.

What is OneNote  Digital Note taking application for use in business, education (got high school or college age kids?), and personal  Can use it anywhere – your stuff travels with you on your computers, tablets and phones  Capture your thoughts, ideas, to-do’s – Find all your notes quickly with powerful search and retrieval  Clip articles from the web, add photos, whiteboard sessions, and audio clips P&L TECHNOLOGY, INC.

Why we Need it  Read magazine article  Information is exploding and will continue to accelerate  Those that are able to capture and use information will be more effective at an increasing rate  Individuals will be more effective in their roles  Companies will have a competitive advantage  Our clients are asking to “Eliminate the Yellow Legal Pad” P&L TECHNOLOGY, INC.

Ways to use OneNote  Capture meeting notes, action items, and ensure follow-up  Tag notes with websites to visit, conversations that you need to have, ideas, items to blog about, s that need to be sent…and much more  Keep our task lists up to date to ensure we are focusing on high value activities  Keep notes from client interactions  Record technical documentation from the web  Capture your favorite motivational quotes  Ensure the “aha” brilliance moments you have while laying in bed or out for a jog get recorded  Scan in magazine articles for later retrieval  Keep notes from continuing education handy when needed  Shared documentation systems for processes in your company P&L TECHNOLOGY, INC.

Live Demonstration!  Switch to screen sharing mode P&L TECHNOLOGY, INC.

Implementation Considerations  How do you get OneNote? -Free download, or included with Office  Invest in a few hours of consulting to get it set up right  Choose file storage location – we usually recommend OneDrive Pro or OneDrive Personal if not Office 365 SharePoint Online subscriber  Putting on a server can work, but you’ll lose mobility benefits  Create Blank Workbook in the online storage location  Hook up all your devices – computers, laptops, tablets, smartphones  Start using it!  If deploying to your company – don’t forget the training – even 1 hour can deliver a huge bump in effectiveness P&L TECHNOLOGY, INC.

Question and Answer P&L TECHNOLOGY, INC.