1. SMALL BUSINESS DEVELOPMENT CENTER Tues, March 29th ORGANIZING IN THE DIGITAL AGE

2. What DOESN’T use a computer chip? Internet users worldwide has DOUBLED in the last 5 years 200,000 text messages sent every SECOND Your competition is using technology If you don’t embrace the new technology, your business will be left behind TECHNOLOGY IS EVERYWHERE….

3. Why be Productive: Increased Customer Service Increased Revenue and Profits Decreased Stress Technology gives you tools to be efficient Defunct process won’t magically start working once you add in technology Trading a paper mess for an electronic one IF YOU’RE NOT PRODUCTIVE NOW… TECHNOLOGY CAN’T HELP YOU!

4. To see where technology can benefit you, you’ll need to know what your processes are and where technology can fit in Now…. Go Make Me a Sandwich!!! KNOW YOUR PROCESSES

5. 1.Technical Errors Tasks have no HOME Task is overly COMPLEX Can’t remember what to DO 2.External Realities You have an Unrealistic WORKLOAD You are in and interruption-rich ENVIRNOMENT 3.Psychological Obstacles Unclear goals; fear of success/failure; WHY WE’RE DISORGANIZED

6. Fill the gaps in your processes Keep you and your team on the same page Automate processes HOW TECHNOLOGY CAN HELP TECHNOLOGY CAN’T…. Be the saving grace Replace customer service Automatically simply processes

7. Things You Should Already Be Doing Optimize Outlook and CRM Things To Do Now Scanning Business Cards Online Backups Things To Do Later Go Paperless Utilize the “Cloud” Become comfortable with Mobile Apps OUTLINE

8. Email Use Folders Process Email as it Comes in Check Email at Scheduled Times Archive Calendar Schedule tight start and end meeting times Make Appointments with Yourself Use Color Sync with the Office OUTLOOK

9. Tasks Use Color Give Tasks a Deadline Record Hours Contacts Add Categories Create Lists Send vCards OUTLOOK

10. NeatReceipts Scan Biz Cards, Receipts, Documents OCR Add Categories CardScan Scan Biz Cards OCR CamCard Mobile App QR Code BUSINESS CARDS

11. What’s your Worst Case Scenario? Mozy – Carbonite BACK IT UP!!

12. Why? Sustainability “Go Green” Paper Production uses TONS of resources Not as big of a leap as you think GOING PAPERLESS

13. So, I just need to break out the scanner, right? Again, think about the process What does “paperless” mean to you? Where are your paper-heavy processes? Who will be affected? GOING PAPERLESS

14. 4 step process: 1.Set a Deadline 2.Define Reference vs Active 3.Define Retrieval Method  Topical  Key Word Search 4.Scan, File, Purge! GOING PAPERLESS

15. Retrieval Methods Topical Create a Filing Hierarchy Consistent Naming Conventions Key Word Search iPEP/ Paper Tiger OCR GOING PAPERLESS

16. What is “The Cloud”? Using off-site services instead of your own Google Dropbox Evernote IN THE CLOUD

17. What is a Smartphone? Major Carriers: iPhone/iOS – Apple Blackberry - RIM Android – Google Windows- Microsoft Apps are either open or closed source THERE’S AN APP FOR THAT

18. Tools for Businesses: Bump GoPayment Square Sales CRM ezi Quick Office Astrid THERE’S AN APP FOR THAT

19. Examples: BLENDING TECHNOLOGY AND “OLD SCHOOL” METHODS

20. QUESTIONS?