Keeping in Touch -- Collaborative Technologies

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Great program by Houston's own Susan Farrell of Captavi. How small businesses can make 21st century tools (and a few 20th century ones) work for them.

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Keeping in Touch -- Collaborative Technologies

  1. 1. Collaborative Technologies
  2. 2. Quick Requirements Checklist✓ Web-Based (Cloud/SaaS) Solution is Best✓ Scalable (+/- Users As Needed), Subscription-Based✓ Affordable✓ Intuitive, Easy-to-Learn, Easy-to-Use✓ Aligns with Your CURRENT Business Processes✓ Easy to Invite Subcontractors, Vendors and Clients into System✓ Separate Communications Between Groups
  3. 3. Project Management - BasecampPROS: • Project transparency • Production schedule • Assign to-do tasks • Auto remindersCONS: • Project transparency • Requires some discipline • Small learning curve • Need to understanding project management best practices
  4. 4. Sales/Marketing - Salesforce Chatter PROS: • Free for Salesforce users and their “circle” • Encourages Sales and Marketing to talk CONS: • Requires one person in group to have Salesforce • Account/Account specific
  5. 5. General Team - Skype PROS: • Free • Clear, crisp sound • International scope • Send files • See reactions CONS: • Everyone needs to have Skype and logged in to start group chat
  6. 6. Virtual Meetings - GoToMeeting PROS: • Share screens • See reactions • Control other attendees desktops CONS: • Can be slow, dependent on all attendees bandwidth • Requires download of software plug-in, updated a lot
  7. 7. Website Wireframing - iPlotz PROS: • Specific for websites, mobile sites, mobile apps, etc. • Move components around real-time, while online • Preview URLs CONS: • Some of the components are great and some are basic • Not as polished as InDesign or Visio
  8. 8. Calendar, Documents - Hosted Exchange Server PROS: • Outlook Calendar • MS Documents CONS: • Cost can get high with larger organizations
  9. 9. Real-Time Team Documents - Google Docs PROS: • Free • Real-time • Can upload MS docs CONS: • Learning curve • Sometime hard to up a doc • Changes to docs sometimes get lost • Difficult to determine who changed what
  10. 10. Thank You. . . Q&A

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