HR Leader Manual for Transitioning Teams to Remote Work
eGuide_Fuze_FINAL
1. Your Engaged Workforce: A Remote Possibility Within Reach
The fact that you’ve downloadedthiseguide indicatesthatyoucare deeplyaboutthe successof your
business andconnectingwithyouremployees –evenandespeciallythosethatare remote.Youmay
have consideredbuildingaremote workforce because of itspotential benefitstobothyourbusinessand
your employees,butnotknownwhere tostart.Or perhapsyou’ve alreadydeployedaremote
workforce,butare not confidentthatyou’re optimallymanagingandcapitalizingonit.
Eitherway,you’re inthe rightspot – andyou’re notalone. The way we worktodayis more elasticthan
ever,andthe line betweenour“work”and our “life”continuestoblend.Infact, accordingto Gartner,
75 percentof project-basedworkisnow done byvirtual teams,meaningpeopleare increasingly
collaboratingacrosstown,acrossthe country andacross the world fromtheircolleagues.
In today’scompetitive businesslandscape,companiesthatcultivate workforcesthatare bothflexible
and tunedin,nomatter theirlocations,have adistinctadvantage.Yet, virtual teamsare subjectto
feelingdisconnectedand researchshowsemployeesare more tuned-outthanever.The figuresaround
employeedisengagementare staggering.Accordingto Gallup,only13percent – one in eight– of
employeesworldwide are engagedatwork.The impactof disengagedemployeesiscostingthe U.S.
economyalone more than$450 billionannually.
Are membersof yourremote workforce disengaged?Oristhe fear of tuned-outemployeeskeepingyou
frombuildingaremote workforce?Take control –the changingface of where we work and how we
collaborate presents anopportunitytoconnectandre-engage withemployeesandcustomers. Outlined
inthiseguide are 3 essentialsteps tocreatingamore engagedworkforce:
1. Identifythe rightremote-enablingtechnologies
2. Establisharemote workingpolicy
3. Integrate remote technologiesinto key businessfunctions
A flexiblebutconnectedworkforce isbothaveryreal andremote possibility!Youcan cultivate thisnew
model forgettingbusinessdone withinyourbusiness –keepreadingtolearnhow.
I wishyougreat success!
DavidObrand,CEO, Fuze
2. STEP 1 Identify the right remote-enabling technologies
Flexibilityisbecomingakey workplace requirement,withthe potential tobenefitbothemployerand
employee.Forrestercategorizesnearly30percentof employeesinthe U.S.andEurope as “anytime,
anywhere”workers,meaningtheyfrequentlyworkonthe go andfrom differentlocations,anda
GeorgetownUniversitystudyfoundthat80 percentof employeeswouldbe muchhappierif theywere
offeredflexible workingoptions.
There are manyadvantagestoa distributedworkforce,butalsomanyinherentchallenges. Enablingthis
flexibility requiresanewsetof toolsto ensure remote workers andvirtual teamsare connected,
engagedand able to collaborate effectivelyacrossdistances.
The good newsisthere are many technologysolutionstosupportaremote workforce - butwithso
manyoptions,takingthe firststepcan be daunting. If youremployeesdoanymeasure of theirwork
offsite orwithcolleaguesindifferentlocations,startby answeringthese questionsinthe contextof
whattheycurrentlycan accomplish:
Can employees workon the same documentatthe same time?
Can employeesaccessandshare filessecurely?
Do employeesrelyheavilyonemail forcommunication?
Can teamsmeetface to face and share informationinreal-time acrossdistances?
Are existingcommunicationandcollaborationtoolswelladopted?
Are your communicationandcollaborationtoolsavailableoniPhone/iPadandAndroid
phones/tablets?
Do youknowto what extentemployeesare usingconsumer personal technologies forbusiness
needs?(Hint:It’sprobablyalotmore than youknow.)
If you answered“no”to anyof these,it’stime tofamiliarize yourself withthe followingremote-enabling
technologies:
Cloudtechnology– Needaccessto documentsorfilesnomatterwhere youare?Thenyou’ll
needtoleverage the cloud,whichisatype of computingthatreliesonsharingcomputing
resourcesratherthanhavinglocal serversor personal devicestohandle applications.Incloud
computing,the word“cloud”isusedas a metaphorfor"the Internet,"so itsimplymeansthat
differentITservicesare deliveredtocomputersanddevicesthroughthe Internet.
Mobile devices– Almostall of uswill have atleastone mobile device,butwe maynotbe using
it to itsfull capabilities. VirtualPrivate Networkspavedthe wayfor laptopstobecome the go-to
mobile deviceforremote workers,butthe richinterfacesof smartphonesandtabletsandtheir
inherentwirelesscapabilitieshave made themanevenmore attractive,productivechoice for
today’sremote worker.
Videocollaborationsolutions- Videoconferencingallowspeopleandteamstomeetface to
face across locationsusingbroadbandnetworkstotransmitaudio,videoanddata(content).
Recentadvancementsincloud-basedservicesare makingvideoconferencingmuchmore
affordable andeasiertouse andaccess acrossdevices.
Enterprise social media- Thisreferstosocial networksorsocial software usedinthe contextof
business,like Yammer,ChatterandJive.Itcaninclude corporate intranetsthatare modifiedto
organize communicationandcollaborationamongstemployeesandthe use of external social
platformstogenerate visibilityforthe business.
3. STEP 2 Establish a remote working policy
Whendecidingwhetheratechnologysolutioncandrive real value foryourorganization,itcanbe
helpful tothinkaboutitintermsof itsuse withindiscrete areasof yourbusiness.Understandingthe
impactremote workingsolutionscanhave onspecificbusinessfunctionsiscritical tomakingan
informedchoice.
Before implementingremote workingoptionsatyourbusiness,it’simportanttohave apolicyinplace
withclearguidelinesandexpectations. Notworemote workingpoliciesare identical because effective
policiesgovernthe remoteworkingscenariosthatare mostimportantandrelevanttothe individual
business.These are some of the issuesyoushouldexplore,identifyyourresponseto,andthencraft
specificpolicyrulesaround:
Accountability.How will yourbusinesshandle thingsthattypicallyare laidoutina traditional
employee’scontractoremployerguidelines,butmayneedtobe modifiedforthe remote
workerlike conduct,confidentiality,workschedule,andreportingstructure?
Security.How will youenforce securitymeasures around activitieslikethe use andsharingof
corporate documents,orregardingthe remote worker’shome computernetwork?
Infrastructure. How will yourbusinessapproachequipmentandinsurance forthe remote
worker?Forexample,youwill needtodecide how much,andwhich, equipmenttoprovide your
remote workersandwhetheryou needtocarry insurance toprotectthat equipmentbeingused
offsite.
Compensation.How,and forhow much,will yourbusinessreimburse remoteworkersfor
remote-relatedexpenses,includingthose pertainingtohome office set-upandmaintenance
and travel expenses?
Aftera remote workingpolicyisestablished,it’scritical tocultivate aculture of engagement.Let’stake
meetingsasanexample.Whetherit’sthe stressof havingtoomanymeetingsorunclearmeetinggoals,
meetingscanbe a prime culpritof causingemployeestotune out.Accordingtoresearchby Fuze,more
than one thirdof all workersspendfourto tenhoursper weekinmeetings.Ontopof that, 92 percentof
respondentsadmittedtheymultitaskduringmeetings,with49percentdoingworkcompletelyunrelated
to the meetingathand.
[CALL OUT]
[SIDE BAR]
4. So howdo yourun meetingswhere remote workersare notonlyinattendance,buttrulypresent?First,
ask yourself thesethree questionsbeforeschedulingyournextmeeting:
[CHECK LIST FORMAT]
Is a meetingnecessary?Orcoulditbe accomplishedinsome otherwaythatdoesn’trequirea
meeting,perhapswithafewfolkstomove the projectforward?
What isthe desiredoutcome of the meetingandcanit be accomplishedin30 minutesorless?
Who are the critical attendees?Are there individualswhocanbe designated“optional?”
Answerstothese questionscanprovide guidance regardingwhetheraformal meetingistrulynecessary.
For those timeswhenameetingisrequired,have groundrulesinplace withbothyouronsite and
remote teammemberswithameeting contractsignedbyall.Thiscan be a relativelysimple document
that createsa spiritof accountabilityacrossthe company.Anexample of sucha contract follows:
In meetings,youwill:
Be ontime
Come prepared
Leave politicsatthe door
Focusand engage (nomultitasking)
Communicate openly
Offerconstructive input/feedback
In return,I will:
Onlyschedule necessarymeetings
Start promptlyandendearlywhenpossible
Outline clearmeetingobjectivesandagenda
Keepconversationfocusedandinteractive
Capture and distribute actionitems
5. In orderto retainthe value of meeting,while keepingemployeesengagedwheninseparate locations,
here are a fewbestpracticestokeepmeetingsmanageableandproductive:
Schedule shortermeetings - 30 minutesmax –and start on time
Setclear expectations
Stay focused - move tangentstoanotherdiscussion,email orEnterprise Social Media
Use time wisely
o Sendmaterialsinadvance whenpossible
o Assignsomeone tocapture keypointsandactionitems
o Keepslidestominimum,nomonologues - engage participants,askquestions
o End on time orearly.Givingpeople time backshowsyourespecttheirtime
Distribute keypointsandactionitemsafterthe meeting
6. STEP 3 Integrate remote technologies into key business functions
ATTRACT & ENGAGE HR: Talent Recruitment,Onboarding & Operations
Melissa,VPof HumanResourcesfora flourishingarchitecturefirm, knowsthischallenge all toowell.
Her goal is to acquire topdesigntalent,whetherlocal or acrossthe globe.However,hereffortsare
stifledbyaninabilitytoconnectwithprospectsinremote localesandsecurelyshare theirinformation
across teams.What she doesn’tknowisthat,althoughanin-personmeetingmayultimatelyneedto
occur, manyfront-endrecruitmenttaskscanbe managedremotelywithtoolslikevideoconferencing
solutions andthe cloud.
Wouldn’tyoulike the optionof attractingandretainingthe rightprofessionals,regardlessof whether
theylive acrossthe state,countryor world?Openingyourdoorsto talent beyondyourphysical location
enablesyouto tap intothe global talentpool andcapture the attentionof the bestcandidates.A
remote or distributedworkforce alsomeanslessoverheadcostasemployeesare “pluggedin”tothe
office fromremote areas,notlarge resource-intensive businesscenters.
Also,once employeesare onboard,it’scritical tointegrate themintotheir teamsseamlessly.
Technologycanendthe isolation sometimes feltbyremote workersandstrengthentheirconnectionto
the team,as well as helpbuildanunderstandingof the company,itsgoalsandrelationships.
Is your objective to ATTRACT & ENGAGE?These toolscan helpyou achieve it:
Cloudtechnology– Eliminate redundanciesandmultiple databasesof candidateswithasingle-
instance cloud-basedsystemthatsynchronizessocialmediainteractions,jobpostingsandapplicant
tracking.Once prospects enterthe funnel,youcanmanage résumésandshare sensitive employee
recordssecurelyamongteams. Enable real-time opportunitiesforremote workerstocollaborate
withcolleaguesfromanydevice,time zone orlocation.Also,streamlinereview andfeedbackcycles
for sharedprojects,whichdrivesincreasedproductivityandefficiencyacrossthe organization.
Videoconferencingsolutions - Conductengagingcandidate interviewsregardlessof distance,and
record the interactiontoplaybackfor otherhiringdecisionmakers. Thisgetsbuy-inonthe
candidate earlyinthe process,whichcanaccelerate decision-makingandsave unnecessarytimeand
travel.Accelerate the onboardingprocesswithorientationmeetingsandestablishtieswith
teammates,keycustomersandpartners.
Enterprise social media– Ensure that remote teammembershave accesstorelevant,in-house
informationfordecisionmaking,andthattheycanconnect withstaff regardingtheircompany
insights,experience,andcontacts.
7. STREAMLINE & CONNECT Sales
Greg, whoheadsupnewbusinessdevelopmentforamidsizedpublicrelationsfirm, wantshisteamto
entereverypitchmeetingarmedwithsmart,currentinformationaboutthe prospect,itscompetitors
and the industry. Currently,histeam–whichincludesmembersdistributedacrossregions –attendsa
monthlycorporate salesmeetingviaconference call andusesemail toshare intelligence,presentations
and schedules. While theyare usingtechnologytocommunicate throughoutthe salesprocess,
advancedsalestoolslike enterprise social mediaandthe cloudcanbring greaterstreamliningand
successto theirefforts.
Whenyouthinkabout yourbusiness’ salesprocess,technologymaynotbe the firstthingthatcomesto
mindforyou, either.Yet,technologycanhelp make organizations consistently more productive,more
manageable andmore profitable. Insales,everylittle detail anddifferentiatorcountsandtechnologies
that enable remote collaborationandcommunicationcouldbe keyfactorstoyoursalesteam’ssuccess.
Toolsthat supportyoursalesteamare worth explorationand,then, the investment:positive sales
experiencesbuildloyaltyandgenerate referrals,plusopeningyoursalesreachtoglobal marketscan
have a remarkable impactonthe monetaryvalue of yourbusiness. Inordertocompete inthe global
marketplace,businessesare leveragingtechnologysolutionsthat enhance the salesprocessand extend
theirreach.
Is your objective to STREAMLINE & CONNECT? These toolscan helpyou achieve it:
Cloudtechnology- Streamline andmanage salesprocessesbymakingsalesdocumentsand
resourcesaccessible fromanywhere andonanydevice.Notall salesopportunitiescome withfair
warning,andit’simportantthatyour salesprofessionalshave easyaccesstoup-to-date,relevant
informationonamoment’snotice.
Videoconferencingsolutions - Strengthenrelationshipswithprospectswhoare locatedoutsideof
your geographywithengaging,interactive meetings,whilesavingtimeand moneyontravel forin-
personmeetings.Utilizevideoconferencingfornew productdemosandinteractive trainingforyour
salesteam.
Enterprise social media– Encourage knowledgetransferbetweenestablishedandnew sales
professionals,resultinginbetteroverall performance andunderstandingof products.Active
adoptionof thisplatformcanequipyoursalespeople withcritical informationabouthistorical
interactionswithprospectsandsuccessful (andunsuccessful) pitches.
Mobile devices– Allowyoursalespeople torespondtovendorsandinboundinquiriesrapidlyand
irrespectiveof location.
COLLABORATE & ADAPT Marketing
Val overseesthe marketingfunctionforagrowing real estate firm, andreliesheavilyonanexternal
teamof professionalsforthe executionof keymarketingtasks,likedatabase curationanddesignof
marketingmaterialsandsignage.While these are activitiesthattypicallyrequiremultiplereview cycles
and extendeddialogue toshare ideasandfeedback,she hasbeenusing the telephoneandemail to
provide andreceive input onplans,andreviewsubsequentversionsof materials.If she understoodthe
powerof technologieslike videoconferencingsolutionstoconnecthermore directly,immediatelyand
personallytoherad hocteam of experts,she’dneveruse the phone andemail formanyof these core
tasksagain.
In orderto keepyourmessage consistent,bothinternallyandexternally,youneedtohave aface-to-
face platformforcommunicatingvital informationandkeepingyour wholeteamonthe same page,
8. regardlessof where theyare.Withmarketingteammembers,creativepartnersandvendorslocatedina
varietyof places,that“platform”can’t always – or maybe,ever– be a meetingwitheveryone inthe
same room.
It’salso critical thatteam membershave the abilitytoshare real-time marketingintelligence and
updatesinorderto stay a stepaheadof the competition’snextmove. Communicationforthese teams
needstobe as seamlessasan email andas real-time andresponsiveasbeingthere inperson,anditcan
be withpowerful remote collaboration tools.
Is your objective to COLLABORATE & ADAPT? These tools can helpyou achieve it:
Videoconferencingsolutions – Facilitate on-demandmeetingswithmembersof yourprimary and
extendedmarketingteams,includingcreative anddesignpartnersforbrainstormingandconcept
review.Youcanalso formstronger,more personal connectionswithpotential customersthrough
invaluable face-to-face interaction.
Cloudtechnology– Keepmarketresearchresourcesatyourteam’sdisposal,enable distributed
teammemberstowork onprojectsinreal time,andseamlesslyshare marketingdata,conceptsand
planswithprospectsandclients.
Enterprise social media- Respondfastertonew market shiftswiththe combinedanddisseminated
intelligence of yourworkforce,andimprove developmenttimesandchancesof successwithsocial-
enabledtroubleshootingandbestpractice sharing.
A set of solutions for the new working environment
Fuze helps make the “workanywhere”ideal,areality.Withonlinemeetingsolutionsthatyourremote
or distributedteammemberscanconnectto fromtheirdesktops,laptops,andmobile devices,itdoesn’t
matterwhetherpeople are nextdoor,acrossthe countryor aroundthe world. Videoconferencingthat
offersHD image qualityenhancesthe sense thatworkersseparatedbyhundredsorthousandsof miles
are “together.”Technologiesthatallowremote employeestoshare contentandtheircomputerscreens
witheachothercreatesa feelingthateveryoneisinthe same room. Mobile capabilitiesthatgrantfield
workersaccessto a centralizedinformationportal keepsthe emphasisonthe jobathand,and not hisor
herlocation.
In otherwords, withFuze technologies,itdoesn’tmatterwherethe workeris. The workgetsdone.
9. CTA/Customer Stories
o Pluginany unusual anecdotesfromcustomerexamples
o Highlightsoftskillsandteamcamaraderie
o CTA
Fuze customersforstories:
ConneryConsulting
Square
Groupon
ThoughtWorks
VoloUSA.com
PetSuppliesPlus
Starbucks