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Going Remote: A Behind the Scenes Look at Digitizing Your Small Business

The small business failure rate was already dismal pre-COVID and now it’s worse. The pandemic has both budding and seasoned entrepreneurs scrambling to figure out how to safely service their customers while keeping the proverbial lights on. In this workshop, we will pull back the curtain on what it takes to successfully transition to remote and/or contactless operations.

Key Takeaways:
1. Access a proven framework for building a flexible business infrastructure that supports remote operations.
2. Identify the specific people, processes, and tools you will need to facilitate remote operations.
3. Learn what a Business Continuity & Disaster Recovery Plan is and how it can help mitigate forced shutdown risks.
4. Discover free and low-cost tools and technologies to leverage in going remote and how to integrate them.

This slide deck was originally presented by Alicia Butler Pierre to Texas Woman's University on Nov. 10, 2020.

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Going Remote: A Behind the Scenes Look at Digitizing Your Small Business

  1. 1. GOING REMOTE A Behind the Scenes Look at Digitizing Your Business ALICIA BUTLER PIERRE NOV. 10, 2020
  2. 2. THE RIP VAN WINKLE EFFECT © 2020. AliciaButlerPierre.com 02 Overnight, You’ve Become: o Sound Editor o Lighting Technician o Videographer o Photographer o Therapist
  3. 3. © 2020. AliciaButlerPierre.com 03
  4. 4. WHY WE SHOULD MEET One of the few people in the world that talks about business infrastructure Bestselling Author Podcaster Consultant @Alicia_B_Pierre 04 © 2020. AliciaButlerPierre.com @Alicia Butler Pierre
  5. 5. HERE’S WHAT WE’LL COVER: What is Business Infrastructure? Common Processes to Consider i 7 Tips for Digitization ? Your Questions Stay Tuned…I’ll let you know how you can get a copy of this presentation + a special gift. #DigitalTransformation #BusinessInfrastructure #SmoothOperator 05 © 2020. AliciaButlerPierre.com
  6. 6. © 2020. AliciaButlerPierre.com 06
  7. 7. INFRASTRUCTURE PEOPLE PROCESS TOOLS BUSINESS © 2020. AliciaButlerPierre.com 07
  8. 8. Whatwork needs to be done? Howis that work organized? Whowill do the work? Howis the work performed? © 2020. AliciaButlerPierre.com 08
  9. 9. FUNCTIONAL AREAS & PROCESSES TO CONSIDER DIGITIZING Operations Technology Accounting Marketing Human Resources Legal Compliance • Lead/Demand Generation • Sales/Promotion • Client Relationship Management • ROI Measuring & Monitoring • Accounts Receivable/Billing • Accounts Payable • Collections • Account Reconciliation • Tax Filing • Recruiting, Interviewing & Hiring • New Hire Orientation • Payroll • Performance Evaluation • Termination • Continuous Education • Service Delivery • Client Satisfaction • Records Management • Workspace Setup & Maintenance • Inventory Management • Contract Development & Review • License/Certification Renewal • Internal & External Auditing • Insurance Selection & Maintenance • Intellectual Property Maintenance • Equipment Selection & Maintenance • Software Selection & Maintenance • Disaster Recovery • Electronic Data Storage & Backup 09 © 2020. AliciaButlerPierre.com
  10. 10. Tip #1: Make a Techie Your Bestie! 14 • Troubleshooting. • Not all Technologists are created equal. © 2020. AliciaButlerPierre.com 10
  11. 11. Tip #1: Make a Techie Your Bestie! o Web Administrator o Network Administrator o Software Developer o Web Designer o Web Developer o CopywriterHost 11 PEOPLE 1. Take inventory of what you have. 2. Determine gaps. 3. Figure out who should do what. 4. Who do you know in your network? 5. Start recruiting. o LinkedIn o Indeed.com o Guru.com o Fiverr.com o 1Password.com o Non-Disclosure Agreement o LogMeIn.com, Chrome Remote Desktop PROCESS TOOLS © 2020. AliciaButlerPierre.com
  12. 12. Tip #2: Know Your Devices. 12 • PC or Mac? • Operating System? • Adapters Needed? © 2020. AliciaButlerPierre.com
  13. 13. Tip #2: Know Your Devices. 15 PEOPLE 1. Figure out what technologies you need. 2. What are the bandwidth/space requirements? 3. Is it compatible with what you already use? o Capterra.com o Desktop, Laptop, Tablet, Phone Specs o Graphics Card Specs o Websites of all Apps & Software Installed o Control Panel (PC), System Preferences (Mac) PROCESS TOOLS © 2020. AliciaButlerPierre.com o Web Administrator o Network Administrator o Software Developer o Web Designer o Web Developer o Technical Writer
  14. 14. Tip #3: Disaster Recovery & Business Continuity Plan. 14 • Murphy’s Law. • Have a backup plan. • Business immunity. © 2020. AliciaButlerPierre.com
  15. 15. Tip #3: Disaster Recovery & Business Continuity Plan. o Operations Lead o Legal Lead o H.R. Lead o Accounting Lead o Sales & Marketing Lead o Tech Lead (see pg. 11) 15 PEOPLE 1. Figure out what can go wrong. 2. Determine steps and tools to mitigate or prevent. 3. Document and share. 4. Implement multiple forms of backup. o Business Immunity Kit: ▪ Disaster Recovery Plan template ▪ FMEA template ▪ Pre-Mortem template o External hard drive (TB) o Remote data backup service o Google Drive, Dropbox, Sharepoint, Evernote PROCESS TOOLS © 2020. AliciaButlerPierre.com
  16. 16. Tip #4: Cybersecurity Insurance. 16 • You are collecting data. • It can be compromised. • Learn about GDPR, CCPA. © 2020. AliciaButlerPierre.com
  17. 17. Tip #4: Cybersecurity Insurance. o Insurance Agent (Business) o Insurance Provider o Cybersecurity Consultant o Data Scientist o See pg. 11 for others 17 PEOPLE 1. Set (and keep) office hours. 2. Inform if recording audio only or audio + video. 3. Determine whether to grant access to recordings. 4. Establish etiquette. o SSL Certification o Privacy Policy o Terms & Conditions o Cookies Policy o Ep. 058: Jodi Daniels o Ep. 074: Love Hudson-Maggio o Ep. 085: Terica Pearson o LinkedIn Learning, Teachable, Udemy PROCESS TOOLS © 2020. AliciaButlerPierre.com
  18. 18. Tip #5: Communications. 18 • Remote meetings. • Ethernet connection. • Time zone differences. • Set boundaries. © 2020. AliciaButlerPierre.com
  19. 19. Tip #5: Communications. o Staff/Team o Customers o Vendors & Suppliers o Phone Company o Internet Provider o See pg. 11 for others 19 PEOPLE 1. Set (and keep) office hours. 2. Inform if recording audio only or audio + video. Grant access? 3. Determine preferred modes of communication. 4. Establish etiquette. o Smart Phone o Laptop and/or Tablet o Webcam, Headset o Social Media DM o Chatbots (article) o Slack, Discord o BYOD Policy o Zoom, MS Teams, Skype PROCESS TOOLS © 2020. AliciaButlerPierre.com
  20. 20. Tip #6: Prioritize Safety. 20 • Let Customers and Staff Know the Rules. • Every county/parish, state/province and city is different. • Every Country is different. © 2020. AliciaButlerPierre.com
  21. 21. Tip #6: Prioritize Safety. o Doctors o Nurses o Public Health Officials o Health & Safety Ambassador 21 PEOPLE 1. Study laws and regulations. 2. Order PPE and other safety tools. 3. Document and train on usage. 4. Determine quarantine policy. o WHO, OSHA, CDC, Public Health Department o Floor and wall placards o Temperature gun o Thermometer o Hand sanitizer stations o ProtectMyCell.net o Complimentary gloves & masks PROCESS TOOLS © 2020. AliciaButlerPierre.com
  22. 22. Tip #7: Setup for Success. 22 • Share Basics with Entire Team. • Ergonomics is Key! © 2020. AliciaButlerPierre.com
  23. 23. Tip #7: Setup for Success. o Industrial Hygienist o Ergonomist 23 PEOPLE 1. Measure your space. 2. Measure distance between you and equipment. 3. Prevent neck, eye, back, and arm strain. 4. Elevate feet. 5. Use door signs to minimize distractions. o Tape measure o Starbucks Jazz Café playlists on YouTube o IKEA o Herman Miller chairs o Digital Wellness Articles - Logitech o Logitech Mice, Keyboards PROCESS TOOLS © 2020. AliciaButlerPierre.com
  24. 24. Win One of These Logitech Products Today! © 2020. AliciaButlerPierre.com 24 BusinessInfrastructure.TV/Be-My-Guest
  25. 25. PODCAST NEWSLETTER BOOK .com 25
  26. 26. WE CAN DO THIS! © 2020. AliciaButlerPierre.com 26
  27. 27. QUESTIONS? © 2020. AliciaButlerPierre.com 27
  28. 28. THANK YOU! © 2020. AliciaButlerPierre.com 28

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