2. Content
Use Office Management Software(ch4)
Use the intermediate and advanced
features of Microsoft Office (Word, Excel,)
(ch5. ch6)
Use the Internet as a research tool.(ch7)
2
4. Office Management Software
What is Office Management Software?
Office management software is the set of cloud software
tools that help in the day-to-day and auxiliary operations of
your office. From document storage to employee
management, your office can function smoothly with
minimal paperwork.
4
5. Zoho One: End-to-end office
assistant software
Zoho One is more than just a suite of office
management apps offering a unified user interface. It is,
in fact, an integrated operating system for business, that
not just manages your office processes, but also
provides a unified platform for all your operations,
activities .
5
6. Zoho One
Zoho One comprises the following tools:
Collaboration and chat tools (communication tools)
Online conferencing and meeting software
Project management software
Accounting tools
Document and data management & storage
IT management software
Productivity software
Operations software
Sales & marketing software
Support software
6
7. Communication tools for office
management
Communication tools are essential for the smooth flow of
information, both with internal and external stakeholders.
7
8. Online conference and meeting
software
Online conference software can help teams connect
quickly, remotely, and effectively. Schedule online
meetings and virtual catch-ups within the team,
company, and beyond.
8
9. Project management tools
As an office manager, project management comprises
tasks that need to be assigned and deliverables that
need to be tracked.
9
10. Data management and
documentation tools
Data management includes a database of all company
metrics and associated people, including customers.
Documentation involves all the paperwork and official
docs that your employees create
10
11. Finance management tools
Finance management refers to accounts and
bookkeeping tools that can help you allot, review, track,
and plan your finances and taxes. It is vital to the
functioning of every office across departments.
11
12. Work schedule, people management,
and employee time tracker tools
Work scheduling is the distribution of work items
amongst different departments and people. It involves
planning timelines and steps of action.
12
13. Employee recruiting and
onboarding tools
Employee recruiting is the process of filtering through
candidates, marking various rounds of interviews, and
selecting new employees. Onboarding is the process of
training and familiarizing newly recruited employees with
the company culture and processes.
13
14. Appointment scheduling and event
management tools
Event management entails the successful planning and
execution of office events and conferences, both
physical and online. Appointment scheduling can help
customers book their slots and keep users informed on
the go.
14
15. Retail tools
Retail refers to online and offline selling,
taking stock of inventory, and managing
purchases.
15
16. Some example Best Office Management
Software Tools & Systems in 2023
16
17. 1.ClickUp
ClickUp is an all-in-one productivity platform designed for
teams in any organization , making it a complete solution to
stay connected alongside tasks, projects, and events.
Teams have customizable features within reach to
manage day-to-day workloads .
17
19. 2. Basecamp
is a popular project management tool designed to help
businesses stay organized and productive. It allows teams
to collaborate all in one place, with features such as task
management, file storage, message boards, and calendars.
This makes it easy to keep track of projects, assign tasks,
monitor progress, and update deadlines on the fly.
The platform also gives businesses to communicate more
efficiently, allowing everyone to be on the same page and
complete projects quickly.
19
21. 3. Flock
Flock is a team chat software designed to help streamline
communication by organizing conversations into specific
channels, making it easier to manage discussions in one
place. By grouping related discussions into channels, office
managers can easily access the information they need and
quickly find relevant messages, reducing the time it takes
to make decisions and solve problems.
21
23. 4. Hive
is a project management tool designed to help teams
stay organized by keeping track of tasks, deadlines, and
resources. With its intuitive interface, users can assign
tasks, set deadlines, and monitor progress. Additionally,
Hive offers features that streamline collaboration among
team members, enabling them to easily share
documents, assign tasks, and communicate directly.
23
25. 5. Monday.com
is an innovative and comprehensive project management
platform that enables teams to collaborate more efficiently,
streamline their processes, and maximize productivity. It
provides users with an intuitive dashboard that allows them
to easily manage projects, assign tasks and track progress.
The platform also offers powerful communication tools
such as chat, email, and video conferencing for an office
manager to keep everyone on the same page.
25
27. 6. Google Chat
Google Chat is an instant messaging platform developed
by Google. It allows users to communicate with each
other in real time, either one-on-one or in group
conversations. Google Chat also includes features like
file sharing, voice calls, video calls, and searchable chat
history.
27
29. 7. Zoom
Zoom is a video-conferencing software for remote teams
looking for a reliable and easy approach to lead meetings
and collaborate with others. With Zoom, up to 100
participants can join a meeting, share their screens,
annotate documents, and conduct remote training
sessions.
29
31. 8. Chanty
Chanty is a powerful team chat app designed to help
teams streamline communication and create a more
efficient workflow. With Chanty, teams can keep track of
multiple conversations in one unified space, allowing
members to be in the know about the latest project
changes.
31
33. Here are the top features to consider when
choosing an office management software:
Project views such as calendars, Gantt charts,
timelines, events, and holidays .
Document management tool to store and collaborate
on documentation with team members, vendors, and
stakeholders.
Collaboration tools to communicate and collaborate on
ideas, solutions, and other types of work in real-time.
Reporting and analytics to measure performance,
forecast office needs, and identify.
33
34. Here are the top features to consider when
choosing an office management software:
Resource allocation to assign staff, budgets, and
equipment to tasks and projects.
Inventory management to keep track of assets, orders,
and maintenance records.
Budget management to track expenses, invoices, and
payments.
34
35. Why do you need an office
management system?
Office management systems have the capability to run
offices end-to-end using advanced cloud software that
can take care of document management, back-office
operations. sales, collaboration, meeting, productivity,
and remote working tools. This type of software setup
can enable your office and your employees to operate
and collaborate easily.
35