This document summarizes a presentation about creating a digital office using productivity software. It discusses terms like SaaS, CRM, and project management software. The presentation covers benefits of productivity software like tracking customers, projects, and employee time. It recommends software like Insightly that combines CRM and project management. The presentation concludes by discussing determining the return on investment of productivity software and not waiting for costs to decrease or keeping outdated systems.

1. Creating Your Digital Office
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Nefesh B’ Nefesh
Sadna Lecture Series for Small Businesses
June 1, 2015
Speakers:
Shuey Fogel (me)
Miriam Schwab
Binyamin Radumsky

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Outsourced financial services for
local and international small businesses & nonprofit
organizations operating in Israel.
Understanding the past. Managing the present.
Strategizing the future.
What is a Shuey Fogel?

3. A Little About Me
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4. Don’t You Hate When Business Get’s
in the Way of Doing Business?
The creation of SaaS, is a true Game Changer
causing a Paradigm Shift in bleeding edge
deliverables that are able to increase small
businesses informativity. I hope that today’s
program will increase your ideation, enabling
your OVA and assist you in determining your
CSF.
What?!

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Today’s Schedule
Shuey - Definition of Terms & Background
Miriam – Productivity Software
Binyamin – Bookkeeping & Invoicing
Shuey – Review & Recommendations
Q & A

6. SaaS?
Saas = Software as a Service
Buying product outright
Lump sum
Upgrade to better product
Rent the product
“Small” monthly charge
Self-updating
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Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

7. SaaS
 ANNUAL vs. Monthly
 Various Plans
 Growing Marketplace
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≠ Paperless
≠ The Cloud
≠ Cheaper(necessarily)
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

8. Productivity Software
CRM (Customer Relationship Management)
Project Management
Time Management
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

9. CRM Essentials
• Customers
• Contacts
• Buying History
• Connections
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

10. Project Management Basics
• Current and Potential
Projects
• Project Status
• Delegation of
Responsibilities
• Possible web access for
clients
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

11. Why I like Insightly
• Video Tutorials
• CRM and Project Management together
• Customizable Pipelines for Opportunities &
Projects
• Fully Linkable: People, Orgs, To-Do’s, Emails,
Opportunities & Projects
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

12. A Quick Note on Time Management
Keep track of:
• Employee Attendance
• Project Management
Excel can be a great solution for the Self-Employed.
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

13. Takeaways & Tips from the Morning
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Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

14. Determining the ROI
of Productivity Software
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OR
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

15. Reading Reviews Online?
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com
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Beware of out-of-date reviews

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YES! - Crowdsource to find experts and others like you.
NO! - Do not use it to find expert advice. (Leave that for the experts.)
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

17. #NBNbiz
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com
Still Debating?
2 Possible (Incorrect) Reasons

18. Waiting for Costs to Come Down?
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It Aint’ Gonna Happen:
 Proven Business Models
 More Options
 Additional Services
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com

19. Already Purchased a System?
#NBNbiz
Time is the scarcest resource and unless it is managed, nothing else can
be managed.
There is nothing as difficult and as expensive, but also nothing as futile, as trying to
keep a corpse from stinking.
If we did not do this already, would we go into it now?
Shuey Fogel, Fogel CFO & Management Services Ltd.
Your Solid Partner for Flexible Solutions · fogelCFO.com
If your current way of doing
things doesn’t fit, then make the
commitment and investment to
change.
In the immortal words of the
great Peter Drucker:

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Shuey Fogel
Your Solid Partner for Flexible Solutions
shuey@fogelcfo.com
@fogelCFO
fogelCFO.com
Thank you: