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Next Level Exchange Presentation

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Next Level Exchange Presentation Recruiting Best Practices Online | Just-In-Time | Customized WELCOME The OT: Owner Therapy! The Top 10 Technological Tools of Highly Organized Owners Top 10 +1 Tech Tools for Search Firm Owners & team. • Introduce or (Reminder): 10 + 1 valuable tech tools and services for operating your small/mid size search business. • Integrate into your current systems. Support! • Not intended to be an “all or nothing” list. • Products/Service are used to leverage what you are doing. Save time and/or enhance access, function or method. (replacement comes later) 2 What was the CRITERIA or SELECTION PROCESS? 1. Must NOT be a “standalone” software solution. 2. Must have the capacity to fully integrate with CLOUD and MOBILITY Services. 3. Must be INEXPENSIVE or reasonable price structure. 4. Must be used by MILLIONS of business professionals. 5. Must NOT be exclusive to PC, MAC, iPhone, iPad or Android. 3 What was the CRITERIA or SELECTION PROCESS? 6. Must be SIMPLE to use, administer and serve a specific purpose. 7. Must be over 1 year old with active updates and enhancements. 8. Must offer a strong Web interface or Desktop software AND Mobile application. (if applicable) 9. Must appeal and serve the needs of a solo/small office equally to a midsize 50 person office. 10. I USE or have USED all of them. 4 Top 10 + 1 List of Technology Services and/or Software For Small/Mid Search Firms 1. Evernote 2. Dropbox or Box or Sugar Sync: Cloud Storage 3. Basecamp 4. Docusign or RightSignature 5. AudioNote or Notability* *does not meet all criteria. 5 Top 10 + 1 List of Technology Services and/or Software For Small/Mid Search Firms 6. Office 365* 7. Wunderlist 2 (or OmniFocus* ) 8. Outsourced: Odesk or eLance 9. Zapier 10.Doodle 11. (aka. +1) LogMeIn Pro and JoinMe *does not meet all criteria 6 Evernote • www.evernote.com 7 Cloud Storage: Dropbox, Box, Sugar Sync www.dropbox.com www.sugarsync.com 8 Basecamp www.basecamp.com 9 Docusign or RightSignature www.docusign.net www.rightsignature.com 10 AudioNote or Notability* Itunes AudioNote Itunes Notability GooglePlay AudioNote 11 Office 365* www.mail.office365.com Itunes Office 365 12 GTD Task Management Mac: OmniFocus Itunes OmniFocus PC/Mac: Wunderlist 2 https://www.wunderlist.com/ Itunes Wunderlist Google Play Wunderlist 13 Outsourced: Odesk or eLance https://www.elance.com/ https://www.odesk.com/ 14 Zapier https://zapier.com/ 15 Doodle http://www.doodle.com/ 16 LogMeIn Pro and JoinMe www.logmein.com https://join.me/ 17 Rules of USE a. KISS: NEVER make the product, service or system the reason you don’t use it. If you do, then STOP doing that. b. Let the product or service do the WORK. NOT YOU. c. Get creative AFTER you have formed habits. d. Two Steps back is ONLY acceptable if you know your will take 10 forward to net 8. e. Be flexible. Your “cheese” must move. 18 Evernote Round Two - Why Evernote is PERFECT • Document and File Storage • Paperless Management • OCR • PDF, Photo, Screenshot Annotation (Skitch) • Digital notes (Penultimate) • Audio Files (with Service will Transcribe) • Project Management (custom method) • Task Management (slightly more complicated) • Contact management (Hello) 19 Evernote @ Work 20 Close Seconds, Runner Ups, Honorable Mentions • Fuze, ooVoo, GoToMeting, Skype (VIDEO) • CloudFuze or CloudKafe (Cloud Service Management) • Dragon Dictate, SpeakWrite, iDictate, Quicktate, EvaForHire (Dictation and Transcription) • JustCloud Encore Dropbox (Cloud Storage) • Things, OneNote, Asana, Collaborate (Task and Project Management) • Nuance.com PDF Converter, Prizmo, PDFpen* (PDF Annotate, OCR, Form Conversion) • Paperless, Neat, Shoeboxed, Moleskine, FileThis*,NoteSuite* (Go Paperless) • Business Analytics Roambi (more applicable for larger offices) • Eco Systems: Google, iCloud (Cloud storage is limited. Both , as well as Amazon, will end up buying some on my top 10 list) 21 Valuable Operational Sources • www.asianefficiency.com • www.inboxzero.com • www.evernote.com/work/ • http://office.microsoft.com/en-us/templates/ • http://made-for-use.com/templates-for-iwork- pro.html 22 Did you know? 1. Email on desktop computer at home and work, iPhone, iPad, and/or Android should all be one. (Duplication is a thing of the past) 2. Every file on your office computer should be easily accessed from any home or mobile device. 3. Every file and device should be backed up and recoverable from any location. 4. Email is NOT a system. It’s a filing cabinet. 5. There is no need to “retype” anything, at least not 100%. 23 Did you know? 6. There is no reason to take up space on your business card for a “FAX” number. 7. Almost every critical act can and should be automated. 8. Handwritten notes (even bad handwriting) can be digitized and saved and is searchable. (including scribble in the margins of a resume.) 9. Credit Cards are almost entirely importable into most every accounting software. 10. Technology is more advanced and more complicated. However, it is also much easier to use as a result. 24 Logout • Nicholas L. Turner | Co-C.E.O. • [email protected] | direct 214-556-8001 | • Next Level Exchange | 19111 North Dallas Parkway | Suite 200 | Dallas, Texas 75287 main 214-556-8000 |www.nextlevelexchange.com 25 .
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