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Disclaimer: I am a Getting Things Done geek which is a productivity system creating by David Allen. This article assumes that you have a clue of what Getting Things Done is. If you don’t, check out David Allen’s site for more information.

Over the past half a year I have reluctantly adopted using OmniFocus for my personal productivity system and core Getting Things Done implementation. I use the word reluctant because I don’t solely live in an OS X environment. I actually develop on a Windows machine so not having the OmniFocus client on my main machine has made me quite apprehensive in adopting this awesome tool. I figured that since I had my MacBook and iPad though that I could use these to make OmniFocus work in my life.

One of the main reasons that I have decided to use OmniFocus as my personal productivity tool is that it does a great job of automating my projects and next actions for me. To get this type of automation OmniFocus is a little difficult to setup and because of that it is hard to explain just how to do it. This is where the new e-book “Creating Flow With OmniFocus” by Kourosh Dini comes in.

At first blush

I first heard ramblings of “Creating Flow With OmniFocus” on the Mac Power Users podcasts as well as a few others and was intrigued to find out what it was about. The cost of the book is a hefty $30 but after reading some of Mr. Dini’s articles about implementing OmniFocus, I had a good idea that it was well worth the money.

The book is huge. Coming in at 551 pages in the PDF version. It is stuffed full of tutorials and screenshots to show you just how to implement some of Dini’s techniques. The book is typeset beautifully and is extremely well written.

When I bought the book I was thinking that it was going to be all about implementation because of what Mr. Dini explains on his sales page. But after getting into it I found that this book was about the practical and even spiritual side of the Getting Things Done method. This was something that was welcomed and a bit of a surprise to me.

What’s inside

Like I said before this book is full of useful examples and information and Mr. Dini delivers a “full spectrum” solution to implement your productivity system in OmniFocus. Here are just some of the things that you would find inside:

• Understanding basic principles like project and task handling, certain view modes, hiding tasks, filters and the Inspector, contexts, and the inbox.
• More advanced project stuff like focusing, outlining projects, quick entry, creating templates, and using repeats and time information.
• Setting up a “routine maintenance” plan and strategy, creating basic and advance perspectives, and using multiple clients (iPhone and iPad).
• Advanced principles like implementing a “Core Design”, handling tasks done today, calendar review, dealing with calls and agendas, and even email workflow.
• More advanced stuff like prioritization, GTD’s “Horizons of Focus”, attention and time.
• 20 awesome pages that tie up all the loose ends of the system that is implemented throughout the book.

Yep. There is a ton of stuff in this book and it took me about a week to get through it all. There was a lot of the basic stuff about OmniFocus that I already knew, but going back and looking at it even for the useful keyboard shortcuts was worth the time.

A few qualms

If you are looking for a simplified approach to using OminFocus this book may not be the best choice. There is a lot to setting up the system that Mr. Dini entails and if you are happy with using simple projects and context of OmniFocus, the manual that ships with OmniFocus coupled with Don McCallister’s excellent tutorial videos from ScreenCasts Online will do the trick.

Is it worth it?

In one word?

Absolutely.

This is by far the greatest tutorial on a piece of productivity software that I have ever laid eyes on. It’s concise and straightforward and it shows you just how to make OmniFocus become the most powerful GTD client on any operating system.

After applying just 10% of what this book offers you will gain a much better understanding of how OmniFocus can support a variety of productivity system implementations and can help you automate your next actions on projects more effectively.

Not only do you get practical advice in this book about setting up OmniFocus, Mr. Dini offers some excellent advice about productivity and creativity as well. In fact, some of his writings on the understanding of what David Allen means by a “trusted system” and making time for creative actions is the best that I have read.

So, if you are an OmniFocus user and you have a portion of uber-geek in you, I highly suggest picking up “Creating Flow With OmniFocus” by Kourosh Dini.

In my coaching practice, I am increasingly looking for ways to work with my clients on shared documents and projects online. Pretty simple right? You’d think so. I went to the first two places that I knew offered some or all of these services: Google & Microsoft. Big disappointment.

Outlook is a well-established presence on the business desktop, providing millions with their email, calendar, contacts, and tasks. It’s such an institution, in fact, that when Microsoft radically revamped the Office suite’s interface in 2007, it left Outlook largely unchanged.

Although it’s big and sluggish, there’s no denying that Outlook does what it’s supposed to do. Not quickly or with style, but consistently and effectively nonetheless. The thing is, though, that we have moved beyond just email as our major form of business communication. In the increasingly real-time and social world, a big ol’ email client seems a little… old-fashioned.

Xobni is an attempt to bring Outlook into sync with the socially-networked world. Available in a free and paid “Plus” versions (the paid version offers advanced search capabilities and calendar functions), Xobni adds a new pane to your Outlook window packed with information about the sender of whatever email you’re currently viewing or the contact you’ve selected.

Working with Xobni

The image to the right is what Xobni looks like on my system. I’ve selected one of my own emails from the “Sent Mail” folder and obscured some of my personal information, of course.

At the top is a “business card” view with my phone numbers and email addresses, as well as my title and the company I work for. Below that is a graph of how many emails I’ve sent and received to and from this contact (which is me, which may be why the numbers are odd), but that’s just the default – the five buttons above that chart allow me to select different functions. If I click the orange button, I get actions I can perform relating to the contact – make an appointment or send an email, in this case. The other three buttons open the contact’s LinkedIn, Facebook, or Twitter profile. (You can pick and choose several social network functions – other options that I did not choose are buttons for Skype and Hoovers company search.)

• LinkedIn gives you their location, current company and title, and number of connections, plus a link to their full profile.
• Facebook gives you your contact’s “Wall” and a link to their profile.
• Twitter gives you your contact’s status updates, plus buttons to view their profile and follow them – you an also post updates through Xobni, though it’s far from a replacement for a full-featured Twitter client.

Basically, the top of the Xobni window is devoted to information about your contact. The next part is about your relationship with that contact.  The “Network” part is the most mysterious to me; according to their website, Xobni analyzes the “From:”, “To:”, and “CC:” fields of incoming emails to determine who among your contacts the sender also has some connection to. For instance, if I have the CEO and the CFO of a company in my address book, and I get an email from the CFO that’s CC’ed to the CEO, Xobni knows that the two are connected.

“Conversations” condenses all my previous exchanges with that contact into threaded discussions. Click on a discussion and you can read the messages in the thread, see who was involved in the conversation, and pull out any files exchanged. (You can also hover the pointer over a discussion and a pop-up will preview the first few messages in the thread.) A slider at the top allows you to move from the first line or two of each message to full messages. Click a message in the thread and the message itself opens in the Xobni bar, with buttons to reply or forward, or to open in an Outlook window.

Finally, “Files Exchanged” is what it sounds like – a list of every attachment the contact has ever sent you or that you’ve sent to them.

At the very top of the Xobni window is the search bar, allowing you to search both contacts and email messages. The results are broken into 5 categories: People (contacts with your search term in their name, company name, email address, etc.), Messages (any email with your search term in it), Files Exchanged (any attachment with your search term in the filename), Appointments (any appointment that includes your search term; this is technically a “Plus” feature – clicking an appointment returned in search in the free version will open an upgrade pitch), and Tasks (again, any task with your search term in it).

Verdict: Is Xobni useful?

Xobni helps uncover a great deal of information, most but not all of which is particularly useful. I can’t imagine what use it would be to know that a particular contact tends to email me in the afternoon more than the morning, but it’s kind of interesting to look at. The social networking features are the most useful part, I think – already I’ve discovered profiles for and added on LinkedIn and Twitter a client that I’ve just started working with.

Much of the usefulness of Xobni is hampered by the fact that, like Outlook itself, it’s fairly slow and resource-intensive. For example, it took nearly a minute hovering my mouse over a discussion with 24 messages in it for the pop-up to populate with message previews! Searching takes significantly longer than Google Desktop’s Outlook plugin – and even longer than searching the whole desktop from the Google Desktop sidebar.

Now, that could have just been my PC – it’s a few years old, with a 2.4 GHz Athlon x64, a gigabyte of memory, and Windows XP with Office 2007. Hardly a speed demon! But a search for “Xobni” on Twitter reveals that I’m hardly alone in finding Xobni too slow. Here’s a sample of messages just from the last couple of hours:

• “all xobni did for me was sloooooow down outlook. didn’t keep it long.”
• “installed xobni… again… we will see if my laptop can handle it this time”
• “I had xobni. it’s heavy, and not really effective or accurate. had many issues with that.”
• “Xobni is a Really good product but occasionally it stalls outlook for a while.”
• “my biggest problem comes when I try to read the conversation between some of my contacts with xobni.”

To be fair, there are positive mentions, too, like this one from an obviously pleased user:

• “I’ve been using Xobni since around Feb. 2009. Kind of hooked on it. “

(Incidentally, the Xobni team is quite active on Twitter; comments about Xobni are often replied to by @xobni within minutes!)

Xobni creates its own index of your email, so it definitely needs a lot of resources. It is possible that it’s not Xobni’s fault that it tends to be slow – perhaps Outlook, as big and ponderous as it is, just isn’t a good platform for third-party applications – but it is Xobni’s problem. While it provides some useful information and functionality, especially related to social networking, none of the information it provides is worth waiting for, especially if I can get the same information quicker just by Googling it.

People with older machines — or lower-end new machines — just aren’t going to get much out of Xobni. If you have a more powerful computer, though, Xobni might well be worthwhile. Fast searching, threaded discussions, and social networking interface all make Xobni a useful product, provided you don’t spend time waiting for it to respond.

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Dustin M. Wax is a freelance writer and project manager at Stepcase Lifehack. He is also the creator of The Writer's Technology Companion, a site devoted to the tools of the writing trade. When he's not writing, he teaches anthropology and gender studies in Las Vegas, NV. He is the author of Don't Be Stupid: A Guide to Learning, Studying, and Succeeding at College.

Follow him on Twitter: @dwax.

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In part 1 of this post, I discussed the communications offerings that Google offers and the role they might play for small- and medium-sized businesses. In this follow-up, I will cover their productivity and promotional services, ranging from the productivity suite Google Docs to the free hosted blogging service Blogger. While Google’s communications tools are generally quite excellent, their productivity and promotion tools are much more a mixed bag. After the overview of Google’s various services, then, I’ll offer a short analysis of how well-suited Google apps are for business use overall, as well as discuss some new tools that might make a big impact in the near future.

Productivity Apps

Google Docs offers a reasonable alternative to costly office suites, although for complex work comes up short of Microsoft Office or even OpenOffice.org’s desktop-based software. Consisting of a word processor, spreadsheet, and presentation software, Docs imports from and exports to all of Microsoft’s default formats (although it cannot save to Office 2007’s docx format yet).

The word processor is great for creating, editing, and viewing short documents, offering a range of formatting options typical to basic word processing tasks. For longer documents, however, Docs comes up lacking: page numbers can only be applied to printed output, and the size of the document itself is limited to 500K, plus up to 2MB per inserted image. This makes Docs poorly suited to the creation of technical or training manuals, as well as formal documents like legal briefs.

Spreadsheets and presentations are similarly size-limited. Spreadsheets can be up to 256 columns, 200,000 cells, or 100 sheets, whichever is reached first. Presentations started within Google Docs are not limited in size, but imported presentations are limited to 10MB or 200 slides. Below those limits, however, both applications are very strong. The spreadsheet allows you to use most common spreadsheet functions and even populate cells with data pulled from Google searches. A form generator makes it possible to collect data from, say, website users, and view the data as a Google spreadsheet.

The presentation editor is well-designed, making putting presentations together about as easy as it is with any other program. A number of themes are included, and you can import your own backgrounds as well. Giving presentations is another story, however. The presentation mode, even when you use F11 to make the browser full-screen, still includes a Google toolbar at the bottom of the screen, detracting attention from your slides. You also won’t be able to control your presentation using a PowerPoint remote.

Where Google Docs excels is in collaboration and sharing, making very effective use of the Internet to get work done. Documents and spreadsheets can be easily edited by multiple users, with tracking and permissions to make sure nothing irreparable happens. Presentations can be delivered remotely, paired with Google Talk and controlled from the host’s computer. Anything created with Google Docs can be shared on the Internet, either as a webpage or as an embedded document.

The newly released Google Apps Sync for Microsoft Outlook allows Premium subscribers to use Google Apps as a replacement for Microsoft’s expensive Exchange. Installed alongside Outlook, the program allows calendars and contacts, to be shared and searched across your company, with features like schedule availability that users expect from Exchange. Notes, tasks, and journals are not shared, but for businesses that don’t rely on them too heavily, this might be a fairly effective replacement for Exchange. A migration utility allows existing Exchange systems to be easily transferred to your Google Apps account, making the whole process transparent to your employees. (A similar program exists for Lotus Notes users.)

Google Sites, a simple-to-use wiki engine, offers further options for collaboaration. Combined with the task manager in Gmail and the Google Calendar, you can handle most basic projects fairly easily. More complex project management isn’t possible, though – for flowcharting, GANTT charting, and other project management mainstays, you’ll need a dedicated application.

Google’s Calendar is quite powerful, making it easy to add and share events. A natural language text-entry system parses statements like “Lunch with Bob Smith at Joe’s Cafe at noon on June 27^th,” or you can add appointments using a form. Calendars can be easily shared, and third-party iCal streams can be subscribed to as well. Several non-Google services, like the task manager Remember the Milk, use Google’s API to allow access to their services from the Calendar interface, as well.

On the near horizon is Google’s new Wave platform, a real-time communications and collaboration tool that combines elements of email, instant messaging, wikis, document editing, multimedia sharing, and social networking. Wave is still in invite-only testing, and as with all things Google we can probably expect it to remain in Beta for a long, long time. From what Google has released about Wave so far, it looks like it will offer great functionality to a limited audience of corporate teams and departments, where traditionally wikis might have been the main form of collaboration. For small face-to-face businesses, it’s hard to see what Wave offers, but larger businesses may find it a significant step up from current collaboration platforms.

Promotion

Google is, most properly, an advertising company, especially with their purchase of online advertising giant Doubleclick. Thus it stands to reason that for promoting your business, Google would be a fine place to turn.

Blogger, Google’s blogging service, offers a decent enough platform for a simple website. Features are limited, and the lack of customization options might make branding your site tricky, but it’s free, even if you post the site under your own domain name (which is simple to do and well-documented in the help section). For anything more complex than a simple blog, though, you’re going to want to turn to another service.

Google’s AdWords are an effective way to promote your business on the web. You choose how much you want to spend and what keywords to display your ads with, and Google handles ad placement on relevant search pages and sites that host Google ads. Make sure to add your business to Google’s local search and Google Maps at the Google Local Business Center as well, so you come up when people search for businesses in your area.

Can you run your business using Google applications and services?

So, can you run a business using only Google applications? The answer is, “it depends.” For small, local businesses, Google Apps along with a Blogger site and Google Voice might be more than enough to handle virtually everything they need. Businesses that do a significant amount of collaboration will find Google Docs useful, regardless of size.

For larger companies, as well as businesses that handle a great deal of sensitive information, privacy and security issues loom large. Having your email, documents, and other material stored on third-party servers is worrisome, no matter what Google’s policies promise. And Google is a big target for hackers and other nefarious sorts – though your data might never be targeted, there are plenty of people out there taking a stab at cracking Google just to see if it can be done.

The lack of customer relationship management (CRM) is a challenge, as is the lack of any sort of database (ironically, Google Base is not a user-programmable database). Spreadsheets combined with forms just don’t quite act as a viable substitute. A small sales team might manage, but a large sales team will need more appropriate tools.

Offline access is also a concern, one which is only partly solved by Google’s offline plugin, Google Gears. Gears ostensibly offers the ability to work offline and synchronize your updates when your computer is back on the Internet, but generally offers only a subset of the full capabilities of Google’s apps. In Gmail, for instance, you can read and reply to emails, or compose new ones, but you cannot attach files to emails when in offline mode. Google Docs is worse – access is read-only when offline, meaning you cannot create new documents or edit existing ones. So much for getting work done on the plane…

Finally, there’s the question of uptime. Google promises 99.9% uptime on Google Apps – but that’s an industry-standard promise that has little meaning for end-users. Attempting to log in only to find yourself in the middle of that .1% downtime can be a big hassle, especially if you are waiting for an important email or about to send an important document.

On the other hand, small and medium businesses experience security and downtime problems just as severe (if not more) all the time, whether through lack of expertise, user error, or just plain bad luck. And chances are you don’t have anything like the resources, personnel, and security know-how Google has at its disposal to protect you.

In the end, whether Google applications and services are right for your business depends on your needs. Carefully weigh your requirements and choose from Google’s menu of applications when they adequately fit the bill. Where they don’t, look at their competitors at Zoho, ThinkFree, and even Microsoft (such as Office Live, soon to offer online versions of Office applications). But you could do much worse than considering Google first.

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Dustin M. Wax is a freelance writer and project manager at Stepcase Lifehack. He is also the creator of The Writer's Technology Companion, a site devoted to the tools of the writing trade. When he's not writing, he teaches anthropology and gender studies in Las Vegas, NV. He is the author of Don't Be Stupid: A Guide to Learning, Studying, and Succeeding at College.

Follow him on Twitter: @dwax.

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As a big fan of online, Web 2.0 applications, I’ve long followed Google’s ever-increasing stable of web-based services, from Google Docs to Google Voice to Google Reader. Their large and growing collection of online applications and services make it increasingly possible to consider running the bulk of your business using free (or low-cost) Google applications. Even big businesses have gotten in to the act, with mega-corporations like GE giving Google’s Google Apps for Business suite a whirl. And with recent additions to the Google stable such as Postini, an email security and discoverability service, a lot of concerns about security and compliance are finally starting to be addressed.

Though I don’t actually run a business any bigger than myself, I recently took a look at Google’s offerings and how they could be used in a small- to medium-sized business setting. Here we’ll look at some of the basic tasks businesses need to accomplish — communication, productivity, and promotion — and how Google’s services, both those in their Google Apps package and among their standalone services, can help businesses get the job done – and where Google just doesn’t seem to make the mark.

Communication

One of the core functions of any business is communication, both among its employees and with clients, vendors, and the media. Google Apps combines email, chat, calendaring, document creation and editing, and collaboration tools in one suite. Other services include Google Voice (formerly Grand Central), a phone forwarding and voicemail service that also offers cheap outgoing calls.

Among these services, Gmail is easily the strongest. As part of Google Apps, businesses can quickly set up @yourdomain.com email addresses, each with its own online mailbox. Gmail’s integration with Google’s powerful search technology makes accessing archived information easy, and full POP and IMAP access means you can access email through the desktop client of your choice, including Outlook.

Online users of Gmail also have access to a variety of features from Google Labs (accessible from the upper right-hand corner in Gmail), such as the ability to save and re-use boilerplate text. The online interface also includes a simple task manager, which is shared with Google Calendar, allowing dated tasks to be placed directly onto your calendar without leaving Gmail. Gmail’s contact management is fairly weak, with nothing like customer relations management (although Salesforce.com users can take advantage of Salesforce for Google Apps, which integrates with Gmail, Google Calendar, Docs, and Google Talk.).

Postini, a newer Google acquisition, provides rule-based security and email archiving and discoverability for businesses that need to assure HIPAA or Sarbanes-Oxley compliance, or simply need a high level of security on both inbound and outbound messages. Some of Postini’s services are integrated with Google Apps Premier; others must be purchased separately. All of Postini’s features are available as well to non-Gmail users by routing your email through Google’s servers.

Google Talk is not the most popular IM system out there, but it offers more than enough power for inter-office communication. The service can be accessed through a dedicated client, a pop-up client within Gmail, or third-party clients like Digsby or Pidgin. Voice and video capabilities are decent, but lack the ability to cross over to standard phones like Skype or other VoIP systems.

Google Voice replaces traditional voice mail and forwarding services, giving users  a single phone number that can be forwarded to one, some, or all of the user’s other phone numbers – or different combinations of phones based on user-created rules. Messages can be picked up through traditional voice mail, or audio files can be sent via email. Unfortunately Google Voice does not offer a business-level service that would allow it to replace a PBX system. Also, at the moment, it is not fully open to the public and requires an invite to sign up.

For keeping on top of industry news, world events, blogs, Twitter searches, and even information and updates within your organization, the free Google Reader offers perhaps the best RSS reader on the market. Since most apps in the Google suite (as well as other online applications and services) offer a stream of updates via RSS, Reader can easily become the “hub” of your business. To keep tabs on how your business is being discussed on the web, add in feeds from Google Alerts, which allows you to create searches against Google’s web, news, blog, or video search engines, as well as within Google Groups or across all five with a “comprehensive” search. All of them let you know when a particular term shows up in the top 10 (top 20 for Web, top 50 for Google Groups) search results on that term. Google alerts are ideal for tracking how your business or products are being written about on the Web – set them up for your company and brand names, as well as for general searches in your field to keep track of your competition. (Google Alerts can also be sent by email).

For communication among project groups, try setting up a private list on Google Groups, a free email list management system. Groups can be public or available only to the people you add directly, allowing communication both within your organization and with your public. Like all Google products, the ability to search your archives using Google’s search engine is the strongest point of the service, which is otherwise comparable to other mailing list services like Yahoo Groups.

In part 2 of this post, I’ll discuss Google’s offerings for productivity and promotion. To be honest, though, Google’s offerings in communication are their strong point; their productivity applications, while useful, tend to be far more limited than similar offerings, even their online competition. I’ll close with a short assessment of where Google’s services may or may not be appropriate choices for small- and medium-sized businesses. See you then!

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Dustin M. Wax is a freelance writer and project manager at Stepcase Lifehack. He is also the creator of The Writer's Technology Companion, a site devoted to the tools of the writing trade. When he's not writing, he teaches anthropology and gender studies in Las Vegas, NV. He is the author of Don't Be Stupid: A Guide to Learning, Studying, and Succeeding at College.

Follow him on Twitter: @dwax.

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Coaching is usually about ‘the big change’: generating significant new business strategies or leadership behaviours. But along the way there are dozens of small adjustments that make a big difference as well. Many of those are in the realm of technology.

Especially when working with small businesses and lone entrepreneurs, I suggest to a variety of tools and approaches to build capacity and pull down obstacles. Here are 10 tips that are drawn from interactions I have with clients every day.

A word on security. This article does not deal with security issues. If you are using off-site servers, Bluetooth connections, storing data on your phone, etc. there are significant security issues. Lifehack, Google, About.com, and other sites can provide important, current information on these issues. Or talk to your local technology guru. Just so you know.

That said, here we go:

1.  Learn how to share and export files

• Regardless of which bookkeeping software you use, learn how to export to an Excel spreadsheet or a CSV (comma separated value) file. This allows a coach or consultant to review your financial situation easily (without charging you for re-entering the data manually!). Most financial software will have a ‘Save As…’ or ‘Export…’ item under ‘File’. Check it out.
• CSV files are also a standard format to export contact information from your PIM (Personal Information Manager) like Outlook or Entourage. When you export your contact information for example, you can load it into a spreadsheet for mail merges, or upload it to services like Constant Contact to create electronic newsletter campaigns.
• When you send documents (such as resumes, reports, or business plans) by email for review you want to be sure that the document arrives looking exactly the way you sent it.  You also want to protect your documents from malicious or accidental alteration. The best way of taking care of both concerns is by saving the document as a PDF (Portable Document Format). A locked PDF document arrives looking EXACTY like you sent it, and cannot be easily altered. Newer versions of most office and graphics software can save, print, or export in a PDF format. There are also a number of free- or share-ware programs that you can download which will convert almost any document or picture file into a PDF.

2.  Be systematic in using folders and files

• Whether it is individual document names or whole file systems, create a name- and location- system you can repeat. You will save time and reduce errors. For example, I have a ‘New Client’ folder that has all the empty sub-folders I normally require for client documents. When a new client comes on board, I simply copy and rename the ‘New Client’ folder and I am ready to start populating the already-named sub-folders with new documents. That way I know each document I create has the same home for each client.
• Ever looked for a file in a certain folder and not found it there? We are creatures of habit. As likely as not, you will look there again the next time you want that file. Unless there is a clear reason not to, when you do find the file, consider moving it into the folder you first looked for it in.
• When naming files, use a standard structure so that a) the name tells you what you are looking at and b) your files sort properly when you open the folder. One tip for this is to name files ‘year-month-date-filename.doc’ for files that you have multiple versions of (e.g. 2009-07-23-newsletter.doc), and set the sort criteria for that folder to be ‘date – most recent first’. That way each time you open the folder, the files are sorted so you can see the file you worked on most recently at the top of the list.

3.  Backup

I know. Unbelievably boring. But really, if you don’t back up your stuff you are asking for trouble. And today, with the various back-up solutions available, there is no reason to have that icy cold feeling creeping up the back of your neck when you realize something really bad has just happened to your computer.

• If your software has an auto-save function, use it. How long should the interval be between auto-saves? I don’t know. How much work are you OK with re-doing? 10 minutes? 20 minutes? 2 minutes?
• Full-system backups. Today you can get external hard-drives, off-site network backups, and back-ups that occur while you sleep or while you work. One of my favourite backup utilities is SyncBack SE. The technology is cheap and easy to use. There is no excuse.
• Smart phone as backup. Your smart phone can do a lot of cool stuff. Did you know you can use it to store your contact information and calendar? A good smartphone like a Blackberry, IPhone, or Palm will easily store all of your contact information and your calendar, and keep it up to date. These phones come with software to allow you to synchronize data with your main computer. You can ensure that both devices have the same calendar and contact information. Never a bad idea. Which brings me to the next item…

4.  Sync or sink!

Did you know that your phone can synchronize your contacts, calendar, tasks, notes, and more, with your computer? If your phone and computer have Bluetooth built in, you don’t even have to plug anything in. Increasingly through off-site servers and Bluetooth, you have the ability to store key word processing, spreadsheet, PDF and other documents on your phone as well.

By syncing your computer with your phone, not only will you keep your PIM items up to date, but you have created another form of back up!

5.  Dig a little deeper

A colleague or client will sometimes mention that they are planning to buy an expensive piece of software to solve a specific problem. Most of the time, the software they are considering is overkill. It is not that the software is no good or that it won’t solve the problems that they want it to, it is simply a question of ROI. The investment in money and training time is often not justified by the return on productivity.

The solution? Dig a little deeper into the software you already have. Have you actually watched/read any of the basic tutorials for your office suite or bookkeeping software? Most people are surprised at how much they can do with what they already have on their computers.

If a certain functionality is missing, there is a very good chance someone has plugged that hole with free software you can download or use on-line. I am experimenting with Tungle for example, an online solution that allows people to book appointments in my free slots. The online bookings are automatically synced with my Outlook calendar. And it is free.

6. Learn your sums

While spreadsheets were originally invented to handle basic bookkeeping functions, where they really shine is in modeling possibilities and options. The more sophisticated stuff is for full-time spreadsheet specialists, but there are basics that I use almost every day in making financial recommendations to clients.

Spreadsheets allow me to compare various averages and ratios, changing some numbers and seeing the different results instantly, without having to redo the calculations every time.

Knowing how to create a basic budget, including sums, averages, and ratios, in a spreadsheet can give you greater control over your finances.

7.  Calendars, tasks, & alarms

Our minds can only hold about 4 – 7 pieces of information at one time. Why take up that precious memory capacity remembering to stop at the dry cleaner when you could be thinking about how to deepen relationships with customers?

There are many tools available for your smart phone and your computer that can manage your schedules and to-do lists.  I prefer these tools to using paper. Why? For me, the big advantage of digital PIM tools over paper are:

• The information can be synchronized between devices (no book to lose or forget);
• They can actively remind you of things that need to be done (so you don’t to have to remember to check your book to remember what you need to do);
• They can be set to schedule your repeating events and reminders, daily, weekly, monthly, etc. This saves you the time of having to write every repeat event down. When the schedule changes you don’t have to erase and rewrite.

8.  Email & SMS Text

Email is more than just a way of communicating. One of the most powerful benefits of email is that it is a great way of tracking and organizing communication.

I love face-to-face conversation, but there are times when I am glad that there is a way of tracking exactly what was said when there is a disagreement. Even little disputes like the date or time of a meeting can be confirmed in a way that is not possible otherwise.

Email is also the easiest thing to organize. Simply create folders representing the way you organize your information (see Item 2 above), and drag/move the emails in.

A lot of professionals haven’t caught on to SMS (small message service) “texting” as a communication channel. Obsessive texting about trivial things is a huge time waster, and can give the illusion that meaningful communication is taking place. Furthermore, text messages can’t easily be organized like email. All of that said, texting is a useful tool because it can be done between different kinds of phones, not just the more expensive and complex smart phones, and because it is fast and discrete. If you are trying to figure out which movie theatre someone is meeting you in front of, you may not want to send an email. Further, there are times when you want to send someone a short quick message and a phone call is not appropriate (say if they are already in the theatre). Sending a text message can handle that.

Telephone calls, email, and texting each have their strength. Like Social Networking the trick is to know when to use the right tool.

9.  Social networking

This topic is much larger than can easily be covered in a brief list like this. But every business person should be aware of it. In my experience there are four main social networking platforms that every business owner and leader should understand.

Facebook. This is so far the least business-oriented of the networking platforms. I recommend to most clients that they keep Facebook for their personal social network. I know Facebook is working hard to reposition itself, and there are a growing number of experts providing reasons and approaches to using Facebook in business, but so far I have not seen enough potential for return to invest the time.

There is one exception: Facebook is a powerful and cost-effective way to advertise. Facebook allows you to advertise to people of pre-determined demographics, and allows you to set a fixed budget that relates to the number of times your ad will appear on the pages of people who fit the profile you are looking for. For the right product or service this can be powerful.

YouTube. Like Facebook, YouTube started as a non-business platform. However, recently a growing number of businesses are using YouTube to post low-cost, guerrilla-style video promotions. If you have a business that has a significant visual component or can educate the public through video, Youtube can be a powerful tool. Don’t know how to shoot and post a little video about your business? Get one of your Generation Y employees to show you how it’s done! They can even show you tools that allow you to shoot, post, and promote videos on YouTube, all from their smart phones!

LinkedIn. This is a business-only site that is like Facebook only on the surface. Under the hood they are very different. Privacy controls are tighter and even your profile is more like a resume. LinkedIn’s singular focus on business and professional networking has created an environment that is a fertile ground for networking, career and job seeking, and professional development. Formalized referral systems, common-interest groups, business and personal branding opportunities, etc. are all well thought out and work well. If you are a professional or business owner/leader and you don’t have a profile on LinkedIn, you may be missing an opportunity to grow your network in a powerful way.

Twitter. This micro-blogging site (limits you to 142-character posts) is rapidly becoming another powerful networking and communication tool for professionals. Businesses are using it to keep customers informed about new promotions, and many professionals are using it to share ideas, links to useful articles, and announcements of events in their communities and markets. When a post catches on in Twitter it can go ‘viral’ in hours and find its way to thousands of people. Increasingly, stories about significant events (as defined by the people who care about them) are spreading rapidly on Twitter even before they hit traditional news channels.

An interesting note on Twitter is that unlike other social networking channels, it is not being picked up by the majority of adolescents/Gen Y’s. There is a great deal of debate about why this is, and my two cents are that it is so ‘content’ oriented in its structure and as a medium that it does not lend itself to the repetitive and relatively inane use to which channels like SMS texting are often put. It is difficult to restrict your messages to a limited group of ‘friends’ so it doesn’t function well as a purely social tool. Tweets really are ‘micro-blogs’ with a focus on ideas and information (at least the ones anyone reads), and both users and non-users seem to have unconsciously reinforced that reality (for a hilarious proof that not everyone ‘gets it’ check out http://tweetingtoohard.com/ )

10.  Think of your smart phone as a digital Swiss Army Knife

You can use smart phone for telephone calls, email, and/or texting. But it is also a powerful tool that can make your professional life easier in many other ways. Here are some tips and tricks:

• Use your phone’s unique ring-tones or signals for different events. Want your phone to remain silent unless a key client or family member phones? You can set your phone to do this.
• Want to get a discrete signal that your meeting hour is almost up? Set your phone’s clock or timer to vibrate at a certain time.
• Want to remember where you parked your car at the airport? Take a snapshot of the area with your phone’s camera.
• Record voice memos when you don’t have the time to write a note
• Calculate tips or bill splits at lunch.
• On some smart phones you can now find an address or retrace your steps using built-in GPS.
• You can store and update shopping lists, check out movies playing in your neighbourhood, and access Facebook, YouTube, and Twitter on your phone.

Remember, this is just a list of activities and solutions that I have found useful in my own practice or in the work of my clients. It isn’t even close to exhaustive. If you want to know more about some of the things I have mentioned, or wonder if technology can solve a particular problem, feel free to contact me!

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Clemens Rettich is a coach supporting business and leadership clients on Vancouver Island. With a degree in music and an MBA in Executive Management, and careers from artistic director to international marketing, Clemens brings a rich web of experience and passions to his work. Check out his web site at clemensrettich.com.

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It’s about that time for me again: my desktop is a couple years part its prime and my laptop just died (no display, no hard drive activity, no wifi, and a recent history of turning off suddenly for no good reason – those are all bad signs, right?), which means the near future holds a new PC for me. Which means a blank slate on which to impose my computer-using will.

Setting up a new computer goes through five stages:

• Denial: I’ve got a new computer. Nothing can go wrong now!
• Anger: No, I don’t want to subscribe to AOL. No, I don’t want Norton updates. No, I don’t want a 60-day trial of Office 2007. There are HOW MANY security updates?!
• Bargaining: I’d do anything to be able to use this thing!
• Depression: I’ve been uninstalling Norton components for 17 hours now. If I have to restart the PC one more time, I swear I’ll kill myself… All I want to do is update Twitter!
• Acceptance: OK, let’s install some good stuff now!

Once you’ve installed all the updates, uninstalled all the crapware, entered your wifi password, and set your screensaver, it’s time to make that shiny new PC do stuff, and for me the doing starts with installing a pretty fixed list of free applications.

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