Wednesday, November 30, 2016

Use Shared Note Taking and Never Miss an Insight on a Customer

Team note taking is now easy and indispensable.  

We use Word in Box as well as Google Documents.

One particular useful scenario is calls or meetings with customers.  At the beginning of the meeting, our team of, say, 5, (often in-person and remote) start a single shared document and jointly edit it as the customer talks through her needs, introduces attendees with titles, etc.

During the meeting, we keep an going Action Item list at the top of the shared meeting notes.

When the meeting end, we now have a meeting summary, detailed notes and action item list that all 5 attendees have reviewed and agreed.   Moreover, the set of meeting notes is "in the cloud" and easily accessible by everyone and not buried on someone's individual laptop.

I've become fan of Google Hangouts

Google Hangouts are great!  

Google hangouts are really a great tool for multi-site collaboration.  The automatic link in Google calendar makes it easy for to join and the audio quality has improved significantly in the last 12 months.   Desktop users can call people on their cell phone as well.    We've used this for many internal meetings that span from offices in the US and India.    GoToMeeting use has declined significantly.

Tuesday, June 2, 2015

New Blog and Why I Find a Blog Helpful

For several years, I authored a blog, Practical Sustainability, that focused on Sustainability and Energy Management.

This new blog is focused on SaaS/Big Data/Enterprise Software. It also includes a section for personal items.

While it can be time consuming, I find writing blog post useful as it forces me to crystalize my thinking on paper.