Creating your Digital Office

Creating Your Digital Office

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Nefesh B’ NefeshSadna Lecture Series for Small Businesses

June 1, 2015

Speakers:Shuey Fogel (me)Miriam SchwabBinyamin 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?

A Little About Me#NBNbiz

12 yrs

Banking for Small Biz & Nonprofits

Nonprofit & Public Service

4th GenerationLower East

Side

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

SaaS?

Saas = Software as a Service

Buying product outrightLump 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

SaaS

ANNUAL vs. Monthly Various Plans Growing Marketplace

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≠ Paperless≠ The Cloud≠ Cheaper

(necessarily)


Productivity Software

CRM (Customer Relationship Management)

Project Management

Time Management


CRM Essentials

• Customers• Contacts• Buying History• Connections


Project Management Basics

• Current and Potential Projects

• Project Status• Delegation of

Responsibilities• Possible web access for

clients


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


A Quick Note on Time Management

Keep track of:• Employee Attendance• Project Management

Excel can be a great solution for the Self-Employed.


Takeaways & Tips from the Morning

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Determining the ROI of Productivity Software

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OR


Reading Reviews Online?


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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.)


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Still Debating?

2 Possible (Incorrect) Reasons

Waiting for Costs to Come Down?#NBNbiz

It Aint’ Gonna Happen:

Proven Business Models

More Options

Additional Services


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?


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 FogelYour Solid Partner for Flexible Solutions

[email protected]@fogelCFO

fogelCFO.com

Thank you:

Creating your Digital Office

Business

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