Rose Addison, Manager, Documentation & Training
Dec 14, 2017
What’s on your task list for the day? If you’re anything like me, and I’m sure you are, you’ve got a lot to do and very little time to do it. Although we can’t always control our workload, we take steps to work as efficiently as possible.
The concept of efficiency brought me to my question: what tools make my job easier while increasing productivity? We all typically have a few shortcuts that make tackling our responsibilities just a little bit easier… so I decided to ask my colleagues too and got tons of great feedback. Read on to learn more.
Smartsheet is an asset around here and I’m not quite sure what we did without it. Smartsheet provides one central platform for Credentials team members to work together. We use it in many applications, such as project task lists, cross-team collaboration, file sharing, etc. Smartsheet even provides automated alerts and reminders so nothing ever slips through the cracks.
With four office locations, client institutions spread across the country, and our Sales team often working remotely, GoToMeeting (GTM) is an obvious slam dunk. GoToMeeting is a web-hosted video conferencing tool used to meet with others in real time. GoToMeeting offers screen sharing, built-in audio, and screen recording (for those who can’t make it…), so we’re able to seamlessly conference whenever we need to. The cost of the tool is minimal and it’s very easy-to-use. GTM even offers convenient features, like chat and email calendar plug-ins.
Salesforce, a Customer Relationship Management (CRM) platform, provides our Sales team with tons of opportunity! Sales uses the tool to ensure our customers’ experiences are ideal – whether it’s keeping in touch with clients, collaborating on tasks with fellow Sales team members, or staying on top of potential opportunities, we don’t want to live without it! Salesforce provides the analytics, flexibility, and best of all, security, we need. Did we mention it’s all available from a mobile app?!
Loopio is an online platform we use to collaborate on requests for proposals (RFPs), security questionnaires, sales proposals, etc. Content is contained in one central library and organized using easily searchable categories and tags. Searching through up-to-date information has never been easier! Loopio even offers workflow structure, such as email communication to Subject Matter Experts (SMEs), if ever we still need to double-check our facts.
We’ve all heard the expression, “a picture is worth a thousand words,” so how much is a video worth? My team, the Documentation & Training Department, suggested Camtasia, a video-based screen capturing tool we use to create training and marketing videos. Camtasia allows us to record video and audio, edit the output, then share with our intended audience. The best part is that it’s easy-to-use, so no experience is necessary! We now have a library of training videos – which frees up the one-on-one time we individually spend training others.
Our executive team loves the convenience and peace of mind KnowBe4 security awareness training provides. With data breaches constantly in the news, your employees need comprehensive security awareness training. KnowBe4 provides an easy way to educate our employees, track employee’s security knowledge, and provide an audit trail for all our compliance needs. They also deliver tons of content such as newsletters, training videos, and mock phishing tests, adding an extra level of caution to our cybersecurity measures.
Marketing & Design Tools
Hootsuite is a social media management platform that supports our social media efforts. We use Hootsuite to create and schedule Twitter and LinkedIn posts, allowing us to prepare content in advance and plan ahead for events and other significant times of the year. It also helps us keep a close eye on industry news that is being shared throughout the social platforms.
Our graphics team uses Adobe Illustrator, a vector-based program, to manipulate images in order to apply each institution’s branding to our systems and services. Adobe Illustrator maintains high quality images and allows our Graphics team to design with accuracy. It provides the tools to paint, draw, manipulate typography, etc. and allows the designer to customize his/her workspace. The graphics program works with nearly every computer type and produces small files for easy sharing.
Not to toot our own horn, but we hear positive feedback from our clients all the time! Our customers can’t believe what they can get done after implementing Credentials services. We’re proud to help you proficiently handle your workload, big or small, and we’re thankful for all the tools we wouldn’t want to live without either!