Best Practices for Using Microsoft Outlook from a Sales Perspective

Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm both you in reading a ridiculously long post and me in creating one, I’ll be posting the following Arrow-Tips and How Tos throughout November: Read More

Arrow-Tip #49 Synchronizing Calendars Between Email Profiles

Do you have multiple email/calendar profiles? If so, you may be interested in this quick solution I’ve come up with for synchronizing my calendars and it will even work with gmail. Read More

Loving my Blackberry Tour

On Sunday I decided I’d finally had enough of my 2nd Blackberry (8830 World Edition) that’s track ball kept sticking and that kept asking me to “say a comand” when the battery cover wasn’t falling off. Obviously I had issues with the 8830, but I have to say that I love love love the Tour. The display rocks, I can now take pictures and videos and so far it hasn’t asked me to order it around once.

Normally, I keep my technology until people start making fun of me (my car is 13 years old) so for me to make a change after only 18 months is a pretty big deal. But with the great discount and rebate (upgrade cost $100), the change was definitely worth it. So, if you’re about ready to jump up and down on your 8830, check out the Tour!

Feel free to comment on your Blackberry model likes and dislikes - always interesting to hear about other experiences.

Dashboards & SharePoint - Very Cool!

I haven’t forgotten I owe you an Arrow-Tip on creating a quote information sheet form with calculated fields in Word - look for it next week.

In the mean time, I had an interesting meeting with a prospect for one of my clients who reinforced my insistance on posting performance metrics. The team is engergized and ready to embrace metrics so I’ve been working on some interesting ways to use SharePoint for inputing and distributing information like on-time delivery rate, days without a lost time accident and percentage of rejected products. Look for an Arrow-tip on creating company dashboards to communicate performance metrics next.

OpMom Post on Facebook & Teenagers

Parents may be especially interested in a post I recently created for OpMom.com titled Facebook - The Good, Bad, & the Ugly from a Forty Something Auntie’s Perspective.

Arrow-Tip #48 Transitioning from Outlook 2003 to 2007

As many of my early readers know, I resisted the upgrade from Outlook 2003 to Outlook 2007 for a long time (see Arrow-Tips #22 Should You Upgrade to Outlook 2007).  Since that March 2008 post, Microsoft has released service packs for both Vista and Office 2007 which is always one of the key things to wait fore before upgrading your Microsoft software.  So in February of this year when I purchased a new Dell Latitude I decided to go on and bite the bullet.  In this Arrow-Tip I’ll cover some of my observations regarding the transition and would love to hear comments from all of you as well. Read More

Arrow-Tip #47 Options for Managing Assigned Tasks Part III

In Arrow-Tip #45 we discussed managing tasks across an organization using the task assigmnet options in Microsoft Outlook and Exchange.  In Arrow-Tip #46 we discussed managing these same tasks in SharePoint.  This Arrow-Tip will address using a combination of Outlook/Exchange and SharePoint to manage assigned tasks. Read More

Arrow-Tip #46 Options for Managing Assigned Tasks Part II

In Arrow-Tip #45 I discussed managing tasks using the Outlook and Exchange task assignment features.  In this Arrow-Tip I’m going to discuss how we use SharePoint in combination with Outlook to manage tasks as an organization for one of my clients Gulf Coast Welding Corp. Read More

Arrow-Tip #45 Options for Managing Assigned Tasks Part I

I got some great feedback after posting Arrow-Tip #44 Outlook vs Sharepoint: Where to Put What - Part II regarding management of combined tasks from both Outlook and Sharepoint.  After playing with the suggested solutions, I’ve learned some great new alternatives for managing tasks both individually or as an organization.  Then I got a call from my pal Adam Halpern asking for ideas on how to manage tasks assigned to other people and it occurred to me that I have yet to create an arrow-tip for managing assigned tasks.  So, Adam (and anyone else interested in using Outlook to assign and track tasks), read on for some great Outlook task management options. Read More

Arrow-Tip #44 Outlook vs SharePoint: Where to Put What? - Part II

In Arrow-Tip #43 I discussed how my newest client Gulf Coast Welding is using Outlook/Exchange and SharePoint to manage their shared documents, calendar and email.  In this post, I’d like to tackle tasks which proposed a real dilemma when trying to decide between posting on Outlook or SharePoint.

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Arrow-Tip #43 Outlook vs SharePoint: Where to Put What? - Part I

As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email - see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook).  Its taken me a while to get this post out to you because quite frankly, getting to know SharePoint a little better has forced me to think twice about some of my old tried and true practices.  Intrigued?  Read on to learn where we are drawing the line between managing Outlook tasks and meetings in Outlook versus SharePoint.

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