8/11/2008
Internet Visibility
New approaches are key to successful viral marketing. Blogging, eNewsletters, submission of articles, social networking, channel marketing are additional avenues to market your business.
Very small and newly developing businesses have many challenges. As some wonder whether they should even have a website, they are losing the opportunity to become internet-visible. The process of getting internet visibility takes time, so the sooner one starts, the better. The website doesn't have to be expensive and overwhelming. If the business owner has their goals well established, if the website content is well prepared in advance of designing the website, if the owner understands what their customers need from the website, then the owner can reduce the website design fees very effectively and attain success more quickly.
6/24/2008
Before You Purchase ....
1. investigate the company with Better Business Bureau, testimonials, etc.
2. compare similar service providers for possibly better options.
3. identify questions and issues with their service offering to ensure that you are getting what you want and expect.
4. see if you can do it yourself or with your inhouse team.
Cancellation after signing up has its challenges. If you've signed up and decide to cancel, make sure that you do it within the allowable time. Document everything. I found several other steps helpful: When you call to cancel, make sure you use a phone that can identify the call you make to the company, e.g., cell phone. Send emails that indicate specifics. Date-stamps on emails are beneficial. Request an email confirmation to state that the cancellation and refund have been approved. All this may help in case you can't get your money back or back promptly. I had to cancel a service recently. I called the representative who agreed that I will get refunded. I asked for an email confirming our conversation. The email only stated that we 'talked' (this does not confirm that they agreed to the cancellation). So I replied, indicating in my email, that I would like a confirmation identifying their agreement to the cancellation and to fully refunding my fees. Their email response confirmed it this time. I believe that this helped me get my money back without delays!
4/13/2008
Proposal Strategies
Before solutions are presented, we, as service providers, need to make sure that we really understand the key business issues that need to be addressed. What would a successful solution look like to the client? To ensure maximum success, consider identifying in your proposal the client's requirements. This confirms to the client that your understanding of their issues and goals are correct.
The expectations of the service provider and of the client are critical to define. What are the cost considerations, commitments and guarantees? Samples of designs may help clarify style preferences.
Together with the client, identify the measures of success that can be verifiable at the end of the commitment.
Avoiding Pitfalls
These tactics may cause problems for the service provider, client or both.
- Not pre-qualifying the client's budget can waste a lot of time. For example, if the service provider offers both low cost as well as high cost services, then this should be identified at the outset.
- Not setting cost expectations correctly. For example, what are included AND excluded from the price identified? How does a change to the project requirements affect cost? What does that ongoing back and forth discussion/emails cost?
- Not considering both strategic and tactical steps. Some clients may have a set budget right now but want to expand when they acquire additional funds. The tactical implementation must consider the overall strategic direction in order to be successful.
- Identifying the details in the proposal can lead to a loss of intellectual property for the service provider. At the proposal phase, identify what the solution should be, not how it will be done.
Not identifying the success factors will not allow proper completion of the project and potentially a lot of frustration on both sides. Both sides must agree to the success factors so that there can be a happy closure. - Not having client participation understood and committed to, can lead to delays and frustration. At the proposal phase, the client needs to understand this strategy. The client needs to participate in the project, at the very least, to approve each measurable deliverable as they are completed. If the service provider needs information from the client, the client needs to be available. If they are not, the client needs to understand that the project deadlines will be affected. Waiting until the end of the project for client approval leads to costly misinterpretations. At earlier points in the project, it is less costly to redirect the efforts of the project. Client signoff at each measurable deliverable helps the overall project success.
- Not knowing who on the client's side will be involved in the day-to-day project can lead to serious challenges. Meeting those people will enable better understanding of how to proceed forward with the project.
- Not getting signatures to ensure understanding can cause frustrations.
We look forward to your thoughts, experiences, helpful tips.
2/23/2008
Enhancing Customer Relationships

Years ago, I had the responsibility to improve desktop support, where technicians visited people's desktops to troubleshoot problems. Since many times, the people were not at their desk when this happened, they felt frustrated with this support because they didn't know the status of their problem or even if their problem was fixed.
It suddenly hit me! One day while on a business trip, I saw that the maid service left some chocolates on the pillow with a card indicating that they visited my room.
So I decided to use a similar strategy for the desktop support group. Instead of chocolates, I set up a system for the technicians to bring two postcards with them to leave at the desktop they visited.The first postcard indicated that the support team visited this desktop, with an indication of the status of the troubleshooting investigation. The second postcard was a very brief survey to relay how the support team performed on this service call.
It was a hit!. Clients loved seeing those cards at their desk since it indicated that they were being serviced. They also enjoyed sending back their brief survey indicating whether or not they were satisfied with the service.
It's sometimes the little things that make our relationships with clients more successful. I always like a great quote. Oprah Winfrey's seems appropriate: "Luck is a matter of preparation meeting opportunity."
An additional customer service benefit was that we were able to use that survey feedback to implement a benchmarking analysis of how the customer satifaction was progressing. The results helped us address further customer service improvements. We were able to report back to clients and management the successes and strategies that were implemented. Many metrics are needed to track internal service provision. But for external clients, the indicative metric is -- would your clients recommend you to others?
10/25/2007
Recognizing Children's Achievements

The concept of this website series was founded with the KIDS LOVE TO™ Write website. It was based on supporting an 8 year-old's interest in writing and wanting to give other kids the opportunity to publish also. You'll read all about Max on the website.
Our website series lists writers, artists, crafters, entrepreneurs, photographers, sports players, and performers (actors, dancers, musicians, singers). Writers can publish their stories online and in print. Artists can post their portfolio. Those enjoying creating can show their crafts. We have children with an entrepreneurial spirit. Photographs can be displayed. Sports players can swing into action here.
If your children are preparing to audition, to apply to jobs, schools or colleges, then get a head-start by preparing their portfolios and resumes on our websites.
Sign up with the KIDS LOVE TO™ website series to expand your children's visibility and save special memories. Materials for submission must be created by children 18 years or younger. College students, up to 21 years old, may submit their creations only if their submissions were created at 18 years or younger.
Join us at www.KIDSLOVETO.com in recognizing the achievements of your children.
3/14/2007
Total Cost of Ownership - Technology
What does it really cost to purchase an application? Sample applications may be database systems, medical management systems, or a PC package. Regardless of the application, in each case, buyers need to consider all the variables in order to be well-prepared for the true total cost of ownership.
Some people may wait to purchase a product until the 'perfect solution' comes to market. Others may rush into purchasing the first product that seems applicable. Both are extremes and can present challenges. Those who wait too long may miss opportunities to enhance their work processes and become more efficient to reduce paper work, help make staff work more efficiently, and process business data and communications with customers more quickly.
At the other end, those who rush to purchase without sufficient planning may cause havoc. The planning process helps an office to prepare the manual or legacy systems processes for migration to the new application. Consider the efforts to re-evaluate the critical business processes, train staff to use the new application, migrate data from the old to new application, create new reports with the new system, 'suddenly' upgrade other components such as hardware to support the new application, set up connectivity requirements, and, of course, troubleshoot arising problems.
A more successful approach would be to first analyze current processes, evaluate the priorities and needs of each process, redefine necessary modifications to your processes, assess level of staff expertise and train in advance.
Some useful tips: Visit an office that has already implemented the product. Involve your technical support team to ensure that you understand the specifications and implications of the new system. Ask for vendor demos after you have seen the system live at another site; you will be better able to understand what to ask the vendor. Document your requirements and your technical office environment and have your vendor review this specification. This may help clarify the true features and implications of the new system as well as any upgrade requirements for your office technical environment. With you still in the driver's seat (you haven't bought the application yet), the vendor will be willing to spend more time on your questions especially for an expensive system. Before buying a new system, look at your existing system to see if you can modify how you work with it to compensate for its flaws. That may give a very big savings over migrating to a new system. Sometimes one can simplify an approach or process to make the current solution effective.
In summary, the total cost of ownership includes the following samples:
Software,
Hardware,
Connectivity requirements,
Migration time,
Integration with other products and interfaces,
Installation,
Development and implementation of new/modified processes and procedures, for example, reporting, backup/restore, change management,
Documentation,
Alignment and implementation of the business process to the technology solutions,
Maintenance, for example, ongoing software and hardware upgrades, running utilities such as backups, updating subscriptions to software such as antivirus products,
Cleanup old files,
Troubleshooting problems.
1/12/2007
Customer-Service Provider Relationships: Is yours a blessing or a nightmare?
We are all dependent on service providers for our businesses to succeed. The better you manage that relationship, the more successful you will be in achieving your goals in a cost-effective manner. The relationship is two-way street. Service providers also depend on customers to enable a successful deliverable. So, prepare:
Initial planning: spend a good amount of time upfront reviewing your business strategy, your marketing goals and your budget with your service provider. Confirm in writing the critical issues, e.g., the expectations, the implementation phases, required deadlines and deliverables. Indicate your preferences.
Strategic vs. tactical goals: Plan the project with a long-term strategic perspective, but implement in smaller phases. By breaking down a project into smaller deliverables, you are giving yourself a chance to review progress in a manageable approach. Once you are comfortable with the results of one phase, then you can proceed with the next step (this may help your budget process too.) A critical benefit to this approach is that things change rapidly and you may no longer want the original approach. With a phased approach, you are cutting your losses and allowing yourself and your provider to change directions in a more cost-effective manner.
Documentation is critical. The larger the project, the more critical documentation becomes. Samples include account information, login information, vendor contacts, a list of directories where everything is located, a list of all the hardware and software products that have been used in the implementation, and, where appropriate, how to use the solution. Imagine transitioning to a new service provider in the middle of a project without such documentation or getting a deliverable that you don’t know how to use!
Solution alternatives: When a service provider presents an approach or a solution, make sure the benefits, alternatives and issues are presented to you before committing to that solution. This analysis brings many benefits. Half the battle is in knowing what to ask! This analysis enables customers to realize what they really want in their project deliverables. This reduces much misinterpretation. It also shows your service provider’s abilities.
In my 20 years of experience with global, multi-million dollar initiatives, as well as with low-cost projects, I found the careful management of the services is critical to the success of the projects. Whether large or small, the same principles apply.
Please feel free to contact me if you would like consultation on your projects and service provider relationships.
2/16/2006
How to Choose the Right Presentation Software Program
What are the Variables to Consider for Selecting the Right Presentation Software Program for Your Needs
Sometimes one cannot choose the software they would like to use. For example, if you work for a corporation that has standardized on a particular platform, then your choice has been made for you. If you do have a choice, then you need to consider many variables as well as the comparative features of the software packages in order to select the best option. Consider the following variables:
The Hardware Platform (PC, MAC, desktop, laptop) Hardware Platform
Some software programs run on both PC and MAC. For example, PowerPoint runs on both platforms. Once you learn PowerPoint, you can utilize it on either platform easily. Other products such as Keynote only run on the MAC. People typically first decide about the hardware platform and that guides them in many of the decisions regarding software.
The Capacity
You will need a lot of RAM and speed. With secondary storage options have several options. What you choose depends on the environment you work in. For example, will all your files reside on the server? Then you don't need as large a hard drive on your computer. Very small devices such as flash drives are very useful to storing your files, especially if you present at remote sites. Presentation files are typically very large due to the images and charts.
Integration with Other Software
If you need to work with a spreadsheet and incorporate your data into your presentation, the most seamless integration is within the software suite of products. So if you are using Excel, then PowerPoint is the choice to pick. If you are using Lotus 123 as your spreadsheet, then your best choice is Freelance. The suite of products not only integrates seamlessly, the learning curve is shorter when you already know one of the products in the suite.
Working Collaboratively with Others
If you will be working with others, then consider using the same products to make it easier to consolidate files as long as it meets your other requirements. Also, don't incorporate old presentation files without sprucing them up with the new software features.
The Traveling Presenter
Do you typically bring your own presentation components to run your presentation or do you rely on the remote site to support you? Having your own laptop provides much more flexibility and reliability. If using the remote site's setup, check if your file is compatible. Flash drives are small storage mediums that are wonderful for traveling. They are the size of a lipstick and can hold the typical presentation file size. Some travel tips:
- Don't e-mail your presentation to a remote site unless you'll have someone to receive it and test it under the site's environment before your presentation date.
- If you backup your file and bring it with you to your remote presentation site, make sure it can be restored at that site.
- Do not forget to insert new batteries on your peripherals such as the remotes.
Presentation Hardware Peripherals (for example remote control with a laser)
Make sure you test these. Some may have compatibility issues with other components on your system. You may have to temporarily remove some background processing on your computer such as Palm's Hot Sync Manager (version 4.1) in order to use products such as an old, discontinued product for remote mouse control and effects (InFocus Mind Path FX2000 remote.)
Hand-held Computers
There are software packages that support integration with your presentation software. So if you are on the road a lot, you can reduce the need to carry your laptop. You can type your presentation and sync it up with your home computer later. One such product is Documents to Go. It supports PowerPoint files.
Best Practices: Getting Your Message Across
Know Your Objectives
Presenters typically spend an enormous amount of time and effort in preparing for their presentations. This, however, does not ensure success. To make a presentation successful, you need to consider your presentation objectives. These include the following
- your presentation needs to address the expectations and needs of the audience, as described in our article Knowing Your Audience,
- show that you understand what the purpose of the presentation is in a focused manner,
- ensure that you have a good command of the material,
- identify next steps on how to move forward,
- be able to use the presentation equipment and software with ease,
- be flexible with your presentation; expect to be cut short or be asked for more details.
Audience Expectations
Understand the purpose of the presentation and don't stray off the topic. Presentations typically stray off on their own as the audience interjects their thoughts and suggestions. Maintain your focus as the discussion strays.
By understanding your audience and meeting their needs, you are enabling them to listen better to your message. Imagine presenting petty details to management when they have the bigger picture to think about and never enough time on their hands. That would be a recipe for failure.
Command of the Material
Make sure you know all the required details and background of the material you are presenting so that you can respond to questions and changed directions during the presentation. Don't expect to have the full time allotted to your presentation. Know when to skip some slides but make sure the key message is relayed.
Variety and creativity are beneficial. Consider how the slides look visually. Sometimes presenters erroneously put all the words of their speech onto the slides. This clutter distracts the audience from listening to the presenter. It almost forces them to read your presentation rather than listen to what you have to say. It is a good way to lose your audience. Instead, have no more than a few bullets on a slide. If you are in command of your material, you won't need to write out all the details on the slides.
Practice with all the physical components to ensure things work correctly. Check out the room where you will present if you can. Make sure that the equipment and supplies you need are there or that you bring extra. Be prepared in case of malfunctions. You might consider brings a few key slides as handouts.
Make Your Presentation Understandable
One of the best ways to practice your presentation is to do it aloud in front of someone who knows very little about your work. You would be getting valuable feedback. Practicing aloud enlightens us as to how well we are prepared.
Successful Endings
At the end of your presentation, make sure that you end with a summary and next steps. This ensures that the audience will remember the key points. They will also leave your presentation feeling that you are leading everyone in the right direction and you will be considered a leader.
Best Practices: Achieving Success by Knowing Your Audience
(Note to reader: This article is being moved here from previous blog. Original date: 2/16/2006 )
How do you show leadership with your presentations?
Identify who your audience is and what their needs are before you start preparing your presentation:
What do you need to address in your presentation in order to meet the audience's expectations? Your audience may be, for example,
- your clients
- your team
- your direct management
- your senior management
- your service providers
- the auditors
Identify the considerations for the different types of audiences:
If you are presenting to your clients, consider what they need to make them more comfortable in working with you and your team. What are their key concerns? Is it their budget and your costs? Are your services helping them meet their objectives with their clients and management? What can you do to help them out with their objectives? If you identify a list of your audience's concerns at the beginning of your presentation, that will set their minds at ease. They will feel that you've acknowledged their concerns and will therefore address those issues. They will listen better to your presentation as a result.
If you are presenting to your team, your objectives may be team building, budget cuts, changes coming down the line, new procedures. Your presentation should include key items for them to focus on and key steps to move forward. Consider if you want to identify the key steps or if you want to solicit input from your team. Soliciting input has the benefit of getting your team to buy-in to the next steps.
When you are presenting to your direct management, it may be easier than presenting to senior management since you are more aware of the style of your direct manager. You can understand their priorities and frame of reference. You know whether they are detail-oriented or if they just want the bottom line. Since you may not work with your senior management as often, you might not know what to expect. Speak with your management or others who have presented to senior management so that you can better prepare yourself. If the presentation is financial, you need to show them that you have a command of the budget. You can do this by presenting both the high-level directions and by being very prepared to show and discuss the details behind the high level. Make sure you include cost-saving measures that you are implementing or pursuing, the efficiencies that you have or will implement. You want your senior management to feel confident that you are addressing their concerns and issues proactively.
If you presenting to your service provider, your presentation may be about the status of work, next steps, budget, issues. Your audience would typically allow more time for the presentation since they want to meet your needs and satisfy your concerns. Having samples to discuss in more detail would be very useful.
With auditors, presentations are typically very, very detail oriented. But never skip the high level overview to ensure that you are addressing the right issues.
Consider other items that can affect your presentation:
For a successful presentation, also plan for the following:
- how many presentations are going to be given along with yours? Try to not exhaust your audience.
- when in the day are you presenting? If it is at the end of day or before lunch, be prepared to cut your presentation short. Prepare your verbal presentation to summarize slides that are not presented.
- how much time is your presentation allotted for? That will indicate how much detail is expected. Always prepare a high level presentation, speak to the audience with the details in mind, have extra slides ready just in case. When you practice for your presentation, make sure you are fluent with where the slides are and their sequence so you can change directions quickly at presentation time. When presenters are not prepared for this, they feel letdown after their hard work. And worse, the message that they want to get across to the audience is somehow lost in the shuffle. If the message is lost, the presentation is not successful.
The results show your leadership skills:
By addressing the considerations listed above, your presentation would be addressing "what is in it for the audience?" and in turn, "what feedback do I need back from the audience?" to achieve your objectives. By summarizing the presentation and presenting 'Next Steps', you are reminding the audience of the key points of the presentation and the next steps needed to progress forward. The discussion with your audience around ‘next steps’ is critical. It will ensure the commitment or buy-in from the audience and from you as to what needs to get done. Once agreement occurs around what the next steps should be, then there can be a feeling of closure. A comfort level is felt by you and your audience that progress will continue. You leave your audience feeling that you have achieved the command of the material as well as the ability to make a successful presentation.
