Getting the Most out of Microsoft 365 – Book it!

by

Accountants, dog groomers, and physiotherapists didn’t get into business to manage bookings. You want to be working on the thing you enjoy doing, not fussing with phone calls and emails, trying to schedule times for clients to come in. That’s where Microsoft 365 Bookings comes in handy.

Bookings is an add-on to your Microsoft 365 Business plan. It allows you to manage appointments online with a custom webpage, one you can even integrate with Facebook!

Consider Bookings if:

  • you still do paper bookings;
  • you regularly interrupt your workday to schedule appointments;
  • you make mistakes with appointments (e.g. double-booking or getting the time wrong);
  • your client contact list is a mess;
  • a receptionist sounds great, but you can’t afford one.

How Bookings Works

Bookings takes your business appointment management to a new level of professionalism. It’s easy:

  • Create a custom-branded, public-facing calendar (or more than one for different needs).
  • Customers can access the Bookings site 24/7.
  • Customers find and book appointments.
  • Bookings sends a confirmation email and calendar invitation.
  • Customers can reschedule or cancel through Bookings if they must.
  • Bookings tracks all confirmations, reminders, and changes for you.

If you need a down payment or have other custom fields to add, that’s easy to do in Bookings. You can also manage internal and external calendars, or set up different staff details and appointment specifics.

Added Benefits of Bookings

As an extension of Microsoft 365, Bookings syncs easily with Outlook calendars. This can help you avoid double-bookings.

The Facebook integration allows you to accept bookings from your page via a “Book Now” button, which can help many small to medium-sized businesses. Plus, customers will enjoy easier booking, as Facebook fills in in their contact information.

There are also Android and iPhone mobile apps available. This helps keep a mobile business up to date on its bookings.

Appointments booked as online meetings create a unique link to enable virtual meetings via Skype or Microsoft Teams.

Bookings can also help you avoid last-minute cancellations. You’re able to control how much advance notice is required to cancel an appointment.

Additionally, Bookings helps build your company’s customer database. The appointment manager gathers input such as names, phone numbers, and postal and email addresses all in one place.

Bookings can also help those who prefer booking appointments on behalf of clients. Enter the details, and Bookings takes care of confirmations, reminders, and updating your database.

Final Thoughts

There are many online scheduling tools available. Bookings’ integration with Microsoft tools that many businesses already use is a big advantage. It’s affordable, too.

Don’t waste hours of every week setting up, recording, and rescheduling appointments. With Bookings schedule management, you can get back to doing the work you like best. Don’t want to take the time to upgrade and integrate Bookings? Our IT experts can do it for you. Contact us today at (515)422-1995!

What Is SharePoint, and Why Use it?

by

Mobile, remote workforces still need tools to share and collaborate with one another. Business teams want to work together and get the job done efficiently. Microsoft SharePoint helps make that happen.

SharePoint is used in science and education, law and government, finance, computers, electronics, and technology verticals. Its largest market share globally is in the United States. Other top markets are Canada, the United Kingdom, and Australia.

If you’re subscribing to one of Microsoft 365’s business plans, you already have access. SharePoint is Microsoft’s document management and collaboration tool. Users, wherever they are, connect to SharePoint through their own browser. SharePoint streamlines the process of tracking workflow and documents. But that’s not all that the platform offers.

SharePoint Core Features

Businesses gain several benefits from using SharePoint.

Collaboration. Now, you can store documents in a folder on a server. SharePoint lets you create workflows, see document history, track file access, and more.

Organization. SharePoint greets users with a screen that shows:

  • what they interact with most frequently;
  • sites that they are following;
  • featured links;
  • a search bar

Having recent activity and access to important links and relevant sites as the entry point to the platform can help keep your people productive.

Within SharePoint sites, you can also create lists to collect items. This might be announcements, contacts, links, or a task list.

Integration. SharePoint works with Word, Excel, Outlook, PowerPoint, and more. A team might create a shared notebook to keep information in one place and evolve as projects do.

Create community. SharePoint websites are a centralized location for teams to find what they need. Human resources might set up a site with its updates and important forms. This allows everyone to quickly find the information they need.

Version control. Don’t worry about emailing documents to various team members for input. A SharePoint document becomes the single source for the one, current document.

Search. Advanced search capabilities make it easy to look across a site library. Or users can search content in all SharePoint sites they can access. Avoid decentralization where assets are spread over employee PCs or different department siloes.

Data insights. Keeping all business data in one place makes it easier to review. Determine what’s being used or who is accessing what to identify trends. Site admins, owners, and members can track number of views, popular items, how many times people interact with the site, and more.

Share news. Keep teams engaged and informed using the News feature. Users post updates, or share reports and documents in the newsfeed section of the website.

Mobility. Users can upload files and access them from anywhere. SharePoint works with Microsoft Edge, Internet Explorer, Google Chrome, or Mozilla Firefox browsers. There’s even a mobile app to let people remain connected from their mobile devices.

Why SharePoint?

SharePoint bundles many features together in a dedicated platform suiting different industries. Replace inefficient, paper-based processes with a centralized, online repository of documents. This can help with accountability and limit business bottlenecks.

SharePoint helps you build personal, team, project, customer, and/or vendor-facing websites. Avoid unwieldy email threads or confusing conference calls. Chat online and track edits in SharePoint.

You can also automate business processes. SharePoint allows you to create intelligent workflows for simple tasks. For example, you can streamline processes, with SharePoint automatically sending files for approval. Once done, you’re notified the review is complete.

Success with SharePoint

You’ll need to establish an implementation strategy, and also train employee to understand SharePoint’s value. Know that businesses lacking IT resources struggle to customize features and build automated workflows.

Our IT experts can determine the SharePoint service model that’s best for you. We can help integrate SharePoint and add customizations where they can help you. Contact us today at (515)422-1995!

Invest Now in Your Top Tech Priorities

by

The global economy is in a slump. But believe it or not, now could be a good time to invest in technology priorities.

You may already have streamlined processes. You had certain technology tools and systems in place to get things done. It all was working fine. Yet 2020 brought many challenges to the way business functions. The technology you relied on in the past may not be the best answer to your current business needs.

You might have been putting off cloud migration, as most work was onsite, or you resisted remote working out of concern that employee productivity would suffer. Perhaps your business didn’t want to secure a “Bring Your Own Device” workplace.

Now, you need to rethink how your employees report for work. You could be facing any of 2020’s familiar challenges such as:

  • a server that could support your teams overburdened by remote workers;
  • a reliance on email document exchange causing difficulties with version control and accountability;
  • not having enough software licenses to accommodate employees working from home;
  • employees lacking the technology to get work done offsite.

Businesses need to act now to address their new technology needs. Keep in mind that many vendors are offering discounted services, plus, you may find it easier to access business loans for tech investments.

Stepping Up Your Tech Game

Some businesses are struggling to keep their doors open. Others are waiting out the current situation to see how things shake out. Then there are those that are rolling the dice and betting on a rebound. Improving the IT environment can be a foundation for future business success.

Plans may have already been in place to invest in a systems or hardware upgrade or migrate to the cloud. Continuing the digital transformation journey, when everyone is adapting already, could make sense. Reduce negative impacts by making the change while employees are working remotely. Downtime may not be as big of a challenge.

Your business may also invest in data backups and disaster recovery solutions. Didn’t have business continuity plans in place? You’ve likely realized their importance now. These plans prepare your business for data breaches, ransomware attacks, power outages, or natural disasters. Contracting for cloud data backup pays off when you can recover quickly and cut damage done.

Starting a partnership with a managed service provider (MSP) is also helpful. An MSP gets to know your business and its systems and needs. They can help find cost savings and identify opportunities for greater efficiencies. They can also offer expert IT advice, manage and track your data backups and cybersecurity, or take on day-to-day tasks, freeing up your IT team for revenue-generating innovation.

If you’re thinking of making a tech investment, contact us today. We’re available to consult on the best solutions for your business needs.

Our experts can put your plans into practice while you focus on your business recovery. Contact us today at (515)422-1995!

COVID the Sequel: Revisit Business Continuity Plans

by

There’s a sequel no one has any interest in seeing predicted to open this fall – COVID: The Second Wave. Despite lack of audience interest, we could face another coronavirus pandemic. For business, this means revisiting continuity plans.

Many countries are beginning to lift restrictions in an attempt to return to “normal.” Yet most experts predict things will get bad again later this year. At least business has time to recalibrate its business continuity planning (BCP).

Maybe your business had a plan in place. Decision-makers laid out actions to take in the event of fire, flood, or devastating data breach. The plan didn’t envision quarantine, but the planning worked well enough to keep your teams going.

Or you might have been scrambling to get up and running quickly in the midst of a global lockdown. Still, after initial business disruption, you were able to get back to business (if not quite as usual).

Now, looking ahead, we’re told to expect a second bout of sheltering in place. Take stock today to prepare for another bout of the virus disrupting business.

What Worked?

BCP predicts various types of crises and strategizes what to do when things go wrong. If you did BCP in advance, you weighed options and decided on the best attack without stress and urgency. Those reacting in the moment to mandates to shut down probably took more of a “this is the best we can do” approach.

Either way, let’s hope your business found some approaches and had positive results. Perhaps moving to cloud-based virtual desktop services smoothed the transition to remote work or installing a virtual private network (VPN) to secure off-site access paid off.

Identify all the strategies that were successful. If adopted as short-term solutions, you may want to explore their value long-term. Perhaps you contracted with a vendor for a temporary solution that worked well, this could cost less if you renegotiate for a longer duration. Perhaps something you tried with one team can roll out companywide to prepare for a second period of work from home.

What Needs Help?

Did you find any shortfalls that slowed work from home? What tech difficulties did your people face? Identify the problem areas, and look for solutions now.

Maybe you had employees working from home on corporate laptops or personal devices. They could be going back to the laundry room home office later this year. Is a laptop or home computer still the technology you want them using?

Were there issues with employees lacking bandwidth to get the job done? Was logging in difficult because your system only handles 25% of employees at a given time? You need a different level of service to support everybody at one time!

Maybe certain departments were able to adjust swiftly but others struggled. Identify tech challenges, and find solutions to remove friction if we do #WFH again.

Make Changes Now

Updating your continuity plan is prudent, so make the moves now to prepare. Do it while businesses are open and able to work freely. An IT partner can often work remotely, but many tasks are more efficient on-site.

The first wave of COVID-19 taught us valuable lessons; don’t be caught off guard twice.

Your people might have been more productive with remote tech, so set up the systems to secure and support a long-term solution.

Partner with a technology expert to review your needs and set you up for future success. Contact us today at 555-5555!

How to Stay Focused Working from Home

by

Reserve your office space

Set up a temporary home office. Pick a space, if you can, that is away from distractions and has a door that you can close. Try to organize this space so that you feel more as if you’re going into the office. Clear those personal bills and photo albums waiting for assembly from your desk.

Creating a distinct space can help with the mental association that you are going to work. You’ll also find it easier to focus if you dress as you would for work. Shower, and put on makeup if you normally do. Getting out of your pajamas and putting on your “game face” puts you more in work mode.

Stick with your routines

Keeping a similar schedule can help, too. If you go to the office at a certain time every day, that’s when you should show up at your home workstation. If you took breaks at consistent times when on-site, do the same at home. This helps tell your brain it’s business as usual, even when you’re working in the laundry room on a folding card table!

You may not be able to go out and grab a coffee or eat lunch out with colleagues, but you can still go have a cup in the kitchen or order lunch from a local business that’s delivering – help them to stay in business too!

If you used to write emails first thing, do that still. If your team had a weekly conference call Wednesdays at 11, try to keep that, too. You can use voice or video conferencing to stay in touch while remaining at a safe distance.

Avoid distractions

This is going to mean different things for people. Working from home with children is tough, especially as you’re now supposed to be supervising their online learning. Giving them a dedicated space for schoolwork can help to keep them motivated and away from you. You might tell younger children to expect your attention at breaks (e.g. “I’ll play three rounds of Candyland when the big hand reaches 12 and the little hand reaches 3”).

The news and social media are other traps for those working from home. No one is watching over your shoulder, and it’s easy to think, “I’ll just check …” That’s how you lose 30 minutes of productivity watching pandas wrestle on a zoo-cam.

Still struggling? You could consider setting up one operating system account for work and another for personal use creating different browser profiles. And if you’re still getting distracted, you could install a browser plug-in that forces you to stay on track.

Keep deadlines

Setting deadlines can help you stay motivated. The longer you have to get something done, the slower you’ll work – it’s inevitable. So, maintain some pressure by setting tight, but realistic targets.

Share your deadlines with other colleagues using an online task management tool. This can help with accountability.

Be patient

This is a stressful time, and you’re being asked to deal with many changes. So, you need to be patient. Working in sprints could help your motivation and attention span. You might set a timer and focus completely on work until the bell chimes. One theory is that the most productive people take a 17-minute break every 52 minutes, but you’ll want to see what works for you.

Another approach is to say you’ll do 30 minutes of good work on that thing you’re avoiding. Worst case: you get only 30 minutes of it done. At least you’re further ahead. But you might find it only takes 30 minutes to complete or that you’re so close to finishing that you keep going and get the job done.

Have the right tech

Make sure you have the right tools to do your job. Working from home is challenging enough, so make it easier with reliable internet and Wi-Fi connections, and access to the required files.

Need help with working from home? We can’t actually be there to cheer you on and keep you motivated, but our tech experts can get you set up with the most efficient home office solutions. Contact us at 555-5555 today!

Make IT Problems Last Year’s Problems

by

Around the world, the new year is a time for celebration. It’s a time to reflect and a time we typically resolve to make the most of coming 12 months. We do this by leaving last year’s problems precisely where they belong, in the past year.

Many manage to adopt this approach in their personal lives, but it pays enormous dividends to apply it to our businesses too.

Cleaning up open issues from previous years gives you and your team free reign to make the next year a record-breaking success with nothing to hold you back. Intermittent IT problems, network slowdowns, printing issues, and unavailable resources can all be left in the past.

Starting the year off with a clean IT slate simply leaves you to handle the business areas which you do best.

Set Your Network Straight

If your only relationship with IT last year involved calls to fix broken systems then it is time to have your IT fixed up for good. Break-fix relationships can add stress to both your company and your IT provider.

While getting up and running fast and fixing breaks to get back on track is a clear priority, more can be done to ensure breaks don’t happen and downtime is avoided. Repeated break-fix call outs waste large amounts of time to troubleshoot, diagnose, and patch an unfamiliar system every time it has an issue.

Using IT to set you up right means using knowledge and experience gained over time to right the ship and keep the whole system working together.

The same experience configuring your network top to bottom can be called on again to update or change it as requirements and projects shift. With a complete system picture, less time can be spent on troubleshooting, and more can be allocated to just getting work done.

Sports Car IT

IT with long-standing issues and bugs, ones that staff have gotten accustomed to working around, can be like running an old vehicle. It’s often more expensive to maintain an old car than purchase something more modern requiring less maintenance. An old car requires more parts, becomes less efficient, uses more oil, and is more likely to suffer breakdowns too. The same is true of old IT.

The cost over time of a well-configured system can often be the same or even less than fixing broken issues on the old one. The difference is a dramatic difference in downtime and lost productivity. Better IT means getting where you need to be, faster.

Your Staff Deserve IT

Nothing distracts employees from a task more than unexpected downtime or systems failures. Whether getting crucial documents Friday afternoon, or attempting to settle into work Monday morning; bad IT is frustrating, disheartening, and time-consuming.

One of the hardest but most rewarding elements to cultivate in a company is good staff morale. When you have it, productivity goes up, turnover goes down, and the business environment is vastly improved for everyone. When you don’t have it, the workday is that much tougher for everyone.

Workflow issues are well known to be one of the top contributors to poor morale. Slow machines, unavailable printing, and interruptions cause more knock-on issues than just the IT department can fix. Good employees need and deserve the right tools for the job.

A Better Way to Operate

Use the new year as a golden opportunity for a fresh start on your IT. An assessment of your system by IT professionals will diagnose issues and give you a complete guide to get back on track. Whether caused by a configuration error, bad devices, or something else; we’ll track down the causes and leave them to be forgotten about.

There’s never a better time to establish a managed IT services relationship. Contracting professional services can put an end to system bottlenecks, configure your system right, and advise on the best course to take into the new year.

The most important decision you can take into the year ahead is to stop addressing IT issues as they happen. Take charge of your IT and fix the underlying causes holding you up.

Give us a call today at (515)422-1995 to start a service relationship that will see your business take off into a very happy new year.

Remote IT Will Create Tech That Works for You

by

There are few things as frustrating as IT issues getting in the way of your work. Even the simplest of problems can break your flow, ruin your productivity, and waste your time. IT should be working to boost your day instead of slowing you down.

Tripping up on a computer glitch can happen at any moment. Working to fix one can take hours. You might try a few steps that have worked before, ask a colleague for help, or try a web search to see what turns up. All of these take time from you or your colleagues, and often make the original problem worse.

When you outsource your help desk, your IT problems become our IT problems. We take charge of righting the ship to keep your tech on the right track.

Setting Up Your Business for Success

Many businesses try a break/fix model to deal with IT issues. This means waiting for problems to happen before contacting IT to resolve them. Break/fix adds costs and downtime to every IT issue as they happen. To us, this makes it an unacceptable long-term solution for business.

The process of scheduling a mutually suitable time to visit, diagnosing the issue, and resolving every issue on a case-by-case basis is massively time-consuming. Both IT technicians and in-house staff waste productive hours dealing with, often trivial, problems.

We think that time could be better spent building your business instead.

Your Personal Help Desk

When you outsource your IT help desk, you get a custom service dedicated to resolving your issues fast. Technicians with the knowledge and experience of years in IT can work without creating new problems or making the original issue worse. In modern IT, knowledge and experience is the key to successful solutions.

Many of the issues we resolve on a day-to-day basis are problems we have seen many times before on many different systems. IT is our business, and we know it very well.

How Outsourced IT Works For You

Outsourcing your IT means simply submitting a ticket to have issues taken care of. Having your own help desk to rely on means having help available exactly when you need it. Waiting on a local firm, or nearby technician to become available should be a thing of the past.

Queueing for an ‘advisor’, waiting on hold, and spelling out your problem over and over again is no fun for anyone. There should be better ways your time can be spent. There are certainly many ways firms can benefit more from ours.

Submitting an electronic ticket to resolve your issue is an easy, one step, process. Detail the problem once, email the ticket, and you can return to your work. We’ll call you back to work on a solution when the timing best works for you.

Managing Problems Remotely

To resolve system issues, diagnose, update, or maintain systems, we often log in remotely and take ownership of the problem personally. We’ve found there is little advantage to wasting time asking staff to find menus, click on links, and tell us what they see. We get straight to the heart of the problem and fix it there and then.

Problems that tie up one or more machines for a long time can be scheduled for out-of-hours, holiday, or weekend fixes. Large, system-wide updates or upgrades can be done remotely when they won’t get in the way.

For staff, updates appear to happen without anyone around to see them. You would be forgiven for thinking the IT is fixing itself.

Our golden rule is to make sure IT works for you, not the other way round. If you are wasting staff hours on hold, arranging meetings just for your tech, or structuring your day around simple problem solving, your firm could be upgraded in a flash.

Call us at (515)422-1995 or just submit a ticket and we’ll sort out the rest.

Click to see our BBB Report

FOLLOW US

VISIT US