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A Low-Tech, Low-Cost Workflow Improvement that May Win the Prize for 2010

We are upgrading technology like crazy, and it’s all great software and hardware, truly: Salesforce, Exchange, Netbooks, the HTC Smartphone, Central Desktop, Powerpoint Share, SocialCast, etc.

(Photo Credit: Microsoft Outlook 2007)But all of that involves money and training, and we’re still coming down the various learning curves. Want a really simple solution to improve things when you get too many emails and voicemails? Jessica has helped me out with my overloaded inboxes for a couple years now, mostly by sorting things into various folders and drafting responses for my review. But lately, she’s started to file all the emails and voicemails and send me a single digest that contains a Punch List of everything I need to do. She includes where the original communication is filed if I need to see it, but most of the time I don’t.

It’s simple, but brilliant. It’s really cut down on the time wasted going through overburdened folders and trying to reorganize, search and re-sort. Wish I had thought of it years ago. The big technology improvements are important and necessary, but it’s great to find a low-cost time-saver every once in a while!

(Photo Credit: Microsoft Outlook 2007)
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3 Comments

  1. Isaac Garcia says:

    Curious to know why you are using SocialCast is you have Central Desktop (You do know that we have an integrated micro-blogging function within Central Desktop…..that also allows you to push updates to Twitter and Facebook, right?)

    Here is the video on it:

    http://www.centraldesktop.com/viewvideos?vid=status_updates

    (apologies that it isn’t a short video…that is coming next week)

  2. Tom says:

    Thanks for your comment–I do like the new Central Desktop interface by the way! We use Central Desktop for projects with which we collaborate with one of our Strategic Partners, but we use SocialCast for strictly internal messaging. Two different audiences is what it boils down to.

  3. Tom says:

    One reader asked what if you don’t have an assistant? But tip is the digest, itself – whether someone can do it for you or not. I mentioned Jessica because I wanted to give her credit for making a new system work, but the fact is that making a PUNCH LIST out of all the em’s allows you to file em’s immediately. Em’s get found more easily because they are exactly where they belong, and the to-do list is easily integrated into a list of projects. It’s simple, but it’s a much better workflow to operate from a consolidated list.

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