As a small business owner we want to help our customers personally, to meet with them face to face or talk to them on the phone so that we build a connection and a relationship. Unfortunately, sometimes our customers want to help themselves. When you allow customers to help themselves, where it makes sense, you empower them to get what they need when they need it. In the long run they are more likely to come back to you for additional products and services.   It doesn’t have to be an either/or scenario – why not allow them to choose between self-service or in-person service?

So what do I mean by self-service? It can mean different things to different companies:

• As I mentioned in an earlier post, services firms can allow their customers to set appointments online.  You can tell from this post I am a big fan of being able to set appointments online at my own convenience.  It may not always make sense but is something to consider.
• Companies that have a product can include product manuals and warranties online.  This one has become near and dear to my heart lately; I have a 10-year-old son and I probably don’t have to tell you that instructions and new toys/games/whatevers they belong to are soon parted.  Just last night I had to go online to find the instruction manual for the rock-tumbler he got for his birthday.  What a relief!
• Firms that share a lot of documents with their customers can set up portals to allow them access and share documents.  Tools vary in their sophistication and include (but are certainly not limited to) Dropbox, Box.net, Google Docs, Basecamp, et al.
• If you regularly do business with a customer why not present the invoices online?  Any then maybe even PAY online?  Cool, huh?  There are a lot of options for this and it is a topic worthy of its own post so we’ll leave it at that for now.
• Online ordering or online quote capabilities have been around a long time but it is surprising how many companies still don’t use them.  I think the mindset is that they want the prospect to all or come in so they can sell them in person.  Certainly some products and services are too complicated to handle online but, honestly, most aren’t.  I for one will likely look for another service provider if I can’t get at least a semblance of a quote online before I pick up the phone.

As you can see, there are a lot of ways for you to provide service to your customers online.  The additional benefit is that not only will you make your customer’s happy, you’ll reduce the customer service load on your employees, perhaps even freeing them up for other revenue generating task.  Sounds like a good deal all around to me!

Have you considered adding customer self-service to your small business technology plan?

In my last post I talked about how small businesses can become more convenient for their customers if they allow online self-secheduling.   I promised that this post would talk about what online appointment scheduling services are available.  This is a representative list; it isn’t a formal review nor is it an exhaustive list.  The ones I am going to talk about are cloud-based services (see this post if you don’t know what cloud computing is) that are easily hooked into your website.

So how do they work?  There is some variance but basically:

• you provide information about business hours, who can be scheduled, what services are offered and the appointment length of each service
• you also provide setup information about how you want to be notified about appointments (email or text), what sort of confirmations and reminders you want sent to your customers (email or text).  You can also specify if you want to be able to approve appointments before they are confirmed.
• you are given a small snippet of code (or a widget)  that needs to be included on your website.  Generally these can be customized so they match your website and look like they are integrated.  You can also include “book now” buttons in strategic places on your website or other places on the web (like your Facebook page for example), sending visitors to your appointment page.

Customers can now schedule appointments online!  Back at your office you’ll have a master calendar that shows your the appointments, allows you to confirm them and to book appointments you receive from drop-ins or via phone call – all on a consolidated calendar.

Some of the services provide, in some cases based on the service level you choose to purchase, mobile scheduling, calendar syncing, online pre-payment and smartphone integration.

Service providers include Bookfresh.com; Schedulicity.com, Genbook.com, Appointment-plus.com, Appointmentquest.com, Flashappointments.com and Netappointment.com.  You generally pay monthly based on the options you select – for example it costs more for more people or multiple locations.   Prices start as low as $10 a month.

How many times have you at the end of a busy day (week?  month?  year?) got to the point on your to-do list where you need to make a hair-dog grooming-dentist-doctor-exterminator-repair appointment but it is, of course because you’ve been busy, after business hours?  What happens?  That item remains on your list and, maybe worse, gets shoved further and further down the list.  Aggravating for you, right?  And what about that hair dresser, dog groomer, dentist, doctor, exterminator or repair person?  They are missing out on your current business and might lose your long term business if you find someone who provides their service but is easier to do business with – by allowing you to set appointments when you want, online.

Imagine it, it is in the evening, after the kids are in bed.  You are comfortable on the couch with a nice roaring fire and your laptop (or iPhone) open.  You have your beverage of choice at your side and you are able to actually cross items off your to-list as you make the appointment to get your hair colored and for your son to get his cut (finally).  Your beloved mutt desperately needs a bath after the recent bad weather – in a zip you have a grooming appointment set for tomorrow.  To be able to make short work of your to-list at your leisure…what a wonderous thing!

But wait – you are a small business owner too.  Maybe you aren’t a hair dresser, dog groomer, dentist, doctor, exterminator or repair person (because if you were this story wouldn’t make sense – you wouldn’t make an appointment with yourself!) but you are an accountant, lawyer, designer, photographer or personal trainer.   You have customers that have the same problem you do – they have making an appointment to see you is on their to-do list but they are too busy (or can’t get thru for some reason) to make an appointment by phone during regular business hours.  What is the cost to you of all those missed appointments?  And as more and more people move to using the Internet for convenience what is the cost going to be in the future?

If you haven’t considered adding self-service appointment scheduling technology to your website, now might be the time to do it.  In my next post I’ll talk about some of the vendors out there and the features of their services.  In the meantime, enjoy the fire and the beverage and think about how making  it easier for your customers to do business with you could help you bottom line.

It appears that a) a lot of small business owners don’t know what “cloud computing” is and b) regardless of whether they know or don’t know they are wary of it. In this post I will clearly and simply explain what it is and hopefully clear up some of the myths and misunderstandings about cloud computing.

Wikipedia defines cloud computing as “cloud computing” is Internet- (“cloud-”) based development and use of computer technology (computing)”. Clear as mud, huh? This is simplest way I can think of to explain what cloud computing is: if you are doing something without installing hardware on your computer or a computer on your local network, you are involved with cloud computing. A great example is email – if you use Gmail, Hotmail, AOL mail, Yahoo mail or anything similar you are using cloud computing. You are using computers and programs that live in the cloud we call the Internet.  Facebook, Youtube, Flickr, Twitter – yep, all in the cloud.

But what does this have to do with business, especially small business?    Essentially it means that as a small business owner you have lots of opportunities to choose whether to buy software (and likely hardware) or choose a vendor to supply services virtually over the Internet.

What are some concrete examples?  What about (lists not inclusive):

• file storage and sharing.  You can buy and install  file server and connect it to your network or use a cloud-based solution like Egnyte, Dropbox, Google Docs or Box.net
• email.  Too many examples to mention, starting with our friends at Google.
• accounting.  Good old friends Quickbooks can be run online as well as newcomers like Freshbooks
• CRM.  Salesforce.com is a pioneer of cloud computing; other entrants to the fray include Batchbook (I talk about them here), SugarCRM, Zoho and Highrise
• Word processing and spreadsheets.  In this post I talk about Google Docs, Zoho and the like
• Document Management.
• Reporting and analytics.
• and the list goes on and on.

What are the pros and cons of using cloud computing?

1. It can be fast and inexpensive to get started.  Whether you have a new business or an existing business, using a cloud-based solution can dramatically cut down the time to get up and running and reduce your initial capital outlay.  If your business needs change rapidly, using cloud-based solutions allows you to add features quickly or even move to another solution more easily.  On the flipside, as your business grows you may find that the capital outlay of in-house applications is less expensive than ongoing costs of a cloud application.  You should always read the fine print and make sure that you can easily retrieve your data and move it to another provider should you outgrow your first choice or if you are unhappy with the service you are getting.
2. Your systems and data are easily accessible.  Wow, this is a big one; think about it, you can access your data from anywhere, anytime.   Using the business center in the hotel where you are vacationing and want to check your Quickbooks?  No problem!  Your salesperson drops their pc in the lake?  Don’t worry, their contact information is safe in the CRM system in the sky.  Cloud-based applications support virtual offices and working from home “out of the box” so to speak.  Downside?  You only have access to your applications and data thru the Internet.  No Internet access?  Internet down?  Have a slow internet connection?  All of these can affect, in some cases dramatically, your access to your business information.  As a business owner you have to weigh the risks of not having access to the costs of controlling your own access (and remember, if you don’t have electricity you are likely SOL anyway).
3. Your information may not be secure.  On one hand, it may not be secure in your office either.  Is it backed up regularly and is that backup in an offsite location?  Is it on a computer or server that is secured properly on the Internet?  Is it physically secure from theft, natural disaster, etc?  Many small business owners don’t pay attention to these factors, making their systems and data LESS secure in their own office than it would be anywhere else.  Most of the companies that provide cloud-based services have shelled out a lot of dough to make sure their systems are secure, safe and stay up.  That said, not all of them do it the same way or in the same degree.  As a small business owner you should sit down and assess the level of risk you are willing to take and with which kinds of data.  Then, as you look into cloud-based applications, make sure you understand each suppliers security precautions and service level agreements.
4. You can concentrate on your business, something you are probably pretty good at.  You can leave the care and feeding of computers and systems to the highly trained and compensated personnel that work for the service providers.  It can be distracting and expensive to maintain technology; most small businesses are better off spending their energy and money somewhere else.

Bottom line? My take is that most of the cloud-based applications are good, safe and secure and are getting more so every day.  While you should certainly thoughtfully assess your individual needs, especially where accessibility and security are concerned, I believe small businesses should seriously consider cloud-computing for many of their needs.  Determining where it makes sense and how to transition your applications should be part of your technology plan.

How do YOU feel about the cloud?

Photo attribution:  http://www.flickr.com/photos/8769295@N07/ / CC BY 2.0

http://www.flickr.com/photos/dyanna/ / CC BY-ND 2.0

If you have spent any time in corporate America you are likely well acquainted with the ubiquitous Microsoft Office Suite of products (Word, Excel, Powerpoint) and their close companion Visio.  How dependent on them have you become and what happens when you want (or need) to use one of the free competitors?

When I started my own small business last year I bought a new laptop that did not include Microsoft Office.  Though I had used the tools almost extensively for most of my professional career I decided, since my new PC didn’t come with Office, to try and use the free alternatives.  After all, many of my clients are in the same situation; what would I recommend to them?

Before we start, a few disclaimers.  This not a complete, formal or even impartial review. After many many years (I was 12 when I started) of using MS Office I have a lot of unlearning to do.  All those years of using MS Office has set expectations that may or may not be reasonable.

First,  I started using Google Docs (Document and Spreadsheet).  These work OK for very simple things.  With Document once I get into anything beyond rudimentary formatting I quickly become frustrated.  Something like adding a table then resizing the columns takes many more clicks than I am used to.  Spreadsheet is a little better; I can most of what I am used to doing.  At first I was worried that I couldn’t do graphing or Pivot tables but it appears that there are gadgets that do those things; I haven’t used them yet.   I scoffed at Presentation and didn’t even try it when I couldn’t figure out how to do slide transitions or animations (ok, does every presentation need them?  No, unless you are 9 years old.  As my son is.   Enough said.).   I am also concerned that you can’t embed fragments of Documents or Spreadsheets.

Next I tried Openoffice and at first glance I was pleasantly surprised with Calc; for me it was easy to use because it was so much like Excel.   Only little things were annoying (for example, the tab under the sort function that includes the option to specify a header row is a different tab from most of the rest of the sort options).  Writer is similar; simple things like resizing the columns in a table are as intuitive as click and drag.   Where I get aggravated with OpenOffice is with reliability and performance.  I consistently get crashes and have to recover documents.   One night I was helping my son with a school project and we were using Presentation (which, by the way, support transitions and animations).  Literally, we’d type one sentence and hit ’save’ because every other sentence we’d have a crash and have to recover the document.   The applications would also hang up a lot.

After a while I completely uninstalled Openoffice, re-downloaded it and re-installed it.   It seems to be a little better now but I have recovered at least twice already today while preparing this post.

I then tried the Zoho versions of these programs.   I don’t know if did something wrong or I was losing my mind but I would open a csv file, modify it and save it and export it; I NEVER got the resulting exported file to contain the correct modified data.  The problem might be related to the fact that Zoho really doesn’t support Safari, which I use most often.  After that I didn’t spend much time with the other Zoho applications.  I will at some point.  The media loves Zoho, I want to love Zoho too.  I just don’t yet.

The high point of my frustrations came when I wanted to do what I thought was very simple…print mailing labels based on addresses in a .csv file. OpenOffice?   I finally figured out how to do it but it crashed about 2/3 of the way thru the Mail Merge.  Google Docs?  If you can do it I couldn’t figure it out.  Zoho?   After my issues with spreadsheet I kind of gave up.   After many frustrated hours I moved to my husband’s PC, which has MS Office, and knocked out the labels in about 10 minutes.

As a techie, Visio has long been one of my favorite applications.  I consider myself the Viso queen.   Frankly, I’m afraid to try the free competitors at this point.  I imagine it would be painful.

What is the moral to this story?  First, unbeknownst to me, I have been trained (brainwashed?) into performing certain functions in a certain way; in fact I expect certain functions be available.   If you are in this camp, the learning curve costs of switching may be more expensive than the dollar cost of buying MS Office (cost of learning curve proportional to your age and the number of brain cells you’ve lost over time).  Second, despite my frustrations, I think with more modifications and enhancements these free alternatives will be viable choices for some folks; they are already viable choices for some tasks (I am using OpenOffice right now).   I plan to continue trying to use them; but may spring for Office to get me thru humps and gaps. Seems like someone could make a ton of money writing books that bridge the gap for old MS Office users like me…

What do YOU use for spreadsheets and word processing?