“With so many options on the market, how do you know which programs to use? Ask yourself, what are my key performance indicators and what technology allows me to measure quickly and regularly? Do some research by talking with colleagues in a similar business to see what works best for them. Attend industry conferences to learn more about the latest advancements. And, of course, do some research online. Many programs have a trial period, so it’s a great opportunity for you to test the programs before making a purchase. Startup hubs, and organizations such as the Young Entrepreneur’s Organization (YEP), may also be able to provide guidance. Here are a few of my favorites,” said Maura.
Book Keeping | Quickbooks
Quickbooks allows you to organize expenses, pay staff, control your cash flow, manage your bills and vendors, and get paid instantly with a pay now button which can be added to online invoices. Its reporting system allows for you to easily review your financials to see how your business is doing.
Can’t afford Quickbooks? Try using Excel. It doesn’t have as many features and requires more effort on your part, but it does have several useful components.
File Storage | Dropbox
Dropbox keeps your files in one place. Files can be easily accessed from all of your devices. You can send large files, even to those who don’t have a Dropbox account. Features like the doc scanner, shared folders, offline access, and more, makes collaborating simple.
Can’t afford Dropbox? Try using Google Drive. This option works well if you’re not sharing large files.
Project Tracking | Proposify
If you send a lot of proposals to potential clients, Proposify may be for you. Once you take time to enter your services into the program, you can custom build proposals by simply clicking on the services your client is requesting. The day is gone from having to create a proposal from scratch. Best of all, Proposify will track when a client opens the document, tell you how much time they spent with the document and whether or not they signed and approved the proposal.
App Workflow | Zapier
If you have several programs that you’re using that you would like to work together seamlessly, Zapier may be able to help.
“Finding technology that fits with your culture and works smoothly across departments is also important,” said Maura. To learn more about how to use technology to help save you time and money, join us for the Center for Creative Economy’s Swerve program on October 18 from 11:30 a.m. – 1 p.m. at the Center for Design and Innovation. To learn more about the Center for Creative Economy or to register for the program, please visit www.SwerveTriad.comJoin us for Swerve