Tag Archives: Cloud

CRM – keeping track of customers

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You may have clicked on this topic because you wanted to know what CRM stands for, or perhaps you know that a better relationship with your customer will help your business. Customers are key to any business; an existing customer is likelier to be loyal and doesn’t need to be convinced to buy as they are already customers. If they are having a good experience, they will tell their friends. Talking to and finding your customers can be expensive, which is exactly what this guide will discuss.

Customer relationship management (CRM) manages a business’s interaction with current and potential customers. It uses data analysis about customers’ history with your business to improve business relationships with customers, specifically focusing on customer retention (keeping them) and ultimately driving sales growth.

WHY do I need CRM?

As a business starts to grow, it is hard to keep track of sales opportunities and ensure anyone in the business can see exactly what is going on with each customer. It is good to know which customers have the greatest opportunity to close a sale and the value of that sale. A CRM solution is a cloud-based software package that helps you sell. Because it is cloud-based, it means that traditionally, only big businesses could afford to buy it; now, small businesses can access the same tools for less. Be sure to read our essential guide on Cloud Solutions.

The benefits of customer relationship management software:
  • Easy access to customer data: A customer relationship management system includes a searchable database that allows users to access client and prospect information, offering them the most up-to-date information on customers from anywhere.
  • Streamlined processes: You can coordinate sales, marketing, and customer support processes. E.g. did this marketing effort result in a sale?
  • Actionable insights on business performance and customer behaviour:  Through customisable dashboards, you can see reports that segment customers, track revenue, and manage marketing campaigns.
    Finding new customers costs far more than keeping the ones you already have.

WHAT are the typical features of customer relationship management software?

  • Contact management: Searchable database of customer and prospect information.
  • Track interactions: Document conversations with customers and prospects on different channels such as phone, email, live chat, or in-person. You might also be able to track the results of marketing campaigns and identify potential cross-selling opportunities.
  • Lead management: Track and manage business opportunities throughout the customer lifecycle.
  • Calendar/reminder system: Create reminders about calls or meetings and synchronise these with the user’s calendar. It can prompt you that it is time for a catch-up and remind you of useful information.
  • Offers: Create special offers for clients who seem to be drifting away or set up and manage events that might increase customer retention.
  • Document storage: Store, share, and manage documentation and paperwork.
  • Segmentation: Divide the customer base into groups based on attributes like age, gender, location, and preferences to create targeted sales and marketing campaigns.

HOW do I choose a customer relationship management software solution?

Types of customer relationship management tools: CRM falls into three areas. Sales automation solutions help users manage inventory, order processing, and sales reporting. Marketing automation solutions help users create and manage marketing campaigns. Customer service software helps track and manage customer queries. Users should assess their customer relationship management system needs and shortlist products that meet their specific needs.
You should evaluate various solutions based on the following:

  • Competitive pricing: Any advantage offered by the CRM software will be wiped out if it’s costing you more than it brings in. Use good quality accounting software to make a few forecasts about how much revenue you might gain. Then shop around.
  • Scalability: Can the software grow and your business grows? Some packages are better for smaller businesses, others for medium businesses.
  • Ease of use: CRM software must be intuitive, or you will never want to use it. Note how many clicks it takes to conduct a basic task and how easy or difficult it is to find the needed features.
  • Support: What support, if any, is included? What hours do they operate? Do they have blogs or best practice examples?
  • Security: With all your customer data in the cloud, you want excellent security. Be careful; you can be fined for customer data breaches in Australia.
  • Integration: How well will this solution integrate with other systems you may have, like accounting, email, calendar, etc.. Be sure to read our essential guides on accounting packages and office productivity.

HINT

A review of what different tools are available can be found here or by doing a Google search. Do your evaluation carefully. Some solutions may offer you too many features. Others have lots of add-on modules with extra functionality, which start adding to the price quickly. Most solutions will offer free trials for you to get a better feel; some even offer the basics for free.

SUMMARY – CRM data quality

Our last call out here is the CRM system is only as good as the data it has, so if it is not used or information is out of date, then it stops being a useful tool.

Wireless Security Camera buying guide

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As a small business owner, you watch over your business carefully. You ensure process is working, you count the money etc. However, do you actually watch over your business literally when you are not there?  In this wireless security camera buying guide, we will look at why you would install one, what you need to know and how to make a buying decision.

A wireless security camera is a surveillance camera that can capture video images and transmit those images with no wires back to a recording devise either on premise or to the cloud. A power cable or battery will be required to provide electricity.

WHY should you consider a surveillance camera?

The ability to watch what is going on remotely within your business means you are always in the know.

Once you may have installed a burglar alarm to protect your business or home, a security camera can do so much more.

Benefits of installing a wireless security camera:

Deterring crime– A thief does not want to be caught on video

Video proof – If an incident does occur, footage can be reviewed, and police can use images

Check up on the business remotely – Is the store busy at the moment

Employee safety– Watch and review staff member behaviour to ensure safety procedures are being followed.

Insurance claims – Camera footage can validate a claim, or the camera may lead to a discount

Notification – Be alerted a customer has entered your showroom

Progress or conditions – What is the weather or progress on a building site.

WHAT do you need to know about wireless security cameras?

There are wireless and wired camera solutions. A wireless camera solution uses a wireless network solution such as your Wi-Fi network to transport the video. A wireless camera may also have a battery enabling it to be completely wireless. A wired camera will require you to install cables running from a central recording box as well as power cables.

A wireless camera will record vision once motion is detected.

Advantages of wireless over wired camera
  • No cables need to be run back to a central recorder
  • Video surveillance can be stored in the cloud. This means images can be easily accessed from anywhere, and even if thieves remove the camera, images are preserved.
  • Installation is simpler, and a completely wireless solution may give you additional placement options to increase visibility.
  • Cables cannot be cut.
  • DIY solution. An electrician or tradesman is unlikely to be required.

Disadvantages include possible limits to live viewing and maximum resolution.

Wireless Cameras come in 3 forms:
  1. Battery operated mobile networked cameras – This product can be placed anywhere with mobile phone reception and will run until its battery runs out. The video vision is transmitted back to the cloud via mobile data.  Perfect for surveillance of a building site with no internet or power.
  2. Battery operated Wi-Fi Cameras – This is the most common type of camera which will use W-Fi to communicate back to the cloud or a base station and a battery to power the unit. This solution is truly wireless.
  3. Mains connected Wi-Fi cameras – Mains power is required, but the video signal is transferred via Wi-Fi. With a power point likely to be close by, this type of camera will allow continuous recording, which requires more electricity.

An optional Solar panel may be available to power and battery-operated charge cameras, potentially removing the need to remove the camera for mains recharging.

Wi-Fi coverage needs to be good – If you mount a camera outdoors, chances are the Wi-Fi coverage will be poor. Wireless cameras need good coverage to work properly. Wi-Fi congestion can also be an issue. Video uses a lot of bandwidth. If there is a lot of other internet traffic, the transfer of video may be interrupted. Some vendors use a dedicated Wi-Fi network to transfer the footage, but most use your shared Wi-Fi network. Most cameras will also have an SD card slot where a storage card can be inserted. This allows for local storage of images and acts as a backup if cloud storage is interrupted or not used.

All wireless cameras will be supported by a free smartphone app. This App will enable you to receive alerts, live view and watch historical recordings. The App will also allow you to customise camera settings.  Depending on features, you can also trigger alarms, turn on a spotlight and engage in a 2-way conversation.

Cloud storage enables recorded footage to be stored off-site and accessed from anywhere.  Vendor-specific, this may be free, or a fee may apply.

HOW do I use and choose a wireless security camera?

Wireless camera setup

The setup of a wireless camera is very much a DIY exercise:

  1. Connect the camera to power with the supplied USB cable. For battery models, this will charge the battery.
  2. Download the App for your smartphone.
  3. Open the App and follow the instructions.
  4. Select suitable locations for your camera, considering whether the camera can capture what you want to record and the Wi-Fi signal is strong enough.
  5. Use the App to customise settings (such as alerts) and enable cloud recording if applicable.
  6. Familiarise yourself with playback settings and how you can view live video versus recorded video.

Features you should consider when buying a wired security camera:

Outdoor or indoor– If the camera is located outside, it will need to be weatherproof|
Wi-Fi vs Mobile of 4G cameras – as discussed above
Camera types – beyond the power choice options (battery or mains power), cameras can be bought as a fixed direction or a pan & tilt model. The fixed version view can only be changed manually versus a pan and tilt model that can be rotated to change the view remotely. Some cameras will offer optical zoom, which will provide an enlarged picture without deteriorating resolution.
Battery – On battery models, what is the expected operating time between recharges
Resolution of the camera – The higher the resolution, the better the quality of the picture and the greater ability to zoom in digitally to see details such as faces and number plates. You can choose between Standard Definition (SD), High definition (Full HD) or Ultra High Definition (UHD or 4K). Each resolution jump is 4 x the number of pixels or dots.
Viewing angle of the camera – This refers to the field of vision of a camera. The larger the number represented in degrees means the camera will record a wider view in tight locations. A camera with a 90-degree viewing angle would see everything 45 degrees left and right from the centre.
Low light – Also referred to as night vision, is the cameras ability to see in the dark.  Most modern cameras will support this but look for the distance from the camera it will see. E.g. 10m.
Technology to stop false alerts – Normally based on measuring a heat source in the camera view, this technology is critical in reducing false alerts, especially on a windy night with moving vegetation. Alerts can also be programmed only to occur at certain times, like outside business hours.
Mounting kits – A magnetic mount will allow easy removal for recharging. Mounting straps allow easy installation on tree branches or poles.
Other –  various other features may be attractive to you like Siren, strobe, 2-way audio or a spotlight
Remote functionality of an App – A smartphone app will allow you to receive security alerts as well as provide live views from anywhere with internet coverage.  This can potentially remove the need for expensive security monitoring with you having the ability to review and call the police if necessary. The App will also notify you of low batteries. Multiple people can be given access to share the responsibility.
Storage – Camera’s or base stations will support an SD card to record vision on-premise. In addition, cloud backup is available from most vendors on various pay per use plans (some free).
Solar Panel – Is it available for your model, and can it be installed to orientate to the north?
Solution price and bundle options – Once you choose a brand, you will have to stay with that brand unless you start again.  Price will increase with functionality, and we do recommend you go with a known brand.  Once you know the number of cameras you need, you may buy a bundle to suit. Different compatible camera types can be purchased and added separately, assuming you have available channels.

HINTS

Once you commit to a specific brand of cameras, you cannot mix and match different brands of cameras as they will not work on the same smartphone App.  You must either start again with a new vendor or run multiple Apps.

Use the QR code to easily find the right App.

Handy features include the ability to mask a section so no video is recorded or no motion alerts triggered within a specific part of the field of view.

Are Wired security camera buying guide can be found here.

SUMMARY – Wireless Security Camera

A wireless security camera allows you to keep an eye on your business 24/7. The system can act as a burglar alarm, evidence of an event or even safety monitoring. The available solutions are simple to install yourself and can be located anywhere you have a Wi-Fi signal. Via a smartphone App you can receive movement alerts and also view cameras in real-time.  This access can be shared with others.

A configurable solution allows you to mix and match different cameras to suit your requirements, including totally wireless products that use the sun for power and the Mobile phone network.

Wireless security cameras can be purchased directly from vendors or from office supply, hardware and electrical retailers.

Build a website to boost your brand

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There are certainly some impressive websites out there, and they look like they have been made by a multinational corporation, though chances are a small business is running them just like you. This guide will look at what is required to build your website.

A website is a collection of publicly accessible, interlinked Web pages that share a single domain name. Websites can be created and maintained by an individual, group, business or organisation to serve various purposes. Together, all publicly accessible websites constitute the World Wide Web.

WHY should I have a website?

Do I need a Website?

A website will give you a place to explain your brand and offer your products and services to customers. It may be just an information site or may provide a digital storefront for goods 24 hours a day to a global audience.

This is a place you can promote your business and engage with customers more efficiently.

WHAT do you need to do before you build a website?

Read our essential guide on web domain and email. This will show you how to register a domain name which is your website name. for example, SBanswers.com is this site’s domain name. Once you have secured a name, you can decide what to do with it.

Your next step is to come up with a digital strategy. This strategy will include what technologies you want to use, like a website, social media, e-commerce, video, or email, and what outcome you hope to get. A good idea is to have some sort of roadmap (plan) and who is responsible for the outcomes.

Website type is your next decision:
  • Corporate – Don’t be confused by the name. This site for your small business provides information about your business and lets potential clients or customers know how they can get in touch with you.
  • Blog – This is an online journal or informational pages that is regularly updated. Gadgetguy.com.au, our sister site, is an example of this, with technology news and reviews updated most days.
  • E-commerce – An online store to transact a sale, including accepting money and shipping goods. Our essential guide on e-commerce covers this in detail.

HOW do I build a website?

You can build one from the ground up, which is expensive or as a small business. We expect you will use a readymade template. The site will need to be hosted, and although you could do it yourself, we do not recommend it. Instead, it would help if you looked to the domain/hosting companies that not only host your site but also will provide you templates and web builders that do not require any special expertise to pull together a professional-looking site. E.g. Crazy domains or Go Daddy.

Site content

The next step is creating the site’s content and look and feel. Remember, the site will be available 24 hours a day to anyone worldwide and, for many, will be the first impression a customer will have of your business. So choose designs and fonts that represent you, maybe you are creative, or perhaps you are very serious. They say pictures tell a thousand words, and again this is critical. Pick images that relate to what you do and the messages you want to get across. The most important part of your site is ultimately the words and how you describe your business, products, and services. Including keywords related to your offer will increase your chances of being found on the internet (SEO).

Your website is now built and published on the internet but do not expect people will swamp it on its first day. It will take some time before search engines like Google find it, and it won’t be found organically (without help) as nobody knows your new domain name yet. We cover SEO Search Engine Optimisation and SEM Search Engine Marketing in a separate guide. Put simply. These are ways to make your business found more easily on the web and tactics you can use to promote your business online.

In evaluating the different hosting providers look for the following things:
  • Cost – How much per month
  • Webspace or storage – The size of the website they will host for that plan.
  • Bandwidth – If there is any limit on the amount of traffic the site hosts.
  • Websites – Some plans allow you to have several sites in the same plan.
  • Email – The number of included mailboxes.
  • Templates & Tools – to help you build and maintain your website.
  • Stock images – x number of stock images will be included in your subscription.
  • Speed – some plans offer faster loading speeds. Customers are more likely to stay on your site if pages load fast.
  • Backup – whether a backup is kept of your site in case of failure.
  • DDoS protection – protects against Distributed Denial of Service attacks which can cause outages.
  • SSL certificate – This encryption is needed to keep online sales secure.
  • Uptime Guarantees – represented as a percentage of time they guarantee your website will be available to be viewed.
  • Monitoring – allows you to see statistics on your site and view any issues that arise.
  • Tech support – Hours of service they are there to help resolve issues.
  • UI – the simplicity of the interface to administer your website.

HINTS

When sourcing photos for your site, use your own or those of others but ensure you have permission if you use someone else’s. You may be provided with some “stock” photos free to use, but other photos can be utilised for a small license fee. If you use someone’s photo without permission, they may come looking for payment in the form of a letter from a lawyer.

Remember, when writing content (text), be aware of how you see your business and how a customer may see it differently. For example, your widget with doubled mirrored redundancy might mean something to you, but to the customer, they may not know what you are talking about. Always think about what the benefit to the customer is and explain it to them in their language.

It’s important to test your website before you go live, and this ensures your customers can easily navigate around it and, if you have an e-commerce store, successfully buy your products or services.

A website is not something that should be built and then forgotten. Always look to update and improve it to remain relevant and attract customers.

SUMMARY– Quality website experience

A website will boost your brand and help you sell. Setting up a site with a template is relatively simple and inexpensive. If you are not confident in building your website, many companies can assist you in producing one. Always test your website and always keep it up to date to ensure the best customer experience.

Office Productivity Software

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Your new PC has arrived, and this will be your tool to run your business. It powers up, you find a browser and then look for an email and spreadsheet app. Disappointingly, you cannot find any obvious software solutions preloaded. That’s because they don’t come included, and if they are, they are probably not very good, or you have paid extra to have something added! This guide will discuss your options for adding office productivity software to your computer.

If we cut to the chase, you will most likely consider products from Microsoft or Google.

Office productivity software is application software used for producing information such as documents, presentations, spreadsheets, databases, charts, graphs, etc.

WHY do I need Microsoft Office or Google G Suite?

Suppose you want to create these documents. You have to have some sort of office productivity solution. Whether you will pay to be able to use the software will depend on how you use it.

Your choices are:
  1. Free: Both Microsoft and Google allow you free access to some of their applications from a browser connected to the internet. These will enable you to read, edit or produce files via a cloud solution.
  2. Buy: You can buy Microsoft Office as a once-off price for installing onto your PC (1 device only). The cost will depend on which of their applications you want to use and how many copies.
  3. Subscribe: You can subscribe to Google G Suite or Microsoft Office in different variants and costs. The subscription version of Microsoft Office is called Microsoft 365, and it can be used across multiple devices.
    1. Microsoft is PC installed software with web app also available
    2. Google is a web-based app but can also work offline
    3. Both offer cloud storage and collaboration (you can share files between workers)
    4. Both always have access to the latest features and productivity enhancements.

If you can get a free version, why pay? Because the paid version will offer improved security and management, collaboration, and flexibility for your business. A simple example is being able to use your email domain correctly, i.e. Fred@gmail.com vs fred@yourbusiness.com

WHAT type of applications do office productivity software provide (in some combination):

  • Word processing – create documents such as a letter
  • Spreadsheet – numbers can be arranged in grid patterns to manage calculations
  • Presentation – used to create a pleasing document to back up a speech or sales pitch
  • Email – read and compose emails
  • Calendar – control your weekly schedule with possible sharing with office colleagues
  • Contacts – database of your contacts
  • Video conferencing- allows video calls with others
  • Messaging – instant text-based messaging between workers from their PC
  • Note-taking – ability to produce to-do lists and capture content for later reference
Microsoft Office/365Google G suite
Word ProcessingWordDocs
SpreadsheetExcelSheets
Presentation PowerPointSlides
EmailOutlookGmail
CalendarOutlookCalendar
ContactsOutlookContacts
Note TakingOneNoteKeep
Video conferencingSkypeMeet
Cloud StorageOneDriveDrive

HOW to decide between Google and Microsoft?

Both companies’ solutions are great, but both have differences. When comparing, consider the following questions to help you choose between the two:

  • If you will use file collaboration, do you need it in real-time? (Google better)
  • How does security compare? (Microsoft better)
  • How do the costs compare to what you need? (See links below)
  • Is there good integration between email, contacts, and your calendar? (Microsoft better)
  • How much cloud storage is included? (Depends on edition)
  • Do the features of each application support your working needs?
  • What extra apps are included, like to-do lists? (Google offers additional)
  • What support is available?

Microsoft pricing link here.

Google pricing link here.

SUMMARY – research which office productivity software

One thing is for sure, with this software, you will never use all the features they offer, but with continual updates and fierce competition, your life will continue to get easier. You can find a feature-by-feature comparison here.

Can a Chromebook be used for business?

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Setting up or even maintaining computers in a business can be a very expensive and complicated process. So is there a better way? Can a Chromebook be used for business? This guide will look at why you might consider a Chromebook, what you need to understand, and how you decide which one to buy.

A Chromebook refers to a laptop or 2in1 that runs Google’s Chrome Operating system. The experience is a pure web browser interface and will not run windows applications.

WHY should you consider a Chromebook over a PC for business?

We live in a connected world. If you visit Officeworks, it isn’t easy to buy a piece of standalone software that you load onto a computer. Everything is now cloud-based solutions, and you use your browser to access your application via the internet. A business will most likely use an accounting package like Xero, a CRM database, a POS system or even a spreadsheet, all accessed via the internet.

Why would you not use a Chromebook?

Suppose your business needs a standalone software application with many dedicated computer resources (e.g. memory, fast processor etc.). In that case, a chrome book is not for you.
If you need to work mostly independent of the internet or there is simply no internet, then a chrome book is not for you.

Why should you consider a Chromebook?
  • Prices of Chromebooks are considerably cheaper than a PC, and this is because the hardware requirements are significantly lower.
  • A Chromebook’s reliability is likely higher as it is a simpler Operating system with no extra software that is loaded, whether for applications or hardware drivers. Thus everything is simpler, and it is unlikely you will need the services of an IT Guy.
  • Light and compact. A Chromebook is likely to be far less power-hungry so that batteries can be smaller and last all day. Thus delivering you a small package, especially if you are on the road.
  • Instant On. A Chromebook does not need to load lots of code to start and will open at the press of a button, ready for you to access information.
  • Cloud-based storage means you never run out of capacity, and the information is backed up automatically.
  • Android Apps designed to run on smartphones and tablets will run on a Chromebook

WHAT should I know about Chromebooks?

The Chromebook itself does not need to be very powerful. Almost everything you do is done online or, more correctly, in the cloud. Thus although the hardware is not as powerful, the user will not experience any disadvantage over a much more powerful PC. However, one caveat is that if your internet connection is not reliable, this will affect performance.

A Chromebook was designed with security in mind and will be safer than a Windows or macOS computer. Security updates happen automatically, and no viruses or malware are known to target Chromebooks. Indeed, you do not have to buy antivirus software.

Unlike a PC, a Chromebook comes standard with productivity software for word processing, spreadsheet, email, presentations etc. The Google productivity suite is the core software; however, Microsoft applications can be installed just like downloading an app on your smartphone.

You will never lose your work because everything is in the cloud and saved when you type it. Thus, assuming you have an internet connection, you will never regret ever not saving a document or forgetting to back up your computer.

If you are without the internet, you can still use your Chromebook to read email, take notes, create and edit documents, spreadsheets and slides, view and edit photos, listen to music, watch downloaded videos and play games offline.

Collaboration is key for sharing information with your workmates, so everyone is updated. As everything is stored in the cloud, sharing the latest information is a simple one-off permission click to allow others to share real-time data.

No extra software is needed, but if you need something, additional Android apps can be installed.

A Chromebook will connect to printers, keyboards, a wireless mouse and most importantly, an external monitor to give you the flexibility to work off a large screen.

HOW do you decide which Chromebook to buy?

Unlike our guide on which PC I should buy, your choice is determined by how you will use the Chromebook. A basic Chromebook can be purchased for a few hundred dollars, and more expensive models can have touchscreens and be used as a tablet, giving more flexibility on the road.

Options you will consider when choosing a Chromebook:

Screen size will determine the size of the unit, which may be important if you require to take the Chromebook on the road. Sizes vary from 10 to 15 inches.

A chrome book can come in the following form: laptop, convertible or detachable tablet. We like the fact you can use it as a tablet. To support this, the screen may be detachable from the keyboard, or the keyboard may swing behind on 360-degree hinges.

A touchscreen improves your ability to interact quickly with your Chromebook, especially when it is hard to use a keyboard. A stylus may also be useful, especially if you want to make handwritten notes or draw.

Consider the battery life, and will it last you the time you expect to be away from mains?

Colour is the case, not the screen, if fashion is important to you. A protective cover is also a good idea and may help position the unit.

Ram will be in the 4 to 8GB range. With 4GB is adequate for most users.

All Chromebooks use solid-state storage rather than spinning hard drives. As storage is online, you would only consider a larger capacity if you want offline access.

Some Chromebooks now have expanded keyboards with a number pad to the right of the letter keys for those working with lots of numbers.

Processor variants are available but are not as important as a PC specification as all the tough computing work will be done in the cloud.

Connectivity is a consideration if you require an onboard 4G/5G connection and also if you need Wi-Fi 6 over Wi-Fi 5.

Other options to consider include the quality of the camera, availability of extra USB ports and support for wireless charging.

The following brands sell Chromebooks in Australia:  Acer, Asus, HP, and Lenovo.

HINTS

Suppose you still need to run a standalone PC program. In that case, you can use Google’s Chrome Remote Desktop app on your Chromebook to access traditional desktop software via another computer. This app allows you to access a running PC from any location and emulate the screen on your Chromebook.

To research this topic, Small Business Answers trialled an ASUS CM3000DV Chromebook. Our findings were quite the opposite of what we expected. We thought a Chromebook would not suit business, but we completely changed our minds. The Chromebook could handle everything I had done on a 13-inch i5 Intel notebook. TheCM3000 has a detachable cover that acts as an adjustable stand in either horizontal or vertical orientations. The detachable keyboard allows 1.5mm of movement on each key, giving a realistic typing experience while keeping the package compact. Two features I loved were the included stylus and a 15-second charge providing 45minutes of use. (yes, you did read that correctly)
The CM3 is 8mm thick with a 10-inch display and up to 12 hours of use. It is a touch screen device and weighs only 0.51kg. A front 2M camera, rear 8M camera, microphone, and stereo speakers enhance multimedia capability. It only has 1 x USB-C socket so you may need a USB hub, but it supports Wi-Fi 5 and Bluetooth connectivity. For those familiar with the Google ecosystem, it helps Google Assistant and comes with one year of 100GB of Google cloud storage. Our test unit had 4GB of RAM, a 2Ghz processor and a 64GB SSD drive but we would have had no idea about this as the Chromebook just worked.

SUMMARY – Can a Chromebook be used for business?

Can a Chromebook be used for business? Yes!

When deciding to use a Chromebook, you must ask, is chrome OS the right choice for you? It will change your current mindset but remember the kids are doing it fine at school as their first computer, and they don’t know any better.

A Chromebook is a browser and app-based device that uses the internet and the cloud to do all the work. Almost every type of application today is on the cloud, so an expensive notebook computer may indeed be overkill versus a Chromebook.

A Chromebook can still be bought in different configurations, and carefully consider which options best suit your needs.

Access files remotely – anywhere anytime

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When you are on your work or home network, it is very easy to share files between PC’s but what happens if you want remote access to files?. This guide will look at why you would access files remotely and understand what is possible and how we can set up a solution to access files remotely.

Remote file access or remote file sharing is the ability to access your computer files anywhere and anytime you are connected to the internet.

WHY would I want to access files remotely?

The requirement to work from anywhere is not something new. However, recent events have certainly accelerated the need to be able to work from home. The modern business world is all about collaboration and sharing information, and having files just on 1 PC goes against that. It also creates a security and continuity issue. The sharing of files and remote access ensures workers are always up to date and can immediately respond to business needs. Typical drivers for remote access include:

  • business travel
  • working from the client’s premise
  • working from home
  • work whilst commuting – meaning you get home sooner.

Remote access to files creates a security issue. If you can access those files remotely, who else might also be able to access those confidential files?

WHAT do I need to understand about remote file access?

If you are unfamiliar with a network or file sharing, read our guides on a computer network for small offices and storage and sharing files.

There are many ways to access files remotely using the internet.  The real challenge is to ensure that your files are kept secure, and the solution is easy to use.

There are two key methods to secure those files: to encrypt the individual file or create a secure connection for traffic between your office and your PC over the internet.

The technologies to secure files are:
  • To protect the individual file by encryption or the use of a secure sockets layer (SSL). This essentially means if someone could get a copy of your file, they could not read it.
  • Creating a secure connection to your office is most likely done with a Virtual Private Network (VPN). VPN uses the internet to create a secure pipe between your device and the business files/systems as if you were actually sitting in your office.

Keep in mind that hackers continue to exploit security vulnerabilities. Your choice of a remote access solution should be influenced by the importance of the data that can be accessed remotely. E.g. a customer quote letter falling into the wrong hands is an inconvenience versus the design plans for a new widget which could send you broke. Always ensure your tech devices have the latest security patches loaded.

A scenario can also be created where you cannot download a file. Still, through a secure link, you can view the information whilst you are connected only.

HOW do I access my files remotely?

The key factor here is the place/devise where your files are stored must be available all the time. Thus if the files were stored at the office on a PC and that PC was turned off when someone went home, you can no longer access those files.

For this reason, we recommend that you have a dedicated solution specifically designed to share files. Also, see our guide to file sharing where we compare Cloud vs NAS. The three options you should consider are:

Cloud Storage Solutions

You will be familiar with Google Drive, iCloud, Microsoft One Drive, DropBox etc. All of these allow you to set a special folder on your PC that automatically synchronise files between your PC and the cloud storage location. Any authorised users can also share this file to their PC, tablet or smartphone. Note you are relying on an outside company to store and protect your file. The file within your business is only a copy. Being a cloud service, you will pay a monthly subscription based on the amount of storage you require

Networked Attached Storage NAS

A NAS Device allows you to share files and backup files and computers within your office (or home) network. In addition, it can also allow those files to be shared anywhere anytime, just like the cloud storage solutions. The key difference is that you have full control and responsibility for your own files rather than risk being stored in another country like cloud solutions. NAS boxes are simple to set up and maintain and offer the flexibility to provide additional functionality and customisation for those more technical. A NAS must be purchased upfront, with solutions being available from Officeworks or electrical retailers. We strongly suggest you buy a system capable of using 2 or more hard drives.

Router

This solution is a little more complicated, and we only recommend it to those more technical. Assuming your router supports this functionality, you can attach a hard drive to the router. You can share files from that hard disk both within your network and out to authorised people via the internet through setting changes. This is a cost-effective way to access files remotely but is not a dedicated solution like the above two, which will be simpler.

HINTS

It is possible to share a single file with a 3rd party outside of your business on a one-off basis. This is commonly used to transfer files too big for email.

Small Business Answers has remote access to files vis a Synology DiskStation DS420+ NAS. This access can be achieved via two methods. The Synology NAS can be used as your own private cloud with 100% data ownership and zero additional cost. Like the cloud solutions mentioned above, you download an application called Synology drive, which sets a folder up on your desktop that seamlessly synchronises files to your NAS. These same files can also be accessed from a web browser, smartphone App or another Synology NAS. The second method is to use the Synology File station to customise access permissions to optimise security to share your files across multiple platforms. Whether it’s Windows, macOS, and Linux computers or mobile devices.  File station will also allow you to have a hybrid storage configuration allowing duplication with public clouds like Google drive.

Synology provides a handy NAS selector to help you determine which model is right for you.

SUMMARY – remote file sharing

The ability to collaborate and have the most up to date information via a shared file saves time and effort in this fast-moving connected world. A shared file is also one that is backed up in the event of a disaster.

Securing files that are shared is a critical consideration ensuring non authorised people cannot read what is contained.

The two simplest methods of remote file sharing are investing in a NAS solution or subscribing to a cloud storage solution.

Video Production and Editing

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Video is a very powerful medium. We spend so much time consuming it ourselves and the internet has only increased that.  A video can tell a story so much better and can help your business stand out from the crowd. In this guide, we will look at why you should consider using video. What is involved in video production and editing and how you might go about producing a video.

Corporate or business video production is the end-to-end process of making a professional video for communication to external or internal audiences. Content may be used as promotional videos and video marketing, recruiting videos, and for learning and development, or sales.

WHY should you consider using video?

The exponential rise in video adoption across the internet – especially on social media – has inspired businesses to implement video in ever-new and exciting ways. From sales and marketing, right through to internal communications, training and human resources, organisational functions are transforming the way teams communicate with engaging, effective business videos.

Viewers retain 95% of a message when they watch it in a video, compared to only 10% when reading text. (Source: Insivia)
78% of people watch online videos every week, with 55% of viewers watching videos every day. (Source: HubSpot)
By 2022, online videos will make up over 82% of all consumer internet traffic – 15 times higher than in 2017. (Source: Cisco)
90% of users say that product videos are helpful in the decision process. (Source: HubSpot)

Videos can be made to help convey the following:
  • How-to videos
  • Tips & tricks content
  • Recorded webinars
  • Behind the scenes videos
  • Customer testimonials
  • Stories that showcase your products or services
  • Business overview

WHAT is involved in video production and editing?

The thought of filming a video can be quite intimidating whether it be a camera pointed in your face or all the equipment perceived to be needed to make it look professional.

To end up with a successful video that will help your business there are 4 key steps:

  1. Planning (or preproduction)
  2. Shooting
  3. Editing
  4. Distributing
Planning

This is the most important step. Long before a camera is even switched on you need to be clear on why you want a video and then come up with the idea for the video. Part of this planning process is also understanding how you will enable people to see the video which might affect how long it is and the creative idea. Next step is to create a storyboard or video plan template which may or may not contain a script depending on how structured the video will be.  This process will help you determine what shots you need to ensure you record everything you need to convey your message. Download a video plan template here.

Shooting

This is where you will shoot or record what you have outlined in your video plan template. Ensure your presenters or interview subjects know what is expected of them and at your selected location look for an interesting backdrop.  Another key consideration is lighting which can be provided by natural light or using artificial lighting.  Never put the sun behind your subject.

Your talent may not even be the star of your video it may be a product or a process. Gathering what is referred to as B roll footage enables other shots to be inserted during editing whilst you still hear the presenters voice.  Stock B roll footage may also be purchased if it is impractical to get the shot.

Before you finish filming ensure both your video and sound is good by playing it back as it will be much easier and potentially cheaper to do a second take then, as not all mistakes can be corrected in editing.

Editing

Editing is the process of taking all the footage you have taken and assembling them in a logical sequence to convey your message. To edit video a video editing software package is required. Free trials are available to help you find one that suits. If you have no experience then you can learn to do this but it does take a certain skill to deliver a professional result.  Be careful not to over-edit with too many transitions between shots and effects. 

The soundtrack is just as important as the video, music and effects can be a useful addition to the recorded speech. Additional voice overs can also be added at this time.

Distribution

Now that you have a video it is time to get people to watch it.  This might be used only for a private audience like training through to anyone on the internet.  Consider who will see it and who should not.  If making the video public consider your audience and where best to display the video which may be multiple places. Some ideas include your website, Facebook, YouTube, Instagram, Twitter and LinkedIn.

HOW do I create a video?

Now that you understand what is involved you may be feeling confident and you may not. You have some options.

The first option is to outsource the entire project.  A video production company can do everything for you and a short corporate video will probably cost around $5,000 to $10,000.

If you have experience or are feeling confident you can have a go at doing the entire production yourself.  You will need a camera (a modern high-end smartphone has an excellent camera for recording video) and a tripod. If your budget allows a wired or wireless microphone and video light will immediately improve your results. As discussed above video editing software and a reasonably powerful PC will be needed. More details can be found in our guide on buying a PC. Editing a video yourself will take time to learn how to edit then time and patience in to produce the final video.

A third option is available through an innovative Australian company Shootsta who offer a service to provide you with equipment and guidance to shoot the video yourself and then they will edit it professionally within a few days.  They also will take your video footage from your smartphone and edit it. They also offer many instructional videos to help you get that professional result.

HINTS

Great video guides to learn how to make videos can be found here.

According to HubSpot the ideal length of a video used for social media should be:

  • Instagram: 30 seconds
  • Twitter: 45 seconds
  • Facebook: 1 minute
  • YouTube: 2 minutes

You may love a popular song but putting it in your video without permission may put you in court.  Ensure you use royalty-free music and sound effects in your productions.

SUMMARY – Video Production and Editing

Video footage has been proven to enhance a business message. They not only can be used in sales and marketing but also for training.  Always start with a solid plan on how the video will be used and turn that into a checklist to get to that outcome in the video’s production. Your steps of video production include Planning, Shooting, Editing and Distribution.

Having professional help or support in the process will raise the level of your production and increase your chances of the video delivering on the reason you made it in the first place.

Backup keeping your data safe

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People most often consider a backup of their data when it is too late. I am sure you have heard of many horror stories of people losing all their data. The best insurance policy you can have for your business is to have a copy of your files that will enable you to continue your operation in the situation of some disaster. This guide will look at what you should back up and how to do it.

In information technology, a backup or data backup is a copy of computer data taken and stored elsewhere so that it may be used to restore the original after a data loss event.
Source Wikipedia

WHY do you need to backup your data?

Disaster can strike at any time and can come in many forms.  You could lose your data from:

  • Theft
  • Fire
  • Equipment failure, for example, hard drive failure
  • Data corruption
  • Malware or ransomware (see the guide on internet security)
  • Data is accidentally deleted

In theory, if you have a copy, especially at an offsite location, you can then use this to get yourself back to before the disaster.

WHAT do I need to consider in backing up my files?

Backups are periodic, short term images of files for disaster recovery purposes. Archiving, meanwhile, refers to the long-term storage of data that is no longer in regular use but can be restored if need be.  

Three rules of backing up:

  1. Backup regularly
  2. Backup to a reliable medium
  3. Backup to an offsite location

Just as important as backing up your data is the ability to restore your data.  If you cannot restore, then the backup is useless. Understand how to restore and keep a copy of, or know the download location of the software that will restore.

Label your backups, so you know which is the latest.

What data should you backup?

Everything!  Any file that you have created or modified should be backed up.  For a small business, this will include everything from accounting files to emails.  If you are using cloud-based applications, ensure that the vendor has appropriate backup procedures and save a copy of your cloud data locally so if their systems fail, you can still restore it.

HOW do I back up my data?

To back up our files, we need to decide on a medium, select a schedule and develop a process to complete the backup.

Media Options include:

  • USB (thumb) drives – a low-cost physical device that must be moved offsite.
  • External Hard drives – a larger capacity physical device that must be moved offsite.
  • Shared or NAS storage (see our guide on shared storage) – onsite network attached storage for local copies across multiple devices. (Easy way to implement a backup policy)
  • Cloud Storage – subscription-based storage with its own backup and security. Requires internet.

The best practice for a small business would be to backup all the files you are using. Make a  copy to keep at your office and an additional copy at an offsite location.

Set a schedule of how often this should be done.  The rule of thumb is how many days of work you can afford to lose.  As a general rule, either daily or weekly.

Finally, what is the process to actually do the backup?

  • Manual task – A person has the task of manually doing the backups based on a prescribed agenda.
    • Very labour intensive
  • Application-based – automatic routine as set up in an individual OS or application.  For example, Windows 10 can be set up to automatically back up all data off your PC
    • Only good for individual PCs or applications
  • Specialised backup software –
    • Costs more but may automate the entire process
  • Combination – Hybrid of the above 3.

We strongly recommend that you discuss this with your IT Support organisation as they will have the right knowledge to suggest and set up the right solution for you.

HINTS

Sync is not backup. With sync services such as cloud-based Dropbox, Box, Google Drive, OneDrive, or others, if you accidentally delete a file on one device, it’s gone on all of your devices as soon as the next sync happens.

Getting this solution right will take a bit of homework, but in the event of failure will save you big time.

When moving your confidential files, always ensure they are secure.

Consider having some backup log to understand what you have from when.

A full backup will back up everything.  An incremental backup will only backup those files that have changed since the last full backup.  Incremental backups will be much faster.

SUMMARY – Secure data backup

Data backup of all your files means that you can restore and keep working in the event of a disaster.  Back up solutions can be low cost and high maintenance through to high cost and automated.  Backups should be done reliably, securely, regularly, and kept at a different location.

Storage and sharing of files

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Emailing copies of files around an office environment just does not make sense especially if they are large ones. In this guide we will discuss what are your options for storage, backup and sharing files in small businesses and lead you through what you should consider in making your decision.

File sharing is the practice of distributing or providing access to computer files, multimedia (audio, images, and video), documents, or electronic books. Common methods of storage, transmission, and dispersion include manual sharing utilising removable media such as a USB stick or portable hard drive, file sharing server on a computer network, and cloud-based storage platforms on the internet.

WHY do I want a File Share Storage Solution?

You may wish to share files in your office, to your clients, or on the other side of the world. It is most likely to be a document being worked on by many or a large document that is too large for email. Parties with access may or may not have the authority to edit the file.

Even if you do not want to share files, having separate storage available is great for an individual to store files when they start to run out of room on their PC.

WHAT do you need to know about File Sharing and Storage Options?

There are 3 main types of storage that a small business is likely to consider:
  1. USB memory stick or portable hard drive – portable storage that plugs into a USB port on your PC.
  2. File Sharing server – Data storage box located on your network (Be sure to read our essential guide on Networks)
  3. Cloud-based storage – Data storage provided by a 3rd party and accessed through the internet (Be sure to read our essential guide on Cloud-based services)

File sharing is bad when the wrong person gets hold of a file that they should not have and as such you should ensure you have the appropriate security measures to stop unauthorised access.

Advantages and Disadvantages:
  • USB memory stick
    • Advantage: Cheap and does not require internet or networking, very cheap
    • Disadvantage: manual and requires to be physicaly moved between devices, fixed capacity
  • File Sharing Server
    • Advantage: No monthly fees, instant access over network and or internet, high-speed transfer especially on the same network, functionality can be combined with other applications on an in house server
    • Disadvantage: upfront cost and set up, data could be lost if not backed up properly, additional capacity requires additional or larger hard drive to be installed
  • Cloud-Based Storage
    • Advantage: no hardware required, predictable monthly fee, increase capacity by paying more, access from anywhere
    • Disadvantage: Speed limited to internet speed, you rely on storage vendors security and backup unless unlimited, uses your internet download allowance, ongoing fees

HOW to make a decision between Cloud Storage vs NAS File Server?

Considerations when buying a file server:

A file server also called a NAS (network-attached storage) is a computer designed specifically to share files and can be provided by an IT specialist or even bought off the shelf at Officeworks.  It will plug into your office network by ethernet cable or potentially by wifi.

  • Is it plug and play – just works once you connect it?
  • Will it support a backup solution preferably offsite? (Be sure to read our essential guide on Backup)
  • Do you want it to connect to a cloud service for extra capacity or backup?
  • Does it have a USB port for simple backup?
  • What size and speed of hard drives?  Normally expressed as TB or terabytes.
  • Does it have spare drive bays to add additional hard drives?
  • Will it work with Windows and Macs?
  • Does it support redundancy?  This could be a 2nd power supply or duplication of the same data on 2 disks. This means if one fails you are still up and running without needing to go to your backup.
  • Can video surveillance footage be plugged directly in?
Considerations if choosing a Cloud-based Storage solution:
  • Key players in this space include Google Drive, Microsoft One Drive, iCloud, and Dropbox all of which offer a small amount of storage for free and then charge a monthly fee based on capacity required. What will be your cost?
  • What do you want to store here and is that something you want as a policy in your business?
  • How much storage do you need? (Allow min 1TB per person – more if you deal with large files)
  • Is there a file size limit? For example, individual file no bigger than 10GB
  • Cloud vendors may offer you value add services like productivity tools. What are they and are they of any use?
  • What guarantees do they provide around the availability of service? For example, they may say that your data will be available 364 days meaning up to 1 day a year it might not.
  • What security do they have in place?
  • How do you authenticate an individual is allowed access? (passwords etc)
  • Is there a backup strategy? How many previous versions of a file are backed up and can still be accessed?
  • How fast can you upload or download files? Is that speed equal to the speed of your internet plan?
  • Can files be automatically synced between a PC in the office and the cloud storage?
  • How does it integrate with your operating system (e.g. Windows) and browser (e.g. Google)?
  • Does your main business application integrate automatically?  For example, the CAD design software AutoCAD will integrate with OneDrive allowing seamless sharing of this drafting tool.
  • Where is the storage located?  Is it Australia or overseas?
  • What customer service and support is available?

HINT

Be sure to read our essential guide on Backup to ensure that if you have a disaster you can recover from it!

Reviews of simple storage devices can be found by visiting Gadgetguy

A good comparison of cloud storage vendors can be found here:
Techradar

SUMMARY – Easy File Share Solutions

A modern small business will need some sort of file sharing facility and with modern technology, it is easy to do.  This will make you more collaborative with your staff, for customers and your suppliers. It will also save you time, money, and stress.

Accounting Software to run your business

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You started with a shoebox of receipts, now you have a storage box or maybe you are meticulous and have it all on a spreadsheet.  Either way it is time to start thinking about accounting software. This guide will look at why you need it and lead you through what you should consider in making your decision.

Accounting software, package or system describes a type of application software that records and processes accounting transactions within functional modules such as accounts payable, accounts receivable, journal, general ledger, payroll, and trial balance. It functions as an accounting information system.
source Wikipedia

Accounting software has changed a fair bit over the last few years with new competition driving new features and simplicity.  Probably the biggest change however is that it is all in the cloud. Put simply this means you rent access to the solution and do everything via the internet.  You no longer have software that you must buy and host internally on extra computer hardware that you must keep safe.  Instead you have a user-friendly solution that you can access from anywhere that integrates with your bank, POS system, etc.

WHY should you buy Accounting Software?

WHY should you buy Accounting Software?

Saves you time – track invoices, manage bills and expenses and pay staff in a few clicks
Tax time ready – calculate GST, PAYG and BAS reports
Built for Australian legislation reporting
Get paid faster – online invoices, pay now buttons and automatic payment reminders
Enter receipts on the move – use your smartphone to take a photo of the receipt from Bunnings. Great for travellers and tradies.
An external accountant or bookkeeper can have instant access at the same time you do
Reporting lets you quickly get a good idea of how your business is going now
Accounting software becomes increasingly beneficial as the business gets more complicated

HOW to make a decision on which Accounting Package

So now we understand that this software solution is so much more than getting a bill in the system, it is about automating the whole process.  Let us look at the features you should consider when selecting which vendor:

  • Different accounting package vendors offer different features and even within the same company they offer different levels which means you only get what you need.  For example, if you have no employees you do not need the payroll functionality. Consider what package you will need?
  • Pay Staff – Do you want payroll integration? Does the system calculate all payroll requirements including PAYG, annual leave, long service leave etc.? From July 2019 small employers with 19 or less staff must report payroll info to the ATO through Single Touch Payroll. https://www.ato.gov.au/Business/Single-Touch-Payroll/ (Be sure to read our essential guide on Payroll)
  • Ease of use – As an untrained small business owner how easy is it to learn to use the package and be assisted through the software to understand what the requirements are of controlling your finances?
  • Invoicing – Send customised, trackable invoices.  Can clients pay right from the invoice?  Can automatic payment reminders be sent?
  • Tax and GST –  Can you easily and automatically track what you owe, and see all your position at a glance?
  • Does the software support Standard Business Reporting (SBR) allowing you to lodge your GST BAS requirements? (Be sure to read our essential guide on GST)
  • Application integration – Can the package be connected to other software solutions you are using?
  • Time tracking and billing – If you charge by the hour are there features that will simplify gathering this data? For example, a smartphone App.
  • Reports and budgets – What level of detail do you need and can you compare against a plan or budget?
  • Track jobs – Does the system track stock, work in progress, orders, jobs, and other task management requirements?
  • Bills and expenses – How easy is it to upload your bills and easily categorise expenses?
  • Point of Sale (POS) integration – Is there a seamless connection to track sales and inventory movements?
  • Inventory – If you hold inventory/stock will this package help you forecast and manage it? Can you barcode scan items in and out if you want to?
  • Bank Reconciliation – Will the system be able to handle multiple bank accounts?
  • Manage customers & suppliers – Can you easily see which customers owe you money, and which you need to follow up on?
  • Take payments – Does the software allow EFTPOS or credit card processing?
  • Cash flow management – Can you see your money in and money out at a glance, and understand quickly what your cash position is?
  • Online accounting – Is there a smartphone or tablet app that lest you enter data or receipts as well as run your business from anywhere?
  • Multi-currency – Does the system need to handle foreign currency?
  • Account sharing – Can you invite accountants, bookkeepers, and partners so they can help you manage your business?
  • Security – What security and backup procedures do they offer to help you protect your data?
  • Customer Relationship Management (CRM) – Does the system keep detailed records on customers including what they buy, how often they buy, and when they buy?
  • Service – What support and training are available, what hours and does that support understand Australian regulations?

HINTS

For more information on what accounting tools are available and the specific features, they offer visit

Free trials are available to help you compare and chances are your financial expert will have an opinion on which one to use.

The accounting software packages you should consider in no particular order include Xero, MYOB, Quicken, Reckon, QuickBooks and Sage.

SUMMARY – Right Accounting Software

Having the right accounting package will save you vast amounts of time and effort and will help keep your business compliant with government regulations. 

Although these modern tools are brilliant in helping you control your business finances they will never replace having access to a financial expert.  We strongly recommend you have access to an accountant or bookkeeper to help guide you.

If you do not have external financial support today you can visit this site to help you find the right person