Top Ten Technology Tools -- Part Three
by Ramona Creel
In the first and second installments of this article, we've
talked about using technology tools like the fax, phone, voice,
mail, internet, and email to automate your business processes.
Finally, let's talk about how PDA's, scanners, and your pager
can help with the work.
PERSONAL INFORMATION MANAGER
It’s funny – no one ever really cared about having every
single piece of contact information at their fingertips,
before technology took over. If you were out and about and
someone asked you for a phone number, you would have said,
“Sure, I’ll call you with that when I get back to my office.”
But now, with PIMs and PDAs (like the Palm Pilot) so popular,
people are almost shocked when you don’t pull your entire
database out at lunch! Scoff though I may, there are still
some great benefits to having a PDA -- the first being the
incredible convenience of having any piece of contact information
in your database right at your fingertips. And you have
a tremendous amount of memory, so you don’t have to worry
about space limitations.
You can also keep your calendar close at hand -- recording
new appointments and reminders with the tap of a stylus.
And rather than having to transfer your to-do’s from one
day to the next by hand, you can simply slide unfinished
items over to a more convenient time. With some of the newer
models, you can even set up a wireless internet account
and access the web and e-mail via your handheld. But best
of all, your PDA can be synchronized with the contact manager
on your home computer. Just select a contact management
program that can interface with your handheld (ACT and Outlook
are two easy choices), set up a docking port (looks like
a cell-phone recharger), plug in your PDA, and your computers
will automatically update the most recent changes in information
to both computers. Now, here’s the down-side. PDA’s run
on batteries -- and if you let the batteries die without
backing up your information, you will lose everything (it’s
happened to more than one of my clients). And just like
the contact manager on your computer or the planner in your
briefcase, a PDA is useless unless you COMMIT fully to it.
That means letting go of the paper calendar and recording
all of your appointments in the handheld -- and tossing
the business card rolodex in favor of tracking your contact
information electronically. If you try to keep two kinds
of systems going at once, you will just get confused and
frustrated with both. Finally, there is a learning curve
for using a PDA -- just figuring out how to write with a
stylus will take a minute. If you are having a hard time
mastering the special lettering techniques a PDA requires
(to recognize handwritten notes), go for one with a small
typing keyboard.
SCANNER
When I first started my business, my husband wanted me to
get a scanner. And I said, “What on earth for?” Years later,
I am kissing his feet daily for making that suggestion!
A scanner is one of the most versatile pieces of office
equipment you can ever own -- and this is doubly true if
you run a small home-based business with limited space.
i use mine to death. And they are very reasonably priced,
these days -- no more than the cost of a printer (and sometimes
less). But before you buy a scanner, think about what you
plan to scan. These machines come in all sizes and with
all kinds of functions. If you plan to scan legal-sized
documents, make sure you at least get an 8 ½” x 11” scanner.
If you want to be able to edit the text on a document you
have scanned, get one with OCR (optical character recognition)
built into the enclosed software. And be sure to talk to
other people who have used the scanner you are considering
to find out about its quirks, bugs, and features. Scanners
can be incredible space-savers, replacing other bulkier
equipment in your office.
If you don’t have room in your office for a full size
Xerox machine, you can always use your scanner as a copier.
just scan the document in, and print as many copies as you
need out on your computer’s printer. And that goes for black
and white as well as color copies (if you have a color printer).
There is also no reason to have a fax machine in your office
when you have a scanner. Just set up your computer with
an internet-based faxing program (like WinFax or one of
the online services), scan your document in, and fax it
directly from your modem. Most scanner software also allows
you to link directly to your e-mail program, sending scanned
items as attachments. And if you are running low on space
in your file drawers, why not scan some of your documents
into the computer and save them on a DISK or CD-ROM? Unless
you need an original of that document, why keep the paper?
You can always print it out or fax it or e-mail it later,
if you need to. And the OCR feature found with most scanners
brings document creation to a whole new level. Let’s say
that a colleague faxes you a notice about a networking function,
and you would like to send that notice off to some of your
other friends. But the page is messy and you really don’t
want that big fax notification at the top of your sheet.
You can scan the document into your computer, use your scanner
software to clean up the page, and even add some additional
text, if you would like. Then you just shoot the new document
on out to your other friends. Or let’s pretend that you
receive a printed report from a client and need to change
some of the wording. The last thing you want to do is retype
the entire document. So you scan it in, use your scanner
software to import the document into your word processing
program, and make the necessary changes. Voila! And don’t
even get me started about the graphic possibilities. If
you do any kind of design work -- creating your own marketing
materials, putting together a website -- the possibilities
are endless. Just scan in your graphic an export it into
Publisher or PhotoShop or whatever program you use for design,
and go to it!
PAGER
Okay, I’ve saved the most offensive piece of technology
for last (that was a little subjective, wasn’t it?!) Pagers
embody sort of a “yin-yang” of good and bad -- convenience
and connectivity paired with constant interruptions and
a pressure to respond immediately. And my favorite is the
people who page you with a “911” after the number -- indicating
that their issue is an emergency -- and then they ask some
inane and completely non-urgent question when you call them
back! So you will have to draw your own boundary lines around
how you use your pager – who you give the number to, how
quickly you will return calls, and when you turn it off.
But there are some great technological features that can
save you a lot of headaches and make using a pager much
less intrusive. If you need to stay connected on many levels,
consider a web-enabled pager.
This device allows you to receive e-mails and internet
updates on the go. In many cases, you can also respond to
e-mails that require immediate attention. You can even hook
up with a variety of reminder services that will send you
a page to remind you of meetings, medication times, and
other important daily events. You can also talk to your
pager dealer about having your voice messages transferred
to your pager. In fact, many pagers now offer multiple messaging
options -- people can leave the typical numeric page, a
voice message, or (in some cases) a typed message which
you read on a small display screen. And if you want to save
space and avoid carrying too many devices around with you,
find a cell phone with a built-in pager. Of course, the
fact that you have a pager doesn’t mean you always have
to respond to it. With the old pagers, you either ignored
the beeping or turned it off -- meaning that no one could
reach you. But now, especially with the voice-enabled pagers,
you can have your party transferred to voice mail, where
they can leave a message that you will pick up at a later
time. And you always have the option to turn the thing to
vibrate rather than beep -- a courtesy to those around you
when in a meeting, movie, or other occasion when you don’t
want to disturb others.
About the Author
Ramona Creel may be contacted at http://www.onlineorganizing.com.
Ramona Creel is a Professional Organizer and the founder
of OnlineOrganizing.com -- a web-based one-stop shop offering
everything that you need to get organized at home or at
work. At OnlineOrganizing.com, you may get a referral to
an organizer near you, shop for the latest organizing products,
get tons of free tips, and even learn how to become a professional
organizer or build your existing organizing business. And
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