Workflow tools we use at ShiftCare
Gaurav, May 29, 2018
We get asked regularly about the various tools we use for our day-to-day activities by our customers. As a software development company, most of our toolset is around software development. However, there are various tools that we also use to help us in our daily activities for things such as; marketing, project tracking, and team collaboration.
Our primary rule for choosing a software is that it should:
1) Improve team collaboration and,
2) The end result should improve our NPS – Net Promoter Score
Here, I want to share our software toolkit with everyone – and more specifically free Saas (Software as a Service – Cloud) based solutions.
Without Trello our company will come to a grinding halt. Trello is an organising/project management software. We use it for everything. Managing next release, issue tracker, marketing campaign, and everything in-between.
It is incredibly simple to use. First, you need to create a board and give it a name. Second, invite your team. Finally, start collaborating on projects and tasks e.g. Fund Raise for Westmead Children’s hospital. Once you are done, you can simply close the board.
You can also have a permanent board such as a dedicated Marketing Board. You can use it to update your marketing calendar, add various tasks which are assigned to different team members, and manage cards across different stages of completion in Kanban format. It’s a great way to visually manage your tasks.
I cannot say enough good things about this software. Slack is used for team chat and collaboration. It is a replacement for long email thread when you have a one-liner question or, you want to make a team announcement.
In slack, set-up different channels e.g. Marketing, HR, Support/Admin etc. and allow staff to join them. You can ask questions and get quick responses. Or, you can start a one-to-one chat with someone.
If you are managing events or taking cash payments, you need to move to Eventbrite asap. Eventbrite lets you create and manage the event in a breeze. You can set up events, take payments, and promote your event all at the same time. It gives you different options such as setting the maximum number of seats or taking different payment options.
To stand out, every business needs to market itself. Email marketing is one of the most cost-effective tools and MailChimp is one of the best solutions around. The best part is that it is free up to 2000 subscribers.
You don’t have to be an expert in marketing to set up a MailChimp account. First, signup. Second, choose from existing template in MailChimp. Third, fill in your content. Finally, send the email campaign to your customers/subscribers.
Additionally, post to Facebook and other social media channels at the same time. The best part about using MailChimp is that you can measure it – how many people read your email? clicked on a link in your newsletter? Or even compare with the industry average.
Your IT team will hate us for mentioning Google Apps. Google Apps gives email, docs, sheets, slides, all under one roof and allow your team to collaborate on ideas/projects together.
If you are already on Google Apps – you can also move to Chromebooks (Google Laptop).
For loyal Microsoft Windows teams, sign up to Office 365, which is Microsoft’s answer to Google Apps. This allow teams to collaborate on documents/presentations/projects together. You can move all your files into the cloud, access emails and documents on the fly while taking advantage of familiar office tools – Word, Excel, Outlook and Excel.
If you take online payments online or plan on taking them, then look no further than Stripe. You will need your IT team to help out with integrations but it is one of the best payment platforms out there.
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