- Sep 22, 2011
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Long story short I've been hitting up our IT department expressing both a willingness and desire to be a beta tester on tech/gadgets in general, but more specifically I was very clear about the Pro. Found out yesterday I'll be the initial "field" guy for the proof of concept. I'm definitely excited about seeing how I can modify my work-flow to take maximum advantage of the tool.
The field is commercial lending. I support three offices across my region, with each of those three offices having multiple teams I interact with. I also work with other colleagues across the state. Most of my time is spent on the front-end working with clients and prospects. While we have proprietary systems, I generally work with Word, Excel, PPTs and PDF's.
One thing I could do much better at is sharing the information I get out of calls with clients or prospects with my team members when transitioning the relationship to them. Part of the reason I don't is my note-taking is probably tough for others to read (I could try harder to write neatly). I hope to incorporate note taking for all client/prospect meetings onto the Surface, ideally start utilizing OneNote more to share information on the network, and jot notes directly on PDF's rather than printing and stacking. I want to go as paperless as possible, leaving as much info as possible in the client folder on the network vs. locked up in my office.
This will be an interesting journey (hopefully starting by the end of Q1), and I suspect I'll be coming back here looking for tips, thoughts and feedback. In the interim, I'm wide open to thoughts and suggestions on how people think the Surface and other MS/3rd party tools could be used to improve workflows/note taking/collaboration/etc. I suspect the IT team will have some thoughts and suggestions, but I have to believe this is a good place to get some feedback.
Thanks!
P.S. This post was written on my Surface RT ;-)
The field is commercial lending. I support three offices across my region, with each of those three offices having multiple teams I interact with. I also work with other colleagues across the state. Most of my time is spent on the front-end working with clients and prospects. While we have proprietary systems, I generally work with Word, Excel, PPTs and PDF's.
One thing I could do much better at is sharing the information I get out of calls with clients or prospects with my team members when transitioning the relationship to them. Part of the reason I don't is my note-taking is probably tough for others to read (I could try harder to write neatly). I hope to incorporate note taking for all client/prospect meetings onto the Surface, ideally start utilizing OneNote more to share information on the network, and jot notes directly on PDF's rather than printing and stacking. I want to go as paperless as possible, leaving as much info as possible in the client folder on the network vs. locked up in my office.
This will be an interesting journey (hopefully starting by the end of Q1), and I suspect I'll be coming back here looking for tips, thoughts and feedback. In the interim, I'm wide open to thoughts and suggestions on how people think the Surface and other MS/3rd party tools could be used to improve workflows/note taking/collaboration/etc. I suspect the IT team will have some thoughts and suggestions, but I have to believe this is a good place to get some feedback.
Thanks!
P.S. This post was written on my Surface RT ;-)
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