Effective Meetings for Small Businesses

“An amazing tool.”

Stephen Haynes, COO, Tech Officers

“Workboard has given me more control over my business than any other toolset I’ve tried.”

Stephen Haynes is COO and head of the IT Services division at Tech Officers, a technology solutions provider that offers consulting, support, infrastructure and security services for small businesses. Founded in 2004, Tech Officers has grown over the years to include a diverse team of professionals that provide their clients with a wide range of experience and backgrounds.

Here's why Stephen and his team love Workboard:

It's more friendly and fun.

One thing we’ve struggled with is a single place where we could send tasks back and forth across the organization effectively and in a fun way that makes everyone want to contribute. Yes, we have our own internal ticketing system, but one former employee said using the system felt like we were whispering into her head “we hate you” every moment she used it.

We can coordinate priorities more easily.

On top of this, cross-delegation between teams and individuals within the organization can be a nightmare. Emails get lost in the overload of messages that come in. Even confirming with someone that something needs to get done gets lost in emergency priorities that come in at every moment. How in the world can we keep track of everything that needs to be done and FOCUS on the important things that will move our business forward?

We have fewer, but more effective meetings.

Enter Workboard. Just as a simple task management tool that you can use to delegate tasks across the organization, it comes out on top. But I’ve found the most useful features center on the Meetings. When you schedule and create a meeting within Workboard, you have the ability to bring-up existing goals and tasks, invite participants to add items to the agenda, and capture deliverables from your meeting while you are meeting. Not only do you keep track of your deliverables, but you can assign them directly within Workboard. At the end of your meeting, everyone gets a copy of the agenda, notes, and the outcomes. Quite frankly, it’s an amazing tool for a small business to keep track of meetings and eliminate meetings that don’t move your business forward.

See Workboard in action.

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