Office 2.0 Tools for Consultants

October 12th, 2006 Theresa Shafer

Attending Office 2.0 in San Francisco, we discovered some useful tools for consultants and small teams.

What is Office 2.0? Office 2.0 tools are collaboration tools that you can connect to from anywhere. They are perfect for vitual businesses or small teams. Most are sold as software as a serivce (SaaS) and for a low monthly fee you get web access to the tools. All that is needed on your machine is a web brower.

Here’s what I found interesting:

• Site Kreator - pick a template and get a basic website up and running very quickly. You don’t need to get a web designer or know HTML, Java, etc. It supports wiki, blogs, and forms. Everything is click and point.
• Another way (and the one we selected) is WordPress. We did use a web designer, Dave Horner from SiliconRidge. But we picked a template and he quickly built our website. I can build new pages, changes pages, or add blog post without coding.
• Invoicing might be a consultant’s least favorite thing, but it’s impossible to get paid without it; check out FreshBooks.
• Do you need a part time admin to put together conference material? Work on your website? Virtual admins are a great way to go. They charge by the hour and can answer your phone or perform other tasks you need.
• One area we have been hunting for quite a while is a shareable calender. Our team is virual and scheduling appointment used to take many emails. We have been using with Webex weboffice and quite happy with it. It is more espensive than many we tried but it fits us the best, so far.
• Podcast/RSS for e-newsletters or training. Podcast and voice in general allows you to make an emotional connection with your audience or prospect. This one is still under construction for us.
• We use wikis (e.g. from Central Desktop, EditMe, Jotspot, and Socialtext among others) with all of our clients. A wiki provides a private work space which we can leave behind after our engagement is over and they cut down considerably on having to e-mail attachments. We have used it for collaborating on datasheets, web site mock-up, backgrounder and other strategy and planning documents.

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