All the Tools You Need to Make Outsourcing Easy




  • — November 16, 2018

    All the Tools You Need to Make Outsourcing Easy

    geralt / Pixabay

    Although I’m constantly preaching the gospel of outsourcing to any entrepreneurs who’ll listen, I’m also the first to admit that getting a great team up and running takes time. And effort. And organizational prowess. And patience. OK, you get the point! No one can expect to snap her fingers and conjure up a talented, focused, communicative team in an instant. You need solid systems, protocols, and policies.

    Luckily, there are literally dozens of affordable or free tools available to business owners that can make team management and delegation of tasks hella easier. I’ve collected many of my faves on this list of Tools I Love, but today I wanted to dig a little deeper into a few key categories. Read on to find out which tools will help you and your team reduce friction and increase productivity!


    Best Project Management Tools for Outsourcing

    BASECAMP

    Overview: This is the tool that my team uses, and I adore it! Basecamp has everything from file sharing to message boards to calendars to progress tracking.

    Cost: $ 99/month for up to 100 projects. A 30-day free trial is available to new users.

    Most valuable feature: A clear, easy-to-navigate dashboard

    Best for: Large teams that need clear reminders

    Worst for: Businesses with tiny teams on tight budgets

    ASANA

    Overview: Another full-service tool, Asana is great for teams with LOTS of projects in play at the same time.

    Cost: There’s a free version with basic features that’s available for teams of up to 15 people. Asana Premium costs $ 9.99 per user per month when billed annually and $ 11.99 per user per month when billed monthly.

    Most valuable feature: A progress-tracking tool that gives you a visual for which tasks are due/complete on which days.

    Best for: Robust teams who need organizational help, but communicate well on their own

    Worst for: Multi-generational teams with long learning curves

    TEAMWORK

    Overview: This integrated tool uses Gantt Charts to help teams stay on task.

    Cost: Free for up to 5 users, then $ 9-$ 15/month

    Most valuable feature: Ability to create project milestones, and share team member status updates.

    Best for: Larger teams working on multi-person projects

    Worst for: Teams who are easily overwhelmed by lots of updates and details

    TRELLO

    Overview: This tool focuses on prioritization and smart scheduling, both key elements to successful project management

    Cost: The basic version is free but has integration and file-size limitations. Other plans range from $ 10 – $ 21 per user per month.

    Most valuable feature: The ability to integrate apps you already use, including Slack, Google Drive, and Mailchimp

    Best for: Visual learners (the “cards” system is graphics-heavy)

    Worst for: Anyone on a tight budget working on large-scale projects

    MONDAY

    Overview: This tool is extremely flexible, and can be adjusted in dozens of ways to suit your team’s requirements and working styles.

    Cost: $ 25 – $ 358 per month, depending on level and number of users.

    Most valuable feature: Drag-and-drop customizable workflows

    Best for: Teams able to give input on their working preferences

    Worst for: Teams who aren’t self-directed, anyone on a tight budget

    AIRTABLE

    Overview: Using a system of “bases” and “blocks,” Airtable helps teams create customized workflow tools

    Cost: $ 0 – $ 20 per month per user

    Most valuable feature: The ability to add attachments, long text notes, checkboxes, links to records in other tables, even barcodes to projects.

    Best for: Teams who benefit from shared spreadsheets and databases.

    Worst for: Teams who aren’t as comfortable with advanced tech

    WUNDERLIST

    Overview: Although it’s available for multiple platforms, Wunderlist was originally designed for use on mobile devices.

    Cost: Free

    Most valuable feature: Ability to add content and links you’ve found online direct to your dashboard

    Best for: Teams who rely on reminders and need lots of nudging

    Worst for: Teams who need milestones and tracking. Wunderlist is fairly simple and pared-down.

    Best Document Sharing Tools for Outsourcing

    GOOGLE DRIVE

    Overview: The gold standard! Anyone with a Gmail account has access to this file-sharing platform, which makes it a snap to create and collaborate on documents.

    Cost: Free with Gmail signup for up to 15GB of storage per user

    Most valuable feature: Sharing allows you to select viewer’s access level, from view to comment to edit

    Best for: Teams comfortable with or already working in the Google interface

    Worst for: Anyone who doesn’t like the idea of Google having access to all of their content at all times! ??

    DROPBOX

    Overview: Although Dropbox has added collaborative features over the years, it started as just file storage. It’s got a slightly steeper learning curve for some users than Google Drive.

    Cost: $ 12.50 – $ 20 per user per month. The lower price gets you a whopping 3TB of storage!

    Most valuable feature: You can easily recover deleted files and restore previous file versions.

    Best for: Teams with security or hacking concerns. Dropbox emphasizes file safety.

    Worst for: Teams whose files are relatively small

    BOX

    Overview: Thousands of apps are seamlessly integrated with Box, which makes it easy to access your shared files in multiple ways

    Cost: $ 5 – $ 25 per user per month, depending on features and plan desired. The lowest price gets you 100GB of storage

    Most valuable feature: Ability to share and collaborate with people both inside and outside your team

    Best for: Relatively tech-savvy teams who need to collaborate on larger files

    Worst for: Teams who aren’t comfortable using multiple apps and platforms to manage workflow and documents

    ONEDRIVE

    Overview: Microsoft’s Cloud storage tool is ideal for teams who work on the PC platform, and mainly need to share collaborative files. (As opposed to using a Cloud tool for deeper communication)

    Cost: $ 6.99 – $ 15 per user per month, which includes installation of Office 365

    Most valuable feature: Ability to send a document link via email, text, iMessage, or Facebook.

    Best for: PC-based teams, anyone who needs scans of paper docs to be shared (OneDrive has a scan-from-phone feature)

    Worst for: Mac-based teams. (It works, but not quite seamlessly!)

    EVERNOTE

    Overview: A bit of a hybrid between file-sharing and communication, Evernote focuses on helping the user capture and prioritize ideas, projects, and to-do lists.

    Cost: 0 – $ 14.99 per user per month

    Most valuable feature: The Web Clipper allows you to save inspiration found on the Web

    Best for: Teams who brainstorm collaboratively online

    Worst for: Teams who need straight-up file storage.

    Best Calendars for Outsourcing

    GOOGLE CALENDAR

    Overview: Another Gmail add-on, Google’s calendar program allows you to create shared calendars, give other users the ability to view your schedule, and color-code tasks.

    Cost: Free with Gmail signup

    Most valuable feature: Invites generally work across calendar platforms

    Best for: Teams already locked into the Google suite of tools

    Worst for: Anyone who wants a calendar that has any automatic functions. Google Cal requires the user to manage and control all entries.

    ZOHO CALENDAR

    Overview: Zoho is a customer relationship management (CRM) tool, but the associated calendar program can be used outside the CRM platform.

    Cost: Free

    Most valuable feature: Allows you to manage events and invites across multiple calendar platforms, including Google Calendar and iCal

    Best for: Teams considering the Zoho CRM offering. Teams using a diverse array of tools who prefer to stick to what they’re using instead of consolidating.

    Worst for: Teams with very basic calendar needs.

    TEAMUP

    Overview: Reliant on color-coding, Teamup allows individuals to maintain separate calendars but view each others’ events and appointments. Choose from multiple display options.

    Cost: $ 0 – $ 20 per user per month

    Most valuable feature: Role-specific access permissions

    Best for: Teams with far-reaching and complex overlapping calendars

    Worst for: Anyone who needs simple, basic shared cal functions

    ICLOUD CALENDAR

    Overview: This Mac-specific platform comes pre-loaded on all iPhones. It can also sync with MS Outlook

    Cost: Free with an Apple ID

    Most valuable feature: Syncs and works across all Apple devices

    Best for: Apple-based teams

    Worst for: PC-based teams!

    OUTLOOK CALENDAR

    Overview: A key part of MS Office and integrated with Outlook email, this calendar program allows for side-by-side viewing of other calendars, and an overlay view.

    Cost: Free with MS Office ($ 9.99 per user per month)

    Most valuable feature: Helps you find the earliest time when all meeting attendees are available

    Best for: PC-based teams also using Outlook mail

    Worst for: Anyone not using MS Office

    Best Appointment Scheduling Tools for Outsourcing

    ACUITY

    Overview: This tool is ideal for businesses that need an embedded scheduler on their website. Acuity allows you to customize the interface to match your brand colors.

    Cost: $ 15 – $ 50 per user per month

    Most valuable feature: Ability to sell packages, memberships, and subscriptions

    Best for: Established businesses with a constant flow of clients

    Worst for: New or emerging businesses

    TIMETRADE

    Overview: TimeTrade is designed to allow prospects and customers to make meetings and appointments at the peak of their interest.

    Cost: $ 8 – $ 30 per user per month

    Most valuable feature: High-touch customer service, experts to help you customize the tool to your business needs

    Best for: Busy, growing businesses who need seamless support

    Worst for: Business models that don’t do well with automation

    CALENDLY

    Overview: Simple and wildly popular, Calendly is helpful to both solopreneurs and larger businesses

    Cost: $ 0 – $ 12 per user per month

    Most valuable feature: Simplicity and ease of use!

    Best for: Newer businesses or those with minimal scheduling needs

    Worst for: Larger, more complex businesses hoping to integrate scheduling and sales

    Best Communication Tools for Outsourcing

    SLACK

    Overview: Built to “replace” email, Slack is designed to facilitate ongoing conversations that may also include file sharing.

    Cost: The free version is available to teams of all sizes indefinitely. Standard version is $ 6.67 per user per month when billed annually, $ 8 per user per month when billed monthly.

    Most valuable feature: The ability to organize, prioritize, and funnel message chains

    Best for: Teams for whom communication and transparency are essential

    Worst for: Large teams that need milestones and reminders to stay on-task

    SKYPE

    Overview: One of the first free video-conferencing tools, Skype helps entrepreneurs connect with remote clients face-to-face

    Cost: Free. For more robust business-specific features, you need to purchase Office 365

    Most valuable feature: The business version allows you to annotate PowerPoint for real-time collaboration with up to 250 people. You can also use whiteboard, polls, Q&A, and built-in IM during your business meetings.

    Best for: Microsoft-based businesses, especially ones who brainstorm with multiple remote team members

    Worst for: Mac businesses – Skype can be buggy!

    FACEBOOK GROUPS

    Overview: Extremely popular among resource-sharing communities and dispersed working teams, Facebook Groups are fantastic for businesses that use FB for marketing purposes

    Cost: Free with a Facebook account

    Most valuable feature: Users of all ages generally feel comfortable in the FB environment, so learning curve is fairly low

    Best for: Groups who prefer written communication.

    Worst for: Teams who benefit from seeing each other face-to-face. (Video chat is possible but somewhat clunky)

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    Author: Melissa Ingold

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