29 min
Office to Remote: The Tech Stack for a Seamless Transition with Peter Moriarty The Virtual Success Show
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- Entrepreneurship
Office to Remote: The Tech Stack for a Seamless Transition with Peter Moriarty Want the transcript? Download it here. In this episode, Barbara Turley speaks to Peter Moriarty of itGenius and discusses the how-to’s of setting up your company fit for a virtual environment. They talk about creating the right systems and processes in order to effectively manage a remote team. Some key points include:The tools that you need in order to have a great task and communication flow in your business.Challenges working in a virtual environmentWhy you should eradicate emailsWhat does it mean to have the right mindset shift Let us know what your key takeout has been from this episode and join the continuing conversation over in the Virtual Success Facebook Group. In this episode:02:02 Roadblocks when setting up Cloud Based System04:30 Important G Suite features07:40 Task Management, Systems and Processes 11:58 Working in a Virtual Environment15:22 Why Task Management by Email never works19:21 Tips in getting through this remote setup successfully26:28 Remote Business Playbook28:09 Wrapping Things Up Tools Mentioned:AsanaTrelloPodioG SuiteDropboxZoomSkypeSlackZapierOntraportActive Campaign Intro: Do you find yourself running out of time to accomplish your work, are you spending time doing things that you’re not that good at? There are effective ways to outsource these tasks so you can focus on your business. This is the Virtual Success Show, we bring the inside scoop on outsourcing success for entrepreneurs by entrepreneurs. And now, here are your hosts Matt Malouf and Barbara Turley. Barbara Turley: Hey, everyone, welcome back to another special edition episode of the Virtual Success podcast where we're now taking it live online to cope with this COVID-19 crisis that we're currently all in right now. Today's guest, I'm talking to Peter Moriarty from itGenius and he's given me so many tips already before we've even started this show. But really what I want to talk about is so many companies have been scrambling to try to move people into a remote or work from home situation over the last few weeks. Me included, I at The Virtual Hub had to move 110 staff very quickly into work from home situations and it was something apart from the issue of not having computers, the actual online or the systems, part of it was very easy because I had actually set it up that way. But I know a lot of companies have been scrambling trying to do this and not really getting it right. So, Peter's here with us today to talk specifically about how to set your company up to make sure that the next time, hopefully, we never have to do this again. But if you do, you can move fast and that your systems are portable. So Peter, welcome to the show. Thank you so much for joining us. Peter Moriarty: Thank you so much for having me. I am thrilled to be here. Barbara Turley: So to kick off, can you tell me, I'm sure you see this all the time in your experience with working with companies. A company who comes to you and wants to be more cloud-based or wants to be more nimble in terms of moving people around, what are the major roadblocks and problems that you see in their setup? To kick off. Roadblocks in Setting Up a Cloud-Based System Peter Moriarty: Yeah, I'd say it's always people. But people are always the roadblocks. It's either processes that are in place, or ways of thinking they're in place, which are the biggest blockers. And technology change requires people change. And so when you're going through a process of you know, everyone's been through a bad technology change at one point in their life, whether that was you know, working in corporate and having someone implementing your system without training people properly, or just, you know, switching from a PC to a Mac, and the first couple of days, kind of not knowing where the buttons are, you know, the frustration and the the fear, it's not just a fear of change for stop,
Office to Remote: The Tech Stack for a Seamless Transition with Peter Moriarty Want the transcript? Download it here. In this episode, Barbara Turley speaks to Peter Moriarty of itGenius and discusses the how-to’s of setting up your company fit for a virtual environment. They talk about creating the right systems and processes in order to effectively manage a remote team. Some key points include:The tools that you need in order to have a great task and communication flow in your business.Challenges working in a virtual environmentWhy you should eradicate emailsWhat does it mean to have the right mindset shift Let us know what your key takeout has been from this episode and join the continuing conversation over in the Virtual Success Facebook Group. In this episode:02:02 Roadblocks when setting up Cloud Based System04:30 Important G Suite features07:40 Task Management, Systems and Processes 11:58 Working in a Virtual Environment15:22 Why Task Management by Email never works19:21 Tips in getting through this remote setup successfully26:28 Remote Business Playbook28:09 Wrapping Things Up Tools Mentioned:AsanaTrelloPodioG SuiteDropboxZoomSkypeSlackZapierOntraportActive Campaign Intro: Do you find yourself running out of time to accomplish your work, are you spending time doing things that you’re not that good at? There are effective ways to outsource these tasks so you can focus on your business. This is the Virtual Success Show, we bring the inside scoop on outsourcing success for entrepreneurs by entrepreneurs. And now, here are your hosts Matt Malouf and Barbara Turley. Barbara Turley: Hey, everyone, welcome back to another special edition episode of the Virtual Success podcast where we're now taking it live online to cope with this COVID-19 crisis that we're currently all in right now. Today's guest, I'm talking to Peter Moriarty from itGenius and he's given me so many tips already before we've even started this show. But really what I want to talk about is so many companies have been scrambling to try to move people into a remote or work from home situation over the last few weeks. Me included, I at The Virtual Hub had to move 110 staff very quickly into work from home situations and it was something apart from the issue of not having computers, the actual online or the systems, part of it was very easy because I had actually set it up that way. But I know a lot of companies have been scrambling trying to do this and not really getting it right. So, Peter's here with us today to talk specifically about how to set your company up to make sure that the next time, hopefully, we never have to do this again. But if you do, you can move fast and that your systems are portable. So Peter, welcome to the show. Thank you so much for joining us. Peter Moriarty: Thank you so much for having me. I am thrilled to be here. Barbara Turley: So to kick off, can you tell me, I'm sure you see this all the time in your experience with working with companies. A company who comes to you and wants to be more cloud-based or wants to be more nimble in terms of moving people around, what are the major roadblocks and problems that you see in their setup? To kick off. Roadblocks in Setting Up a Cloud-Based System Peter Moriarty: Yeah, I'd say it's always people. But people are always the roadblocks. It's either processes that are in place, or ways of thinking they're in place, which are the biggest blockers. And technology change requires people change. And so when you're going through a process of you know, everyone's been through a bad technology change at one point in their life, whether that was you know, working in corporate and having someone implementing your system without training people properly, or just, you know, switching from a PC to a Mac, and the first couple of days, kind of not knowing where the buttons are, you know, the frustration and the the fear, it's not just a fear of change for stop,
29 min