Innovators Testimonials

Christina Alvino, Marketing Director Guardian Storage, Project Management “So many project management tools are cumbersome and frustrating to use, this one makes project management a breeze. I would recommend this Template to anyone who is looking for a really simple and effective way to organize his or her day, week, month or year. By using [...]

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Sales – Customer Relationship Management

The sales process can be tricky to manage and the details are important. A typical process flow includes: an initial meeting, follow up appointments, pre-quotes, RFP stage, proposal submitted, negotiations, award, and delivery. Along the way you’ll need to keep track of the project description, the product line, RFQ #, proposal due date, internal quote [...]

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Project Management Value Calculator

Have you ever stopped to wonder what the value of effective project management equates to for your company? I define project management as … leading and motivating team members so a project’s goals are met according to company scope, time, quality and cost constraints. Benefits of successful project management include: less “re-dos”, learning from past [...]

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Real Estate Management

There are over 17 million apartment units in the US, with 80% of them in 2 to 4 unit buildings and only 41% of them turn a profit. Why? The process starts with purchasing the building and reaches a plateau once the last unit is rented out; it continues as tenants move out and others [...]

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Organize Your Job Search

Currently there are a lot of people looking for employment in the US, and you need to have a competitive advantage to your job search. There’s lot to keep track of; contacts and conversations with each company need to be recorded, cost of living compared, job descriptions noted, and ultimately salary offers and benefits. As [...]

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Take Stress Out of the College Application Process

The average number of applications being submitted by students to attend college is 7+ and rising; College Bound Cast Wider Net, Wall Street Journal, April 5, 2012. The process starts at the end of the Sophomore or beginning of the Junior year of high school and concludes with acceptances in the Senior year. As the [...]

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Excel User Tips

Making Columns Wider or Rows Taller – Using the Preference feature of Excel (Preferences, View) you can select to view the column and row headings for any page and then increase the size by just clicking and dragging.  To set the row height for each new contact on the Dashboard page or each new note, [...]

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Meetings, and e-mails and no time to work on my stuff – oh my!

Lions and tigers and bears, in today’s world of managing projects equates to meetings, and e-mails and no time to work on my stuff – oh my!  The #1 challenge of managing multiple projects is keeping track of all the details. If you find yourself juggling different priority lists, sticky notes, reminders on your phone, [...]

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College Application Template – Free Trial

Selecting this link will download a free trial version of the customized College Application Excel Template. In the trial version you will be able to add or import a total of 5 schools, in addition to the 3 demos included. The file will function for a total of 14 days, starting from the date you first [...]

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How to delete a contact from the Dashboard page

Select  the ”Delete Contact” button at the top of the Dashboard page. Select the contact you wish to delete from the pull down menu. To make the contact you wish to delete easier to identify, put an “X” in front of the contact’s first name, on the contact input page.    

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