My Evernote Workflow Journey

Evernote has been a key component to my workflows since 2011. My use of Evernote has evolved to an advanced level that prompted me to undertake accreditation as an Evernote Certified Consultant. Evernote has reached a point of familiarity in the market place that attracts both raving fans and detractors. I admit to being on both sides of this argument at various times during my time as a customer of Evernote. I started as user of the free version, quickly moved to Premium and now I am a Business user.

Evernote has transformed my workflows and productivity in the past year when I committed some serious focus to learning what is possible with this software. The decision to take the Certified Consultant Course was very easy for me since I had taken advantage of the training videos offered by Evernote and enthusiastic users on YouTube.

In my consulting business I recommended Evernote to clients and found myself helping out with the implementations for individuals and small teams. These implementations proved to me that Evernote can deliver measurable results in a number of business drivers, including productivity, knowledge management, collaboration, customer engagement, sales and marketing. In my own business we achieved these outcomes as well as building a library of business documentation covering technology, FAQs, employee on-boarding, payroll, CRM training, among other areas.

Just one example that is always met with positive reactions is prospect and customer engagement. We have notebooks that contain our content marketing collateral, product information, consulting worksheets and templates and other tools and documentation we use to sell to prospects and manage existing accounts. Instead of sending emails with attachments, we simply share a notebook. Once shared, the notebook can be updated and the prospects and clients have the latest information instantly. This is one example that has paid huge dividends for our business.

The three keys to getting the most of any software system is to ensure it will deliver the requirements you have identified when first exploring options.  The second key is to successfully implement the software to operate in alignment with your requirements. The third key is training all stakeholders in using the software effectively and according to their needs.

Based on my own use, there is one game changer that changed my use of Evernote. My use of Evernote was largely similar to using a filing cabinet. I would file information in Evernote such as web clippings, documents, images and notes written directly in Evernote. I loaded a lot of files and information in Evernote and it handled it well with excellent search capabilities. I use Notebooks and Tags to organise my data. There were a few times when it felt like it was getting out of control, so I would commit an hour or so to clean it out.

The game changer was applying MORE of my workflow to Evernote.

I made the decision to reduce the number of software applications I was using to do work. I chose to focus on Evernote and made it the centre of my working universe. I write in Evernote all the time for such work as blogs, content collateral, documents, proposals, templates and of course the documentation for my business. If I need to transfer my work to a standard file type that is easy and still retains my work safely in Evernote.

As per my example above, I use the Work Chat feature all the time with colleagues. I share files with prospects and clients by sharing Notebooks and Notes rather than sending emails.  Evernote handles some marketing by leveraging the ability to post a Note to Twitter, Facebook and LinkedIn. Public links can be share to create a knowledge base without access restrictions.

Most of my presentations are now done using the Evernote Presentation Mode. I can’t count how many times people have asked me what I am using – it is obviously not PowerPoint or Keynote. I can create presentations faster, present with an in-built pointer and be assured my presentation remains in Evernote where it was developed.

Finally, the other major use of Evernote that has rationalised my use of multiple applications is the Reminder Feature. Evernote is now my Project and Task management tool. The fact that I can add reminders to files, documents and project files has eliminated my longstanding habit of losing files and wasting time looking for them.

As you can see, I have committed a great deal of my workflow to Evernote. I have realised enormous return on investment by ‘throwing it all’ at Evernote and use it for everything I can squeeze out of it. The ROI includes greater focus by not having to change apps constantly, eliminating the need to search for files and information and reducing reliance on email for sharing and collaboration.

You are welcome to get in touch if you would like to learn more about my Evernote workflow implementation or discuss your situation and requirements. You can sign up and take Evernote for a test drive here. 

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