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Backup – an Investment, NOT an Expense

Last week I called a doctor’s office of which I am not an existing patient and I booked an appointment for 9am this morning. When I showed up they had no record of me. Apparently they suffered a major computer crash a couple of days earlier and lost at least a couple of days’ worth of data, including all of their bookings and obviously their customer database.

This place had five or six computers in the reception area, a computer in every room, and several thousand dollars in monitor arms and other medical equipment. They had Windows 7 on every desktop that I saw. They obviously aren’t afraid to spend money on technology and they appear to see the value in having a nice clean, professional, high-tech medical office with up to date, secure operating systems.

So what the hell happened to their data?

All I can do is speculate here, but I’m going to guess that whoever installed all of this great equipment for them severely neglected the backup system. Thousands of dollars in new equipment and monitor arms, and I would assume more thousands in service to install it all, but the backup system left me standing at the reception desk this morning repeating my first and last name to the medical office assistant as she re-entered me into the computer. It was by pure luck that I still got to see the doctor, who was great by the way.

If this was a customer of Smart Dolphins they would have lost an hour’s worth of data in a worst case scenario. The day they signed up with us, we’d order them an amazing new backup system and we’d install it for them as part of our monthly fee. This type of crash would be nearly impossible. Our backup system backs up every single hour of every day, and we monitor it 24/7 to ensure that it is always working. Backup problems (which are rare) are caught and resolved on the same day because we give them a very high priority.

I bet this crash cost them over $10,000-$20,000 in wasted staff productivity and missed appointments, and that’s extremely conservative. I’m also guessing they probably aren’t able to quantify it. I bet it also cost them some customer satisfaction, as people would have shown up for appointments only to be turned away. Perhaps some of those customers never return and thus further thousands of dollars in revenue over the next decade are lost. Perhaps word of mouth from a dissatisfied customer costs them referrals, and more thousands of dollars.

All because the backup system wasn’t robust enough. It’s probably because it wasn’t valued enough when it was put in. It’s probably because somebody treated the backup system as an expense, rather than valuing it for the investment that it truly is. Sadly this is not the first time I have visited a doctor’s office on a day where they were recovering from data loss.

It wouldn’t even surprise me if a doctor put it in given what I’ve seen in the past. The amount of doctors in Victoria that think ‘IT on the side’ is a good use of their time is just astounding to me. That’s a whole other discussion though which I won’t get into today and I’m going to assume this isn’t the case.

There’s two points to all this:

  1. When you neglect things like your backup system (or your security, as another example), the risk you take on is exponentially more expensive than whatever those solutions would have cost in the first place. Well planned technology is not an expense, it is an investment in your company’s health and well-being. It keeps your highly paid employees working, it keeps your manufacturing or services from grinding to a halt, and it keeps your customers happy.
  2. You should be demanding that your IT provider take these things seriously. If your backup system seems cheap then it probably is, and the results will show. If they don’t understand point #1 then I would fire them immediately and find somebody who does, because all they are doing is putting your business and the livelihood of you and your employees in jeopardy.

 

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Email Policies to Cut Down Distribution List Pollution in your Business

We’ve all been there. Someone sends an email to a Distribution List (DL) and before the day is over we have ten replies sitting in our inbox that seem to reappear faster than we can delete them.

I believe that the way most of us mash Reply to All and abuse our DLs is poisonous to our efficiency and creates a lot more noise than people realise. Consider this: An email sent to a 10 member DL which is replied to 4 times throughout a day has been read or at least skimmed 50 times (the original + 4 replies). Most of the time we only think about how these things affect us as individuals, but if you expand some of those DLs and think about how many people are reading some of those messages it can be quite disheartening. At Smart Dolphins these ‘unnecessary’ emails equate to thousands per year, but I’m happy to say that this is shrinking.

Here are a few simple suggestions that you can put in place at your business to help cut down on the email noise.

  1. For the great majority of your emails that utilize DLs, use the BCC field. The BCC field masks the recipients, meaning that only the original Sender will show up when the Reply or Reply to All buttons are pressed. This obviously assumes that only the original sender needs to see the replies (which is true in a lot of cases). So many DL messages are simple questions or FYIs, with a great majority of the replies being simple answers or thank yous intended for the original sender. These make great BCC candidates.
  2. If the sender wants replies to go to specific individuals, those people should be included in the CC box. This allows recipients to simply click on Reply to All and their replies will go to the intended people rather than to the entire DL.
  3. Similar to 2 above, in cases where the sender feels that the DL should actually be replied to, place the DL into the CC field rather than the BCC or the To field. It’s important to use CC rather than To because it shows consideration of the email policy and that the sender consciously chose to open the email up to replies to the DL. If people were to use the To box then you wouldn’t be able to tell the difference people who were ignoring your email policy, and people who were consciously following it. This allows you to police the email policy somewhat, because anyone who still uses the To field will clearly not be following your policy and so can be reminded of it.
  4. Or if you really want to cause a stir, give us a call and ask us to disable the Reply to All button for all of your users. Some very big companies have done this with great results!

This is just one small piece of the fairly large email noise puzzle, but I hope it helps you!

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Backup Systems and Car Purchases – Where’s the Comparison?

Ever hear the saying “I drive a car to get to get from point A to point B”? It’s almost never true. The truth is that we factor all kinds of decisions into our vehicle purchases.

 

  • Safety – we’ll be packing our families into those vehicles. We want to do better than ‘hopefully survive’ in an accident.
  • Reliability – we want to ensure that our vehicle is going to work for us consistently, and not break down leaving us stranded in the middle of nowhere
  • Comfort/Options – we generally want better than the bare minimum for ourselves, and getting from point A to point B is a bare minimum. We need heating, windows that open, windshield wipers, and more. Some of us want power windows, heated seats, GPS, and airbags.

 

Time and time again, I hear smart business owners talk about their backup systems with a ‘point A to point B’ mentality because nobody has told them about what a good backup system should be doing for their business. Too many businesses are operating with the bare minimum and believe that they are protected from failure because they ‘have a backup’, and that’s just simply not the case the majority of the time. What does ‘having a backup’ mean exactly? It can mean a great deal of things, just as ‘having a vehicle’ can mean the difference between life and death or being stranded in the middle of nowhere.

 

Here are a few of the key considerations when looking at backup systems:

 

  • Recoverability – What happens when you delete a file that you’ve been working on all morning? What happens when your server hardware fails completely? How long is your business down for in a real disaster like an earthquake? Is your data protected in an offsite location somewhere?

 

  • How often does the backup fail? How much do I have to pay my IT company to monitor and resolve issues with my backup system? How much risk do I take on by having a backup system that fails even a small percentage of the time?

 

  • Granularity – What happens if a file was deleted three weeks ago and nobody noticed until today? Can it still be recovered? How far back can you restore from?

 

  • Retention – What about archiving? What about data from six months ago? Or a year ago?

 

  • What about the backup window? Is data being backed up continuously, or does it backup overnight? Does the server slow down while the backups are running? Is employee productivity lost because the server is running slowly?

 

So do you know the answer to some or all of these questions? If not, I suggest calling your IT provider and asking them sooner rather than later. Ultimately, a business protects the lives and health of the families it employs and the businesses it serves. So there are a lot of reasons why it is critically important to invest in a backup system that is capable of protecting that business properly. Unfortunately, there are a lot of businesses out there with a ‘point A to point B’ backup system. If you’re concerned that you might be one of them we would love to help you fix this problem.

 

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Creating new solutions to old problems

One of the things that I try to do on a daily basis at Smart Dolphins is to look at problems differently. I think that as human beings (and especially technicians), we become conditioned to programmatically apply the same fixes to the same problems over and over again. Often a few slight tweaks to an old solution can save a few minutes every single time a problem recurs, which can add up to hours or days over the long term. Likewise, often a big tweak can eliminate a problem or change the solution altogether.

Breaking old habits is hard. Stopping in the middle of a busy work day to think about a problem when you already have a verifiable answer to it takes a concentrated effort, but it’s usually well worth doing.

It’s an interesting position for me, because I’m not actually fixing problems anymore. My job is operations, so I basically get to nit-pick others all day and walk a fine balance between trying to get results without driving everybody crazy. It does give me a unique perspective though as I always have a bit of a bird’s eye view of things.

Here’s an example that we see a lot at Smart Dolphins. Due to various problems such as viruses or hard disk issues, computers sometimes have problems which require the operating system (ie. Windows) to be reinstalled in order to fix. Reinstalling the operating system is no quick task, as it requires us to take the computer back to our shop, back up all of your data, reinstall your operating system, restore your data, return your computer, setup your applications, and more. If you had hardware issues then we have to repair those too. As you can imagine, the time and costs involved in this can be considerable. That’s two onsite visits (at least), a bunch of lab work, and a bunch of onsite time. You’re also without a computer!

Given the low cost of a new computer these days, it’s very often preferable to just purchase a new machine rather than go through all of this if the damaged machine is more than a year or two old. This allows you to put the costs of the repair towards a new machine instead, while also reducing your downtime. You can often have your new machine right away rather than waiting for the repair. Downtime costs you money right?

For the tech company, the new computer greatly reduces the time spent dealing with the problem. The new computer can replace the old computer on the first visit if things are planned correctly. That’s one car ride and almost zero time in the shop.

But people aren’t programmed to think this way. Generally speaking, most technicians will pick up your two year old computer and repair it for you and that’s what most customers expect. The idea of replacing the machine will not even occur to anybody involved. The cost of the customer’s downtime isn’t considered, nor is the cost of the technician’s time. There are certainly situations where the cost of fixing the two year old machine are warranted, but the other facet is too rarely considered.

It’s admittedly a very simple concept, but when we ‘do it wrong’ it hurts our customer and it hurts us. By stepping back and realigning our thinking a little bit, we have a solution that is magnitudes better for both parties. The next step is to build some real process around this idea and then dig up the next problem.

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The Expectations Business

I heard a great quote from a wise man (named Bob) a few months ago that really resonated with me. “We are not in the fixing problems business, we are in the setting expectations business”.

Have you ever been excited about a company’s service simply because they called you back when they said they would? Or been impressed with a contractor who showed up on time? I certainly have. In fact, I am keenly aware of the time when somebody promises me one. If you say you will be at my house to fix something at 9:00am, I will notice when the clock hits 9:01am and you aren’t there. I will also notice (and be impressed) when you arrive at 8:59am and knock on my door. Servicing businesses is no different, in fact it is even more annoying in business because schedules are often much more rigid.

Most technical people can fix problems. What we do is easy for us and foreign to our customers just like any other trade. But where most technical people fail is in setting accurate and realistic expectations with their customers and adjusting them when things don’t go according to plan.

We get a lot of service requests in a day, and sometimes it is like a flood on a busy morning. We can’t possibly deal with everything at once on days like that. We’d need twice the employees! But the great thing is that we aren’t expected to. Our customers don’t need every single issue that they have to be fixed instantaneously. What our customers do expect is that we will communicate with them about their requests, prioritize effectively, act quickly, and set realistic expectations as to when their requests will be dealt with.

In the last couple of months we have put a lot of emphasis on this. We have a new member of the Pod now (Corinne) whose entire role is about setting and managing customer expectations. That’s it. Her role is to keep our customers happy by communicating with them constantly, ensuring their work is completed to satisfaction, and readjusting expectations if and when things change. A simple “I will call you at 3pm and update you” followed by an on-time phone call at 3pm makes all the difference in the world when a customer is experiencing a frustrating problem.

I really believe that anybody in the business of providing service to customers can get a lot out of this concept, and personally I am really hard on people who do otherwise. I can do without the frustration of wondering when my problems will be fixed or why a contractor is late when I came home early from work to meet him. I’ll shop around again and again until I find somebody who respects my time and my pain when I need their help, and I suggest everyone do the same.

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Pod Pointer – Managing two monitors with the Windows key

Pod Pointer

This tip should prove useful to people who utilize two screens during their workday, especially those who give a lot of presentations!

Disclaimer: This only works in Windows 7.

Just press the Windows Key + P and you’ll see the popup below. Pressing Windows Key + P again will cycle through the various options.

COMPUTER ONLY

This first option will turn off your secondary screen completely.

DUPLICATE

This second option will duplicate your two screens, which is most useful when connecting to a projector or when you have a customer sitting across your desk whom you have a monitor pointed at.

EXTEND

This third option extends your desktop across both screens, which is the most commonly used setting for people who work with two screens regularly and just want the extra real estate.

PROJECTOR ONLY

This fourth and final option is simply the inverse of the first option, and will cause your second screen (or projector) to be the only screen shown.

Hopefully this saves you a few clicks and a lot of frustration!

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The mistakes of hopeful job seekers

We’re looking for a new dolphin, as is no secret, and for a variety of reasons I have been far more involved in the hiring process than I would usually be. Sure I’ve been to a lot of interviews in the past, but Dave normally goes through our resumes and meets our hopeful recruits long before that. By the time I meet our potential applicants in the interview room, they’ve long been filtered down to a manageable number by Dave.

Except this time. This time I’ve been involved much earlier on. From an operational perspective, the person we are hiring will be a critical employee and I’ll be working very closely with them. I’ve been meeting people as they drop off their resumes, reviewing them, meeting with them again, and even coordinating and leading some of the interviews.

I have to say I was surprised by some of the impressions that I had. Wow. Seriously, wow. The amount of people who filter themselves or tarnish their first impression by doing some very simple things incorrectly is just amazing! I really had no idea what a high percentage it would be. I’m hoping that this article can provide some guidance for those people because I feel like there are a lot of quality people out there who just don’t see the entire picture.

This is the employer’s perspective.

A potential employer will notice if you are 1 minute late for a scheduled appointment. They will notice every single spelling mistake on your resume or other documents that you provide. They will notice that you don’t know what a paragraph is, or that you don’t follow instructions when they are given to you. They will notice a whole lot of other little stuff too, because they’re looking for little stuff!

Always remember this: the hiring process is nothing more than a filtering process. Human beings are filtered down like water based on various qualities/skills until there is only one person left. Think of yourself as a pebble passing through this filter, made smaller by how perfectly you can represent yourself when giving your first impression. The smaller the pebble, the better chance that you’ll be given an opportunity to sell yourself.

It probably sounds harsh, but consider the employer’s perspective. If you had to sort through fifty resumes fairly quickly, how would you start? You can’t interview everybody.

The rule of thumb is quite simple: Do not give your prospective employer any reason to filter you. One of the easiest things that you can do is to simply not draw attention to yourself with anything obvious. That alone will put you a step above about 75% of the other applicants.

So slow down, and do take the extra few minutes to ensure that you are no bigger a pebble than you need to be. Trust me that it will be worth it.

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Pod Pointer – E-mail subject lines – a “grey” matter

Pod Pointer

Here is another great email management tip that is simple and effective!

Did you know that you can rename the subject of an existing email message in Microsoft Outlook?  It isn’t obvious because the subject is written on top of a grey background and we’ve all been trained that grey background = permanent.  Well, that’s not so in this case!

It’s simple. Just open the email message, edit or replace the subject, and then close it. Say yes when it asks you to save and you’re all set!

RenameEmail1

RenameEmail2

Now forge away!

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Smartazing Race

One of my favourite things about working at Smart Dolphins is the amount of fun that we have as a team. Nearly every morning starts off with a good laugh or two during our daily huddle, and the fun atmosphere continues throughout our workdays. I can only really speak for myself here, but I do think that everybody genuinely gets out of bed in the morning and is excited to come to the office most days.

That fun culture that we have is fostered by a variety of fun team parties and activities that we have throughout the year, and my favourite event of all was the race that took place two years ago when Dave and Adrian planned the Smartazing Race (obviously modeled after the TV show ‘The Amazing Race’). Teams of two raced around Victoria on foot and by bus to a variety of destinations, with some very hilarious challenges waiting for us. We started at the Smart Dolphins office with a very chaotic scavenger hunt. By the end of the race I had slammed a Tim Hortons coffee and my team mate (Sean) was ill from chugging down a large Slurpee! We used a Slip N Slide, tracked down a disguised Dave at the Mayfair Mall food court, and even sawed through a log.

The only disappointing thing about the race was to learn how slow the rest of my co-workers are, as Sean and I won the race by a mile. I heard some excuses about a late bus from a few of the teams, but they never would have missed the bus that Sean and I were on if they put more effort into their Slurpee drinking. But I digress!

I think that having a friendly and fun workplace is an absolutely critical component to a successful business and I think that great events like this are the key to making that happen for us. If your team isn’t doing something fun and interesting outside of work at least once in a while I’d strongly recommend it, because it pays off exponentially for everyone involved. After all, nobody will ever complain about liking their co-workers. Happier people show more loyalty and they treat your customers excellently without any real effort.

This year we’re finally doing the race again, and I’m really excited to be organizing it along with Sean. Hopefully we can make it as much fun and as punishing as the original Smartazing Race, and hopefully we can administer a little payback to Dave and Adrian when they run it themselves this time around.

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Pod Pointer – That Pesky Windows Key

Point Pointer

Most people curse the Windows key and its awkward placement on their keyboards, but it can actually be quite useful if you understand how to use it.

Here are a few simple and useful keyboard shortcuts that utilize the Windows key:

Windows key + D: Show desktop

Windows key + E: Windows explorer

Windows key + F: Find files or folders

Windows key + L: Lock desktop

Windows key + M: Minimize all applications

Windows key + Shift + M: Unminimize all applications

Windows key + R: Run menu

Now stop trying to pry it off of your keyboard – put it to good use instead!