The Taming of the Inbox

I had a brief, yet celebrative moment yesterday; I zeroed out my inbox! Yes, for one fleeting and shining moment it was empty.

It’s a little disconcerting that by Monday morning, it will be regenerating, but such is life for the vast majority of us who are connected. Don’t lose hope, you can manage your inbox, but it takes a little effort. And there are huge benefits! Just that small, albeit temporary, victory is just one.

A recent study by the McKinsey Global Institute found that the average knowledge worker spends 28 percent of the workweek either writing, reading, or responding to email.  While you may not be technically classified a “knowledge worker” there is likely a high correlation to being an “imparting knowledge worker”; as in a teacher or administrator at a Charter School.

My favorite Charter School Administrator recently confessed to having something like 4,000 messages in her inbox. That’s a lot! Can you beat that record?

There are hundreds of excellent articles about this subject, so let’s approach it from an Information Architecture perspective. Like my father always said, “If you start with the right set of tools, the job is much easier”. Consider a couple of tools that should assist you in taming your inbox.

Start with an enterprise class mail system

The single most important step you can take to tame your inbox is to start using a real email solution. My recommendation for education has not changed in 10 years – Microsoft Exchange based email is the gold standard of email systems. It is now available as a free service from Microsoft as a Cloud Based (hosted service) and is called Office 365 for Education.

Hosted Exchange Email is the infrastructure an organization’s email runs on, the manner in which you connect to a hosted Exchange system is entirely up to you. You can use an internet browser, a desktop or laptop client such as Outlook (Mac or PC), an iOS device such as an iPad or iPhone, or any smart phone, or tablet.

Aside from Google mail, the alternatives are not even a close second. And privacy issues alone make me shudder in using Google mail, yes even the enterprise version of Google mail. Just because you are not getting advertising, does not mean your email is not being crawled for content.

I am especially puzzled when I come across schools that are using the “free” email that is included in their webhosting account. What an oxymoron that is! There is nothing free about dealing with the SPAM, the loss of messaging control, and the wide variety of compliance issues that accompany this choice of email systems.

A hosted Exchange email system is reliable, secure, compliant, feature rich, and it’s free. What are you waiting for?

Use Instant Messaging more for short or transitory conversations

Text messaging is quickly overcoming email as the mode of communicating in the digital world, but using it in education presents unique challenges. It is a little difficult to enforce a “sterile” learning environment, free from the disruptions of personal electronic devices (PED) if the teacher is constantly checking her own text messages on a PED in the classroom. 

A much better classroom solution is Lync 2010, another free education solution from Microsoft that is far superior to text messaging than what you find on your PED. Lync 2010 provides Instant Messaging (IM) on the desktop, your laptop, and your smartphone and there is a presence indicator for all of your communication. Don’t underestimate the importance of knowing the presence or availability of your intended recipient.

In addition to IM, Lync allows you to turn your texting into a full on video conference with just a click of the mouse. And you can connect with multiple individuals at the same time. And on top of all of that, you can share documents, transfer files, and even show others what you are viewing on your desktop.

In summary, by using Lync more and email less, you will reduce the endless stream of one liner emails that land in your inbox.

Implement a connected eRM/CRM system

The best improvement I have personally implemented in my inbox taming is Microsoft Dynamics CRM; we call it Education Resource Management or eRM for Charter Schools. I can sum up my experience in four short words – “Feel Free to Delete!”

Using eRM/CRM, allows you to associate an email with a contact, a company, a support case, a contract, an order, a meeting, a telephone call, or a dozen other items, and then DELETE it. The email is retained in the eRM/CRM system and you can now refer to it in context of the information it is associated with.

The most likely reason you keep all of those silly emails in the first place is just in case you might need to refer to it later. Fair enough; but while the search function in your email program is powerful, the association of emails with the people, processes, and things in your world is much more useful.

Not ready for an eRM/CRM system? A well thought out system of folders in your email system will be very helpful.

Utilize SharePoint for document collaboration

Ever notice how many emails can be generated over just one document? You send a document for input from an associate; they make a few changes, and then send it back. Next you send it off for approval, there are a few more changes and the document comes back. And finally you send it off for publication or printing and there are the confirmations and drafts and … well, you get the picture.

One of the most inbox clogging activities we observe is using email as a document collaboration platform. As the complexity and the connectedness of your organization grow, the multiplication effect is an inbox assault. At some point you may just have to call a meeting and sit down with all of those documents and team members to sort it out.

SharePoint changes the dynamics associated with collaborative effort and it will bring great happiness to your inbox. And if you have looked at SharePoint and find it a bit clunky, then you really have not looked closely enough.

If you use the synchronization tools in SharePoint and the network mapping tools in Windows that support SharePoint, you will find that getting a document onto your SharePoint document library is a simple as dragging and dropping or saving to a designated folder on your computer.

Oh, I almost forgot to mention – it’s also free and included in Office 365 for Education.

Summary

There are countless articles, even entire websites devoted to the techniques of managing email. And some of them are excellent. However, designing an efficient Information system will have more overall impact on your inbox than techniques.

Start with an enterprise level (not a consumer grade) email system. Embrace an IM or text messaging system that is integrated in your organization. Connect your email with the people, processes, and things you deal with inside a business management system. And use SharePoint for document collaboration, sharing, and versioning.

Good luck mastering your inbox; it makes for a much more enjoyable weekend.

Help Desk Perspectives

A recent experience over the use of a help desk caused me to revisit the subject, with a little more insight. It went something like this:

After completing a major upgrade at a small (25-30 users) organization, we were anxious to get feedback about improved performance and user experience. So I instructed the office manager to provide a list of issues which would help us to quickly identify individual PC’s that might be having problems.

And this was not a casual effort without communication infrastructure. The manager had direct access to me via Instant Messaging, with presence, using Lync 2010, email, and my cell phone. We conversed about other matters routinely, in fact on a frequent basis I asked about any upgrade issues specifically and the response was “thumbs up”.

Unaware to both of us was a collection of little slips of paper, post it notes, and torn off pieces of yellow note pad pages accumulating on the bulletin board next to the refrigerator in the break room. Neither I nor the office manager had the slightest idea that a major problem was causing a significant slowdown for a large number of users.

That experience did not end well, but reinforced an important lesson about how not to manage your help desk. For a review about the benefits of a help desk, please see my earlier post here.

How you identify, communicate, prioritize, assign, and account for technical support issues makes all the difference in the world with respect to how well technology works in your school. And there are a large number of help desk systems available for you to choose from. Here are the features that I would look for in a help desk system:

Universal Communication Medium

Help desk issues need an agreed upon standard communication protocol organization wide. The most practical is email, but only if you have a robust email system that provides you synchronized messaging anywhere on any device.

Email is accountable, easily distributed, actionable within automated ticketing systems, and universally used in most schools. Little post it notes (or big ones) probably won’t meet this standard, and have you no (eco-green) shame.

Filtering and Consolidation Mechanism

With the capacity to easily fire off an email to help@yourschool.com, any help desk solution will quickly be overcome with redundant and sometimes ridiculously simple support requests (computer unplugged, network cable disconnected, etc.). So there needs to be a way of collecting daily support requests in some sort of queue, in order to quickly evaluate and act upon requests.

If fifteen teachers report that a crucial website is being blocked by your content filter (for example), then it is entirely counterproductive to think about creating fifteen support requests, or even creating a single trouble ticket for that matter. In the span of time required to create a trouble ticket, you could easily log-in to the firewall and resolve the issue. Then happily delete all fifteen emails reporting the issue!

The most common mistake in designing a help-desk system is the requirement to create a support request (case, incident, ticket, or whatever you choose to call it) for each and every issue. Where a simple notification and action request exists, most ongoing support requests can be resolved as a matter of course.

This is especially true when you are fortunate to have daily onsite technical support resources.

Escalation Process

Any technical problem can be solved with sufficient resources, co-ordination of effort, documentation of actions taken and proposed, and feedback. But, complex or persistent issues may require escalation to a more experienced team member, or an outside vendor. This is not something you can do effectively with a post-it note, or even a three ring binder.

The capacity to resolve complex support requests requires documentation that is available to all parties involved. This includes desktop support technicians, network engineers, software vendors, and most importantly – the end user.

At a minimum, the documentation should include date and time stamps, priority, resolution status, technician assignment, and notes for those involved documenting steps taken and subsequent actions required. An enormously helpful feature would be automation and integration with your internal communication systems, this will facilitate status updates, expected resolution timeframes, and resource requests.

Knowledge Base and Performance Metrics

The accumulation of knowledge about your infrastructure is an important by-product of a well-designed help-desk. Issues that repeat infrequently can be more easily resolved by referring to case notes of a previous support request. Knowledge bases can also be made available to your end users and encourage more self-support in their daily activities.

Performance metrics really speak to the effectiveness of your technical support staff. The most equitable way to measure the effectiveness of your technical support team is through the reporting that comes from the very system they use to resolve your technical support issues. If one of your technicians routinely resolves a significantly larger number of support cases (or queues) in a specified period of time, you might want to consider giving him a promotion!

Summary

Getting frustrated about the difficulty in using a help desk is understandable if it is too cumbersome, complex, and available to only a few individuals. But don’t give up, the benefits of a rational help desk are significant and worth the investment of your time and resources. It can pay big dividends.

Find a simple and reliable communication method (we recommend email) that can be used by anyone having a support request.  Incorporate a practical filtering and issue consolidation process that helps you assess priorities, gauge relative impact (many or few users), and provides a working list for your support staff. Then develop a time or severity based escalation process that formalizes support requests and starts the documentation to resolve and account for more serious issues. And finally, look more long-term at the reports coming from your help desk to assess the effectiveness of your support staff and technical support organization.

And if you really just can’t give up your yellow post it notes, do your support team a favor. Place them in a prominent position and don’t scold them when they miss the support request posted to the bulletin board in the break room next to the refrigerator they never use!

Let us know if you would like to explore ideas about how you can improve your help desk experience.

What to do now that you have been approved

Congratulations on the state approving your new charter school. Take a deep breath, exhale slowly, and relax. OK, time to get back to work!

No doubt the application was challenging, and by now you have a board and a few eager volunteers to help, let’s take a look at the specific things you should do with respect to technology in order to be ready for opening day.

This is only from the perspective of technology, other things will certainly be required; but there are four key waypoints you should consider during the next year or so.

• Build your communication infrastructure as quickly as possible
• Create your Technology Plan and participate fully in the eRate process
• Ensure your critical network components get included in the construction/remodel
• Install your hardware and software  30-45 days prior to opening

Communication Infrastructure

Think of your new school as a product launch. How quickly you put systems into place that will help you market, build your brand, recruit students, engage the community, and establish management systems will in large measure affect opening day. And while that may seem a long way off, it will happen very quickly.

With the world’s finest set of collaboration tools available and free to any academic organization, your first stop should be at the Microsoft Office 365 website to sign up for a free trial. This cloud based suite of solutions will provide the foundation of a technology infrastructure which will serve you well during this critical start-up phase; and it will continue as the core communications infrastructure for years to come.

Included in the Office 365 offering is:

• Exchange based, SPAM free, secure, and compliant email that works on any device
• Lync 2010 unified communications client, with  live meeting, chat, and file sharing
• SharePoint  for document storage, collaboration, and access control

You’ll also need to decide upon a Charter School Management System, or outsource the business office functions. We believe keeping things in house is the best solution. See our post about Education Resource Management Software( eRM) powered by Microsoft Dynamic CRM.

Technology Plan (for Erate)

You’ve probably written enough plans to last a lifetime during the application process, but it’s time to review that technology plan one more time. It will probably need to be fine-tuned in order to pass the state Erate Plan approver. In a perfect world your application plan, eRate plan, and real life (what you will actually do) plan would be the same, but if they truly are, that would be the exception rather than the rule.

An important aspect of the eRate process is determining your discount rate.  Calculating your discount rate for the first year is a little tricky, since you have no financial measures of your student population.  Normally you measure free and reduced lunch percentages to calculate the eRate discount; and ultimately you should conduct a family survey to determine more accurately your actual discount rate. This will be especially important if you are close to reaching the priority two funding levels, which is the level at which you obtain the most significant reimbursements for eligible technology purchases.

You would be well advised to get some professional help with eRate because the dollars at stake are very significant. We know of one school that incorrectly calculated their discount rate and missed out on getting reimbursed for several hundred thousand dollars of eligible equipment. Ouch …. don’t do that.

One final eRate reminder, work on the front side of the eligible time periods for filing. Don’t even think about waiting until the deadlines loom large. Invariably you will miss something and the deadline will come…. and go, along with your opportunity.

Network Components

Ask any network cable installer about the ideal time to install cabling and they will universally agree that it is before you finish out the walls and ceilings. Waiting until the drywall is in and ceilings are hung will increase your cabling expenses significantly. And it increases the likelihood of damaged or improperly routed cables as well.

Having said that, don’t be too ambitious about the rest of the gear. Patch panels, maybe – but definitely not switches, routers, servers, or access points. Those all come in after finish out and several cleanings. Drywall dust is very destructive to electronics, so be sure to do a thorough cleaning of your server room before installing routers, switches, and servers.

If all of your hardware and software is on premise, you can easily wait until the month prior to opening to install this equipment. Please note that waiting to install the equipment is NOT the same thing as waiting to acquire it. While waiting a little may save a few dollars, waiting too long will ensure you are not ready for opening day.

Final Systems Installation

As you count down the month before opening, there will be plenty of tasks to accomplish. Desktops, laptops, and multipoint lab systems should be installed and tested. Wireless access points will be attached and configured. And the server room will come to life with servers, switches, and a good quality firewall.

See articles about managing desktops, UTM devices, Windows Multipoint, and other items not mentioned here for this final step.

Summary

The common, almost predictable experience we have observed in opening schools, is to wait until the building occupancy permit is issued to begin technology implementation. Don't do that! It will create a very shaky foundation for your information systems because you will be rushed, stressed, and making decisions under a great deal of pressure.

We speak of planning as though it only requires thought and conversation, it also requires a significant amount of time. Do yourself a huge favor and start the process early... as in yesterday!

Sidebar

One of the tremendous advantages of the cloud is the capacity to build infrastructure off premise and then connect it to the physical facilities when the time comes. This is a sound strategy in launching your new school.

By building your key infrastructure in the cloud (hosted solutions), you will not only have advanced communication abilities during the critical planning year; but, once you are comfortably housed in your new facilities, you will be using a familiar set of tools and features.

Working across town or across the country today might be necessary to get up and running, but across the hall later on will be necessary to operate smoothly and efficiently. And you may ultimately, as many have, decide that leaving your infrastructure in the cloud is a sound strategy.

Congratulations on your approval, feel free to call if you have questions.

Putting a Customer Relationship Management (CRM) solution to work in your school

A core assumption in the Charter School movement is competition. Most competitive measures are geared toward educational outcomes. But before you can compete in the area of outcomes you must compete in the arena of sound business management. Running the business side of a Charter School is enormously challenging. In addition to the key metric of recruiting students, you must manage all kinds of relationships with parents, teachers, administrative staff, board members, volunteers, the community, vendors, and regulatory agencies.
Managing a school is a relationship management intensive undertaking! And how well you manage these crucial relationships will have a far reaching impact on your organization. But how many of you are using any kind of a Customer Relationship Management program? More specifically, how many of you are using a CRM system that is deeply integrated into your existing information systems?
Increasing numbers and types of businesses are adopting Customer Relationship Management (CRM) systems.  CRM systems cover a lot of territory: sales, marketing, case management, and documentation; so making general observation here is not really going to help. But try to imagine how different your school would look if you had a system in place that could help quantify measures of performance, more clearly define and manage processes, automate administrative tasks, centralize information, and increase the capacity of your staff to work in a more unified manner.
A CRM system is not a simple solution to implement, but managing the business of a Charter School is not a simple undertaking. And while complex systems require thoughtful planning, testing, and deployment; the complexity exists whether or not you have such programs. Traditional school districts have a huge advantage. Although they deal with the same array of relationships they also have significant resource advantages and economics of scale, often employing an entire team to accomplish what a solitary administrator is expected to do.
The best way to overcome this inherent disadvantage is a Customer Relationship Management System designed specifically for Charter Schools.
From a funding perspective, students and their families are your paying customers. But in reality you have a long list of “customers”, or groups without which you could not function.  And as simple as it may sound, keeping them happy is most likely to occur when using a Customer Relationship Management system designed just for that purpose.
Nobody likes a hard sell, and perhaps that is what comes to mind when you hear about CRM software. In fact effective CRM programs do more than just build brand awareness, deliver consistent marketing messages, and track interaction with potential customers until you “sell” them. CRM systems help you manage all of the aspects of the important relationships that define your organization and make it as easy as possible to do business with you.
Customer Relationship Management software has been successfully implemented in all kinds of businesses, and for the same reasons it makes sense for your school. Consider things you could do with a CRM system designed for a Charter School:
Contact Management

• Centralize the essential contact information for students and their families and tie it to their Student Information Records
• Consolidate all other contact lists for the school into a single source and enjoy a much more accurate source of information
• Identify relationships among the various contacts to better understand communication requirements and preferences
• Communicate effortlessly with any combination of individuals within groups and track those communications for accountability
• Streamline the records update process by distributing the task to the end points of interaction
• Provide financial and case management records for context (as allowed by security roles) within your contact information

Marketing

• Create, execute, and measure campaigns for recruiting, fundraising, and volunteering
• Communicate with potential students at the frequency and intensity of their interest level
• Track all interactions with potential students, donors, and volunteers and measure defined goals of those relationships
• Build better relationships through consistent messaging, improved responsiveness, and uniform processes
• Manage Social Media campaigns

Case Management

• Establish workflow and manage documentation for new student from application to entrance
• Manage facilities and contractors with workflows and centralized documentation 
• Manage support issues (help desk) for all kinds of issues - technical, personnel, facilities, finance
• Track grants and funding opportunities with better reminders of deadlines and tasks management
• Comply with Board Meeting minutes publications using permission based workflow and oversight
• Manage questions, complaints, or discipline with current students (outside of SIS)
• Streamline communication with key team members by centralizing information stores
• Develop a centralized policy and procedure knowledgebase
• Manage field trips, group events, and meetings

Fee Management

• Manage student fees and simplify the reconciliation process for finance
• Centralize accounting for all sales or service fee collection for all groups in or out of the  student store
• Improve the process for collecting library fees, yearbooks , DVD sales, and sporting equipment
• Integrate the accounting and development functions for fundraising and donation management
• Document and improve collection for property damage fines
• Improve inventory management for all product based items

As you can see, this is a pretty comprehensive list of features touching many departments and individuals both in and out of the school. As such the architecture of this system is vital. In order for this system to succeed it must have a common and familiar interface, utilize existing rather than new policies and procedures, and it must be a cloud based solution with unrestricted availability from anywhere on any device.
Our recommended solution is Microsoft Dynamics CRM online configured specifically for use in the Charter School Community and managed with familiar tools you use every day – Microsoft Outlook, Word, and the other Microsoft Office programs. But whatever solution you choose it must be capable of delivering administrative efficiencies to support the non-academic aspects of your school.
One last point - while we did not directly address the educational side of your organization, it too will be greatly enhanced by a CRM system.