Tools for a Healthy Remote Environment

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We recently held a roundtable for our customers on taking their associations remote. In conjunction with our own remote techstack, we asked our customers what tools they used to help create the following list:

Tip: Whatever is most familiar to your staff is going to be the easiest to transition and adopt quickly. If you implement a new tool, ensure you set up a team meeting to train everyone on the program.

Messaging/Communication Tools:
  • Slack
  • Microsoft Teams
  • Google hangout Chat

Shared File Storage
  • SharePoint
  • Dropbox
  • G Suite (Google Drive)
  • LastPass - while not technically file storage, this is a way to save login information to commonly accessed websites so that you don't have to share the actual credentials

Webinars/Meeting Rooms:
  • Zoom – has breakout room capability
  • GoToMeeting
  • Google Meeting Rooms

Project Management tools
  • Trello
  • Asana
  • Basecamp
  • Monday.com

Phone line Options
  • UberConference is a tool that offers phone conferencing calls, and screensharing (not videoconferencing) It allows you to get a toll-free line which is great for international callers.
  • Zoom phone: great if you are already using zoom
  • VOIP phone line – you can transfer the line so his staff can plug in at home.

Online Whiteboard

Miro is good for visual maps & charts

Internal Process Documentation
  • Tettra
  • SharePoint