Tools for a Healthy Remote Environment

Deep Dives,

Tools for a Healthy Remote Environment

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

Phone Line Options:

  • UberConference: 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: good for visual maps & charts.

Internal Process Documentation:

  • Tettra
  • SharePoint