The Virtual Revolution

If your bottom line isn't where you'd like it to be, the problem might be lurking right under your feet...and over your head...and all around you. It's your office, and it might just be what's killing your business. In today's economic climate, efficiency is the number one rule of survival. One of the greatest efficiency drains for many companies is the burdensome overhead of maintaining physical offices and everything that goes along with them – landline phone systems, servers, utilities, furnishings, cleaning services...the list goes on and on. In today's economic climate, efficiency is the number one rule of survivalIn the Digital Age, the evolution of technology and communication has reshaped how companies operate and people work. The future of business is leaner, smarter and more responsive. For many businesses, having all employees working the same hours under the same roof is a luxury of a bygone era. As a result, telecommuting is no longer just a nice perk for employees but a key element of a stronger and more competitive business model. While shedding your physical office can significantly reduce your monthly operating expenses, the benefits don't stop there. According to estimates from the Telework Research Network, if every American who could work from home did so even half the time, companies would see over $230 billion in added productivity. Furthermore, going virtual can greatly strengthen the quality of your personnel, as it frees you to hire the best talent for the job - not just those who live within a reasonable commute of your office. Even better news? As virtual companies become more and more prevalent, any stigma that might once have been attached to the lack of a centralized business operation is quickly disappearing. Today's savvy clients don't see value in lavish offices. Their budgets are tight, and they need to yield the most gain possible from every dollar. As a result, they want to be confident that they are investing in results, not taking the hit for your overhead, and that they are paying for talent and expertise, not footing the bill for your conference rooms and copiers.

Are you ready to join the revolution?

Is your company primed to go virtual? There are a number of factors you need to examine before you relinquish the keys to your office in order to make sure it's a good fit for you, your employees and your clients. First, ask yourself how having a physical office directly benefits your customers. If the only answer is the perception or prestige attached to a bricks-and-mortar workplace, it's a good time to consider taking your operation virtual. As long as you ease your customers through the transition without any lapse in performance or professionalism, they'll be far more appreciative of your ability to offer more competitive pricing because you no longer have to pass along the burden of unneeded overhead expenses. Second, take into account whether there are any advantages that your company gains from your specific location that could not be matched if your employees worked remotely. For example, do you get sales leads from walk-in traffic? Do you have a strong referral network established with neighboring firms? If not, chances are there's little to lose by closing up shop. You should seriously consider transitioning to a virtual operating model and reaping the benefits of lower expensesAnother consideration is how often your employees engage in meaningful face-to-face interactions. For many businesses, employees spend the majority of their day in front of a computer screen. Even cube farm inhabitants are likely more inclined to communicate via e-mail than to stop by a coworker's desk. If this is the case, why have all your employees tethered to a single location? Next, evaluate your internal systems for communication and collaboration. Have they been put through the ringer and proven to be effective? Are they so organic that they are now second-nature to your employees? If so, you can feel more confident that they will translate successfully to a virtual working environment, albeit with a bit of tweaking to allow smart technology to compensate for lack of physical proximity. Likewise, take a look at how you gage employee performance. Do you have good methods for tracking accomplishments and measuring productivity? If your performance metrics are sound, you shouldn't need the added security of seeing your worker bees present in the office for 40 hours a week. Finally, explore the growth dynamics of your company. How quickly is your company expanding? If you're unsure how many employees you will have at the end of this year or next, operating without a traditional office means you won't be forced to roll the dice and be locked into a lease on a pricey facility that may ultimately be too large or too small to fit your needs. If the results of your self-assessment weigh in favor of shedding your physical office, you should seriously consider transitioning to a virtual operating model and reaping the benefits of lower expenses, increased efficiency, higher employee satisfaction and – most importantly – greater profitability. To help you get started on the right track, here’s a primer on what you need to know to launch and manage your virtual company: Success begins and ends with trust: Discover why trust is the cornerstone of the virtual company. Remote management: Evolve your practices and policies to foster a highly productive nontraditional work environment. Let's talk about communication: Ensure that internal communication – whether conducted via phone, e-mail, IM or video chat – always remains positive and productive. Go, team, go!: Promote good collaboration among virtual teams by giving them the right tools for the job. The virtual toolbox: Review the basic logistical necessities that will help keep your virtual company running smoothly. The middle ground: Take advantage of virtual offices for a best-of-both-worlds solution that offers the perks of a traditional office without the crushing overhead.

Success begins and ends with trust

The virtual company exists today because the evolution of technology and communication have made it possible to conduct business anywhere at any time. However, what allows the virtual company to thrive is trust. At the foundation is trust in your employees. It starts with hiring the right people – ones you can feel confident will thrive in the absence of daily supervision. Good virtual employees are self-motivated and self-disciplined, able to manage their own priorities and deadlines and open to collaborating with others in unconventional ways. Once you have a strong team in place, set them up for success by establishing clear expectations. The absence of a shared workspace doesn't mean there must or should be an absence of rules. You still need policies in place governing all the logistics that surround the work process, even though it is happening outside the confines of a traditional office. For example, what are the work hours, and are employees responsible for being accessible outside those hours? You should also set standard operating procedures for answering phones, responding to e-mails, reporting accomplishments and even backing up files. Good virtual employees are self-motivated and self-disciplined, able to manage their own priorities and deadlines and open to collaborating with others in unconventional ways.The trust your employees have in each other is also an important piece of the pie. Each person should have faith that their colleagues are equally dedicated to furthering the success of the company, even when it's harder to see the day-to-day results of their efforts. And while virtual companies benefit from the absence of office politics, it's critically important to establish strong team dynamics. For this reason, it's still a good idea to get together face-to-face from time to time. Whether it's once a week, once a month or even once a quarter, opportunities for non-virtual interaction help to promote a spirit of camaraderie. Last but far from least important, going virtual requires clients and prospects to invest a high level of trust in you and your company that they will receive the same or greater level of service and productivity as they would if everyone was working under the same roof. To this end, there are a number of things you can do to help them keep the faith. First, you must ensure that professionalism is never compromised. While it shouldn't be a secret that you run a virtual operation, employees should maintain discipline in the separation of their personal and professional lives. Even when working from home, phone calls should be conducted with the same level of formality as they would at the office, without background noise, interruptions from children or pets or excessive chatter about personal matters. Also, although you might allow some flexibility with work hours, it’s a good practice to make sure you and your employees are accessible and available to respond promptly by phone or e-mail to clients who keep a more traditional schedule. Whenever you meet in person, you and your employees should always be exceptionally polished and choose a location for the meeting that is comfortable and conducive to work. While you might be right at home doing business at your local coffeehouse, your clients might find the noise, music and other patrons distracting. Instead, consider renting a meeting space in order to help put your clients at ease and make it easier for them to focus on your presentation. There are many firms, such as Regus and Davinci, that offer highly affordable hourly rates for virtual companies that need access to professional conference rooms. Finally, when talking to your clients and prospects, always project confidence that you and your team mean business, and then make good on those promises by delivering great results in a timely manner. With trust as your cornerstone, you'll be well on your way to building a strong virtual company that is positioned to compete with any bricks-and-mortar operation.

Remote management

Great companies make it easy for employees to perform, no matter if they are working under the same roof or in dozens of home offices spread throughout the city or even the country. While the challenges of managing a virtual workforce are different from those of shepherding cube-dwellers, they are nevertheless conquerable. The key is starting with a foundation of trust and then building a solid project management infrastructure to keep your company's production engine running smoothly. First, take a critical look at the systems you currently have in place for directing workflow. Are they truly efficient and effective? Sometimes the convenience of having full-time oversight of employees who share a common workspace can compensate for or mask weaknesses in your project management systems. However, once the conventions of the bricks-and-mortar office are removed, these vulnerabilities can lead to a breakdown in production and cripple your ability to turn out high quality work in a timely manner. To keep your projects and your people on track, approach every job as a series of milestones and set interim deadlines along the way. If each phase of the project progresses on track, you'll be assured of avoiding unpleasant surprises when crunch time arrives. Conversely, if an employee misses a milestone, this problem can be identified right away, and the schedule can be adjusted to ensure that you still ultimately meet the expected delivery date. Additionally, you will need to establish a regular rhythm for employees to check in and provide work status updates to you and their fellow team members. This process can be as informal as a weekly e-mail or phone conference or as structured as logging time spent on each project every day. Finding a system that works well with your leadership style and the nature of your business is critical to helping you enforce accountability, track accomplishments, evaluate productivity and ensure that tasks are being given the right level of priority based on the time and resources invested in them. Because the dynamics of managing a remote workforce are so complex, good project management software is invaluable to the virtual company. One example of such a system is 37signals' Basecamp. For a low monthly subscription fee, this web-based tool allows you to assign tasks and deadlines, track time, share files, develop documents collaboratively and centralize communication among team members.

Let's talk about communication

For the virtual company, communication among coworkers can take many shapes and forms, from phone calls and e-mails to instant messages and video chats. No matter the vehicle, ensuring that internal communication remains positive and productive is critically important to keeping your business and its people operating at peak performance. Trust in your systems and your employees to get the job done without needing to constantly check in. Since the majority of the interactions that take place are not in person, the benefit of situational context and body language is absent. As a result, each person should be mindful of the language and format they choose when communicating with colleagues in order to guard against misinterpretation. As a general rule of thumb, e-mail is a quick and efficient means of addressing straightforward, day-to-day matters regarding projects and work process. But for subjects of a more sensitive nature, such as addressing a problem with an employee who is underperforming or resolving a conflict between coworkers, taking the time to make a phone call or even arrange a face-to-face meeting will avoid damaging morale unnecessarily. By investing a little extra care and consideration in daily communication, everyone can work together to prevent misunderstandings and feelings of ill-will that can snowball into greater problems over time. As the leader of a workforce that is scattered across many different locations, it is your responsibility to make sure that you devote time to reaching out to every member of your team. Just because you run a virtual company doesn't mean anyone should feel invisible. Keep a healthy dialogue flowing by asking questions and soliciting feedback on a regular basis. However, don't fall into the trap of overcompensating for the lack of daily face-time with an overabundance of disruptive communication or meetings. Trust in your systems and your employees to get the job done without needing to constantly check in, and don't let the administrative minutiae of progress reporting become so burdensome that you compromise productivity. Depending on the size of your organization, holding all-hands or team-based meetings once a week can be a good opportunity to review accomplishments, touch base on projects and update attendees on company business. In the meantime, let quick phone calls, succinct e-mails and even brief instant message or video chat sessions suffice to answer questions that are crucial to keeping the work process flowing.

Go, team, go!

For colleagues who share an office, e-mail is typically the go-to means of communication. It's quick, it's easy, and it allows the recipients to read and respond at their convenience with minimal disruption. However, for virtual workers, e-mail is an insufficient vehicle to facilitate collaboration among team members who are working in many different locations. For your employees to collaborate efficiently and effectively, they need more than just a one-dimensional means of communicating back and forth. At a basic level, they need access to a shared knowledge base with the latest information pertaining to your customers and projects. More importantly, they need a way to work collectively on developing new documents as well as to brainstorm, bounce rough ideas off one another and get feedback from colleagues. In addition, they need a way to monitor workflow and keep tabs on the status of active projects. Lastly, they need tools that will help them stay connected on a personal level in order to promote a healthy spirit of camaraderie and minimize the occurrence of interpersonal conflicts. The good news is that there are three simple and cost-effective solutions that will fulfill almost all of these needs and keep remote employees working together as seamlessly as if they were under the same roof:

Instant messaging

Instant messaging is an easy, no-cost way to encourage real-time conversation and communication. With many IM clients such as Skype, iChat and Yahoo! Messenger, your employees can exchange instant messages one-on-one or with a group as well as engage in video chats for an even more personal experience. Like a virtual water cooler, instant message chats are a great vehicle for spontaneous brainstorming or problem-solving sessions.

Google Docs

The latest version of this excellent cloud-based system allows multiple users to create and edit shared word processing documents, spreadsheets, diagrams, charts and presentations. The new document editor now allows up to 50 co-authors to contribute to and edit the same file simultaneously, with color-coded real-time updates. Additionally, inline comments and a shared interface for chat and co-writing eliminates the need for team members to switch back and forth between windows as they carry on conversation about the task at-hand.

Project management software

Good project management software is a lifeline for virtual teams. For example, 37signals' Basecamp is a low-cost web-based tool that allows your employees to manage tasks and deadlines, track time spent on projects, share files, develop documents collaboratively and centralize communication among team members. The most important thing to remember is that the tools you choose have to fit your industry, your company and your employees, taking into account the strengths and weaknesses that currently exist within your work processes and the dynamics of your team. There's no need to become a slave to technology; there are plenty of available options that will make it easier to get work done without creating more work to manage your chosen systems.

The virtual toolbox

As more and more companies make the leap to going virtual, more and more vendors are competing to deliver agile solutions to replace relics of the traditional office like landline phone systems, fax machines and file servers. Even better, most of these new services are far more affordable and versatile than their antiquated predecessors. Here are just a few of the many available tools that will help the day-to-day operations of your virtual company run seamlessly:

Voice communication

For voice communication, providing each of your employees with a cell phone is an obvious solution. But how do you give your customers a single access point to this network of mobile workers? Just because you are giving up your office doesn't mean you have to sacrifice your company phone line, thanks to virtual phone systems such as Grasshopper. For as little as $9.99 per month, Grasshopper gives you a dedicated local or toll-free phone number with unlimited extensions, each with its own call forwarding, voicemail and message delivery settings. Better yet, your Grasshopper number can even double as a fax line and can deliver your incoming faxes straight to e-mail as PDFs.

File sharing and archiving

There are many services that allow you to store and access files remotely. Dropbox is a user-friendly file-syncronization tool that offers two gigabytes of secure online storage for free or up to 100 gigabytes for a low monthly fee. Dropbox works with files of any size or type as well as with Macs and PCs. Shared folders allow multiple people to work with the same set of files, and Dropbox automatically syncs when new files or changes are detected, so you don't ever have to worry about losing data to a computer crash, accidentally deleting files or knowing who has the latest version of a document. You can even access and edit files from any computer or mobile device via Dropbox's web interface.

Skype

Skype is another indispensable multitasker for virtual companies. Skype is best known as the software application that allows users to make free voice calls over the Internet to other Skype users anywhere in the world, but it also offers many other helpful features. Using Skype, employees can exchange instant messages, participate in group chats, hold phone and video conferences and engage in screen sharing for presentations or collaborative work sessions – all at no cost to you. You can even use Skype to conduct conference calls with customers who are on a landline or mobile phone for a nominal fee, and the audio quality is crystal-clear.

The middle ground

So you're interested in taking your company virtual, but you'd still like the prestige of giving sales presentations in a corporate boardroom? Or perhaps you'd like the personal touch of a receptionist answering your company phone line? Don't let these desires stop you from shedding the burdensome overhead of your corporate office. There's a better, more cost-effective way to enjoy the perks of an office without footing the bill to maintain a dedicated space 24/7. Virtual offices are an ideal solution if you want to take advantage of the operational efficiencies of a remote workforce but you serve a more conservative clientele. With the growing popularity of virtual companies, a new concept has emerged called the "virtual office." For less than $100 a month, you can secure a business address in a preferred area of town to publish on your company stationery, business cards and website, and your mail and packages will be received and forwarded to you. For an additional fee, you can also have a few days of private office access each month and a dedicated phone line answered by a receptionist in your company's name, with calls and messages handled per your exact instructions. You can even rent meeting rooms by the hour on an as-needed basis. Virtual offices are an ideal solution if you want to take advantage of the operational efficiencies of a remote workforce but you serve a more conservative clientele that prefers to conduct business in a traditional office setting. In addition, most virtual office services are offered à la carte, so you can easily adjust your level of service and your monthly expenses as your business needs evolve. For more information on virtual offices, a quick search on Google or Yahoo will yield a number of reputable firms, such as Regus and Davinci Virtual, that offer a wide array of highly flexible options to suit your specific needs.

Seize the day

By and large, technology has evolved faster than corporate culture, which explains why a relatively small number of companies are currently taking advantage of telecommuting. However, today, with the advent of more specialized cloud-based project management and collaboration tools and clients that are savvy to the impact of high overhead on the value delivered for each dollar they spend, the momentum is building for a virtual revolution. Shepherding your company through the transition from a traditional bricks-and-mortar office to a virtual operation is a complex process that requires buy-in on all fronts. It mandates that your managers adapt their thinking, practices and systems of communication in order to direct and coordinate teams remotely. It challenges your employees to practice the self-discipline and flexibility to work productively in a non-traditional environment. It asks your clients to make a leap of faith that your company can master the unique demands of a virtual operation and realize the benefits of greater productivity and more manageable expenses. It may not be feasible to make the leap right away or all at once. However, even if you take it one step at a time, every outmoded system that you shed is like cutting away an anchor that’s weighing your business down. Similarly, every time you replace one of these systems with a technology-based solution that helps your company and its people work smarter, you’ll be making significant strides toward building a highly evolved business model that is armed to compete aggressively in today’s marketplace.

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Left in the Dark? The Pitfalls of Taco Bell’s #OnlyInTheApp Social Media Stunt

Taco Bell recently unveiled a new mobile app, available for both iOS and for Android, that “gives consumers complete access to every Taco Bell ingredient to create what they want, when they want it – all in the palm of their hand.” The app allows customers in drive-thru or in their dining room to order and pay for items directly on their mobile device. The app itself may be a great idea, but the marketing push behind this new addition from Taco Bell is certainly raising some eyebrows. The company decided to “go dark” on their social media platforms and on their website, replacing their normal content with a black background and a large message that says that “the new way to Taco Bell isn’t on the Internet, it’s #onlyintheapp”, using a hashtag that they have created for this campaign. While I can appreciate the company’s desire to focus heavily on marketing this new feature, doing so at the detriment of all their other messaging and marketing channels is short-sighed. In this article, we will take a look at the possible benefits of this “all in” approach and why Taco Bell may have done this, as well as the pitfalls of this type of campaign and putting all your eggs, or in this case all your tacos, in one basket.

Information on demand

We live in world where immediate access to information is now expected. Have a question? You can whip out your phone or open the web browser on your desktop computer and hop over to Google for the answer. The same holds true for the services we use or products we buy, including menu items and locations or contact information for restaurants. Having worked on websites for restaurants in the past, I can tell you from experience that this information, menu and locations/contact, are some of the most heavily requested pages on those sites. Taco Bell’s current marketing approach, and their decision to “take down” their normal website in favor of a marketing message and nothing BUT a marketing message, is not a customer-friendly decision because it runs contrary to the information on demand culture that our customers have come to expect from websites. Now, to be fair, Taco Bell did not actually take down their entire site. If you run a search engine query for “Taco Bell Menu”, you can find those pages still live on the Web, but you have to work for it! Their current homepage, which is where their visitors will likely go, includes no links to the other pages of the site. If a customer needs menu information, or if they are looking for something like a location’s address or phone number, they will have to go out of their way to dig that information out. That is asking a lot of a person and few customers will go to those lengths.

What they want versus what you want

Taco Bell’s current campaign is a perfect example of placing a company’s needs before their customers’ needs. The marketing message that now dominates Taco Bell’s media properties is what they want people to know about. There is nothing wrong with promoting a new service or product, but by removing easy access to the rest of the information their customers may want, they are ignoring their needs in place of their own. What if a customer comes to the site to find nutrition information, only to be greeted by a message to download this new app. Is that a good customer experience? Perhaps they do not have an iPhone or Android device. This message is lost on them and they are at a dead end. This is a lost opportunity. Saying that this information is “not on the Internet” and instead forcing them to download an app is like saying “we don’t care how you want to access this information, we want you to download an app and we won’t give you that information unless you do so.” That may sound harsh, but that is absolutely how this decision comes across. Yes, there is value in putting a marketing campaign front and center in big way like this. Taco Bell’s new app is certainly being talked about, but most of the chatter I am hearing is not about the app itself or how great or convenient it is, it is about the company’s decision to market it in this way, with the rest of their messaging and information absolutely non-existent. A better approach would have been to market this new app in a big way with a bold, prominent placement across all their media channels, but to also include easy links to the normal website and social media content. With that approach, they could still ensure that their message comes across loud and clear, which is what they want, but they would not be ignoring what their customers want because that information would still be easily accessible.

Ignoring the conversation

Another interesting (and not in a good way) aspect of Taco Bell’s “going dark” campaign is what they are doing on social media. Their Facebook page currently includes only 1 post with a message similar to their website about the new app. The Taco Bell logos and everything else have been removed. What this page does have are comments – 1,194 of them as of this writing. If you read through those comments, you will find people complaining about the removal of the website content, the lack of delivery services, and many random slams on Taco Bell in general. Bottom line, there is a lot of negativity on this page, but Taco Bell is nowhere to be found in those comments. Their “going dark” campaign also includes them removing themselves from the conversation. This is not how social media works. Social media is all about engagement and conversations. If you put something out there, especially something like a new service like this, you should be prepared to answer customers’ questions and have those conversations. Taco Bell has yet to do this. Instead, they have “gone dark” and are nowhere to be found.

A better approach

When you have an important message to convey to your audience, you want that message front and center. There may be the temptation to take the same route that Taco Bell did and remove all your other content in favor of that message. Yes, people that visit your site will see it because that is all that there is to see, but is that the end goal? No, you do not want customers to only see your message, you want them to see your message and take action. Preferably, you want them to take the action that this campaign is focused on, but if they cannot do that, you do not want them to hit a dead end. In the case of Taco Bell, someone without a mobile device that can download the app, or someone with no interest in downloading that app, has hit that aforementioned dead-end. There is nowhere else for them to go other than away from Taco Bell. That is a lost opportunity. For your own marketing campaigns, you want to ensure that if you put a message front and center, you also make other paths available for people who that message may be lost on. Bottom line, you do not focus on one message or campaign at the expense of everything else you have to say and offer – and you never take yourself out of the conversation! When customers are talking about your company and what you are doing, that is a golden opportunity to respond and start a conversation. If you instead decide to “go dark”, you miss that opportunity completely.

In closing

I expect that this campaign is a temporary one for Taco Bell. Soon enough, their website and social media will be back to normal, but in the meantime, all I see in this marketing push are missed opportunities and ill-informed decisions. When planning your own campaigns and messages, speak to your marketing team or agency and always ask yourself whether your plans focus too heavily on what you want instead of what your customers need. The key to a successful campaign is finding a way to address both of these needs and tie together your company’s goals and those of your customers.

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