Organize the Chaos with OneNote

P&L TECHNOLOGY, INC.

Introduce Myself Drew Embury, Partner

P&L Technology, Inc

P&L TECHNOLOGY, INC.

Today’s AgendaEducation on what OneNote is

Make a case why “information workers” can no longer afford to be without a tool like OneNote

Discuss ways that OneNote can relieve pressures that you probably face

Demonstrate OneNote in action – Live!

Discuss considerations to implement OneNote

15 minutes left at the end for questions and answers!

P&L TECHNOLOGY, INC.

What is OneNoteDigital Note taking application for use in business, education (got high school or college age kids?), and personal

Can use it anywhere – your stuff travels with you on your computers, tablets and phones

Capture your thoughts, ideas, to-do’s – Find all your notes quickly with powerful search and retrieval

Clip articles from the web, add photos, whiteboard sessions, and audio clips

P&L TECHNOLOGY, INC.

Why we Need itRead magazine article

Information is exploding and will continue to accelerate

Those that are able to capture and use information will be more effective at an increasing rate Individuals will be more effective in their roles Companies will have a competitive advantage

Our clients are asking to “Eliminate the Yellow Legal Pad”

P&L TECHNOLOGY, INC.

Ways to use OneNoteCapture meeting notes, action items, and ensure follow-up

Tag notes with websites to visit, conversations that you need to have, ideas, items to blog about, emails that need to be sent…and much more

Keep our task lists up to date to ensure we are focusing on high value activities

Keep notes from client interactions

Record technical documentation from the web

Capture your favorite motivational quotes

Ensure the “aha” brilliance moments you have while laying in bed or out for a jog get recorded

Scan in magazine articles for later retrieval

Keep notes from continuing education handy when needed

Shared documentation systems for processes in your company

P&L TECHNOLOGY, INC.

Live Demonstration!Switch to screen sharing mode

P&L TECHNOLOGY, INC.

Implementation ConsiderationsHow do you get OneNote? -Free download, or included with Office

Invest in a few hours of consulting to get it set up right

Choose file storage location – we usually recommend OneDrive Pro or OneDrive Personal if not Office 365 SharePoint Online subscriber Putting on a server can work, but you’ll lose mobility benefits

Create Blank Workbook in the online storage location

Hook up all your devices – computers, laptops, tablets, smartphones

Start using it!

If deploying to your company – don’t forget the training – even 1 hour can deliver a huge bump in effectiveness

P&L TECHNOLOGY, INC.

Question and Answer