Business
In this episode of the Managing Uncertainty Podcast, Bryghtpath Principal & Chief Executive Bryan Strawser discusses some of the tools we use here at Bryghtpath each and every day to manage our business and work with our clients. Tools we discuss include: Monday.com Notion Slack Salesforce Sales Cloud Professional Superhuman Google Workspace Drip ConvertKit Pandadoc WordPress Zoom Avoma Quickbooks Related Episodes & Blog Posts Blog Post: The Importance of Having a Crisis Communications Strategy Blog Post: What is a Business Impact Analysis (BIA)? Episode #109: Business Continuity as a Service (BCaaS) Episode #111 – The Value of a Trusted Advisor Episode #114: Mental Health in our Profession Episode Transcript Hello, and welcome to The Managing Uncertainty Podcast. This is Bryan Strawser, Principal and Chief Executive here at Bryghtpath. And in this week’s episode, I want to talk about a question that we get asked all the time. And that is what are some of the tools that you use there at Bryghtpath to manage your business, to manage collaboration, to work with your clients? And so I want to walk through a couple tools in our suite of tools that we use that really help us do the work that we’re here to do. And then I also want to talk about a couple outside services that we would recommend for consultants or small businesses to have in your back pocket as well. So let’s start with project management. As a consultant, as somebody who does client engagements on an ongoing basis, one of the tools that we use is our project management tool. And we have been on for most of the past year, a platform called monday.com. You may have seen ads for this on YouTube or Facebook. It’s a newer platform, but one that’s quite interesting that we’ve enjoyed using because of the flexibility that Monday provides. The way that we use Monday within the organization is that we have two types of workspaces, which you can think of as a collection of project boards and reports. Our main workspace is a base of sorts for Bryghtpath, where we have our internal efforts that are going on. These could be projects, it could be maintenance here in the office. It could be administrative and financial things that I need to manage as the CEO. So we have separate kind of project boards for those. And then we have workspaces for each of our clients. So for each organization that we’re currently working with, we have a workspace. So let’s say we’re working with Acme Inc. There’s an Acme Inc workspace. And within that workspace will be different boards. I think of boards as a