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WebMQS - Contact/Prep/Clerical time issues

This post covers two distinct situations: 1) There've been questions asked recently at certain Regional Centers regarding what constitutes clerical time in the Counselor Hours section for WebMQS case records. Some advisors feel that they're doing clerical work (such as doing data entry on WebMQS), while others feel that clerical work is exclusive only to office managers or other support staff. To clarify, time spent by the advisor to prepare for a client meeting, to review documents, to follow-up after a meeting, and in completing other tasks relating to the case (including data entry for WebMQS) should be counted as Prep Time. Conversely, time spent by the office manager or other support staff to prepare for a client meeting - such as making copies, assembling information packets, and so on - should be counted as Clerical Time. 2) To reiterate from my 6/20 blog posting, some advisors are in the habit of adding the time spent in communicating a request to the Research Network

Small Town Shops and the Web

An article in yesterday's New York Times discusses how "the Internet is allowing small stores...to develop the niche products that shield them against big-box retailers." Small-Town Shops Bulk Up on the Web gives several examples of small-town shops meeting success through a combination of Internet sales and Main Street store fronts. In upstate New York, downtown Ithaca is a hub of new retail activity and tourist trade generated by Internet marketing and sales. "There's an upside and a downside of marketing on the Internet," said Gary Ferguson, the executive director of the Ithaca Downtown Partnership, a business development group. "The floral business has been changed dramatically by the Internet. More and more people are buying flowers online. We had a business called Plantations that had been here for 30 years and had a hard time with the transition and didn't make it. "On the other hand, we have three used-book stores, and they do half the

Customer Relationship Management

Wikipedia has a pretty tidy definition of Customer Relationship Management (CRM) exists “to enable organizations to better manage their customers through the introduction of reliable processes and procedures for interacting with those customers.” This is a bit more than a mere definition; it covers some tips on improving customer relationships. Worth a visit. Obviously written by someone who cares, albeit with some differences of opinion on whether CRM is a “real” area of expertise. These pages can be quite lively with discussions about issues relating to the main topic. I would argue that these “specialties” pop up because so many businesses fall down in these areas. There is often money to be made on someone else’s failures. So, it seems that there is the idea behind CRM and then the technology. IT Toolbox: CRM Knowledge Base A community of IT professionals sharing best practices, discussion groups, and newsletters as well as white papers and links. One of many key topics, CRM or

Bureau of Economic Analysis

The BEA, a federal agency, is where you will find an Overview of the Economy , including: Sales of U.S. Tourism Industries Gross Domestic Product Personal Income and Outlays (including Disposable Income) U.S. International Transactions (including Balance of Trade) Most of these are detailed, but national. One obvious exception is the Gross State Product Click on the article title for more data.

Languages - Who Speaks What, and Where?

The Web site for the Modern Language Association has a feature that "displays the locations and numbers of speakers of the thirty languages most commonly spoken in the United States." If you have a client who seeks to know where a certain language/ethnic background is located, this site is a decent starting point: http://www.mla.org/census_main The site combines mapping & data tables that are simple to use & understand. Like many sites have done, MLA has taken a lot of information that you can find yourself on the Census Bureau Web site, but re-packaged it in such a way as to make it a snap to find language-related data.

Identity Theft Prevention

Roger has touched on the issue of identity theft in a previous post or two. Today, I came across an excellent article on preventing identity theft written by a woman whose identity has been stolen three times. It contains steps to identity theft prevention including "Ten Things to Do Today" and "Seven Things to Do By Next Week" as well as what to do if your identity is stolen and lists of contacts to help. Where should you start? Read the article from Information Today at http://www.infotoday.com/searcher/nov05/ebbinghouse.shtml . Take action on the author's suggestions: request a credit report, consider getting a P.O. box, and perhaps add a photo ID to your credit card and/or debit card. These are just a few of the tasks that can limit the odds of identity theft.

Latest Volume of Business Plans Handbook

Here's the list of sample business plans from volume 11 of the Business Plans Handbook: Adventure Travel Lodging Company : Cobra Travel Adventure Group Brewpub : Hopstreet Brewery Cigar Company : Smokescreen Cigars Construction Development & Real Estate Firm : Black Pearl Development & Real Estate LLC Construction and Home Rehabilitation Company : Pedro’s Construction Daycare Facility : Rachel’s Clubhouse Giftware Company : Jenni Frey Gifts Handmade Greeting Card Company : Heartsongs Handyman Service : “I’m the Man!” Handyman Services Homeless Shelter : Sister Joan of Arc Center Interior Design Company : Make It Your Own Space Inc. Interior Painting Service : Eyecatching Interiors LLC Internet Loyalty Program : Tunes4You Internet Services Portal Site : Net Solutions Massage Therapists : MASSAGEWORKS Mentally Disabled Care Facility : Welcome Home Organization Motorcycle Dealership and Racetrack : Zoom Motors Online Mortgage Company : Valuable Mortgage Pizzeria : Coastal Pizz

Proprietary Schools

The Bureau of Proprietary School Supervision (BPSS) oversees and monitors non-degree granting proprietary schools in New York State. The Bureau is responsible for ensuring that the overall educational quality of the programs offered will provide students with the necessary skills to secure meaningful employment and for protecting students' financial interests while attending proprietary schools. BPSS licenses/registers proprietary schools and credentials proprietary school teachers to ensure that appropriate standards are met. The Bureau investigates student complaints and conducts comprehensive investigations of schools to assure compliance with Education Law and Commissioner's Regulations. Proprietary schools under BPSS jurisdiction include trade and business schools, computer training facilities, and for-profit English as a Second Language (ESL) schools. So, if you have clients who want to start a school to teach bartending, pet grooming, cosmetology or barbering, modeling,

Business Lists - How Old is the Information?

Creating lists of businesses is a daily occurrence at the Research Network. The (vast) majority of time, we use the American Business Disc to create them. Clients use these lists for mailings. Often we hear of how the list is out-of-date. ABD is one of several products published by infoUSA. Since so many of you ask for lists, I called infoUSA to learn just how the data in ABD can be. Subscribers to the ABD (such as ourselves) get two editions every year. Both editions represent a snapshot of a database that is constantly changing. These snapshots are taken roughly at the end of a calendar year (that's the first edition), and at the end of June (the second edition). (They don't take the snapshot at the same time every year, which is why I say "roughly".) The CDs are then distributed to infoUSA customers on a staggered basis. The first edition is ready to be mailed starting in March or April, while the second is sent out starting in October or November. We

Hurricane Vehicle Fraud Database

If you or your clients purchase used vehicles , this free resource, Hurricane Vehicle Fraud Database , may be of interest. The National Insurance Crime Bureau (NICB) has compiled a database of vehicles and watercraft affected by Hurricanes Katrina and Rita . The information in the database was gathered from a number of sources, including insurance companies, salvage yards and state and local authorities. As a result, the NICB has not independently verified most of the information in this database and cannot, therefore, vouch for the accuracy of this information. In addition, there may be many additional vehicles and watercraft affected by the hurricanes not included in this database.

Inventors New Show

ABC has another reality-TV program idea from the producers of American Inventor . Now inventors will have an opportunity to show their stuff on American Inventor , the new prime-time program set to premiere in early 2006. Contestants can show off their product and have it voted on by the American public, with hopes to win the million dollar prize for best concept. Auditions are being held through November and December for those of our clients who are less tight-lipped about their inventions. Host City is New York for December 7th. Time and place have yet to be set. “An embodiment of the ultimate American dream, the show will uncover the hottest new product and make some struggling inventor's dream come true. The show will celebrate the best in homespun American ingenuity and will turn one person's idea into the next big thing.” There are some products that are ineligible: Drugs Medical devices Plants Adult entertainment products Firearms and explosive devices Hazardous chemic

SBIR

In anticipation of the SBIR conference taking place in Albany in a couple weeks, I urge you to familiarize yourself with the Small Business Innovation Research program by going here . You'll find an overview of the program. Click on the Announcements and Solicitations button on the left, and you'll be directed to the SBIR websites for the 10 participating agencies, which are: Department of Agriculture Department of Commerce Department of Defense Department of Education Department of Energy Department of Health and Human Services Department of Transportation Environmental Protection Agency National Aeronautics and Space Administration National Science Foundation There are three phases of the grant process: Phase I is the startup phase. Awards of up to $100,000 for approximately 6 months support exploration of the technical merit or feasibility of an idea or technology. Phase II awards of up to $750,000, for as many as 2 years, expand Phase I results. During this time, the R&am

Purchasing Power/Workforce Info by ZIP Code

The University of Wisconsin-Milwaukee has created a page that is a real time-saver. They've taken data that you can find from the Census Bureau - if you had LOTS of available time - and the built a useful Web site around it. The aim of the site is to provide data on a) consumer purchasing power and b) a workforce overview. Data can be found for specific ZIP codes, metro areas, or Census tracts. At this Web site http://www.uwm.edu/Dept/ETI/PurchasingPower/purchasing.htm , you'll find these options: Purchasing Power by Census Tracts for custom made printouts of purchasing power for 16 retail categories and data on the workforce population for any U.S. census tract. Purchasing Power by ZIP Code for data on retail expenditures for 16 consumer areas, retail and business establishments, and the available workforce for all residential zipcodes in the U.S. Purchasing Power Rankings for Top 100 Metro Areas for ZIP code rankings of each of the 16 retail expenditure categories for the 1

Have you updated your info. in the Internal web site today?

This week, after completing a question for a business advisor, I realized that I didn't have a mailing address for the new outreach office. (1) I quickly logged into the Internal web site but found no information. (2) Then, I called the main regional center and left a message. So, the package sat on my desk until the next day. I waited and waited, but still no call back. I couldn't call the business advisor himself because his original request was via e-mail and did not list the outreach office phone number. (3) Finally, in late afternoon of the second day, I called the main regional center again and was able to get the phone number and address, but not the ZIP code. I thought this was the last step, but I had to (4) call the outreach center to get the ZIP code. So, after 4 steps, I managed to get the package in the mail. The point of all of this is my plea for all of you to take a look at your center's information as well as your personal contact information in the Interna

Pet Peeves

Survey Says…Internet Pet Peeves: What Drives Consumers Away From Your E-Business Hostway Corporation Pet peeves about commercial websites or how to drive customers away. Top three: of course, pop-ups, required registration, and required installation of extra software “…more than 70 percent of consumers say they’re unlikely to purchase from, or even return to, a Web site after encountering these pet peeves..” All Merchants More of what not to do on your website including dead links, worn-out phrases and solid pages of text. A few points to consider when designing a web site while considering your audience.

Customer service is good business

For your clients in all lines of business, not just service and retail. For all except the first article, you will have to register with BNET, but the registration is free. BusinessWeek has a great interview/book review on the importance of details to customer service. Author Michael Levine says that operational details, such as limited hours and dirty bathrooms send a message to customers about the general quality of a business. These details have a more significant effect on customers than you might think: "The consumer mind has a logical and emotional part, and if you don't speak to both, you will lose them, especially when they're hungry, tired, angry, or lonely. "We're living in an age of anxiety. When people are not hungry, tired, angry, or lonely, the emotional side will win the debate with the logical part of the brain 80% of the time. When they're hungry, tired, angry, or lonely, emotion wins 100% of time. We are often hungry, tired, angry, or lonel

Creating a Newsletter?

Over the summer, I heard from someone at the Brockport SBDC. She was helping in the creation of a center newsletter, to be distributed among past clients & other friends of the program. She was looking for any sources of royalty- or copyright-free articles on the Web. If you're in the same boat, you might want to check out what I found: * http://www.articlecity.com * http://goarticles.com Both of these sites break down their content by subject, and both have a heading for "business". So if (or shall I say, when) you're pressed for time, check out these sites for possible content ideas.

Ethics and Competitive Intelligence

Two librarians of the Research Network attended a program on competitive intelligence last week. Speaker Ellen Reen discussed the importance of ethics in any research and analysis whether for your employer or your own business. First and foremost, the issue of ethics in competitive intelligence must be considered. Always clearly identify yourself prior to first person interviews and avoid conflict of interest. It is important to establish policies for your organization to prevent unethical or illegal practices. Further research into the Economic Espionage Act of 1996 , the Society of Competitive Intelligence Professionals' Code of Ethics and Fuld's Ten Commandments can aid in developing standards for an organization. For example, the Economic Espionage Act of 1996 makes the theft or misappropriation of a trade secret a federal crime. If you or your employees conduct unethical or illegal activity, your business could be at risk. Ultimately, speaker Ellen Reen likes to ask,

Hiring and Keeping Good People

Apparently more than 60% of small business owners feel that finding and retaining qualified staff is their number one problem. I poked around and found a few articles and books that summarize some of the issues and offer a few suggestions. Drive a Modest Car & 16 Other Keys to Small Business Success By Ralph E. Warner Nolo Press Suggests researching what similar jobs pay in your area, particularly those with lowest pay, “if you don’t, these penny-conscious employees are sure to feel slighted, and you’ll quickly lose the most efficient ones.” Warner also suggests looking at workers with comparable skills within your own organization; pay should reflect the level of skill and responsibility of the person in the job. Consistency and fairness will encourage loyalty and trust. Great Salespeople Aren't Born, They're Hired: The Secrets To Hiring Top Sales Professionals by Joe Miller, Patrick Longo(Editor) Demonstrates how to narrow choices among a variety of styles of salesperson

If You Don't Understand It...

One of the SBDC advisors called last week with a question. It happened that his client e-mailed him with a question about glass, but it didn't jibe with the rest of the question, which was about pottery and dinnerware. So he wrote back to the client and asked if perhaps she meant glassWARE; indeed, she did. The question is conveyed to the library and everybody's happy. Let's imagine if the advisor hadn't taken the initiative to clarify the query. The Research Network finds information about glass, sends it to the advisor, who passes it on to the client. The client is dissatisfied; that's NOT what she wanted. The beleaguered advisor has to contact the Research Network to ask them to redo that part of the question, which is frustrating to the librarian who wants to get it right the first time. It becomes a waste of time for all involved. Here's a good rule of thumb: If you get a question e-mailed or faxed to you, please read it to make sure it makes contextual se