Coaching in an environment of 100 agendas is hard work. Here is how Business Coach Ida Adler has made Podio assist her in assisting others.
At Copenhagen School of Entrepreneurship (CSE) Ida Adler Olsen currently coaches 58 startups in how to develop their company around a specific idea. To give individualised support she needs to track and record every communication and business development. CSE has simplified this process with Podio.
Before, the CSE website, emails and Excel were used in handling the relations to the startup companies. Now, submissions from the website is powered by Podio webforms, and is added to a separate app. As Ida Adler explains: “It’s a huge time saver, also because the annual reporting of students and companies is made through some simple actions via “filter and reports”.
When your work changes – Podio changes with you
The Customer Relationship Management (CRM) systemthat Ida uses is powered by the filtering and report function in Podio. This gives her and her collegues a joint overview: “It is priceless to me. We use filters all the time to figure out who has which needs, how far along are they, and who spoke to them last.”
But Filter & Report is useful not only in everyday work. When your whole organisation’s focus changes significantly it is flexible enough to change too.
At CSE Ida Adler Olsen was faced with the challenge of applying a new organisational structure dividing the startups into new groups. Here Ida took advantage of the filtering option so as to handle this situation best: “In this restructuring we needed to inform and address the different kinds of companies differently. Filtering in Podio made that really really easy! With Podio I did this in three steps less than what this operation would normally have required”.
One-stop-shop for work
By using collecting, sorting and sharing information via Podio webforms and filters, Ida Adler Olsen and her colleagues have simplified the work flow as been enabled to do things otherwise impossible.
When evaluating the value of this Ida finds Podio’s flexibility essential: “I love the customisability of Podio. Bridging so many ways of working and putting them all in one place within one framework is hard. There’s an obvious trade-off there. For me, having a “one-stop-shop” for everything by far outweighs the limitations of the platform”.