Managing risks is an all-encompassing effort that affects every aspect of your business. In an earlier edition of the newsletter, we looked at a few apps that can help businesses manage risk. For additional guidance on workplace safety and risk practices, see Risk Management and Workplace Safety for Small Businesses. For consulting-specific guidance, see Business Management Consultants Insurance.
Tools to try
- Quora: This popular question-and-answer site enables users to pick the brains of business and industry leaders from across the globe. You can ask questions, get answers and follow topics important to your business.
- Todoist: This simple app lets you create to-do lists and share them with project team members, showing real-time progress toward goals so your team can stay on track and be productive.
- HootSuite: Being active on social sites is an important part of every business's marketing strategy, but maintaining multiple accounts can be time-consuming. HootSuite lets you manage and update all your social sites from one place so messages are consistent and published regularly.
- DropBox: Store, edit and share documents, videos and photos from any Internet-connected device for easy collaboration no matter where your team members are located. While not as comprehensive as Google Docs with its many apps and add-ons, DropBox provides a simpler interface that many businesses find easier to use.
- Zoho CRM: Managing client relationships is critical but time-consuming. Zoho CRM offers a robust client management platform that's free for up to 10 users and makes it easy to access client data to fine-tune future sales efforts and incentive programs.
- Free Conference Call: Hold conference calls and online meetings with clients and business partners at no cost. You can record and share calls too, and the meeting app is free for up to 25 participants.
All of these apps offer free tiers, and signing up is easy. As with any app, read the terms of service before registering. Make a commitment to explore one of these apps this weekend to learn whether it could make doing business easier for your company.
For businesses using online channels, consider additional resources on managing digital risks and policies; see e-Business Risk Management Program for further information.
If you're unsure which tools fit your operations best, talk to an agent who can help match tools and practices to your risk profile.
Frequently Asked Questions
Are these apps really free?
Most offer free tiers that include basic functionality; some also offer paid plans with advanced features. Review each service's terms before using it for business data.
Will using these apps improve my business's security?
These tools can improve organization and communication, but you should also follow security best practices such as strong passwords, two-factor authentication, and regular backups.
Can these apps replace professional advice or insurance?
They can help with daily operations and customer management but do not replace professional risk management or insurance; consult a qualified agent for coverage decisions.
How do I choose which app to try first?
Pick one that addresses your most pressing pain point (project lists, client tracking, social posting, file sharing, or conferencing) and test it for a short period to evaluate fit.