The Designing Podio for Success tutorial will teach you how to build a Podio system to systemise and automate your business.
This PodioZen Course will teach you how to use all the different tools in the Podio toolbox to create amazing automations that will save time and prevent anything from falling through the cracks. You will learn how to apply these tools in different ways.
The course will take you through 5 easy steps to create a business system and translate that into a Podio app, making sure you use best practises to create long lasting apps that work.
Designing Podio for Success, the 5 part tutorial series, will guide you through a simple framework for creating Podio workspaces and apps that are intuitive, easy to use and setup for reporting and complex workflow needs.
This introduction video will provide the outline for the course and what you can expect from each tutorial.
Part 1 of the 5 part series, Designing Podio for Success.
In this tutorial we will explore what make a great Podio Workspace and then provide a simple methodology to designing that foundation.
The Workspace Builder package (downloadable from the PodioZEN MarketPlace) will guide you through the right level of thinking when designing your Podio system
The outcome will be a design that meets your business process, reporting and usability needs which can be directly translated into a workspace with Apps and workflows.
Part 2 of the 5 part series, Designing Podio for Success.
In this tutorial we are going to take the design and plan we put together for our workspace in Part 1 and detail out the Apps we need. We're going to apply a simple framework to working out the purpose, workflow, views, reports and then fields that we need for the App to achieve the result we need.
At the end of the tutorial we are going to assemble our Apps and prepare them for the next tutorial - workflow automation.
Part 3 of the 5 part series, Designing Podio for Success.
In this tutorial we will explore what options we have for creating workflows in Podio, then we'll continue to setup our example system.
The outcome of this tutorial will be a clear understanding of which workflow tools are right for your business and the ability to setup workflows based on your designs from Tutorial Part 1.
Part 4 of the 5 part series, Designing Podio for Success.
In this tutorial we are going to reflect on what makes a great 'User Experience' in Podio - what helps Podio to stay easy to use and simple for new team members to pick-up while still being designed for workflows and reporting.
Then we'll cover 3 super-easy hacks you can make to your existing Apps that will make them easier to navigate and find the information we need.
At the end of the tutorial we are going to finish the setup of our original design with views and reports and demonstrate how powerful and important these features are to a successful Podio implementation.
Part 5 of the 5 part series, Designing Podio for Success.
In this tutorial we are going to take a look into one of the most important contributors to a successful Podio implementation - managing CHANGE in your team.
Many of the tips in this tutorial don't just apply to Podio - they can be applied to any system implementation in your business.
We'll cover how to plan for change in your team from the beginning of the project and then circle back to our Workspace Planner pack one final time for a checklist of activities that will guarantee success.
Former "slave" to his business, Scott systemised his business using Podio as a platform and created freedom for himself and family. Now he is helping other Founders to work ON their business instead of IN.
He created PodioZEN, an online community and training portal for Podio Users, so that he could help as many people as possible to benefit from the Podio platform.