The Research Network Staff

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The Research Network Staff

• Darrin Conroy
• Amelia Birdsall
• Josee Fonseca
• Roger Green

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How to Contact the NYS SBDC Research Network

• CALL 518 641-0650
• E-MAIL sbdcrn_at_nyssbdc.org

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Research Network Basics

• Roger Green

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Survey highlights

• 2006 Survey of SBDC Advisors using the
  SurveyMonkey.com website
• 65 replies
• Open from April 4-25, 2006
• Notification via mass e-mailing list used for NYS
  SBDC RN blog

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If you would like to receive info digitally, how
should it be done?

• Mail a disc 3
• Put info on secure section of internal web site
  13
• Send an e-mail with a Word or Excel attachment
  48
• Send an e-mail, but with info embedded in message
  -1
• I prefer receiving paper copies of everything-10
• Other-4

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What type of information that the RN sends is
most useful?

• (Open-ended responses) -50, inc.
• Business plans (8)
• Industry trends (8)
• Demographics (7) ZIP, e.g.
• Articles/lit search (5)
• Competitors-(5)
• Market research (5)
• Unique research (5) from assn, e.g.

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Tips for Outlook and Explorer

• Keeping in Touch
• Josee Fonseca

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Challenges to Smooth Communication

• Advisors not receiving emails from the RN
• Messages filtered out to SPAM /Junk Folders
• Non-working advisor email addresses
• Relay/Receive Receipts confused

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Efficient Communication

• To ensure email gets through
• Use receipts
• Safe sender lists
• Take advantage of customizing options

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Some difficulty

• Trouble with defunct email addresses
• Email formats clash
• (Outlook vs. Netscape etc.)
• Problems forwarding messages to clients
• Organizing sent/received messages
• Advisors still sending faxes!

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Changing Things Up

• Adapt to an electronic format for research
  delivery for efficiency
• Keep records electronically to ease dependence on
  paper
• Keep staff records/contact information up-to-date

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Customize Outlook

• Set features to alert to known senders
• You can white-list complete domains using Safe
  Senders.
• Set expected messages from senders to red/blue
  etc.

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Safe Senders

• Add an Address or Domain to Safe Senders in
  Outlook
• Select Actions Junk E-mail Junk E-mail
  Options... from the menu in Outlook.
• Go to the Safe Senders tab. Click Add.
• Type the email address or domain name you want to
  whitelist.
• To add a single address, type joe.bloggs_at_nyssbdc.
  org", for example.
• To add a complete domain, type nyssbdc.org", for
  example.
• Click OK. Click OK again.

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Safe Senders
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Safe Senders

• In your Outlook Inbox
• Choose a message from the sender you want to add
  to the Safe Senders list (or the Junk E-mail
  folder)
• Open a message from sender to add
• Select actions
• Junk email
• Add Sender to Safe Senders List or Add Senders
  Domain (_at_nyssbdc.org) to Safe Senders List.

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Getting Research to the Client

• To forward an RN email message to your client
• Click on the forward button in menu
• Edit original message remove extraneous
  content, addresses
• Send

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Organizing Information

• Local Options
• To keep track of work done, you can save as html
  file
• within Outlook
• to local drive

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Organizing Information

• Develop a file structure to save documents that
  are not time sensitive and will be re-used
  local demographics, traffic patterns etc
• Also for saving PDF files into a pre-defined
  industry folder (be wary of keeping dated
  information, though).

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Journaling
Track all activities in Office
Journal documents, emails, even phone calls. You
can change to view items by type, contact, or
category.
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Explorer Customized

• Adding Links/favorites
• Drag URL icon into Links menu bar

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Adobe Reader RN Blog

• Darrin Conroy

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Adobe Reader

• Obtained freely from Adobe website
• Read-only! No options to edit text
• Version 8.0 is the latest has its advantages
  over earlier versions

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Adobe Standard

• Comes with a price tag (Adobe hopes that, after
  using Reader, youll upgrade)
• Used by library staff to create/edit PDFs
• Options chosen on our end affect how you view the
  file (merged vs. packaged, OCR)

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Nature of Merged PDFs

• Several files appear in one complete document
• Use bookmark icon to view the separate files (in
  left margin 2nd from top)
• If choosing to save file, must save the whole
  thing

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Nature of Packaged PDFs

• Files appear individually when file is opened (no
  need to click bookmark icon)
• You can view evaluate each separately, printing
  (or recommending to client) only those that are
  necessary
• Viewable only with version 8.0 use of version
  7.0 has trouble with this feature

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Scanning for OCR Capacity

• Optical Character Recognition
• Occurs when original print docs are scanned, or
  when electronic docs are converted by Adobe
  Standard
• Scans a file by individual character, rather than
  imaging the whole page
• Allows you to do keyword search

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Adobe Wrap-Up

• No need to print out PDFs on your end!
• Link to PDF in email from RN can be forwarded to
  client
• PDFs remain on network for 6 months
• This info will be summarized onto a PDF, and a
  link will be added in future RN email (helps out
  client)

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Research Network Blog

• Started 5/24/05
• Over 370 posts since then recent posts have
  keywords to better define them
• Each post can be found by search feature at
  Blogger.com
• Any reader can comment (though you have to click
  a link to read them)

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Plans for the FutureAmelia Birdsall
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