Small and Micro-Business Cloud/SaaS Solution & Technology Training

Businesses evolve over time as a byproduct of the challenges they face and how they solve them. Due to lack of technical competence and confidence, many micro-businesses languish and, ultimately, become business failure statistics because they can’t figure out how to make the leap from solopreneur to having a team and still stay profitable. The abundance of technical solutions available for small and micro-businesses is growing on a daily basis. In theory this should make it easier for businesses to make this leap. The reality, however, is that they get stuck in overwhelm trying to decide which tools to use, lack the technical proficiency to implement software tools properly even if they do manage to choose one, or select tools that are not ideal for their size or type of business. All of this results in wasted time and energy, increased stress and a negative impact on business revenues and profitability.

The world is rapidly shifting from an insular, installed locally, legacy mindset, to a connected, always up to date cloud-based and SaaS (Software as a Service) mindset. Many entrepreneurs are struggling to even get in the game, let alone to keep up. Without keeping an eye on the future, they miss the boat on new technologies that provide cost and time savings, more connected systems and dramatic reductions in redundancies and time waste. In this training program, participants will gain the technical skills and knowledge for selecting, comparing testing, piloting, customizing and scaling the cloud-based and SaaS solutions they need to solve immediate business challenges and scale their business for long-term growth and sustainability.

Instructional Objectives:

This training program provides participants with the opportunity to strengthen their confidence and competence in selecting and implementing Cloud/SaaS and other technology solutions to optimize productivity, revenues and profits in their business. The following topics will be covered:
  • Defining traditional technology solutions vs cloud/SaaS solutions at an abstract level; specifically understanding the strengths, weaknesses, opportunities and threats of both mindsets.
  • Pinpointing SPoFs (Single Points of Failure) and legacy systems that warrant investigation and potential replacement or adaptation to a cloud ecosystem.
  • Learning how to effectively select and shortlist potential solutions for comparison, evaluation and testing.
  • How to map out business process maps and document key functionality and behaviors and actions to assist in a discovery process.
  • Considerations for setting up a scalable, test and pilot environment and developing go/no-go criteria for a roll-out.
  • Considerations for customizing solutions including vetting when do it internally and when to seek a contractor or knowledge expert.
  • Considerations about security in a cloud-based world including overarching theory and specific topics such as TFA (two-factor authentication), use of enterprise password management services, user vs role security, siloing and obfuscating data, GDPR and data policy, audit and logging, and use of honeypots to detect suspicious behavior.
  • Considerations and discussion about integrating cloud/SaaS with organization website.
  • Understanding opportunities for scaling and connecting cloud solutions with options such as, extensions, addons, APIs and third-party SaaS web integration services such as Zapier and IFTT.

Measurable Learning Outcomes:

By the end of the training participants will:
  • Understand how to find, compare and select cloud and SaaS technology solutions that will support you to grow from solopreneur to building an effective team (or to increase the effectiveness of your existing team).
  • Have mapped their business processes, identified business solutions needs and developed criteria for evaluating solutions.
  • Have identified key business technology solutions and utilized the tools and learning provided to select tools that are right for their business.
  • Understand how to test and pilot cloud and SaaS solutions for themselves or with a team.
  • Understand how to mitigate risk in adopting cloud and SaaS solutions.
  • Understand how to foster an innovation mindset and culture in their business to take advantage of new opportunities when they occur.
  • Have developed and implemented project plans to integrate their chosen technology solutions in their business. (Note: Micro-businesses will have typically implemented 1-3 of the following SaaS solutions in their business: CRM, task and project management system, scheduling system, bookkeeping and/or billing system, marketing solutions, website integrations to optimize various aspects of business operations.)
Note: Business owners who find this cloud technology systems training beneficial also benefit from our Result of Note ™ Systems Thinking training program for both themselves and their team.

Assessement Methods:

Our instructors are continuously assessing the student’s comprehension and ability to apply their learning through assignments, case studies, and interactive classroom activities that check for understanding. This is crucial in today’s fast-paced business environment as each new skill participants not only learn, but are able to apply in the workplace will have a huge positive impact on the business’s ability to thrive. Unlike structured public courses at colleges and universities that provide more general knowledge and must follow a rigid timeline, our on-site group training format allows our instructors to take the time to ensure that participants are able to take the skills and knowledge they gain in class and apply it to their unique situation to get the results they want in their work and business. We assess the student’s learning and progress using the following methods:

  • Application assignments for in between each training session to apply what was learned in their role in the business. (These assignments are sent in to the instructor in between each session so that the instructor can review them and provide further feedback if the student has not completed the assignment correctly.)
  • Interactive exercises, questions and discussion during the training sessions to ensure that the student understands how to apply the concepts in their role and/or business.
  • Student self-evaluation of their learning at the beginning and end of the program. (This is a brief 5 minute paper survey that the student takes at the beginning and end of each module to provide them with a measure of the knowledge they have gained from the training).
  • (Note: Our instructors are always available via phone and e-mail in-between training sessions should students need assistance with their assignments. This ensures that students are able to complete assignments and be fully prepared to build on their learning in the next session.)

This program builds competencies in the following areas:

Duration: 24 Hours, 36 Hours, 48 Hours, 72 Hours

Format: Entrepreneur Training, Group Training, One-on-One Training