2018 Using Technology to Streamline Protect and Enhance

2018 Using Technology to Streamline, Protect, and Enhance Your Special Needs Practice By: Will Lindahl , MBA, CLPF

Will Lindahl , MBA, CLPF Executive Director for CPT Institute a nationwide 501(c)(3) non-profit Pooled Special Needs Trust provider since 1994. We utilize a secure extranet, Andriod & IOS apps and many other technologies to manage our program. We have established thousands of trust accounts over the past twenty-four years. I hope to help you leverage efficiencies and safety in your practice from the lessons we have learned. 2 2018

Key Objectives • Promote safety & efficiency. • Surveillance & Video Monitoring • Password Management & security • Work activity monitoring • Banking solutions with checks & balances • CRM, Intranet/Extranet & Inbound Marketing • Apps & technology support tools 2018

Basics • Internet Speed • Cross platform support • Cost vs value • Central security management • Checks & balances • In the background • Informative not punitive • Ease of use & implementation 2018

Staff Oversight & Safety Video Monitoring their protection & yours Staff first name and ID only. Badges Beneficiary call HUB monitoring & recording services know what is being said • Consider recording as needed • View only permissions to account balances • No known passwords • • 2018

Record Storage • • • HIPPA Compliance - storage RAID or redundant array Amazon Drive One Box Add-on for Google Drive • Vault • Full recovery & permissions • Digital Only – sensitive data 2018

Architecture of Accountability • Core SOP by two individuals by department in firm • One party accountable for each key business function, read “Scaling Up” by Verne Harnish • See attached Align Worksheets • How we do it at CPT Institute: • Each trust beneficiary assigned a: • Trust Officer • Trust Administrator 2018

Chase Associate Cards • Generate secure, itemized lists of employee purchases on your monthly Chase Business checking statement. These lists display the card, merchant name, location, date and amount of each purchase. • Save time by not having to make or approve every purchase yourself. • Provide more control to your employees by empowering them with greater responsibilities. • Set custom daily limits for purchases and ATM cash withdrawals. 2018

Monitor Spending & Accounts • Carefully set bank alerts • Setup Clarity Money account and see where everything is going. • Truebill • Asktrim. com • Unroll. me • Blinkhealth. com 2018

Dashlane • Big Takeaway: Have control of all passwords without colleagues actually knowing any of your passwords. • If you let an employee go you can block full access in one click. • With hundreds of passwords how to protect your program. Use centralized system to Password Management without visual access. • Share passwords without them being seen. 2018

Surveillance: Nest & Scout • Low cost monitoring & no contracts • Home & office • Know when employees arrive & leave • Cloud storage inexpensive • Passive or active alerts to your mobile • Nest Aware 10 day monitoring is $100 annually or 30 day monitoring for $300 per year. • Scout Alarm System $9. 99 or $19. 99 per mth 2018

Ring Central • Big Take Away: Own your direct numbers, if employee leaves direct number taken by new staff. • Synchronizes with CLOZE • Combines Phone System, Web Conferencing, Group Messaging • Comprehensive mobile scalable solutions for phones • • • 2018 Call recording Texting support for hearing impaired Document faxing One click conference calling Team collaborative tool Glip SMS to all direct lines, never give out your personal cell phone again.

Glip • • • 2018 Manage projects? Work on-the-go? Work with clients? Use Glip as a knowledge base? Manage my team's calendar? Host video conferences? Integrate with existing tools? Collaborate on documents with an audit trail? Annotate images? Share files with automatic version control?

CRM: CLOZE • Auto grabs changes in contact information • Automatically reminds you to stay in touch • Auto reminds you to follow up on emails • Send later • Automated agenda • Track all work activities by employee • Simple email marketing • Tracks calls by office phones, cell phone or RC lines 2018

My Objectives • Goal Achievement for teams • Set your firms 5 year goals & objectives • Create game periods (quarters) to reach objectives • Drive accountability – all core business functions are accountable to one individual • Inspire engagement • See progress • Passive updates 2018

Pure. Chat • Live chat support for your website. People love to text more than talk. • Auto responders • Share coverage • Multiple websites 2018

Inbound Marketing • Don’t take my word for it: Checkout https: //www. g 2 crowd. com/categories/crm • My recommendation is Hubspot – Free yet robust • Add services as you grow. • Caution cost increase as your business grows. • May be easier to have basic site with landing page. 2018

Inbound Marketing • Our website has had over 9 million hits. What are you doing to capture visitors to your website. Static websites are bad. • Website • SEO – Search Engine Optimization • Social Integrations • Lead Management • Blogs • Landing pages • Resources distribution • Landing pages 2018

Podio • Think all prior programs integrated • 1 Million apps • Integrations • File Sharing • Task Management • Mobile 2018

2018 Questions? Will Lindahl , MBA, CLPF (855)278 -7681 will@cpttrust. org

2018 Questions?