By Victoria J. Mueller, Tax Senior
Today’s workforce is conducting business on the go more than ever before, thanks to mobile devices and growing emphasis on work/life balance. Collaboration from anywhere at any time is also key to building relationships with colleagues and clients, leading to successful project outcomes—from training, to tax returns, to audits. Video conferencing is a great platform to meet such challenges and ensure all employees can be present for that important meeting, even when not physically in the office.
Weinstein Spira recently embarked on a search for the ideal video conferencing tool for our firm. We formed a committee to determine the company’s most meaningful needs, and then researched the available options. As a member of this committee, I had a birds’ eye view of the assessment and selection process shared below.
The following considerations drove our committee’s thought process and may help you get started assessing your company’s needs:
Weinstein Spira’s video conferencing committee looked at quite a few systems, starting with an Internet search for “best video conferencing for business.” The numerous hits called for a spreadsheet matrix to compare and contrast the features that closely matched our work environment. After crossing off the ones lacking screen sharing, mouse takeover and recording, we proceeded to weigh the pros and cons of the remaining top four possibilities; while also taking cost into account, as we were determined to stay within our budget.
Next, we downloaded and played with trial versions of the top four solutions, looking for ease of use, standard items vs. add-ons for extra fees, etc. After testing the winning solutions among the committee members for a month-long evaluation period, we made the decision to implement Zoom based on our organizational needs. Initial trainings were offered and continue to be available in-house, with access to additional training videos from the vendor.
Different companies have different priorities; therefore, selection criteria will vary somewhat. Regardless of which system you choose, these types of video conferencing platforms encourage more active participation and collaboration, both internally and externally.