Note Taking Process and Apps

Change is the toughest to track. Sometimes the change is rapid, but other times it can be subtle and barely noticed. Yet, it may have made a big difference in the experience of someone.

Sometimes these changes take place in our own area of work, but there are more likely changes in other areas that can make a tremendous impact in our sector.

Should you track changes? Yes. Reading about them and having diversified a portfolio of reading interests is one thing but making notes about something interesting is equally essential. Since my school years, I have had a habit of reading but didn’t make as many notes back then, and this habit has grown.

Sense-making, my work in customer experience and whatever term you prefer. There is a lot to read, look at, understand and make sense of the customer journey for clients. For example, if the client has a business that engages with customers in stores, clinics, and many other formats, then there is a lot of visual information by way of messaging, equipment, etc. It is helpful to know for example, how digital signage is being used by different customers in various locations. Work-related reading could involve sector-specific insights, market research documents, books and more.

A Power platform application serves as a visual and related repository for the teams’ notes in market visits. It links back to Sharepoint, and everyone has access to the information they need. Another application was a business news tracker on specific topics that each of us works on. These apps were developed quickly and have served us well over the years.

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