Guiding Principles and Best Practices

Resources to help you navigate with confidence

Small Business Tech Insights

Our aim is to outline software options for small businesses based on recommendations from other small businesses. We received technology assessments and conducted interviews from a variety of small business subsectors operating in Bruce, Grey and Simcoe Counties. The assessments provided an understanding of technologies used, what worked and what challenges were encountered. Additional research was conducted to review the platforms identified, include others as identified, and provide training tools and resources.

The toolkit focuses on software best suited for tourism specific and non-tourism small business: however, may not address the complete needs of all businesses. It is intended to be a preliminary list of software options, to help businesses identify their software requirements, and to provide general recommendations. Additional technologies and feedback are welcomed by contacting info@cfsouthgeorgianbay.ca or support@rappid.design

Guiding Principles

Primary and Secondary Software Should Align

Select your core software, like POS for retail and ensure secondary software, like e-commerce, aligns with your primary choice.

Think Holistically When Making Decisions

Think integration when considering all your software needs together, even across functions like email and accounting.

Standardize Platforms for Efficiency and Collaboration

Avoid using different platforms for the same function so all staff are using the same software (I.e., all Microsoft Office or all Google Workspace).

Work with Other Resources That Know Your Software

If you’re engaging the help of an IT specialist to make a recommendation, ensure they’re an expert on the software you’re using.

Best Practices

Store Files in the Cloud for Redundancy Purposes

Utilize cloud storage solutions to keep your files safe and accessible. By storing files in the cloud, you ensure that your data is backed up and protected against physical damage or local storage failures, providing a reliable and redundant way to safeguard important information.

Leverage Digital Signatures

Digital signatures are legally valid and provide a secure method for verifying the authenticity of electronic documents. Incorporate digital signatures into your technology stack to streamline document management and enhance the security of electronic storage and communication.

Remember Emails are Not Secure

Avoid sending sensitive information via email, such as user credentials, credit card numbers, driver’s license numbers, Social Insurance Numbers (SIN), or images of these documents. Emails can be intercepted or accessed by unauthorized individuals. If you receive or send an email containing such information, delete it and remove it from your sent and trash folders to prevent data breaches.