May 19, 2021 • 44 mins
In this awesome episode we welcome Jacquelyn May from Zooli Web Solutions.
Jacquelyn is in a unique situation compared with most of the Podio Partners we have on the podcast as she is a bit of a “poacher turned game-keeper” (or the other way around?) in that she used to work inside Citrix and Podio and has now spun out a successful consultancy of her own.
This is a great chance to listen in to a partner who has spun up a successful business building and consulting on Podio, share some of her insights and dive into some of the niche business models she has expertise in (Solar Companies for one).
Show Links:
Check out Jacquelyn’s Zooli Website
Check out Jacquelyn’s Solar Project Management Setup Guide
Try out smrtPhone for free for 30 Days
Want to be on the show? Register Now
Watch now on YouTube: https://youtu.be/7e-BxkG24Gs
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Narrator (00:00):
Welcome to powered by podio automation is everything.
supercharge your business withpodio. Get ready for another
episode of supercharged withJordan Samuel Fleming your
weekly dive into the awesomeimpact workflow and automation
you can have on your businesswhen it's powered by podio. Join
(00:22):
us each week as we learn fromthe top podio partners in the
world as we investigate systemintegrations and add ons and
hear from real business ownerswho have implemented podio into
their business. Now, join yourhost Jordan Samuel Fleming, CEO
of Gamechangers for this week'sepisode.
Jordan Fleming (00:45):
Hey, everybody, and welcome to this week's
episode of supercharged! I'myour host Jordan Samuel Fleming,
here to talk all about the powerof workflow and automation when
your business is powered bypodio. Now this week, I'm
delighted to be joined byJacqueline may of zooli.
consultancy now, Jacqueline is apodio partner, who I have known
(01:07):
for years in a virtual sense,I've known she's existed. And
I've seen her across the podioecosystem. And that's because
Jacqueline actually jumped thefence. She used to work for
podio and citric she used to beinvolved right out of the gate.
With the development of podio.
From a support point of view,and grew with the company. We
talked a bit about how she gotinvolved about our journey
(01:29):
within the orcas ecosystem. Andthen how she has now spun this
out into a very successfulpartner business where she is
helping people enact podio intotheir own businesses. It's great
chat, it's great for me tofinally get a chance to chat to
Jacqueline, after so many yearsof seeing your name, we get to
(01:50):
learn a bit about some of herfocuses some of the areas that
she works in a lot. And ofcourse her amazing experience in
podio. I do of course alwaysinvite you to check her out on
her website. And of course, thelink is in the podcast page. As
always, please, please, pleaselike, subscribe, give us a view,
give us a star rating onwhatever platform you're
(02:14):
listening to this, it reallydoes help to promote the podcast
and make sure that as manypeople as possible learn about
the power of podio. Thanks verymuch. And let's join me on my
chat with Jacqueline. And I'lldo that and I'll just we'll just
kick off. I've started recordingalready. And so I mean, you and
I've not really ever met much.
(02:38):
Um, comparatively.Yeah, I don'tknow if we've ever met in
person, which which is a podiopartner. It's a bit like it's,
it's a pretty small pool. Andyeah, you and I have not really
met, although, obviously I seeyou. quite active within the
partner community. How long haveyou been with to two questions?
(03:00):
How long have you been a podio?
partner? And how did you makethe journal journey to that?
Jacquelyn May (03:07):
So I've been a podio partner since 2017. I
actually got my start up, as I'msure you know, working on the
podio team. So I worked forCitrix starting in 2011. I was
actually working in SantaBarbara in their call centre for
the go to product. So doing techsupport for go to my PC, go to
bt, you know, people can join ameeting, they call me. So I
(03:31):
joined the podio team veryshortly after the Citrix
acquisition. I was lucky enoughthat I had just moved up to San
Francisco. And the a positionopened up on the podium is 14 so
I was actually one of the firstAmericans that they hired. And
so I definitely jumped on thatopportunity. Because you know,
podio is super cool product islike, you know, the new cool
(03:52):
thing at Citrix and also justgetting into the San Francisco
office like there was limitedtheir help shop.
Jordan Fleming (03:58):
Didn't they did right. Like, yeah, something in
my head.
Jacquelyn May (04:02):
It was on, like sixth and mission Street in San
Francisco. Like not a good area.
Oh, no, I was Dallas before thatposition. But I did hear stories
about it was Casper andChristian. I think I think they
lived there too. And they did alittle pop up shop. But I only
heard stories of it. I never gotto see it.
Jordan Fleming (04:20):
I remember I like I I've been I've been podio
filed for so long. And Iremember that. I do remember
that. But so you started out. Soyou migrated you moved over to
podio. And and what was so whatwas the role at that point then?
Jacquelyn May (04:38):
So at that point, so I joined at the exact same
day as Sarah So Sarah and I werekind of counterparts so she was
in the you know, Europe supportand then I was us support. So
they really just needed somebodyyou know, at that point, it was
like developers were stillhandling every technical ticket
that came in and so it'sbasically we need somebody to be
on the front lines and then youknow, obviously you know
(04:59):
something He needs to go todeveloper than it does. So, you
know, we were just kind ofcovering all of the frontline
channels. At that point. It wasjust, you know, support tickets
via Zendesk community forums.
And then like a few other likelittle outreach channels. Like
we had I don't know if youremember we had a, an account
that we named Sarah Mae. So wejust kind of combined ourselves
together and every new person tosign up for podio got an
(05:20):
automated message for
Unknown (05:27):
both of us. Oh, my
Jordan Fleming (05:28):
God, that's taken. Yeah, I remember I had
to, I remember because this wasback when you we still at the
affiliate sort of pro or thewhatever the hell it was called
programme. And I remember beinglike, bet, you know, begging
someone in Citrix to stop thatfor my new clients. Because they
were getting confused. Yeah,they were like, wait, wait, I
(05:49):
thought why is this personmessaging me, I
Jacquelyn May (05:51):
you know, that I definitely got a lot of like,
half the response to new getwhere people just kind of
confused, who are you? Like, doyou work for my company? or?
Yeah, that was, like, you know,part of the struggle when you
sign up for podio is, you know,it's kind of just this blank
slate, you don't know whatyou're doing. So it can be
helpful to get, you know, alittle pop ups like, Hey, I'm
here with any questions. So, youknow, it, I think it was, you
(06:12):
know, a successful, you know,channel that we offered for
people, but it definitely didcause a little confusion as
well.
Jordan Fleming (06:18):
Wow, okay. Yeah, I do. I, you've totally brought
me back that taking me back alot of years now, in my podio
journey, because I'd forgottenthat completely cheese was a
Jacquelyn May (06:31):
lot of a lot of little tidbits. But yeah, so
then I was just handling kind ofall us support for for several
years. And then, you know,eventually, obviously, the
product grew. So they hired ateam out in Raleigh. And yeah,
so I've been a partner since2017. So, you know, I was lucky
enough to, you know, workthrough the globey flow
acquisition. So then I got puton globey flow support and got
(06:53):
to, you know, learn the ins andouts of that, which ended up
being crucial to being apartner. You know, that's the
vast majority of what we do. SoI really just had all the tools
that I needed to start my ownbusiness. And, you know,
luckily, I still have manycontacts at Citrix. So that's
where I was able to get my firstfew clients. And then just from
that, it's been really great
Jordan Fleming (07:13):
as well. Nice.
And, and so moving then to, youknow, working on a day to day
basis, developing, implementing,supporting on a more hands on
basis, then, are you you know,are you focused on really like
the podio globey flow, but areyou focused on the extension
(07:35):
bit? Are you focused on thebusiness process development
type thing? What's, how do youfind you've approached it given
particularly given you've comeout of a Citrix environment,
which is a very different beastthan that?
Jacquelyn May (07:54):
Yeah. So I mean, it's kind of just whatever the
client needs, you know, a lot oftime that ends up just being,
you know, podio and globey flow,but I do a lot of integrating to
external systems as well. So youknow, QuickBooks Online, you
know, calendly, you just, youreally just any other tools
people are using, you know, aslong as it has an API, of
course, like as you know, likepodio can integrate with it. So,
(08:15):
you know, podio and globey floware definitely my heavy focus.
But I've also just expanded, youknow, my capabilities to be able
to really work with anythingthat people need. I do a lot of
work with Zapier as well. Iprefer to just go directly
through API's when possible, butsometimes people are kind of set
with Zapier, so we'll do that,too.
Jordan Fleming (08:35):
Yeah, I've been dissuading people this week
actually about using Zapier. I,it's not that I'm adverse to the
tool like I it has its place.
But I will you know, if thechoice is go direct to the API,
or go via Zapier 100% time,it'll be go direct to the API.
Jacquelyn May (08:54):
Definitely, yeah, like a lot of the integrations.
It's like, I do a lot ofintegrating with QuickBooks
Online, just that's kind of justwhat's landed in my lap. And
they have a really robust API,and it's just so easy to work
with. And sometimes people willcome to me and say, Well, I see
Zapier does this, why can't Ijust set this up? And you can
say, Well, you know, you couldset it up in Zapier, and it'll
take me an hour versus the fiveplus or however many hours to
(09:17):
set up the API, but it's notgoing to do everything you want.
It's going to be you know,probably slower, it's not going
to like have like, all the fullfunctioning that you want. So,
you know, you can definitely gowith the bargain bin version,
but you know, my recommendationis just do it right the first
time then we're not gonna haveto, you know, pay double to then
go back and rebuild it all.
Jordan Fleming (09:36):
Yeah, and I don't know what you think, but I
certainly feel like there's a Ithink there's been a I think
people, I think people assignedto Zapier a greater capability
than it has, I mean, and I thinkthat there's, you know, globey
flow such globey flow spoiled usin terms of writing terms of
(10:00):
drag and drop, or wiziwig typeinterface where you can work
with the API globey flowexporter first, because it's
only for podio. It means it goesso deep into the platform.
Whereas Zapier is only meant totouch the skin, you know, and
the moment you want to create,but then update or delete the
(10:23):
thing you've created. That's it,where everything goes to shit
when it comes to Zapier, and AIgives you what you need.
Jacquelyn May (10:32):
Exactly. And I find, you know, doing things
where you need, like, I know,Zapier has like a past feature.
But you know, in globey flow,you can have a flow that runs
like, you know, five to 10, orhowever many paths you need. But
with Zapier, it's like thiswhole, like heavy interface. So
you know, it does it, it's just,it's kind of a beast. So it's
easier if you just, you know,have an actual developer
interface to work through.
Absolutely, no, absolutely.
Jordan Fleming (10:55):
And have you found I mean, obviously
QuickBooks Online, one that you,you know, you're doing a lot of
working lately, or the momentwhere, you know, when people
come to you for integrations, oror, you know, they're coming for
you to because they're usinganother system, and they want
you to to make the process workwithin podio. Well, where do you
(11:21):
find, like, do you find yourselfever pushing back and saying,
Well, why don't you do this samething in podio? Or do you, you
know, or advising against? Howdo you feel the podio structure
fits against other systems,given that you're doing so much
of that integration?
Jacquelyn May (11:39):
Definitely. Yeah.
I mean, it happens all the time.
I have people who are using, youknow, other CRM tools, for
example, and they want tointegrate with that with podio,
where, you know, podio does CRMvery, very well. So there's,
there's really no reason not,you know, if you're already
using podio, for something else,why not just move your CRM
processes into podio, as well.
So there are a lot of caseswhere I push back, you know,
(12:00):
there's certainly software thathandles certain things that
podio doesn't do so well, likeinvoicing is one of them
Jordan Fleming (12:07):
QuickBooks tax?
I mean, why would you ever tryand build your own? Exactly,
Jacquelyn May (12:11):
there's no reason for that. My 100. Yeah, exactly.
So you know, there's no reasonto, you know, move all your
invoicing into podio, we can getthose two talking together,
great. But, you know, if there'ssomething like a CRM, or like
any sales tool, or like projectmanagement, they're trying to
get that to talk with podio,then there's no reason not to
just consolidate into one and Ifind, you know, there's usually,
(12:34):
you know, we say pushback, butthere's usually not a whole lot
of pushback, because when youexplain it to them, people are
usually more than happy toconsolidate their products, you
know, that's less that they haveto pay for. And it's also just
easier to have everything in onetool instead of having to, you
know, like, switch tabs andcontext, switch over to
somewhere else and teach people,you know, multiple different
products and stuff like that.
So, and plus, you know, ifthey're at the point where
(12:56):
they're hiring a podio partner,usually, they're already pretty
happy with podio. And they seethe value in it. So if they find
out that podio can handle acertain thing for them, they
probably just didn't realise it.
So then to hear like, Oh, podiocan actually accomplish this
really well for you, then great.
Jordan Fleming (13:11):
Like, that's a great point. If, if they're, if
they're bringing someone likeyou in chances are they're
bought in enough that really,the more you can make the podio
ecosystem sing for them, thehappier they're going to be
Jacquelyn May (13:23):
exactly like that's part of our jobs as
partners, right is to make surethat they're getting the full
value out of the tool. So a lotof times, it's just because
there's so much that you can dowith it. They just don't know
what they don't know. So, youknow, they're happy using some
other tool that they were usingbefore podio. And they hadn't
even thought about bringing thatover. So yeah,
Jordan Fleming (13:42):
it's part of our job. And QuickBooks is an
interesting one. Because I'vealways, you know, we've over the
years, we've done a relativeamount of work with different
sort of creative agencies oragency structures who tend to
start jobs on receipt of aninvoice payment, right, the
gear, much like probably most ofus where you know, you want to
(14:05):
play, you got to pay. We're notgonna do a lot on spec. And I've
always felt in an underutilisedpart of QuickBooks, people have
this fascination of pushingthings like, Oh, I want to
generate invoices. Okay. Yeah,great. That's easy. That's,
that's fine. But I've alwaysfelt an underutilised. One was
the ability to trigger workflowbased off things like paid
(14:27):
workflows, you know, or paidpaid invoices, etc. and really
being able to Saturday, checkthe moments where your team may
just be running ahead and doingwork that you've not been paid
for yet. And that kind ofintegration can actually provide
quite a bit of structure to makesure that bad decisions human
(14:49):
error doesn't. Doesn't happen,right?
Jacquelyn May (14:51):
Yeah, absolutely.
Like that's one of the reasons Ilike working with QuickBooks as
API so much is it's almost likepodio where they have just about
everything. They have web hooksto So you can say, you know,
payment comes in trigger a glowbefore webhook. Now let's look
it up, update the project, say,okay, green light.
Jordan Fleming (15:06):
Now it's okay.
Jacquelyn May (15:07):
Exactly, then they have like full look up to.
So on the podio side, you cansay, okay, someone is working on
this project, we need to go lookup in QuickBooks, make sure that
this is actually paid up. It'snot okay, we need to go tell
this person to cut it out andwait for the payment to come in.
So it's really, you know, justabout anything like it's very
rare that I run into somethingsomeone wants to do between
podium QuickBooks that I can'tdo it. I think it's really like,
(15:29):
one time there hasn't been it'sa good
Jordan Fleming (15:31):
API. It's Yes, it's all and I think your point
is incredibly, you know,important that I think a lot of
times people think of, ofworkflow as only about saving
time, right, manual labour,which, of course, is a early
part of it a lot of times, butactually, the point you just
made, you know, go look this up,has this been paid? Are we still
(15:54):
within the contracted amount?
No, generate an invoice and waittill it gets paid before we keep
going work? That's not aboutsaving someone five minutes of
time. That's about saving yourbusiness from overextending
themselves.
Jacquelyn May (16:09):
Definitely, yeah, that's a huge part of what I do,
too, is like, like you said, notjust improving efficiency, but
it's also just making surethings don't fall through the
cracks. Especially when you getto you know, like mid to large
size teams that have you know, alot of people with their hands
and their work, it can be reallyhard to make sure that kind of
like all the boxes are checkedbefore things move forward. So,
(16:30):
you know, a big part of what Ido is kind of building those,
you know, not even just checkingsomething like QuickBooks, but
just checking things withinpodio itself to say, okay, you
can't mark this item is completeuntil X, Y, and Z are complete
first, stuff like that.
Jordan Fleming (16:44):
Sure. And, I mean, those are all like, again,
great examples of workflow, notjust being about the nitty
gritty, you know, save fiveminutes from doing x, but
actually have a bunch of sanitychecking in ensuring that, that
the process that we've agreedthat we're going to file is
followed. And that I see thatfold down all the time. All the
(17:09):
time of that. And, you know,what you've just described is a
really interesting use case forthat. What sort of other I mean,
QuickBooks Online, what else seesort of your calendar stuff? Are
you talking? You know, just kindof the calendly invites things?
Or? Or do you? Do you findthere's, there's some
(17:31):
interesting things you're doingwith, with calendar integrations
that might be relevant topeople?
Jacquelyn May (17:36):
Not super, I think that just was fresh in my
mind, because I've been workingwith calendly a bit lately. So
it's just nice, you know, likesending emails, for example, out
of globey flow, you can say,Okay, well, depending on which
team members assigned to thisclient, I'm going to send this
email signature with thiscalendly link, that kind of
stuff. And then, you know, ithooks in with, you know, you can
set it up to hook in with yourpodio, calendar, Outlook,
(17:58):
Google, all that. So it's niceto you know, even though it's
not a direct podio integration,it's still it's like close
enough that you know, it feelslike they're tightly close
together. Yeah,
Jordan Fleming (18:09):
calendar calendar, things have been hot
on our minds lately, as well, Ithink mainly because office 365
You know, when you're dealingwith an office 365 environment
and a calendar, Zapier will fallwill will, will fall down for
you completely and and you know,so then you need some method of
(18:33):
authenticating a calendar anddealing with the ability to
create, edit, modify, delete allthose bits, right that Zapier is
just going to screw you on andnot not work. And we've been
having a lot of kind of bestpractice decisions around that
lately. For some reason. I don'tknow why.
Jacquelyn May (18:52):
Yeah, I try to avoid using Zapier for anything
calendar related for thatreason, I've just I've just run
into issues with it, it'susually better to just try to
figure out how to make podiowork directly with Office 365.
And just teaching people youknow what the limitations are,
so that you can kind of figureout like, what the process needs
to be for everyone and make surethat everyone's calendars are
(19:12):
reliable and staying updated.
Jordan Fleming (19:15):
You must have seen quite an evolution then, as
well, given your particularhistory around the sort of which
I think it's still called globeyflow inside of podio. The globey
flow workspace, I think, I don'tthink they've renamed I
Jacquelyn May (19:30):
think so. Yeah.
globey flow for podio users.
Yeah.
Jordan Fleming (19:34):
But you must have seen that quite a you know,
quite a history in that forumand in that kind of workspace
environment. And and really,that, you know, given the you
got involved and work throughthe globey flow, acquisition,
the transition of globey flowinto podio. And Citrix was an
(19:54):
interesting time for people. Oh,yeah. Not one that I think
necessarily was handledbrilliantly at times by CES. But
But an absolutely necessary one.
Jacquelyn May (20:08):
Yeah, absolutely.
Jordan Fleming (20:10):
Were you ever involved with the podio workflow
bet, you know that that kind ofthat theoretical nod to
workflow, which is like create atask?
Jacquelyn May (20:21):
So not not from a Yeah, not from a product
management perspective. So Ididn't help with the, like
design or anything. But ofcourse, you know, we all would
test things in alpha beforereleasing them even like to beta
and just make sure everythingmakes sense and stuff like that.
But I think if I recallcorrectly, that feature was
developed at the same time thatAndres was working on globey
(20:42):
flow. So when globey flowlaunched, it was kind of like,
Oh, my gosh, it's like, well,here's this thing that we've all
been testing, and very excitedto release. And Andreas has just
released this thing that justdoes 100 times more like okay,
well, we're gonna release itanyway. But we'll see how it
goes. So, you know, I mean, thetool was still, you know, good
for what it was it obviouslyjust didn't hold a candle to
what globey flow could do. Whichis why, obviously, Citrix ended
(21:06):
up purchasing it several yearslater. But yeah, I think the the
goal is to just kind of likerelease a, you know, simplified
version, and then build on itlater. But then, you know, when
someone already releasedsomething, that's,
Jordan Fleming (21:17):
you might as well work.
Jacquelyn May (21:19):
Yeah, let's just buy that. So yeah, it was very
interesting to see the productevolve from like a work
management tool to where youstore and organise things to a
full, like low code automationtool. So it's really just you
see, you know, the use casesevolve over time. And I think
that that's something that hasbeen really interesting to
(21:41):
watch.
Jordan Fleming (21:42):
It's a fascinating marketing exercise
as well. It's not one that Ithink Citrix necessarily gets
right a lot of the time. Butit's also a difficult one, I
have no, you know, I it'sdifficult for me, because you
can't you know, what, the momentyou put podio in a box, your box
is wrong. And and the moment youtry and you know, you try and
(22:05):
start going down the road, let'scompare podio as a CRM, you're,
you're missing the point, kindof right. And it's a tough one,
isn't it?
Jacquelyn May (22:15):
Yeah, I think that's always been the struggle
is what's the one liner todescribe what podio is, and
like, even, you know, workingwith podio for 10 years, like,
what isn't podio? That's thebetter question. So it's really
hard to describe and like thatmeans that it can be kind of
hard to like, get people onboard with it, because you
really have to get your handsdirty, and and used to, like
(22:36):
really see the value andunderstand why it's such a
unique tool. See, I think thatCitrix is definitely struggled
with that. But you know, no, Ithink they're starting to come
around. And, you know, embeddingthat into workspace, and I think
they're understanding that, youknow, the, the low code
automation is huge. And it's,you know, becoming, I mean, now
there's like a fancy term,right, like low code, that's
kind of a new thing that peopleare, you know, starting to get
(22:58):
on board with, I know otherproducts like air table, or are
starting to add their ownautomation. So I think that's
kind of where things are going.
And Citrix is is privy to that.
So hopefully, we'll start to seesome cool things coming out.
Jordan Fleming (23:12):
Yeah, it would be you know, I, I go up and down
every day on my, you know, my,my emotional spectrum of of
every day I go up, and I don'teven build anymore, like I've
not built in podio for twoyears. Oh, wow. Probably like,
(23:36):
not really. I mean, I, you know,the team does, but I don't I
mean, I like Jesus, I wouldn'teven know, half the time with
it, whatever the team does, I'mjust like, holy shit, I have no
idea. You know, technically,we've, we've got this. For those
who don't know, obviously, ifyou're in podio, you know, that
there's the there's the directmessage chat functionality. And
(23:56):
we've got a lovely chat group ofpodio partners that is, is quite
fun and useful as well, peoplehelp each other. But half the
time when you guys are, youknow, talking about problems
you're having, I'm looking atand going. No idea what this
even mean. I think
Jacquelyn May (24:13):
it's also because by the time we get to the point
where we're reporting a problemin there, it's like we've
exhausted every other option. Soit's like, you know, we're the
people who know the most aboutthe inner workings of podio. So
if we're having a problem, it'sprobably a pretty tough one. So,
you know, last week, I think Iposted something I was like, if
they haven't heard of this, thenno one's heard of this. And I'm
just out of luck. So I thinkthat's just kind of how it is
(24:35):
like sometimes, you know, I'llsee other people posting there.
I'm like, I have no idea whatthey're talking about. So I'm
just gonna let that go.
Jordan Fleming (24:41):
Well, I do you know, I've had more and more
feeling that you know, thatthat, that lead podio B podio.
To do what podio does best. Andthen surround podio by really
good tools, where, where it'snecessary, and we certainly find
it You know, we've done atremendous amount of
externalising podio, data datalately. Did you do any of that?
(25:06):
Really?
Jacquelyn May (25:07):
I haven't No, I I'm getting to a point where
some of my clients are gettingto the point where they should
consider, you know, buildingtheir own, like external
database. I've just I've neverdabbled in that. But it's
something that I probably shouldlook into expanding my my
knowledge of grabbed
Jordan Fleming (25:22):
grab 30 minutes with Andrew, he's okay. He I'm
not kidding. He's, he'sincredibly impressive in from to
me, given that he came intothis, not with a technological
love, but no background incoding. And like, like most
people, like, like, probablyyourself and me and all that.
But the the limit, he's nowtaken it to in terms of have the
(25:46):
ability to code the, you know,the, the work that he's dude
does, for all of these systems,we build that interact with
podio, and push and pull and doand display and chart all this.
I'm constantly like Jesus. Butit also, from a podio
perspective, I think it's areally great one to look at,
(26:08):
because it just fills it fillsthat little gap where people
want to see their data or sharetheir data in a in a way that
potent, the podio interface isjust going to kill you on forget
calc fields that we all know islike, the worst thing. Yeah,
(26:30):
just, you know, there's just I,the podio UI is a double edged
sword. It is, on the one hand,brilliant, because it absolutely
makes building a great strongproduct possible quickly. On the
other hand, it is sorestrictive, that most business
knows people just go Oh, God.
Right.
Jacquelyn May (26:48):
Yeah, I do think it's really impressive to see.
And because it was built APIfirst, just to see all of the
really cool extensions that havecome out of it, you know, like
smartphone, obviously, andglobey flow, but, you know,
people kind of find thosemissing gaps and fill them in,
because it's so easy to justbuild something that works on
top of podio. So, you know, Ithink that's kind of where it's
(27:09):
found its places, it's thecentral hub, and then you can
kind of build what you need towork on top of it. So that's
been really cool to see as well.
I think that's kind of whatCitrix is leaving out to it's
like, well, we don't really needto build all these new features.
Everyone else is just kind ofbuilding them for us. And then
if people want to pay for thatexternally, then great.
Jordan Fleming (27:27):
I see I agree with you. I mean, I'm selfishly
agreeing with you, obviously,not one of them. But but but but
I actually, you know, I agreewith you in the sense of why
tried to make podio be allthings in terms of its
development, when actually theextensions allow you to build
very specific use cases. Andreally, really well and
(27:49):
otherwise Citrix would be stucktrying to, you know, like be all
things to all people in allways, you know, you know, that's
impossible.
They're gonna be they're gonnaruin podio.
Jacquelyn May (28:01):
Yeah, I think if you asked anybody, even if just
like partners, what are your topfive features that you would
love to add to podio, everysingle person would have five
completely unique new features.
And like, that's just how it islike, and like your top five
might seem super obvious to you.
You can't believe they don'thave it yet. But that might be
at the bottom of everyone else'slist. And I think that's just
(28:21):
kind of how it is. And that'swhy it's it's kind of hard to
find the direction for podiobecause everyone has their own
wish list and you can't makeeveryone you know, perfectly
happy.
Jordan Fleming (28:31):
I understand. I think I think Citrix is has I
think Citrix has got it right. Ithink you're right, I think
you've hit the nail on the head.
Actually, I think they've got itright. If they can just nip up
performance. Yeah, then I thinkthey are right in in the way
they are going with it and notbeing just like, you know, every
quarter someone will pipe up onglobey flow and be like, boom,
(28:52):
boom. Like, it's you can tellyour watch by it, right? It's
like every, you know, threemonths, someone pitches. And I,
but I think you've hit itcompletely right, let, let podio
be podio let everything else beeverything else. And as long as
podio functions. Well, whenpodio sings, it sings. It does
(29:14):
is just that it sometimesdoesn't sing.
Jacquelyn May (29:21):
Not all the time.
Sometimes it's not in the mood.
Jordan Fleming (29:24):
You guys struggle like you're in PST,
right? Yeah. You got I don'tknow. Do you guys get the
because Joel was saying theother night we had a partner
podcast, a podcast with Joel andPete calf and Mike dementor. And
he was saying that the PSTpeople don't get much of the
(29:44):
bad. No,
Jacquelyn May (29:45):
yeah, I think I'm fortunate enough to sleep
through most of it. I think Ithink it's East Coast morning is
when you start to really see itand then you know, by the time
we sit down in the morning, likeeight, nine o'clock, it's like
maybe just starting to To peterout a little bit. So yeah, I
think we're pretty lucky in thistimezone. But I definitely hear
(30:06):
from my East Coast clients of,you know, what's going on every
single morning. By i think ithink you're right is and I know
that, you know, that is thepodio team's focus to is
stability and you know,performance. And it's really
hard, like, when you see likehow much people are doing with
the system, like even some of myown clients, you know, it's
like, there's like millions ofactions. It's crazy. So it's,
(30:29):
it's already pretty impressivethat they're able to keep up
with what they do keep up with,and it's, it's multiplying,
like, every few months. So it's,you know, it's not an easy task.
No,
Jordan Fleming (30:38):
No, it isn't.
And I don't have any, I don'thave any illusions that it is,
either. Because I also, I mean,even just, you know, I know, the
infrastructure work we've donein smartphone to make sure that
we can cope with, you know,upwards of 1.8 million minutes
of calls every month now. And,you know, that, that, that
doesn't sound like a lot, butevery one of those needs to be
(30:59):
processed, maybe head right. Andthere needs to be seamless, it
needs to sing. So yeah, whenyou're talking about billions of
actions, which is what the pw ais doing, you know, and and all
of these calc fields and allthese things, you do get a
scope, a sensible scope for whyit's, it's not an easy thing,
Jacquelyn May (31:24):
right. And people are always finding creative ways
of breaking it too. Becauselike, you know, they have
throttling and all that. But youknow, every once in a while
someone will come up with somekind of calculation that by some
ways it like is grabbing toomuch and calling like, endless
loops or something. So it'slike, it's it's like, you have
to patch every hole. And peopleare very creative about finding
new ways making new holes. So
Jordan Fleming (31:45):
when you've seen the, you know, you're one of the
very few partners, actually, Iguess it's probably just you and
Bill,
Jacquelyn May (31:54):
who used to work for Citrix? Yeah, yeah. So one
of my former colleagues, Brittshe was a partner for a while
and yeah, now she does notanymore. No. So those are the
only ones I know of those.
That's just the three of us.
Jordan Fleming (32:07):
I met Britton, Copenhagen. She came? Yes.
Because she lived in Copenhagenfor
Jacquelyn May (32:13):
she did. So she worked in the San Francisco
office with me when I first washired, but then she she would go
back and forth. But I think shewas primarily in the US. And I
don't know what she's up toanymore. But yeah, so she was
doing real estate. Yeah, realestate stuff for a while.
Jordan Fleming (32:28):
And I met her I think the first time we ever did
a podio partner meetup, theEuropean ones that went for,
well, they were going strongevery year until she built
Jacquelyn May (32:39):
the partner programme originally to like,
that was all her. Nice, I thinkso. Yeah, maybe it's a long time
ago, but I'm pretty sure she'sthe one who like built and ran
it the first time. I remembershe, we had a big partner
conference in man, it must havebeen 2013. He's like, very early
into my podio career. But youknow, we brought all the
partners in San Franciscooffice. And that was kind of
(33:00):
like their kickoff. But yeah,that was a very long time ago.
Jordan Fleming (33:05):
Wow, amazing.
Amazing. And in terms of like,Are there any, you know,
obviously, I'll post on thepodcast, all of your links, and
you know how people can findyou? Because, of course, you
know, finding a good podiopartner is a great thing, if
you're trying to scale yourpodio system. And Jacqueline's
got an enormous amount ofexperience. Are there any
particular sectors that youknow, really well? Is there
(33:26):
anything you really like? Just,you know, give us you a bit more
on what how you like to look forpeople you'd like to work with
things you'd like to do aboutpodio? so people know. Sure.
Jacquelyn May (33:38):
Yeah. So I've kind of fallen into a solar
niche. I worked full time on thepodium environment for a solar
company, shortly after I becamea partner. So I, I learned all
the ins and outs of solarproject management. So that's,
you know, solar constructioncompanies putting panels up on
people's roofs. And it soundssimple, but it turns out,
(33:59):
there's a whole heck of a lotthat goes into it. So I I've
become a bit of an expert onthat process. So
Jordan Fleming (34:08):
we've got a couple clients. So it's good to
know,
Unknown (34:10):
we've got a resource, I know if I can help
Jordan Fleming (34:12):
it, because you're very right. It is a very,
there's a lot of specific thingsin this
Jacquelyn May (34:17):
market. Yeah. So like, the first client that I
worked with, it was it was fulltime for about nine months to
get kind of like everything upand running. And it's because,
you know, it takes a lot of timeto like, you know, meet with all
the different teams learn whatthey do. Okay, how do we
translate this into podio? Howdo we make sure that everyone
knows how to use this? And, youknow, like we were talking
before, how do we make surethings don't fall through the
(34:37):
cracks? Because in in that usecase, there's a lot of different
handoffs between teams, becauseyou know, you have like
designers figuring out payloadsand you have to communicate
with, you know, permitting, thenkick that off to the instal
crew, and it's like, there's alot of handoff that needs to
happen. So it can be really easyfor things to slip through if
you don't have the systems inplace to kind of notify people
(34:59):
Hey, This project has been in,you know, this stage for five
days or whatever, probably needto follow up and make sure like,
are we waiting on something? Ordo we need to, you know, remind
someone that they need to followup on this
Jordan Fleming (35:11):
one also that you bring a phenomenal good use
case for a number of reasons. Ithink there's a, there's also an
enormous sales drive within asort of the solar industry,
right? There's an enormouselement of prospecting, prospect
management, follow upsequencing, you know, and, you
(35:32):
know, there's, you know, evenbefore the complexities of
running a solar project fromstart to finish, once you've won
it, there's a huge, it seems tome from the ones we've worked
with an enormous prospectinglead gen, elements of leads
coming in from different sourcesand door knocking, and this and
that, that, and there's a lot ofmix in there to make sure you
(35:53):
don't duplicate that you getworkflow properly, you follow up
you schedule appointments, andall that. That comes into two,
right?
Jacquelyn May (35:59):
Definitely, yeah, and every company does it
differently. So it's one ofthese weights, it's been really
interesting for me to workbecause I now have several solar
clients. But you know, somepeople have their own internal
sales teams, some people onlywork with third party dealers,
some people do some mix of thetwo. So you have to kind of
figure out how to make a systemthat can manage all of that. And
(36:20):
I've actually found proxy miniapps are incredibly helpful for
that, because they say, Okay,well, now, how do I give my
dealers access to just theirprojects, and let them you know,
upload their files, utilitybills, all this stuff? It's
like, well, proximity is perfectfor that. Because, you know, you
could use the item share tool,but they're gonna hate that,
because then you have the sharedpage and not theirs. You can't
(36:41):
do that. So yeah, I have gottena lot of people set up with mini
apps, and it works great forexactly that purpose.
Jordan Fleming (36:48):
Yeah, many apps have been, if there was
something that Andreas like, onthe Hall of Fame of things,
Andreas has knocked out of thepark, which is a pretty big
fucking Hall of Fame.
Jacquelyn May (37:01):
Top there, right.
Jordan Fleming (37:02):
He's up at the top. And I love him dearly. And
I can't wait to be able to dochicken wings and drink beer
with them again, which is whatwe do someday. But on his top
Hall of Fame bits, obviouslyglobey flow is is at the top
because like it revolutionisedpodio, I mean, podio wouldn't
have been where it is now. But Ithink many apps, you know, proc
(37:26):
foods brilliant, but the miniapp concept and the way you can
structure mini apps and bringthem, you know, the multi
layered approach and, and like,like, as you say, show them
this, they can click in they cando this, but they can do that,
but being able to build those soquickly. And so, you know, just
I, to me, that's just, it is ahidden if you don't, if you
(37:50):
don't use many apps, if youhaven't explored them, I think
it's something every developeror every person who is serious
about podio should take a lookat.
Jacquelyn May (37:57):
Definitely, totally agreed. It honestly
wasn't the first time that Iused it, it was almost like that
the podio aha moment when yourealise like all the value that
it can bring, it's like miniapps like, Oh my gosh, there's
so many different ways I can usethis, I have so many different
people who would love somethinglike this. And I even know
people who have paid developers1000s of dollars to make custom
login portals that basically dowhat a proximity app could do.
(38:20):
So it just adds so much value.
And especially because likepodio, you know, does not have
the best access controls. Thatreally gets around it. Like when
people want to like, Oh, Iwanted to share a specific view
with someone, it's like, welljust use a mini app. And that'll
take it right care before you
Jordan Fleming (38:35):
while you're on the you're 100%. Right. I think
the only drawback to theminiapp. And why we still use,
we still build custom portalsfor a lot of clients is you can,
when you're dealing with lots ofdata, the speed of filtering
through that data and in miniappis going to necess is going to
(38:56):
be slow. Whereas if you aredealing with like I love the
mini app environment isabsolutely brilliant. The moment
the data set you're going to beinteracting with is too large,
it's going to slow to a crawl.
And that's where if you aredoing like a hook sync to a SQL
database, you can you know, youcan filter through 20,000 40,000
(39:19):
Records in a split second thereany app is gonna crawl for that.
So there's a horses for coursesthere. But I think the miniapp
is I agree with you on a percentman. It's it is an aha moment of
the ability to to externalisepodio. I call it the I shouldn't
because it's been mean but it'sa bit. It's the cheap and nasty
(39:42):
way of externalising. poda podidata. And it's 100% brilliant.
Jacquelyn May (39:48):
Yeah, and there are some other options too. I
mean, like, you know, globeyflow has like this, the CMS ama
and there's another there's likew au portal. I don't know if
you've ever asked for Yeah, Iguess. But yeah. I just find,
you know, Prague for many apps,it's it's just the best and the
easiest way to do it. And Ireally liked it, you know, you
can customise the way it looksto pretty easily because a lot
(40:11):
of people, like I set it up forpeople who just want it because
of branding. They're like, Ijust need to show someone and I
need my logo.
Jordan Fleming (40:17):
And it's not blue and podio.
Jacquelyn May (40:18):
Yeah, like, Alright, many apps the way to
go. Yeah, I
Jordan Fleming (40:22):
agree. And I mean, do I also find it and I'll
be curious to get your input onthis. But I think that your my
view of podio has always been,it's a, it's a very difficult
system to learn, you know, it'sgonna take you two to three
months to get over the podio.
hump and, and really sing withpodio. And if you have got
(40:43):
someone who only needs to gointo podio, once a week, or once
every couple weeks, they'renever gonna do it. And they're
gonna hate every second of it.
So give them a mini app. Don'twait, don't make them don't just
don't do it. Like,
Jacquelyn May (40:57):
yeah, that's a really good point.
Unknown (40:59):
Don't do it, it's gonna
Jacquelyn May (41:00):
save it to them in a spreadsheet. So you know,
it's something familiar, andthey can see the data they need.
And that's it.
Jordan Fleming (41:06):
The people who work in podio on a day to day
basis, and get over that coupleof weeks, or months of like,
once they get over that. Yeah, Ithink most people that I've ever
seen just fly, they Yeah, theyjust run the table, and then you
can build in new stuff. Andthey're like, okay, you know,
like, no problem. But the peoplewho if you're, if you're, if
(41:28):
you've got customers, or you'vegot people in your organisation
that need to do like one thingevery couple of weeks, don't.
Jacquelyn May (41:35):
Yeah, it's not really for them. Yeah, and I
don't think podio is, I mean,you can definitely get very
complex with it. But at leastfor the end user, who just needs
to kind of you know, interactwith some apps, it's not
terribly complex, it just takestime to get used to because it's
fast. So it just takes a lot oftime to figure out, you know,
where do I need to click? What'sthe structure? There's a lot of
little tiny buttons that's like,Okay, well, where's the filter
(41:56):
menu and all this stuff. Sothat's why it takes time. It's
not that it's it's difficult.
It's just
Jordan Fleming (42:01):
you're absolutely right,
Jacquelyn May (42:02):
figuring out like getting in the habit
Jordan Fleming (42:04):
of where to go and where to click. It's
familiarity. And once you onceyou live, once you breathe podio
then you're may it's amazing,but you're not you're I think
you've hit it exactly right.
It's it's just, you got to getover that little bit of Oh,
Jacquelyn May (42:22):
yeah. And then you find that it's not too bad.
But yeah, I'm sure I don't knowif it's Randy, when you were
doing build outs, but sometimeson screenshare it's like, it's
such second nature to me nowthat I'll just be clicking
around like oh, filter here.
They're like, wait, wait, wait,slow down. What was that? Like?
Oh, okay. Yeah, I have toremember, not everyone is click
this tiny little button 10million times. So you have to
like kind of
Jordan Fleming (42:41):
chat with Andrew Bell, because I'm forever being
like, slow down. You know, youwill be on a client call and
he'll be like, so all you do isyou're
Unknown (42:54):
going all the time.
Jacquelyn May (42:56):
Then you see them start to glaze over like okay, I
messed up.
Jordan Fleming (43:00):
Now as well.
Jacqueline, I really appreciateyou coming on the podcast, I'm
excited to finally get a chanceto chat to you. I can't highly
recommend people drop jack onthe line. I'm going to be
posting the contact informationon the podcast homepage in the
podcast description andeverything. If you're looking,
you know for help with podioglobey flow, integrations, all
(43:23):
that sort of thing. Please dropa line and Jacqueline. It's an
absolute pleasure to finally geta chance to chat with
Jacquelyn May (43:31):
you as well.
Jordan, thank you so much forhaving me. It's great to chat
with you.
Narrator (43:35):
You've been listening to a supercharged with Jordan
Samuel Fleming. Subscribe todayon iTunes, Google Play or
Spotify for your weekly diveinto how you can supercharge
your business by making itpowered by podio Be sure to
check out our website we aregame changers.com where you can
learn more and arrange a 30minute call with Jordan Dale. Do
(43:57):
you understand how podiosupercharges you
Welcome to powered by podio automation is everything.
supercharge your business withpodio. Get ready for another
episode of supercharged withJordan Samuel Fleming your
weekly dive into the awesomeimpact workflow and automation
you can have on your businesswhen it's powered by podio. Join
(00:22):
us each week as we learn fromthe top podio partners in the
world as we investigate systemintegrations and add ons and
hear from real business ownerswho have implemented podio into
their business. Now, join yourhost Jordan Samuel Fleming, CEO
of Gamechangers for this week'sepisode.
Jordan Fleming (00:45):
Hey, everybody, and welcome to this week's
episode of supercharged! I'myour host Jordan Samuel Fleming,
here to talk all about the powerof workflow and automation when
your business is powered bypodio. Now this week, I'm
delighted to be joined byJacqueline may of zooli.
consultancy now, Jacqueline is apodio partner, who I have known
(01:07):
for years in a virtual sense,I've known she's existed. And
I've seen her across the podioecosystem. And that's because
Jacqueline actually jumped thefence. She used to work for
podio and citric she used to beinvolved right out of the gate.
With the development of podio.
From a support point of view,and grew with the company. We
talked a bit about how she gotinvolved about our journey
(01:29):
within the orcas ecosystem. Andthen how she has now spun this
out into a very successfulpartner business where she is
helping people enact podio intotheir own businesses. It's great
chat, it's great for me tofinally get a chance to chat to
Jacqueline, after so many yearsof seeing your name, we get to
(01:50):
learn a bit about some of herfocuses some of the areas that
she works in a lot. And ofcourse her amazing experience in
podio. I do of course alwaysinvite you to check her out on
her website. And of course, thelink is in the podcast page. As
always, please, please, pleaselike, subscribe, give us a view,
give us a star rating onwhatever platform you're
(02:14):
listening to this, it reallydoes help to promote the podcast
and make sure that as manypeople as possible learn about
the power of podio. Thanks verymuch. And let's join me on my
chat with Jacqueline. And I'lldo that and I'll just we'll just
kick off. I've started recordingalready. And so I mean, you and
I've not really ever met much.
(02:38):
Um, comparatively.Yeah, I don'tknow if we've ever met in
person, which which is a podiopartner. It's a bit like it's,
it's a pretty small pool. Andyeah, you and I have not really
met, although, obviously I seeyou. quite active within the
partner community. How long haveyou been with to two questions?
(03:00):
How long have you been a podio?
partner? And how did you makethe journal journey to that?
Jacquelyn May (03:07):
So I've been a podio partner since 2017. I
actually got my start up, as I'msure you know, working on the
podio team. So I worked forCitrix starting in 2011. I was
actually working in SantaBarbara in their call centre for
the go to product. So doing techsupport for go to my PC, go to
bt, you know, people can join ameeting, they call me. So I
(03:31):
joined the podio team veryshortly after the Citrix
acquisition. I was lucky enoughthat I had just moved up to San
Francisco. And the a positionopened up on the podium is 14 so
I was actually one of the firstAmericans that they hired. And
so I definitely jumped on thatopportunity. Because you know,
podio is super cool product islike, you know, the new cool
(03:52):
thing at Citrix and also justgetting into the San Francisco
office like there was limitedtheir help shop.
Jordan Fleming (03:58):
Didn't they did right. Like, yeah, something in
my head.
Jacquelyn May (04:02):
It was on, like sixth and mission Street in San
Francisco. Like not a good area.
Oh, no, I was Dallas before thatposition. But I did hear stories
about it was Casper andChristian. I think I think they
lived there too. And they did alittle pop up shop. But I only
heard stories of it. I never gotto see it.
Jordan Fleming (04:20):
I remember I like I I've been I've been podio
filed for so long. And Iremember that. I do remember
that. But so you started out. Soyou migrated you moved over to
podio. And and what was so whatwas the role at that point then?
Jacquelyn May (04:38):
So at that point, so I joined at the exact same
day as Sarah So Sarah and I werekind of counterparts so she was
in the you know, Europe supportand then I was us support. So
they really just needed somebodyyou know, at that point, it was
like developers were stillhandling every technical ticket
that came in and so it'sbasically we need somebody to be
on the front lines and then youknow, obviously you know
(04:59):
something He needs to go todeveloper than it does. So, you
know, we were just kind ofcovering all of the frontline
channels. At that point. It wasjust, you know, support tickets
via Zendesk community forums.
And then like a few other likelittle outreach channels. Like
we had I don't know if youremember we had a, an account
that we named Sarah Mae. So wejust kind of combined ourselves
together and every new person tosign up for podio got an
(05:20):
automated message for
Unknown (05:27):
both of us. Oh, my
Jordan Fleming (05:28):
God, that's taken. Yeah, I remember I had
to, I remember because this wasback when you we still at the
affiliate sort of pro or thewhatever the hell it was called
programme. And I remember beinglike, bet, you know, begging
someone in Citrix to stop thatfor my new clients. Because they
were getting confused. Yeah,they were like, wait, wait, I
(05:49):
thought why is this personmessaging me, I
Jacquelyn May (05:51):
you know, that I definitely got a lot of like,
half the response to new getwhere people just kind of
confused, who are you? Like, doyou work for my company? or?
Yeah, that was, like, you know,part of the struggle when you
sign up for podio is, you know,it's kind of just this blank
slate, you don't know whatyou're doing. So it can be
helpful to get, you know, alittle pop ups like, Hey, I'm
here with any questions. So, youknow, it, I think it was, you
(06:12):
know, a successful, you know,channel that we offered for
people, but it definitely didcause a little confusion as
well.
Jordan Fleming (06:18):
Wow, okay. Yeah, I do. I, you've totally brought
me back that taking me back alot of years now, in my podio
journey, because I'd forgottenthat completely cheese was a
Jacquelyn May (06:31):
lot of a lot of little tidbits. But yeah, so
then I was just handling kind ofall us support for for several
years. And then, you know,eventually, obviously, the
product grew. So they hired ateam out in Raleigh. And yeah,
so I've been a partner since2017. So, you know, I was lucky
enough to, you know, workthrough the globey flow
acquisition. So then I got puton globey flow support and got
(06:53):
to, you know, learn the ins andouts of that, which ended up
being crucial to being apartner. You know, that's the
vast majority of what we do. SoI really just had all the tools
that I needed to start my ownbusiness. And, you know,
luckily, I still have manycontacts at Citrix. So that's
where I was able to get my firstfew clients. And then just from
that, it's been really great
Jordan Fleming (07:13):
as well. Nice.
And, and so moving then to, youknow, working on a day to day
basis, developing, implementing,supporting on a more hands on
basis, then, are you you know,are you focused on really like
the podio globey flow, but areyou focused on the extension
(07:35):
bit? Are you focused on thebusiness process development
type thing? What's, how do youfind you've approached it given
particularly given you've comeout of a Citrix environment,
which is a very different beastthan that?
Jacquelyn May (07:54):
Yeah. So I mean, it's kind of just whatever the
client needs, you know, a lot oftime that ends up just being,
you know, podio and globey flow,but I do a lot of integrating to
external systems as well. So youknow, QuickBooks Online, you
know, calendly, you just, youreally just any other tools
people are using, you know, aslong as it has an API, of
course, like as you know, likepodio can integrate with it. So,
(08:15):
you know, podio and globey floware definitely my heavy focus.
But I've also just expanded, youknow, my capabilities to be able
to really work with anythingthat people need. I do a lot of
work with Zapier as well. Iprefer to just go directly
through API's when possible, butsometimes people are kind of set
with Zapier, so we'll do that,too.
Jordan Fleming (08:35):
Yeah, I've been dissuading people this week
actually about using Zapier. I,it's not that I'm adverse to the
tool like I it has its place.
But I will you know, if thechoice is go direct to the API,
or go via Zapier 100% time,it'll be go direct to the API.
Jacquelyn May (08:54):
Definitely, yeah, like a lot of the integrations.
It's like, I do a lot ofintegrating with QuickBooks
Online, just that's kind of justwhat's landed in my lap. And
they have a really robust API,and it's just so easy to work
with. And sometimes people willcome to me and say, Well, I see
Zapier does this, why can't Ijust set this up? And you can
say, Well, you know, you couldset it up in Zapier, and it'll
take me an hour versus the fiveplus or however many hours to
(09:17):
set up the API, but it's notgoing to do everything you want.
It's going to be you know,probably slower, it's not going
to like have like, all the fullfunctioning that you want. So,
you know, you can definitely gowith the bargain bin version,
but you know, my recommendationis just do it right the first
time then we're not gonna haveto, you know, pay double to then
go back and rebuild it all.
Jordan Fleming (09:36):
Yeah, and I don't know what you think, but I
certainly feel like there's a Ithink there's been a I think
people, I think people assignedto Zapier a greater capability
than it has, I mean, and I thinkthat there's, you know, globey
flow such globey flow spoiled usin terms of writing terms of
(10:00):
drag and drop, or wiziwig typeinterface where you can work
with the API globey flowexporter first, because it's
only for podio. It means it goesso deep into the platform.
Whereas Zapier is only meant totouch the skin, you know, and
the moment you want to create,but then update or delete the
(10:23):
thing you've created. That's it,where everything goes to shit
when it comes to Zapier, and AIgives you what you need.
Jacquelyn May (10:32):
Exactly. And I find, you know, doing things
where you need, like, I know,Zapier has like a past feature.
But you know, in globey flow,you can have a flow that runs
like, you know, five to 10, orhowever many paths you need. But
with Zapier, it's like thiswhole, like heavy interface. So
you know, it does it, it's just,it's kind of a beast. So it's
easier if you just, you know,have an actual developer
interface to work through.
Absolutely, no, absolutely.
Jordan Fleming (10:55):
And have you found I mean, obviously
QuickBooks Online, one that you,you know, you're doing a lot of
working lately, or the momentwhere, you know, when people
come to you for integrations, oror, you know, they're coming for
you to because they're usinganother system, and they want
you to to make the process workwithin podio. Well, where do you
(11:21):
find, like, do you find yourselfever pushing back and saying,
Well, why don't you do this samething in podio? Or do you, you
know, or advising against? Howdo you feel the podio structure
fits against other systems,given that you're doing so much
of that integration?
Jacquelyn May (11:39):
Definitely. Yeah.
I mean, it happens all the time.
I have people who are using, youknow, other CRM tools, for
example, and they want tointegrate with that with podio,
where, you know, podio does CRMvery, very well. So there's,
there's really no reason not,you know, if you're already
using podio, for something else,why not just move your CRM
processes into podio, as well.
So there are a lot of caseswhere I push back, you know,
(12:00):
there's certainly software thathandles certain things that
podio doesn't do so well, likeinvoicing is one of them
Jordan Fleming (12:07):
QuickBooks tax?
I mean, why would you ever tryand build your own? Exactly,
Jacquelyn May (12:11):
there's no reason for that. My 100. Yeah, exactly.
So you know, there's no reasonto, you know, move all your
invoicing into podio, we can getthose two talking together,
great. But, you know, if there'ssomething like a CRM, or like
any sales tool, or like projectmanagement, they're trying to
get that to talk with podio,then there's no reason not to
just consolidate into one and Ifind, you know, there's usually,
(12:34):
you know, we say pushback, butthere's usually not a whole lot
of pushback, because when youexplain it to them, people are
usually more than happy toconsolidate their products, you
know, that's less that they haveto pay for. And it's also just
easier to have everything in onetool instead of having to, you
know, like, switch tabs andcontext, switch over to
somewhere else and teach people,you know, multiple different
products and stuff like that.
So, and plus, you know, ifthey're at the point where
(12:56):
they're hiring a podio partner,usually, they're already pretty
happy with podio. And they seethe value in it. So if they find
out that podio can handle acertain thing for them, they
probably just didn't realise it.
So then to hear like, Oh, podiocan actually accomplish this
really well for you, then great.
Jordan Fleming (13:11):
Like, that's a great point. If, if they're, if
they're bringing someone likeyou in chances are they're
bought in enough that really,the more you can make the podio
ecosystem sing for them, thehappier they're going to be
Jacquelyn May (13:23):
exactly like that's part of our jobs as
partners, right is to make surethat they're getting the full
value out of the tool. So a lotof times, it's just because
there's so much that you can dowith it. They just don't know
what they don't know. So, youknow, they're happy using some
other tool that they were usingbefore podio. And they hadn't
even thought about bringing thatover. So yeah,
Jordan Fleming (13:42):
it's part of our job. And QuickBooks is an
interesting one. Because I'vealways, you know, we've over the
years, we've done a relativeamount of work with different
sort of creative agencies oragency structures who tend to
start jobs on receipt of aninvoice payment, right, the
gear, much like probably most ofus where you know, you want to
(14:05):
play, you got to pay. We're notgonna do a lot on spec. And I've
always felt in an underutilisedpart of QuickBooks, people have
this fascination of pushingthings like, Oh, I want to
generate invoices. Okay. Yeah,great. That's easy. That's,
that's fine. But I've alwaysfelt an underutilised. One was
the ability to trigger workflowbased off things like paid
(14:27):
workflows, you know, or paidpaid invoices, etc. and really
being able to Saturday, checkthe moments where your team may
just be running ahead and doingwork that you've not been paid
for yet. And that kind ofintegration can actually provide
quite a bit of structure to makesure that bad decisions human
(14:49):
error doesn't. Doesn't happen,right?
Jacquelyn May (14:51):
Yeah, absolutely.
Like that's one of the reasons Ilike working with QuickBooks as
API so much is it's almost likepodio where they have just about
everything. They have web hooksto So you can say, you know,
payment comes in trigger a glowbefore webhook. Now let's look
it up, update the project, say,okay, green light.
Jordan Fleming (15:06):
Now it's okay.
Jacquelyn May (15:07):
Exactly, then they have like full look up to.
So on the podio side, you cansay, okay, someone is working on
this project, we need to go lookup in QuickBooks, make sure that
this is actually paid up. It'snot okay, we need to go tell
this person to cut it out andwait for the payment to come in.
So it's really, you know, justabout anything like it's very
rare that I run into somethingsomeone wants to do between
podium QuickBooks that I can'tdo it. I think it's really like,
(15:29):
one time there hasn't been it'sa good
Jordan Fleming (15:31):
API. It's Yes, it's all and I think your point
is incredibly, you know,important that I think a lot of
times people think of, ofworkflow as only about saving
time, right, manual labour,which, of course, is a early
part of it a lot of times, butactually, the point you just
made, you know, go look this up,has this been paid? Are we still
(15:54):
within the contracted amount?
No, generate an invoice and waittill it gets paid before we keep
going work? That's not aboutsaving someone five minutes of
time. That's about saving yourbusiness from overextending
themselves.
Jacquelyn May (16:09):
Definitely, yeah, that's a huge part of what I do,
too, is like, like you said, notjust improving efficiency, but
it's also just making surethings don't fall through the
cracks. Especially when you getto you know, like mid to large
size teams that have you know, alot of people with their hands
and their work, it can be reallyhard to make sure that kind of
like all the boxes are checkedbefore things move forward. So,
(16:30):
you know, a big part of what Ido is kind of building those,
you know, not even just checkingsomething like QuickBooks, but
just checking things withinpodio itself to say, okay, you
can't mark this item is completeuntil X, Y, and Z are complete
first, stuff like that.
Jordan Fleming (16:44):
Sure. And, I mean, those are all like, again,
great examples of workflow, notjust being about the nitty
gritty, you know, save fiveminutes from doing x, but
actually have a bunch of sanitychecking in ensuring that, that
the process that we've agreedthat we're going to file is
followed. And that I see thatfold down all the time. All the
(17:09):
time of that. And, you know,what you've just described is a
really interesting use case forthat. What sort of other I mean,
QuickBooks Online, what else seesort of your calendar stuff? Are
you talking? You know, just kindof the calendly invites things?
Or? Or do you? Do you findthere's, there's some
(17:31):
interesting things you're doingwith, with calendar integrations
that might be relevant topeople?
Jacquelyn May (17:36):
Not super, I think that just was fresh in my
mind, because I've been workingwith calendly a bit lately. So
it's just nice, you know, likesending emails, for example, out
of globey flow, you can say,Okay, well, depending on which
team members assigned to thisclient, I'm going to send this
email signature with thiscalendly link, that kind of
stuff. And then, you know, ithooks in with, you know, you can
set it up to hook in with yourpodio, calendar, Outlook,
(17:58):
Google, all that. So it's niceto you know, even though it's
not a direct podio integration,it's still it's like close
enough that you know, it feelslike they're tightly close
together. Yeah,
Jordan Fleming (18:09):
calendar calendar, things have been hot
on our minds lately, as well, Ithink mainly because office 365
You know, when you're dealingwith an office 365 environment
and a calendar, Zapier will fallwill will, will fall down for
you completely and and you know,so then you need some method of
(18:33):
authenticating a calendar anddealing with the ability to
create, edit, modify, delete allthose bits, right that Zapier is
just going to screw you on andnot not work. And we've been
having a lot of kind of bestpractice decisions around that
lately. For some reason. I don'tknow why.
Jacquelyn May (18:52):
Yeah, I try to avoid using Zapier for anything
calendar related for thatreason, I've just I've just run
into issues with it, it'susually better to just try to
figure out how to make podiowork directly with Office 365.
And just teaching people youknow what the limitations are,
so that you can kind of figureout like, what the process needs
to be for everyone and make surethat everyone's calendars are
(19:12):
reliable and staying updated.
Jordan Fleming (19:15):
You must have seen quite an evolution then, as
well, given your particularhistory around the sort of which
I think it's still called globeyflow inside of podio. The globey
flow workspace, I think, I don'tthink they've renamed I
Jacquelyn May (19:30):
think so. Yeah.
globey flow for podio users.
Yeah.
Jordan Fleming (19:34):
But you must have seen that quite a you know,
quite a history in that forumand in that kind of workspace
environment. And and really,that, you know, given the you
got involved and work throughthe globey flow, acquisition,
the transition of globey flowinto podio. And Citrix was an
(19:54):
interesting time for people. Oh,yeah. Not one that I think
necessarily was handledbrilliantly at times by CES. But
But an absolutely necessary one.
Jacquelyn May (20:08):
Yeah, absolutely.
Jordan Fleming (20:10):
Were you ever involved with the podio workflow
bet, you know that that kind ofthat theoretical nod to
workflow, which is like create atask?
Jacquelyn May (20:21):
So not not from a Yeah, not from a product
management perspective. So Ididn't help with the, like
design or anything. But ofcourse, you know, we all would
test things in alpha beforereleasing them even like to beta
and just make sure everythingmakes sense and stuff like that.
But I think if I recallcorrectly, that feature was
developed at the same time thatAndres was working on globey
(20:42):
flow. So when globey flowlaunched, it was kind of like,
Oh, my gosh, it's like, well,here's this thing that we've all
been testing, and very excitedto release. And Andreas has just
released this thing that justdoes 100 times more like okay,
well, we're gonna release itanyway. But we'll see how it
goes. So, you know, I mean, thetool was still, you know, good
for what it was it obviouslyjust didn't hold a candle to
what globey flow could do. Whichis why, obviously, Citrix ended
(21:06):
up purchasing it several yearslater. But yeah, I think the the
goal is to just kind of likerelease a, you know, simplified
version, and then build on itlater. But then, you know, when
someone already releasedsomething, that's,
Jordan Fleming (21:17):
you might as well work.
Jacquelyn May (21:19):
Yeah, let's just buy that. So yeah, it was very
interesting to see the productevolve from like a work
management tool to where youstore and organise things to a
full, like low code automationtool. So it's really just you
see, you know, the use casesevolve over time. And I think
that that's something that hasbeen really interesting to
(21:41):
watch.
Jordan Fleming (21:42):
It's a fascinating marketing exercise
as well. It's not one that Ithink Citrix necessarily gets
right a lot of the time. Butit's also a difficult one, I
have no, you know, I it'sdifficult for me, because you
can't you know, what, the momentyou put podio in a box, your box
is wrong. And and the moment youtry and you know, you try and
(22:05):
start going down the road, let'scompare podio as a CRM, you're,
you're missing the point, kindof right. And it's a tough one,
isn't it?
Jacquelyn May (22:15):
Yeah, I think that's always been the struggle
is what's the one liner todescribe what podio is, and
like, even, you know, workingwith podio for 10 years, like,
what isn't podio? That's thebetter question. So it's really
hard to describe and like thatmeans that it can be kind of
hard to like, get people onboard with it, because you
really have to get your handsdirty, and and used to, like
(22:36):
really see the value andunderstand why it's such a
unique tool. See, I think thatCitrix is definitely struggled
with that. But you know, no, Ithink they're starting to come
around. And, you know, embeddingthat into workspace, and I think
they're understanding that, youknow, the, the low code
automation is huge. And it's,you know, becoming, I mean, now
there's like a fancy term,right, like low code, that's
kind of a new thing that peopleare, you know, starting to get
(22:58):
on board with, I know otherproducts like air table, or are
starting to add their ownautomation. So I think that's
kind of where things are going.
And Citrix is is privy to that.
So hopefully, we'll start to seesome cool things coming out.
Jordan Fleming (23:12):
Yeah, it would be you know, I, I go up and down
every day on my, you know, my,my emotional spectrum of of
every day I go up, and I don'teven build anymore, like I've
not built in podio for twoyears. Oh, wow. Probably like,
(23:36):
not really. I mean, I, you know,the team does, but I don't I
mean, I like Jesus, I wouldn'teven know, half the time with
it, whatever the team does, I'mjust like, holy shit, I have no
idea. You know, technically,we've, we've got this. For those
who don't know, obviously, ifyou're in podio, you know, that
there's the there's the directmessage chat functionality. And
(23:56):
we've got a lovely chat group ofpodio partners that is, is quite
fun and useful as well, peoplehelp each other. But half the
time when you guys are, youknow, talking about problems
you're having, I'm looking atand going. No idea what this
even mean. I think
Jacquelyn May (24:13):
it's also because by the time we get to the point
where we're reporting a problemin there, it's like we've
exhausted every other option. Soit's like, you know, we're the
people who know the most aboutthe inner workings of podio. So
if we're having a problem, it'sprobably a pretty tough one. So,
you know, last week, I think Iposted something I was like, if
they haven't heard of this, thenno one's heard of this. And I'm
just out of luck. So I thinkthat's just kind of how it is
(24:35):
like sometimes, you know, I'llsee other people posting there.
I'm like, I have no idea whatthey're talking about. So I'm
just gonna let that go.
Jordan Fleming (24:41):
Well, I do you know, I've had more and more
feeling that you know, thatthat, that lead podio B podio.
To do what podio does best. Andthen surround podio by really
good tools, where, where it'snecessary, and we certainly find
it You know, we've done atremendous amount of
externalising podio, data datalately. Did you do any of that?
(25:06):
Really?
Jacquelyn May (25:07):
I haven't No, I I'm getting to a point where
some of my clients are gettingto the point where they should
consider, you know, buildingtheir own, like external
database. I've just I've neverdabbled in that. But it's
something that I probably shouldlook into expanding my my
knowledge of grabbed
Jordan Fleming (25:22):
grab 30 minutes with Andrew, he's okay. He I'm
not kidding. He's, he'sincredibly impressive in from to
me, given that he came intothis, not with a technological
love, but no background incoding. And like, like most
people, like, like, probablyyourself and me and all that.
But the the limit, he's nowtaken it to in terms of have the
(25:46):
ability to code the, you know,the, the work that he's dude
does, for all of these systems,we build that interact with
podio, and push and pull and doand display and chart all this.
I'm constantly like Jesus. Butit also, from a podio
perspective, I think it's areally great one to look at,
(26:08):
because it just fills it fillsthat little gap where people
want to see their data or sharetheir data in a in a way that
potent, the podio interface isjust going to kill you on forget
calc fields that we all know islike, the worst thing. Yeah,
(26:30):
just, you know, there's just I,the podio UI is a double edged
sword. It is, on the one hand,brilliant, because it absolutely
makes building a great strongproduct possible quickly. On the
other hand, it is sorestrictive, that most business
knows people just go Oh, God.
Right.
Jacquelyn May (26:48):
Yeah, I do think it's really impressive to see.
And because it was built APIfirst, just to see all of the
really cool extensions that havecome out of it, you know, like
smartphone, obviously, andglobey flow, but, you know,
people kind of find thosemissing gaps and fill them in,
because it's so easy to justbuild something that works on
top of podio. So, you know, Ithink that's kind of where it's
(27:09):
found its places, it's thecentral hub, and then you can
kind of build what you need towork on top of it. So that's
been really cool to see as well.
I think that's kind of whatCitrix is leaving out to it's
like, well, we don't really needto build all these new features.
Everyone else is just kind ofbuilding them for us. And then
if people want to pay for thatexternally, then great.
Jordan Fleming (27:27):
I see I agree with you. I mean, I'm selfishly
agreeing with you, obviously,not one of them. But but but but
I actually, you know, I agreewith you in the sense of why
tried to make podio be allthings in terms of its
development, when actually theextensions allow you to build
very specific use cases. Andreally, really well and
(27:49):
otherwise Citrix would be stucktrying to, you know, like be all
things to all people in allways, you know, you know, that's
impossible.
They're gonna be they're gonnaruin podio.
Jacquelyn May (28:01):
Yeah, I think if you asked anybody, even if just
like partners, what are your topfive features that you would
love to add to podio, everysingle person would have five
completely unique new features.
And like, that's just how it islike, and like your top five
might seem super obvious to you.
You can't believe they don'thave it yet. But that might be
at the bottom of everyone else'slist. And I think that's just
(28:21):
kind of how it is. And that'swhy it's it's kind of hard to
find the direction for podiobecause everyone has their own
wish list and you can't makeeveryone you know, perfectly
happy.
Jordan Fleming (28:31):
I understand. I think I think Citrix is has I
think Citrix has got it right. Ithink you're right, I think
you've hit the nail on the head.
Actually, I think they've got itright. If they can just nip up
performance. Yeah, then I thinkthey are right in in the way
they are going with it and notbeing just like, you know, every
quarter someone will pipe up onglobey flow and be like, boom,
(28:52):
boom. Like, it's you can tellyour watch by it, right? It's
like every, you know, threemonths, someone pitches. And I,
but I think you've hit itcompletely right, let, let podio
be podio let everything else beeverything else. And as long as
podio functions. Well, whenpodio sings, it sings. It does
(29:14):
is just that it sometimesdoesn't sing.
Jacquelyn May (29:21):
Not all the time.
Sometimes it's not in the mood.
Jordan Fleming (29:24):
You guys struggle like you're in PST,
right? Yeah. You got I don'tknow. Do you guys get the
because Joel was saying theother night we had a partner
podcast, a podcast with Joel andPete calf and Mike dementor. And
he was saying that the PSTpeople don't get much of the
(29:44):
bad. No,
Jacquelyn May (29:45):
yeah, I think I'm fortunate enough to sleep
through most of it. I think Ithink it's East Coast morning is
when you start to really see itand then you know, by the time
we sit down in the morning, likeeight, nine o'clock, it's like
maybe just starting to To peterout a little bit. So yeah, I
think we're pretty lucky in thistimezone. But I definitely hear
(30:06):
from my East Coast clients of,you know, what's going on every
single morning. By i think ithink you're right is and I know
that, you know, that is thepodio team's focus to is
stability and you know,performance. And it's really
hard, like, when you see likehow much people are doing with
the system, like even some of myown clients, you know, it's
like, there's like millions ofactions. It's crazy. So it's,
(30:29):
it's already pretty impressivethat they're able to keep up
with what they do keep up with,and it's, it's multiplying,
like, every few months. So it's,you know, it's not an easy task.
No,
Jordan Fleming (30:38):
No, it isn't.
And I don't have any, I don'thave any illusions that it is,
either. Because I also, I mean,even just, you know, I know, the
infrastructure work we've donein smartphone to make sure that
we can cope with, you know,upwards of 1.8 million minutes
of calls every month now. And,you know, that, that, that
doesn't sound like a lot, butevery one of those needs to be
(30:59):
processed, maybe head right. Andthere needs to be seamless, it
needs to sing. So yeah, whenyou're talking about billions of
actions, which is what the pw ais doing, you know, and and all
of these calc fields and allthese things, you do get a
scope, a sensible scope for whyit's, it's not an easy thing,
Jacquelyn May (31:24):
right. And people are always finding creative ways
of breaking it too. Becauselike, you know, they have
throttling and all that. But youknow, every once in a while
someone will come up with somekind of calculation that by some
ways it like is grabbing toomuch and calling like, endless
loops or something. So it'slike, it's it's like, you have
to patch every hole. And peopleare very creative about finding
new ways making new holes. So
Jordan Fleming (31:45):
when you've seen the, you know, you're one of the
very few partners, actually, Iguess it's probably just you and
Bill,
Jacquelyn May (31:54):
who used to work for Citrix? Yeah, yeah. So one
of my former colleagues, Brittshe was a partner for a while
and yeah, now she does notanymore. No. So those are the
only ones I know of those.
That's just the three of us.
Jordan Fleming (32:07):
I met Britton, Copenhagen. She came? Yes.
Because she lived in Copenhagenfor
Jacquelyn May (32:13):
she did. So she worked in the San Francisco
office with me when I first washired, but then she she would go
back and forth. But I think shewas primarily in the US. And I
don't know what she's up toanymore. But yeah, so she was
doing real estate. Yeah, realestate stuff for a while.
Jordan Fleming (32:28):
And I met her I think the first time we ever did
a podio partner meetup, theEuropean ones that went for,
well, they were going strongevery year until she built
Jacquelyn May (32:39):
the partner programme originally to like,
that was all her. Nice, I thinkso. Yeah, maybe it's a long time
ago, but I'm pretty sure she'sthe one who like built and ran
it the first time. I remembershe, we had a big partner
conference in man, it must havebeen 2013. He's like, very early
into my podio career. But youknow, we brought all the
partners in San Franciscooffice. And that was kind of
(33:00):
like their kickoff. But yeah,that was a very long time ago.
Jordan Fleming (33:05):
Wow, amazing.
Amazing. And in terms of like,Are there any, you know,
obviously, I'll post on thepodcast, all of your links, and
you know how people can findyou? Because, of course, you
know, finding a good podiopartner is a great thing, if
you're trying to scale yourpodio system. And Jacqueline's
got an enormous amount ofexperience. Are there any
particular sectors that youknow, really well? Is there
(33:26):
anything you really like? Just,you know, give us you a bit more
on what how you like to look forpeople you'd like to work with
things you'd like to do aboutpodio? so people know. Sure.
Jacquelyn May (33:38):
Yeah. So I've kind of fallen into a solar
niche. I worked full time on thepodium environment for a solar
company, shortly after I becamea partner. So I, I learned all
the ins and outs of solarproject management. So that's,
you know, solar constructioncompanies putting panels up on
people's roofs. And it soundssimple, but it turns out,
(33:59):
there's a whole heck of a lotthat goes into it. So I I've
become a bit of an expert onthat process. So
Jordan Fleming (34:08):
we've got a couple clients. So it's good to
know,
Unknown (34:10):
we've got a resource, I know if I can help
Jordan Fleming (34:12):
it, because you're very right. It is a very,
there's a lot of specific thingsin this
Jacquelyn May (34:17):
market. Yeah. So like, the first client that I
worked with, it was it was fulltime for about nine months to
get kind of like everything upand running. And it's because,
you know, it takes a lot of timeto like, you know, meet with all
the different teams learn whatthey do. Okay, how do we
translate this into podio? Howdo we make sure that everyone
knows how to use this? And, youknow, like we were talking
before, how do we make surethings don't fall through the
(34:37):
cracks? Because in in that usecase, there's a lot of different
handoffs between teams, becauseyou know, you have like
designers figuring out payloadsand you have to communicate
with, you know, permitting, thenkick that off to the instal
crew, and it's like, there's alot of handoff that needs to
happen. So it can be really easyfor things to slip through if
you don't have the systems inplace to kind of notify people
(34:59):
Hey, This project has been in,you know, this stage for five
days or whatever, probably needto follow up and make sure like,
are we waiting on something? Ordo we need to, you know, remind
someone that they need to followup on this
Jordan Fleming (35:11):
one also that you bring a phenomenal good use
case for a number of reasons. Ithink there's a, there's also an
enormous sales drive within asort of the solar industry,
right? There's an enormouselement of prospecting, prospect
management, follow upsequencing, you know, and, you
(35:32):
know, there's, you know, evenbefore the complexities of
running a solar project fromstart to finish, once you've won
it, there's a huge, it seems tome from the ones we've worked
with an enormous prospectinglead gen, elements of leads
coming in from different sourcesand door knocking, and this and
that, that, and there's a lot ofmix in there to make sure you
(35:53):
don't duplicate that you getworkflow properly, you follow up
you schedule appointments, andall that. That comes into two,
right?
Jacquelyn May (35:59):
Definitely, yeah, and every company does it
differently. So it's one ofthese weights, it's been really
interesting for me to workbecause I now have several solar
clients. But you know, somepeople have their own internal
sales teams, some people onlywork with third party dealers,
some people do some mix of thetwo. So you have to kind of
figure out how to make a systemthat can manage all of that. And
(36:20):
I've actually found proxy miniapps are incredibly helpful for
that, because they say, Okay,well, now, how do I give my
dealers access to just theirprojects, and let them you know,
upload their files, utilitybills, all this stuff? It's
like, well, proximity is perfectfor that. Because, you know, you
could use the item share tool,but they're gonna hate that,
because then you have the sharedpage and not theirs. You can't
(36:41):
do that. So yeah, I have gottena lot of people set up with mini
apps, and it works great forexactly that purpose.
Jordan Fleming (36:48):
Yeah, many apps have been, if there was
something that Andreas like, onthe Hall of Fame of things,
Andreas has knocked out of thepark, which is a pretty big
fucking Hall of Fame.
Jacquelyn May (37:01):
Top there, right.
Jordan Fleming (37:02):
He's up at the top. And I love him dearly. And
I can't wait to be able to dochicken wings and drink beer
with them again, which is whatwe do someday. But on his top
Hall of Fame bits, obviouslyglobey flow is is at the top
because like it revolutionisedpodio, I mean, podio wouldn't
have been where it is now. But Ithink many apps, you know, proc
(37:26):
foods brilliant, but the miniapp concept and the way you can
structure mini apps and bringthem, you know, the multi
layered approach and, and like,like, as you say, show them
this, they can click in they cando this, but they can do that,
but being able to build those soquickly. And so, you know, just
I, to me, that's just, it is ahidden if you don't, if you
(37:50):
don't use many apps, if youhaven't explored them, I think
it's something every developeror every person who is serious
about podio should take a lookat.
Jacquelyn May (37:57):
Definitely, totally agreed. It honestly
wasn't the first time that Iused it, it was almost like that
the podio aha moment when yourealise like all the value that
it can bring, it's like miniapps like, Oh my gosh, there's
so many different ways I can usethis, I have so many different
people who would love somethinglike this. And I even know
people who have paid developers1000s of dollars to make custom
login portals that basically dowhat a proximity app could do.
(38:20):
So it just adds so much value.
And especially because likepodio, you know, does not have
the best access controls. Thatreally gets around it. Like when
people want to like, Oh, Iwanted to share a specific view
with someone, it's like, welljust use a mini app. And that'll
take it right care before you
Jordan Fleming (38:35):
while you're on the you're 100%. Right. I think
the only drawback to theminiapp. And why we still use,
we still build custom portalsfor a lot of clients is you can,
when you're dealing with lots ofdata, the speed of filtering
through that data and in miniappis going to necess is going to
(38:56):
be slow. Whereas if you aredealing with like I love the
mini app environment isabsolutely brilliant. The moment
the data set you're going to beinteracting with is too large,
it's going to slow to a crawl.
And that's where if you aredoing like a hook sync to a SQL
database, you can you know, youcan filter through 20,000 40,000
(39:19):
Records in a split second thereany app is gonna crawl for that.
So there's a horses for coursesthere. But I think the miniapp
is I agree with you on a percentman. It's it is an aha moment of
the ability to to externalisepodio. I call it the I shouldn't
because it's been mean but it'sa bit. It's the cheap and nasty
(39:42):
way of externalising. poda podidata. And it's 100% brilliant.
Jacquelyn May (39:48):
Yeah, and there are some other options too. I
mean, like, you know, globeyflow has like this, the CMS ama
and there's another there's likew au portal. I don't know if
you've ever asked for Yeah, Iguess. But yeah. I just find,
you know, Prague for many apps,it's it's just the best and the
easiest way to do it. And Ireally liked it, you know, you
can customise the way it looksto pretty easily because a lot
(40:11):
of people, like I set it up forpeople who just want it because
of branding. They're like, Ijust need to show someone and I
need my logo.
Jordan Fleming (40:17):
And it's not blue and podio.
Jacquelyn May (40:18):
Yeah, like, Alright, many apps the way to
go. Yeah, I
Jordan Fleming (40:22):
agree. And I mean, do I also find it and I'll
be curious to get your input onthis. But I think that your my
view of podio has always been,it's a, it's a very difficult
system to learn, you know, it'sgonna take you two to three
months to get over the podio.
hump and, and really sing withpodio. And if you have got
(40:43):
someone who only needs to gointo podio, once a week, or once
every couple weeks, they'renever gonna do it. And they're
gonna hate every second of it.
So give them a mini app. Don'twait, don't make them don't just
don't do it. Like,
Jacquelyn May (40:57):
yeah, that's a really good point.
Unknown (40:59):
Don't do it, it's gonna
Jacquelyn May (41:00):
save it to them in a spreadsheet. So you know,
it's something familiar, andthey can see the data they need.
And that's it.
Jordan Fleming (41:06):
The people who work in podio on a day to day
basis, and get over that coupleof weeks, or months of like,
once they get over that. Yeah, Ithink most people that I've ever
seen just fly, they Yeah, theyjust run the table, and then you
can build in new stuff. Andthey're like, okay, you know,
like, no problem. But the peoplewho if you're, if you're, if
(41:28):
you've got customers, or you'vegot people in your organisation
that need to do like one thingevery couple of weeks, don't.
Jacquelyn May (41:35):
Yeah, it's not really for them. Yeah, and I
don't think podio is, I mean,you can definitely get very
complex with it. But at leastfor the end user, who just needs
to kind of you know, interactwith some apps, it's not
terribly complex, it just takestime to get used to because it's
fast. So it just takes a lot oftime to figure out, you know,
where do I need to click? What'sthe structure? There's a lot of
little tiny buttons that's like,Okay, well, where's the filter
(41:56):
menu and all this stuff. Sothat's why it takes time. It's
not that it's it's difficult.
It's just
Jordan Fleming (42:01):
you're absolutely right,
Jacquelyn May (42:02):
figuring out like getting in the habit
Jordan Fleming (42:04):
of where to go and where to click. It's
familiarity. And once you onceyou live, once you breathe podio
then you're may it's amazing,but you're not you're I think
you've hit it exactly right.
It's it's just, you got to getover that little bit of Oh,
Jacquelyn May (42:22):
yeah. And then you find that it's not too bad.
But yeah, I'm sure I don't knowif it's Randy, when you were
doing build outs, but sometimeson screenshare it's like, it's
such second nature to me nowthat I'll just be clicking
around like oh, filter here.
They're like, wait, wait, wait,slow down. What was that? Like?
Oh, okay. Yeah, I have toremember, not everyone is click
this tiny little button 10million times. So you have to
like kind of
Jordan Fleming (42:41):
chat with Andrew Bell, because I'm forever being
like, slow down. You know, youwill be on a client call and
he'll be like, so all you do isyou're
Unknown (42:54):
going all the time.
Jacquelyn May (42:56):
Then you see them start to glaze over like okay, I
messed up.
Jordan Fleming (43:00):
Now as well.
Jacqueline, I really appreciateyou coming on the podcast, I'm
excited to finally get a chanceto chat to you. I can't highly
recommend people drop jack onthe line. I'm going to be
posting the contact informationon the podcast homepage in the
podcast description andeverything. If you're looking,
you know for help with podioglobey flow, integrations, all
(43:23):
that sort of thing. Please dropa line and Jacqueline. It's an
absolute pleasure to finally geta chance to chat with
Jacquelyn May (43:31):
you as well.
Jordan, thank you so much forhaving me. It's great to chat
with you.
Narrator (43:35):
You've been listening to a supercharged with Jordan
Samuel Fleming. Subscribe todayon iTunes, Google Play or
Spotify for your weekly diveinto how you can supercharge
your business by making itpowered by podio Be sure to
check out our website we aregame changers.com where you can
learn more and arrange a 30minute call with Jordan Dale. Do
(43:57):
you understand how podiosupercharges you
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