Course description
Overview: Students will learn how to simplify the daily tasks of running a small business.
Prerequisites: Excel 2000: Worksheets, Outlook 2000: Level 1, Word 2000: Level 1, Windows 98: Introduction, or equivalent knowledge.
Performance-based objectives
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:
* Create a customer database and protect, manage, and analyze the data within it.
* Use the resources that are available in Business Planner, and complete a section of the Business Plan Wizard.
* Use the Direct Mail Manager Wizard to create a direct mailing.
* Create a financial database that you can use to present and analyze your company's financial data.
Course content
Lesson 1: Working with Small Business Customer Manager
Introduction to Microsoft Small Business Tools and Small Business Customer Manager
Working with Views
Automating Common Office Tasks
Managing Contacts
Lesson 2: Working with Business Planner
Working with the Personal Interviewer, Articles, and the Resource Center
Creating a Business Plan
Lesson 3: Working with Direct Mail Manager
Using Direct Mail Manager
Lesson 4: Working with Small Business Financial Manager
Creating a Financial Database
Creating and Modifying a Financial Report
Analyzing Financial Data
Charting Financial Data
Appendix A: Database Utilities