My Introduction to Evernote

When I started using Evernote – about five years ago – I was looking for a way to organize my professional life.  I was a project manager with multiple projects, too many meetings, and no one place to store my resources.

Problem: In an industry with a lot of regulation, where could I keep my links for online reporting, compliance manuals, and copies of forms together?  

I knew that:

  • I needed to be able to store different media types (documents, photos, voice memos, links)
  • I needed to store different file types (.doc, .pdf, .jpg, .png)
  • I needed to have access on a PC in the office, but on Apple products remotely
  • And above all, I was self-aware and knew that the system needed to be INCREDIBLY easy to use (or I would never truly integrate it into my workflow).

After looking at a number of solutions available at the time, Evernote stood out as the leader.  They were a cross-platform solution, with incredible search functionality, and a number of ways to get my data into the system.  This meant I could drag and drop a file while on my PC, or take a photo using my phone, and all of the information would be available everywhere.  Best of all – it was free to use at the level I needed!  Evernote became an essential part of my professional organization, and eventually my personal organization as well.

Fast forward to 2014.  I was starting a new job and meeting more new people than I could track.  I had a stack of business cards a few inches thick, and the idea of taking the time to enter all of these new contacts into my Outlook was daunting…until I remembered that Evernote offered a Premium service that scanned business cards and entered them into your contacts!  The annual fee was a no-brainer when you considered the value of my billable hour, and I signed up right away.  I was pleased by how well the app on the phone was able to take a photo of the card, recognize text, and create a contact with the information it extracted.

Fast forward again to 2016.  I had recently started my business.  Evernote was already an important part of my daily workflow – so much so that I followed their blog and twitter accounts to pick up additional tricks.  One post that caught my eye was a call-out to users who were interested in a certification program.  They had recently launched a program to identify and train Evernote Certified Consultants that can serve as product ambassadors across the globe and consult with individuals and businesses deploying the Evernote product.  I added my name to the waitlist to see if I could get an interview to join the training because I was interested in learning new ways to use Evernote for myself!

Within a couple of months I had been contacted, completed the course, and officially named an Evernote Certified Consultant.  I have learned even more ways that Evernote can be used to create order in my professional and personal life.  I use it to track my expenses, organize standard operating procedures, and have notebooks for each client to store reference material.  I use it every day.

That being said, I will be sharing some of my favorite features on this blog.  If you are not yet an Evernote user, download the Basic version here.  It is free, and can be used on up to two devices.  If you have questions along the way, feel free to ask in the comments.  If you think you, or your business, could benefit from a consultation, don’t hesitate to contact me directly…and stay tuned for more Evernote tips and tricks!

Evernote Certified Consultant

**This post contains an affiliate link.  If you sign up for Evernote Basic and upgrade in the future, I may be eligible for compensation.**