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Kenneth Lo, PMP
Kenneth Lo, PMP

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May 19, 2021

The Definitive Primer to Notion — Kenneth Lo, PMP

Overview Notion’s versatility sets a remarkably high industry benchmark. One could simply start using it on Day One to replace EverNote or OneNote with minimal ramp-up time. Adding Kanban boards or Airtable-like features are merely a few clicks away, however. That exact nature may explain why a smaller organization (eg a…

Notion

2 min read

The Definitive Primer to Notion — Kenneth Lo, PMP
The Definitive Primer to Notion — Kenneth Lo, PMP
Notion

2 min read


May 19, 2021

The Definitive Primer to Airtable — Kenneth Lo, PMP

Overview Airtable revolutionizes the boring concept of relational database by gifting business users the benefits of NoSQL database (e.g. MongoDB, Cassandra, Amazon’s DynamoDB). It expertly fills the void between Excel, Access, SQL and NoSQL databases, and even FileMaker Pro! Slide Deck https://www.slideshare.net/kennethlo/airtable-primer Likes Airtable offers ultimate flexibility and accessibility. Gone are the days when…

Airtable

2 min read

The Definitive Primer to Airtable — Kenneth Lo, PMP
The Definitive Primer to Airtable — Kenneth Lo, PMP
Airtable

2 min read


Jun 8, 2020

Pretty Excel Views with Formatted Table — Kenneth Lo, PMP

The desire of writing this article stems from my present circumstances during shelter-in-place. Few things I struggle with working remotely include: Running out of monitor real estate on a single monitor. Inability to print with a laser printer and company-supplied ink cartridges. Exhaustion from scrolling endlessly in Excel files that…

Excel

4 min read

Pretty Excel Views with Formatted Table — Kenneth Lo, PMP
Pretty Excel Views with Formatted Table — Kenneth Lo, PMP
Excel

4 min read


Feb 10, 2020

Top 3 Jira Tricks for Project Managers

I recently won the honor of bringing a few dozen people up to speed with Atlassian Jira. …

Jira

5 min read

Top 3 Jira Tricks for Project Managers — Kenneth Lo, PMP
Top 3 Jira Tricks for Project Managers — Kenneth Lo, PMP
Jira

5 min read


Published in Backstop CRM

·Sep 24, 2019

Five Lessons Learned from Backstop Client-Defined Entities (CDE) Conversion

Clothes are not one size fits all. Neither should your Backstop instance be. The Backstop team has answered our prayers with the recent release of Client-Defined Entities (CDE). This functionality allows the use of terminology and lingo most familiar to us. Instead of creating generic Organizations, we create bespoke entities…

Private Equity

5 min read

Five Lessons Learned from Backstop Client-Defined Entities (CDE) Conversion — Kenneth Lo, PMP
Five Lessons Learned from Backstop Client-Defined Entities (CDE) Conversion — Kenneth Lo, PMP
Private Equity

5 min read


Published in Backstop CRM

·May 21, 2019

How to Automate Sales Meeting Logs using Backstop Excel Toolkit

It is no secret that I’m a big fan of leveraging Backstop Excel Toolkit (ETK) and Report Builder to extract actionable insight out of Backstop CRM. Fresh data comes out on a silver platter with a simple mouse click; life can hardly get better than that. It can actually get…

Data Science

5 min read

How to Automate Sales Meeting Logs using Backstop Excel Tool Kit
How to Automate Sales Meeting Logs using Backstop Excel Tool Kit
Data Science

5 min read


Published in Backstop CRM

·Feb 1, 2019

How to Always be Closing with Backstop and Preqin Integration

“Always be closing!”, I screamed. A handful of BUC 2018 attendees (who hadn’t fallen asleep yet) burst out laughing at my amateurish onstage attempt to impersonate Alec Baldwin in Glengarry Glen Ross (1992). When running Backstop with Preqin integrated, you automate and offload the bulk of data collection efforts. …

CRM

4 min read

How to Always be Closing with Backstop and Preqin Integration
How to Always be Closing with Backstop and Preqin Integration
CRM

4 min read


Published in Backstop CRM

·Jan 17, 2019

Backstop CRM: How to Sweep Notes and Spark Joy

Mergers and acquisitions happen. As do good and bad exits. More favorable exit ratio intuitively sparks more joy. When such events take place, how do you keep your Backstop data tidy? …

Alternative Investment

3 min read

Backstop CRM: How to Sweep Notes and Spark Joy
Backstop CRM: How to Sweep Notes and Spark Joy
Alternative Investment

3 min read


Published in Backstop CRM

·Jan 11, 2019

Backstop CRM: Identity Search II

First of all, many congrats to Backstop who was recently awarded the 2018 Best Data and Technology Provider by CIO Magazine, while everybody was busy at holiday parties. We the customers will surely reap the benefits from all the exciting innovations in the pipeline. With that said, let’s jump straight…

CRM

3 min read

Backstop CRM: Identity Search II
Backstop CRM: Identity Search II
CRM

3 min read


Published in Backstop CRM

·Nov 14, 2018

Backstop Hong Kong Connect 2018

It’s been only a few months since Backstop User Conference (BUC) 2018, the Backstop product team has been relentlessly enhancing the core platform by adding many features. When their marketing invited me to speak at Backstop Hong Kong Connect, I jumped out my chair out of excitement! Journey to Pearl of the Orient Slide Deck Resources Backstop/Horsley Bridge Partners Case Study LinkedIn Backstop User Forum

Alternative Investment

1 min read

Backstop Hong Kong Connect 2018
Backstop Hong Kong Connect 2018
Alternative Investment

1 min read

Kenneth Lo, PMP

Kenneth Lo, PMP

511 Followers

FinTech / Private Equity / Venture Capital

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