From the course: The Pre-Sales Engineer's Guide to Whiteboarding: Engaging Executives to Close Deals
Enhance your whiteboard presentation with AI
From the course: The Pre-Sales Engineer's Guide to Whiteboarding: Engaging Executives to Close Deals
Enhance your whiteboard presentation with AI
- [Instructor] We now live in a hybrid world where we can leverage the power of whiteboarding presentations for both in-person and virtual settings. The beauty of the hybrid world means that we can have the classic connection of in-person whiteboarding presentations, as well as the anytime and anywhere reach and collaboration of virtual whiteboards. The engagement is key no matter which setting that you are in. Here are engagement tips to keep in mind. For both virtual and in-person, you want to encourage questions and discussions throughout the presentations. Some virtual platforms do offer interactive tools like polls or quizzes embedded in their virtual whiteboard to keep your audience actively involved. Think about interactive questions to help you read the room since you aren't physically connecting with participants if you do use a virtual whiteboard. The benefits of virtual whiteboards is that you can take things to a whole new level. They come with an infinite canvas. Most platforms allow you to expand onto additional drawing space, whereas physical whiteboards have finite space. You have that one whiteboard. With virtual whiteboards, you have access to advanced tools, for example, their shape recognition, image uploads, and real time collaboration let you create these dynamic and informative visuals. So where do you start? I recommend starting with the basics to build confidence first. For virtual whiteboards, practice going to a single PowerPoint slide. Focus on clear visuals and concise points. Use text boxes, icons, and lines to start. And as you get comfortable, explore the more advanced tools and features offered by virtual whiteboard platforms. Here's a list of some popular virtual whiteboarding tools. Starting with Miro, this is a popular choice for collaborative whiteboarding, offering features like mind mapping, sticky notes, and realtime collaboration. They have smart diagramming, which is where AI can assist in automatically connecting shapes and maintaining a visually organized whiteboard. They also have object recognition. This is where AI could potentially recognize shapes and objects drawn on the whiteboard and convert them into predefined elements or templates. If you'd like to learn more, there's a really great LinkedIn Learning course called "Miro for UX: Brainstorming and Collaboration." Next is jeda.ai. This virtual whiteboard positions itself as the world's first generative AI online whiteboard. It uses AI to generate content. So by typing in command, I'm in assemble, users can trigger AI to generate flow charts, diagrams, wireframes, and other visual content directly onto the whiteboard. There's also smart search, so Jeda utilizes AI to search for relevant web content and suggests helpful visuals based on keywords or phrases used on your whiteboard. So imagine putting on the word coffee and Jeda's like, "Hey, here's a picture of a cup of coffee." Next would be Canva Whiteboards. This is a whiteboarding tool integrated with the design platform of Canva, allowing for easy creations of visuals alongside your whiteboard. There's a really great course on LinkedIn Learning called Canva Magic Studio, where you can elevate digital content with AI if you're interested in learning more. Next would be Visio. Visio isn't specifically designed for virtual whiteboarding, but I see it used in technical whiteboarding sessions all the time. Think architect diagrams, tech stacks, mappings, et cetera. So to prepare for these whiteboard sessions, you can use Visio's pre-designed elements or visuals to plan out the whiteboard and save these for the time of your presentation. They have features like extensive shape libraries. A lot of folks use the software connections to have those type of concepts into their diagrams. There's advanced formatting options as well as templating systems where you can have mind maps and create your own to streamline the whiteboarding preparation. There's a really great LinkedIn Learning course if you'd like to learn more called "Visio Desktop Tips and Tricks." There is a whole world of other virtual whiteboarding options. Here's a list if you'd like to check some of those out. And choosing the right tool depends on your specific needs. So consider factors like features. What functionalities are important to you? Is it realtime collaboration, templates, integrations, price? Do you need a free option? Or are you willing to pay for a subscription with more features? Your team size. How many people will be collaborating on the whiteboard? Some platforms do have constraints and limitations. Security, how important are data security features for your needs? And by evaluating these factors, you can choose the virtual whiteboarding tool that best suits your needs and helps you create impactful presentations.
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