June 2020


After my recent post about technology to invest in for a better work from home experience, posted here. I wanted to show you a step by step approach on how to do a virtual whiteboarding for your customer meetings or internal meetings utilizing the Wacom Intuos.

I find somehow when I use the combination of talking over video while drawing out what I am trying to explain, it makes for way more interactive meetings, where people are not falling asleep. I am sure there is a statistic out there that proves this.

After being in meetings where people are using an IPAD pro with the $200 electronic pencil and trying other tablets and testing the latency, I have noticed there is quite some lag on Zoom Whiteboarding and Teams with those products. I decided to go one step forward and test out the Wacom Intuos that I purchased from HERE. From other solutions, this comes at an affordable price at $139.99. I purchased it from Dell because that is where I work! #iwork4dell

If you want to see all the specs and why it’s so great, go check over at the link, they will tell you better than I can!

I wanted to show you steps on how to set this tablet up!

Steps on Whiteboarding on ZOOM

Step 1: Run Installer

Plug in your tablet into a USB drive and download and install the driver to “Run Set up Wizard.” If you want to review the steps on how to do the install, Wacom made a helpful video on how to set that up.

Step 2: Software Settings

After the drivers are installed and you have reset your computer, you can now open Wacom Desktop Center software on your computer.

In this software you will be able to do the following things:

  • Screen control settings
  • Pen Settings
  • Redeem free software
  • Express Key Customization
  • etc

Step 3: Customize On-Screen Control Settings/Mapping

The most important thing that I have figured out is that you need to map where your whiteboard is going to be on your screen. For most of us, we have more than 1 Screen. You will need to Click OnScreen Control Settings.

From here, you will then see a ribbon at the top that will show an option of mapping. Click Mapping

When you are in the mapping section, it will show all your screens that you have. Now you can decide, do you want to share on Monitor 1, 2 or 3. I find it way easier to just have the whiteboard usable on one screen; that way, the pencil is easier to control.

There are lots of features in this section that it could take pages of screenshots to show you all the options. If you want something specific, please feel free to comment below, and I can help.

Step 4: Set up on Zoom/Test on Zoom prior to meeting

Set up a meeting with only you as the participant. When you have an empty zoom meeting set up, click Share Screen

After you have selected Share, a pop up will open up on your screen asking you to choose a window or application that you want to share. Click whiteboard, and this will open up a blank white canvas to start sharing your whiteboard.

Make sure that you drag the whiteboard to the screen where you selected the mapping up above.

Step 5: Start practicing your whiteboarding skills, you can only get better as you continue to use it.

Thank you for reading! If you have any best practices on white-boarding for clients or co-workers, please feel free to share below!

Initially, I was going to write what you should invest in for working from home, such as an ergonomic chair or a proper desk. However, I deem this essential and almost not worth mentioning. I took some time to think of what I would write, and what I believe is the most important to focus on is, what things you should buy for a better customer online experience.

I would also like to state that I have not been sponsored to mention any of these products; this is just what I have tried and experienced.

Some companies had managed to stay ahead of the digital transformation curve when all their meetings turned remote, not much changed for them. On the flip side, I am seeing lots of organizations struggling with this new normal.

Here are a few things you should invest in to make your meetings from okay to an exceptional experience.

NUMBER 1: a Headset with noise cancelling

Most of us have some sort of communication device. However, these range from speakerphone on your laptop to the free headphones included with your mobile phone purchase.

The reason why your internal speaker on your computer doesn’t do the job is that it picks up so much external noise from your room. Most of the time, it has a challenge picking up the correct audio in the room. I have participated in numerous meetings, and the customer rarely raises the concern of sound during your sales pitch to say they can’t hear you well. I find headphones such as beats and apple AirPods also not up for the job for these types of meetings unless you are just listening.

My point is to invest in a headset where the company primarily sells communication devices that you have been tested in this type of environment and know works well. I have selected the Plantronics Voyager Focus UC. I have used it now for almost two years and absolutely love it because I get feedback from customers that the audio is excellent. I have also had some experience with Jabra and love Logitech! Even some budget-friendly headsets that work well.

NUMBER 2: An External Webcam

A lot of sales executives have needed to pivot from onsite meetings to over the phone. As you know and from your experience of the last three months it is not the same experience for our customers. It is going to be different.

I decided to invest in a decent steaming web camera that I could place above my monitor so the customer would see me front in the center. I have a lot of internal meetings with my team, and I have been viewing the side of their face for about three months. It is excellent for connection to provide eye contact with your team and customers. Trust me; it makes a difference.

The one I have been using and have tested is the Logitech HD Pro C922, and it seems to be working well, minus the fact that I cannot use Zoom backgrounds.

If you don’t want to invest in a webcam, my only suggestion is that you sit in the direction of your built-in webcam as you have these customer calls.

NUMBER 3: A wacom Tablet

Remember the days of whiteboarding in a customers office or on a scrap piece of paper? Well, those days are over in Canada for a few months or even potentially until 2021.

I am not sure when customers are going to want us to come in for a visit, so we need to adjust how we communicate our message and our sales pitch.

I have looked at Zoom, Microsoft Teams, and they both have whiteboarding features. With the Wacom tablet, it offers you no lag time when whiteboarding your meeting. I am in the middle of writing another blog post on how to set it up and the best practices on how to use it.

If you only want to invest in one of these three, I would suggest the Wacom Tablet, and it is so beneficial to draw out or write out what I am talking about with a customer or internal co-worker for training purposes.

What is some tech that you have been using during this time? I am curious about what has helped you connect with customers in a different new way?