How to manage your electronic documents across devices

In my last blog I discussed the complexity of managing electronic information on all the different devices we can use to run our businesses today; the laptops, ipads, tablets smart phones  etc.

I gave you some rules to consider to help you keep your business information manageable when you’re out and about.

I noted that there are some technological solutions.  Lets have a look at these now.

For example you can use a laptop as your main device whether you’re working in the office, working with a client at their place, or when you’re out of town on business.

You can sync all your devices; use cloud based email (eg Gmail, icloud) and storage (eg Dropbox, Google docs).

You do have to think about what is best for you and your business and learn how to make the best use of the technologies and electronic devices.

You will still need to have a filing system within your chosen solution so that your business information is organised for quick and easy access no matter what format – email, text documents, spreadsheets, databases, images.

If you don’t I can promise you that your information will still be in mess no matter how much you spend on the technology.

That’s why I created my eWorkbook ‘Keeping Good Records in Small Businesses’ so you can learn what to do, what is important and how to do it. If you want to create your own filing system then this book takes you through the steps one at a time.  Alternatively you can use it as a starting point and work through it with one of our consultants – in person or via the cloud.

You can read about more hints and tips to improve your business in my free eBook; and even more if you download the eWorkbook that gives you a full set of instructions on how to set up a filing system for your business.

Judy Owen has been working with businesses of all sizes and complexities for more than 20 years to improve and streamline the access to their business information.  She and her team can show you how to reduce risk, improve productivity and increase profits with good business systems and processes in your business.


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