Ease your frustration with organised business information

The most common gripe I hear is the frustration of not being able to find a document; it might be an electronic document, a piece of paper on a desk or in a folder or an email.

This is not surprising when I look at how a lot of people store their business information.

It might seem to be safe to keep all your emails and never delete them “in case they are needed one day” or keep all your paper work in piles on your desk (or on the floor when you run out of desk space) so “its handy” or leave all your electronic files in “My Documents” or on your desktop screen because you think you can find them quickly by doing a Google-type search.

The reality is however that none of these storage methods work effectively, especially when you need something in a hurry.

We all have some form of structure in our lives. Some people lead more structured lives than others with set times for each activity, others are less timebound but still have some structure in their day.  Each day we eat, sleep, go to work, go home – usually with a timeframe around these activities.

There is structure at work too – hours and days of work, who does what, when and how much you get paid or how much time you can take to have a holiday.

Not everyone realises though that they need structure for their business information too. Even the most organised people can find themselves struggling to find that elusive document when they need to rush off to a meeting with a client or customer, or can’t find an email they need to action.

It’s not really difficult to establish some structure into your email  or your electronic or paper documents into folders.

I generally set up a directory structure for electronic documents to help clients organise their business information.  This structure is mirrored in email folders and also for a paper filing system if they have one. This makes it easy for them to find what they want regardless of its format.

Remember your in box is not a filing cabinet!   

Once you have the structure in place you then need to develop good habits around using the structure – all the time!.

You’ll be amazed at how much more you can achieve in a day if you don’t have to spend unproductive time looking for information.

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

 

 

 

How important are titles for electronic documents

Most of us don’t think about what to call our electronic documents until we’re about to save them when we’ve finished with the document for a while.  At that point we just want to save the document quickly so we can get on to the next task.

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Cloud backup services can keep your business working

During a recent “weatherbomb” over the Wellington region, a number of properties were without power for several days due to the large number of trees that came down in the storm and other storm related issues with the electricity supply.

While this was disturbing enough for anyone in that situation given the inability to heat homes and cook meals, I was rather startled to read a news article about a woman who runs her business from home (has done for several years) and who couldn’t operate during the power outage.

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You don’t need to keep paper records any more

When people think about business records often they are referring to the paper files that have been a feature of office management for a long time. 

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