3 Apps To Run An Organized Business

3 Apps To Run An Organized Business

Today I am sharing 3 apps of many that I use to run my businesses. It is important as a business owner to be organized and have as much of your work tasks automated as possible. These apps are just a few that I use to do just that. I have saved myself hundreds of hours by implementing these 3 apps. There are more things that I use to automate my business but these are my top 3 that I use daily.

So watch as I share what I use to capture my ideas and client information, what I use for project management and what I use for invoicing. Be sure to look at my other posts about other tools I use to run my business. And be sure you check out our Resource page too.

Tools Discussed:

  1. Asana
  2. Evernote
  3. Freshbooks

 

P.S. Please ignore me being upside down. Only when I show me you will see that I am upside down. I think I had the phone turned the wrong way when recording. But the important information is right side up ;-).

 

P.S.S. Do you need help when it comes to finding out what technology you need for your business and how to use it? If so check out my Blueprint for Success: Pushing Past Tech Fear program. I am now enrolling for this hands on 4 week course that will have your business in tech shape. Learn more here.

Filing Systems Rule The World!

Filing Systems Rule The World!

 This post originally appeared on our sister site Help-Organize-Life.com.  

Okay, not really but they are important. Filing systems are the heartbeat of taming your paper clutter. You don’t need an extravagant system in order to file away your important papers. Anything can be used to start a system. Below are a few of my favorites that I use with my clients. (In no particular order!)

1. Freedom Filer

I have just started to implement this filing system for my personal files. I was turned onto it by another organizer who uses it with all of her clients. I was curious so I bought the deluxe kit and haven’t looked back. I really like that the tabs and labels are already made up for you which we all know is the hardest thing when it’s time to file. All you have to provide are the manilla folders and hanging folders.

This system can be set up in a regular filing cabinet, a file drawer, desktop file or a crate. It comes with helpful cards to let you know the retention period for the items that you are filing.

I also get email reminders to change out my folders and to purge. To learn more about this amazing filing system click the link below.

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This system is perfect for those who like to file the old fashion way and don’t necessarily want a computer based system. This system is totally expandable for whatever your needs are.

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2. Paper Tiger

I personally use this program in my home office and my personal files too. I find it to be a great organizing tool for people who don’t like to file because of having to alphabetize or make new file folders with names.

I have used this system with my clients who have ADD/ADHD. It works great for them because they can file according to number and use the keyword feature to name the file inside the numbers whatever they like. Because of the option of using it on your computer or printing out the file index, filing for anyone who just doesn’t have time has become a whole lot easier.

Paper Tiger can be used to organize just about anything from books to CDs and whatever you might want. Using the numbering system, you can set up files for each project if you wish. The possibilities are endless.

Find anything in your office in 5 SECONDS or less – Guaranteed!

Now they have an online option that links up with Google Docs!

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3. Home File

This is a really neat system. My mother uses this system because she is chronically disorganized and she likes how simple it is to use. The Home File system uses printed divider cards that can be used with hanging file folders and manila folders. Categories are printed right on the divider with instructions for what to file and what not to file in this category. It also tells you how long to retain the information that you file away. Genius! This is great for financial filing and home filing. Filing2

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(Some of the links on this page are affiliate links. You are not obligated to buy anything. However if you choose to purchase anything from my affiliate links I am truly grateful and I am able to provide you more free content like what is on this site.)

 This post originally appeared on our sister site Help-Organize-Life.com.  
Business Office Organizing…With All Of These People?!

Business Office Organizing…With All Of These People?!

 This post originally appeared on our sister site Help-Organize-Life.com.  

Business office organizing is not just about getting your office in order and all paperwork filed. It goes further. When you talk about organizing your business you have to consider and calculate your return on investment (ROI). Your ROI is important in figuring out what tasks and activities you will engage in and how it will help your bottom line.
Organizing your business office can be done just as easily as organizing your home. The same principles still apply. The only difference is that you have more people that the outcome will effect.GIT Jewels 111414

FIRST STEPS IN ORGANIZING THE OFFICE:

• Everyone must be on board
• Systems help keep everyone organized
• Central location for files

Everyone must be on board when you are trying to get the office organized. It will take everyone’s effort to keep the system running smoothly.
Systems are things that help to automate your office. An example of a system would be having a detailed plan that tells anyone who is looking how to handle incoming customer calls. Systems entail setting up tasks that can be ran in your absence. You might have a system for handling delinquent accounts. Whatever your system is you need to have it down on paper and make sure that everyone in your company knows and understands how the system works. With a system you will be able to keep everyone organized.

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If you deal with paperwork I suggest that you keep a central filing system for company files. It is okay if your employees keep files at their desk that pertain to their particular job function, but customer and company paperwork should be kept in a central location. With one filing system in place everyone will be able to put files back where they belong. There will be no more running around looking for a customer file that someone has stashed in their office and forgot to tell anyone.

I also suggest that if you use a central filing system that you implement a check in and check out system in order to keep up with who has what file at any given time. There is nothing worse than someone having to go around the entire office and find out where a file is. That is unproductive and wastes precious time.

If you would like to learn of a system that is perfect for getting your office files organized check out MobilLogic. MobilLogic is great for marrying paper and digital files. Always know where important files are. Learn more here.

 This post originally appeared on our sister site Help-Organize-Life.com.  
Practical Ways To Organize Paperwork

Practical Ways To Organize Paperwork

One of the biggest complaints that I hear as an organizer is about ways to organize paperwork!

Even though we are in the information age with all of these electronics to make life simpler, all it has managed to do is create more paper. And the more paper we produce the more solutions we have to come up with to organize it.

How many of you print out your emails?

This creates more paper! Also adding to the paper mountain is junk mail and catalogs and other meaningless clutter.

How can I organize paperwork you ask?

paperworkWell, the key to organizing paperwork lies in:

  1. Handling mail as it comes in.
  2. Having a filing system.
  3. Following a retention schedule.

I also recommend to all of my clients to not go through paperwork alone. Group all your paper into a box(s). This way you can grab a box at your leisure. Go through the box while watching television or with a friend or with the kids one afternoon.

Don’t get discouraged while going through your paperwork. Organizing paperwork is the most tedious of all organizing tasks. If you do it with a friend, spouse or professional organizer it will go much faster and can even be fun.

Don’t put it off any longer. Get started now with your paper management plan!

 

 This post originally appeared on our sister site Help-Organize-Life.com.  
Getting Your Business Cards Organized with CamCard

Getting Your Business Cards Organized with CamCard

If you are a business owner or work for a company where networking is your life blood you have probably run into the age old problem of too many business cards. You may ask yourself “What can I do with all of these?” “How should I follow up with all of these when I don’t even have them organized?”.

Luckily there are a few solutions out there that can help you get those cards in order and start utilizing the contacts better. One such solution is CamCard.

This is by far my favorite app at the moment for getting your cards in order. What I really like about it is the clean interface, the ability to add in notes once I have taken the photo of the card, and the ability to sort my cards into categories. You can even exchange electronic cards with CamCard users from the app.

No more carrying around all of those pesky business cards.

It is super easy to find anyone’s card information by category or using the search feature. You can look at all of your cards at once or you can look at specific categories. The choice is yours.

There is a free version and there is a paid version. Right now I am using the free version since it does everything I need it to do. But if you need more robust features then the small price tag is well worth it for this little organizational miracle for your business cards. Below is just a couple of shots of how I have organized information so far:

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CamCard Cardholder

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting cards in is super easy. Just point and shot. It lets you retake if you don’t like the first shot. If you have a lot of cards I would suggest doing about 20 a day. Just set aside a hour a day and snap in those business cards. You will have your stack organized in no time.

You can use it on any device. To download for your device go to https://www.camcard.com/.


This is the version I use on my Samsung Galaxy Note 3.


 


Organized desk- Productive day

Organized desk- Productive day

Today’s post comes from guest blogger Olive Moore.

Organized desk- productive day

Carolyn GalloHaving proper organisational skills is a must if you want to be successful in your job. Dealing with a great amount of work within an 8 hour working day is not always possible unless you know how to make the work process run smoothly. One of the essential requirements for being productive, no matter if you work from your home or you spend the entire day at the office, is to have a neat and clean workplace. Keeping your desk well – organised is not always easy, especially if you are performing a few tasks simultaneously but here are most important things you have to pay attention to:

  •  First of all, remember that you work with other people and none of them would be delighted to see empty packages, bottles or inedible food on your desk. Apply the popular “Clean as you go” method and get rid of the leftovers without wasting your precious time. As far as the cleaning of the computer screen, the keyboard and the mouse are concerned, the specialised wet wipes can do an excellent job.
  • Re – evaluate the value of your possessions. As soon as you start cleaning up the drawers, you will see how many useless items have you stored in there. Don’t be sentimental and throw the ones, you no longer use, away in order to make more room for your belongings.
  • Organise the folders and do the paperwork as efficiently as you can. Stocking a number of folders on your desk, combined with pens and scattered pieces of paper all over the place can make the work process unbearably difficult and time – consuming. Take your time and organise your folders and documents properly. It doesn’t matter if you will put everything in file folders or you will come up with an organising method, illogical to your co – workers, the most important thing is to keep your desk neat and tidy all the time.
  • Place the items you use regularly as near as possible. The pens, the stapler, the papers you will need during the day..  – all these can be placed in the drawer right next to you. In other words, when organising the desk, do your best to prioritise the organisation job.
  • Don’t put too many things on the top so you have enough space. Keeping the desk clean includes regular decluttering. You might think that you will find the desired items easier if they are exposed in from of you, but once you see your desk covered with so many papers, accessories and personal items that you have to spend half an hour in digging into the pile, you will realise that the solution is the timely cleaning. You can always book tenancy cleaning by CallCleaners if need a professional.
  • All these small pieces of paper, where you write down emails and phone numbers can get lost so easy. Keep them together by using sticky notes or magnets. Another option is to store the loose papers altogether in a big box or a separate drawer.
  • It may look nice but the items that have too many ornaments are not the best decoration for your desk, especially of they are fragile. Plus, their cleaning can be really time – absorbing.
  • If you work from home and you are really short of space, place a shelf near your workplace and put the bulky items there.

Having a well – organised desk is not as difficult as you think. Admittedly, there are some people who are not bothered by a messy workplace but it doesn’t make a good impression at all. Give your best to be punctual and don’t neglect your desk otherwise it might take you hours to clean up the mess.

 

Olive is not a professional organizer but she owns a small cleaning agency. Cleanliness and organization are her best strengths.

Picture credit: Carolyn Gallo

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