January is “Get Organized” month! For many of you, it may inspire you to clean
out a closet or pantry. But what about
digital organization? Your electronic “stuff” needs a system just like your physical
stuff.
Emails, to-do lists, household inventories are just a few
areas that could benefit from better digital organization. If you are self-employed
or run a small business, there are even more areas that could be simplified and
better organized digitally.
There is a vast array of software and apps out there to help
you with digital organization and productivity.
Vast array. Vast. It can be
dizzying – even for me. And I like this
stuff…
Difficult or not, the time you spend now should reward you
with more time and less frustration in the future. So how can you make this
happen?
A good place to start is to think about your problems.
- I have
15 million emails in my inbox
- I have
15 million and one to-do’s and don’t know where to start
- Scheduling appointments is a huge time
drain
- My
billing and accounting are too complicated
It’s also helpful to ‘map
out’ the systems that you use. List any
software you already use, what the system does and if you have to transfer information
from one system to another. For example:
Be clear on your
problems to focus your research. What
are the specific problems with my billing system? Well, I track the time spent
on client work on a pad and paper. But then I have to enter the data into a
spreadsheet so I can provide my client with an accounting and create an invoice. I need a program that tracks my time, creates
a report and populates an invoice automatically. It would be even better if the invoice is
tracked in my accounting system so I can apply payments as they come in.
Google your problems
and see what software or apps pop up. As you research, ask yourself if the software
solves your problem. Or 80% of your
problem. I found a time keeping software that makes it easy to track my time
spent on different client projects. I
can use it on my phone or PC. I can easily create reports of my time for each
client. It doesn’t create invoices, but
the reports make it easy to enter the total time spent into my invoicing
system.
Remember to check for
integrations. Is there software that
does everything you need in one area, like accounting? Or can this software work with an existing
software that you use, like QuickBooks or MS Outlook. If you have software that
you like, contact the software vendor to find other software that integrates.
And sometimes you just have to try out the software or app before you decide if it’s the right
one. Thankfully many have a free version
or free trial. Take advantage.
Are you dizzy yet?
If new software or technology scares you, this project is
not for you. I guess I should have said
that at the beginning. However, if you work through researching and
implementing new technology, your reward should be less time on mundane tasks.