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Posts Tagged ‘document management system’

Document Management System To Help With Your Office Move

Friday, July 30th, 2010

Moving offices is a huge undertaking. The larger your organization is, the more complicated it will be to move. It could take you months of planning and involve a lot of people in order to make a smooth transition. Something that you really need is a resource management system or indexing system, like Paper Tiger Document Management Software and Filing System to help you move your office.

By implementing such a system at this point, you’ll save a lot of time and effort by getting rid of unnecessary files and streamlining systems, so your operations will run more smoothly when you complete the big move. This is also a perfect time to reevaluate all of your files and determine one of three actions for every file.

Your choices will be action, archive, or discard. This is a vital component of the move, because the new filing system will be able to tell everyone where files are located as nothing will be the same as it is in the current office. Better to have one upheaval than two.

This document management system will greatly reduce the amount of files needing to be moved. This will be cost effective and give you more space to utilize in other ways. It will also mean less time wasted on filing and retrieval of documents because it will be much more user friendly. In addition, it’s vital that files are packed and transported securely so you don’t breach privacy or confidentiality.

If you’ve been using an archaic filing system up until this point, it’s the ideal chance to upgrade to a more practical document management system. Instead of the old alphabetical or numerical system, use a personalized system for naming files. This will cut out all duplication due to different people using different titles for the same type files. And because everyone has access to the same files, it’s easier to organize.

Note Where Each Box Or Item Should Be Placed In The New Location

Implementing this indexing system prior to your move will not only allow you to index your paper files, but books, training manuals, CDs, DVDs, etc. Another broad category you can list in this indexing system is all office furniture including: desks, chairs, filing cabinets, bookcases and tables. Then you have all the electrical equipment such as: computers (and their accessories), printers, photocopiers, fax machines, shredders, microwaves, refrigerators, etc. There’s also the copious quantity of stationery and office supplies to pack as well.

Don’t forget to index all the moving boxes ensuring all contents in each box are input into the keywords section. You should also note where each box or item should be placed in the new location.

You Need a Detailed Plan

It’s important to create a very detailed plan so that every aspect of the move is carefully coordinated in an efficient manner. You also need to ensure that as little downtime as possible occurs in order to maintain your high standard of customer service. It’s a wise idea to appoint one or more people to act as moving coordinators so there’s less disruption to the regular work.

One major component to consider is transportation. Generally, you hire a moving company that specializes in this sort of work. However, their job is simply loading, moving and unloading trucks. It’s your responsibility to ensure everything is planned perfectly so the move is seamless and everything gets placed in the new location as it should.

To be efficient, you need to create a master plan and be able to have paper and computer based copies, because during the downtime, you’ll still need access to it.

The coordinator(s) can update the moving plans as new things are added. They should be thoroughly familiar with the new premises and design a floor plan of where everyone will sit and where all furniture will be placed so moving day runs like a well-oiled machine. It’s generally recommended to choose either Thursday or Friday for the move so you have the whole weekend as well.

The coordinator(s) can design documents relating to check lists, FAQs about the move and people’s availability to assist with the move itself. It’s important to have enough manpower or the move will take much longer than necessary. The coordinator(s), I.T. people, the PABX supplier and other phone people will be required to ensure phones, cabling, computers and the Internet are all working as quickly as possible.

Obviously not everyone will be set up at workstations and fully functioning at the same time. The coordinator will have to liaise with management to ensure that the minimum number of people are needed to maintain customer service are there and set up, complete with all workstations, and able to work until everything else is settled.

Implement Paper Tiger Today and Save Money!

Unless you want absolute chaos, you really need Paper Tiger Document Management Software and Filing System to help you move your office. You’ll have instant access to where every document and office inventory are located, because you were wise enough to implement the system to prepare for the move. It’s estimated that people waste 150 hours per year just looking for lost information, so you’ll save money too!

The Monticello Corporation Announces – “Paper Tiger Online Software”

Tuesday, July 20th, 2010

Do you hate filing? Now you can Find Anything in Your Office in 5 Seconds or Less…Guaranteed! The number one paper management software product is now “in the cloud” – Paper Tiger Online is now available & customers can sign up for a FREE FOREVER account in 60 seconds!

Atlanta, GA (PRWEB) July 20, 2010 – Paper Tiger Document Management Software & Filing System has set the standard for helping companies and individuals get control of something they hate…filing the paper on their desk & in their office. First launched in 1998 as a desktop software product, Paper Tiger software is now “in the cloud” and available worldwide on the Internet (SaaS – software as a service).

Now anyone can start solving their problems with the paper in their office in under 60 seconds for FREE. If a messy desk is your problem, if your alphabetic filing system breaks down each time you have staff turnover, if members of your team want to be able to quickly and easily share information in the office or if you are wasting too much time each week looking for lost information, then Paper Tiger Online could be just what is needed. The new filing system product is designed for anyone who wants to get a better handle on the paper-based information in the office. Currently tens-of-thousands of organizations worldwide use the existing desktop (client) version of Paper Tiger software.

Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system for paper office files. It works like a search engine for paper files to help companies and individuals stay organized! People using the software can save over 150 hours per year by eliminating the time-consuming task of looking for lost information. Paper Tiger Document Management and Filing System software uses the power of the computer to index the hanging file folders in office file cabinets. This method works much better than old-fashioned alphabetic methods and is a great alternative to costly and time consuming scanning and imaging solutions.

Using Paper Tiger Online, customers will be able to access their information from anywhere with an Internet connection. They will no longer have to worry about what computer they are using (Windows, Mac, Linux, etc.) or if they have backed up their data. They can even see their Paper Tiger information on the Apple iPad, Apple iPod Touch, Apple iPhone, Android phones and most other web-enabled devices. The new software works with almost any Internet browser (Internet Explorer, Firefox, Safari, Chrome, etc.) Adding an additional member of their team to Paper Tiger Online is so easy, it just takes a minute and there are no networking/technical hassles!

“Finally, everyone including our Mac customers, can use Paper Tiger software. With our FREE FOREVER account, anyone can start using the software in under 60 seconds by going to our website!”, says James D. Grady, President & CEO of The Monticello Corporation, the makers of Paper Tiger Document Management and Filing System software. “Our total focus with Paper Tiger Online was to make filing & managing paper much easier to do. People want to stay organized & clear the piles of paper off their desk, but not spend their life doing it.”, Grady continues.

Tens-of-thousands of companies, government agencies and non-profit organizations around the world use Paper Tiger Document Management and Filing System software to get organized and manage their office filing tasks much more productively. What most people do not know is that there are only 5 things you can do with a piece of paper – (1) Toss It (2) Stack It (3) File It Alphabetically (4) Scan It or (5) Index It using a product like Paper Tiger Document Management and Filing System software. The paperless office never quite made it to reality, alphabetic methods quickly break down and become out-of-date, and scanning solutions are costly and very difficult to implement. Also, many documents (signed contracts, presentations, etc.) must be kept in their original paper form. Some people are uncomfortable with scanning documents due to the possibility that they could lose everything in the event of a technical malfunction. For a complete list of these options and the pros and cons of each, see our Document Management Decision Guide.

About The Monticello Corporation, makers of Paper Tiger Document Management and Filing System software.

Founded in 1995, The Monticello Corporation’s mission is to enhance its customers’ businesses and personal effectiveness by providing the training, tools and motivation to help them solve their problems with filing and document management. The company’s main product, Paper Tiger Document Management and Filing System software, was created as a type of inventory management system (like a chart of accounts) for physical hanging files (you know, the green, yellow, blue and red ones in your file cabinet!)

Monticello got its name from the legendary home of Thomas Jefferson, U.S. president from 1801-1809. An avid collector of books and music, Jefferson transferred his personal library of more than 6,000 volumes to the Library of Congress in 1815, doubling its size and permanently expanding the scope of its collections.

Announcing Paper Tiger Online!

Monday, July 19th, 2010

The easiest way to manage paper. Find anything in your office in 5 seconds or less!

In 1998, we revolutionized the way the world files and manages paper by introducing Paper Tiger Desktop. The first product was based on a simple concept…enlist the computer to create an easy-to-use index of the paper in your life (or your organization) so that you can Find Anything in Your Office in 5 Seconds or Less…Guaranteed!

The first product allowed people to:

* Clear their desk.
* Stop trying to remember where they filed things.
* Easily share information with others in the office.
* Make it possible for the office manager to actually take a vacation knowing that everyone will use Paper Tiger to find what they need.

Paper Tiger customers could move beyond the piles everywhere or a broken, non-functional alphabetic method to using a computer to better manage their ever-increasing flow of paper. All of this without the cost, hassles (very time consuming), and risks associated with using a scanner to digitize their paper files.

Forget About Backups, Operating Systems, and Your IT Department!

So, now in 2010, as the world of technology has evolved, we are very happy to announce Paper Tiger Online! This product is amazing. Using Paper Tiger Online, you will be able to access your information from anywhere with an Internet connection. You will no longer have to worry about what computer you are using (Windows, Mac, Linux, etc.) or if you have backed up your data (we automatically do it for you!) You can even see your Paper Tiger information on the Apple iPad, Apple iPod Touch, Apple iPhone, Android phones and most other web-enabled devices. The new software works with almost any Internet browser (Internet Explorer, Firefox, Safari, Chrome, etc.) To add an additional member of your team to Paper Tiger Online is so easy, it just takes a minute and there are no networking/technical hassles!

If you are currently a Paper Tiger Desktop customer, your database can be imported to the new Paper Tiger Online. The entire process should take you about 10 minutes. If you have any issues, we will prepare your database for you to import!

The Paper Tiger Online application and your data are hosted at the industry-leading, IT hosting provider Rackspace. Rackspace is a publicly traded company that has over 80,000 cloud hosting clients such as Paper Tiger Online. We have taken every step possible to guarantee 100% application uptime and maximum security of your data.

Looking Ahead with Paper Tiger Online

The future of computing belongs to the Internet. We have grand plans for Paper Tiger Online. As people in business struggle to manage both their paper and digital worlds, there is a need for a 21st century filing system that is adept at both paper and digital, and this information needs to be available on any device. You can let your imagination run with what we are building! As a Paper Tiger Online customer, you will be able to take advantage of the new features, as they become available.

Best of all, the cost to use Paper Tiger Online is very modest and will fit almost any budget. There is a wide range of PLANS/PRICING available – there is even a limited FREE FOREVER account for the modest user that allows up to 100 Items (hanging file folders).

Special Pricing for Our Loyal Customers

As a current Paper Tiger customer, by ordering now and paying for a Paper Tiger Pro yearly plan, you will receive a 30% discount over the regular monthly price. The great news is that by subscribing to Paper Tiger Online during the launch period, you are locking in this price permanently. That’s right, for as long as you have your Paper Tiger Online account, your cost will remain at the discounted price that you paid when you signed up. If you are a current Paper Tiger desktop user, contact sales@thepapertiger.com and ask how to get the special price. This offer ends at midnight Tuesday, September 7, 2010.

Order with confidence, there is no contract and you can cancel whenever you wish. You can even export your data at any time for safekeeping or if you decide to cancel.

We hope you will join us by subscribing to Paper Tiger Online. We look forward to your feedback and suggestions.

Sincerely,
The Paper Tiger Team

Legal Record Keeping Doesn’t Have To Be Complicated

Thursday, July 8th, 2010

Record keeping is a vital part of any business. Whether you’re involved with law, accountancy, human resources or taxation, thousands of records are created and need to be maintained for many years. Legal record keeping doesn’t have to be complicated.

A document management system isn’t a money making part of the business. However, accountants, consultants, lawyers, real estate agents, government, schools – no matter your type of business or organization — rely heavily on accurate records being kept. An efficient document management system, like Paper Tiger Document Management Software and Filing System gives everyone access to records when needed.

If six lawyers are all working on one major case, they’ll all need access to the same files. Instead of the old, clumsy way of having to go through filing cabinets to find them each time, each person merely has to use their keyboard to quickly locate the file and retrieve it. Once the file has been dealt with on that particular occasion, information in the system is updated and the file can be returned to its original storage place.

In professional occupations such as lawyers, doctors and accountants, regulations are changing all the time. They must also deal with an ever changing volume of local, state and federal laws and ensure they comply with them all. If they implement a smart document management system, every time a new law is passed and information is received, it can be added to the relevant files so everyone has the updated information.

The old problem of files sitting on people’s desks eternally waiting for certain documents to arrive before they can be actioned is gone. This will reduce the amount of time spent on filing and retrieval of files.

Human resources and payroll departments of large organizations rely heavily on the correct filing and retention of personnel files on a permanent basis. This is a legal necessity and is vital for the company to be able to access the records when dealing with salaries and any other personnel problems that may arise.

Businesses may operate in different states and countries where laws differ. These laws must not only be recorded and stored correctly, but be easily retrieved when necessary. Once the new software has been implemented, thousands of dollars and hundreds of hours will be saved. This time and money can be devoted to the more lucrative parts of the business.

Legal record keeping doesn’t have to be complicated. It’s in everyone’s best interest to use the most user-friendly document management system available. Your business will become far more profitable if you do so, because money and time can be focused on the important aspects of your job. The mundane filing and retrieval processes will be faster and more efficient.

Your Document Management System Can Be Environmentally Friendly

Friday, June 4th, 2010

Organizations face many tough choices in today’s business world. The struggle to keep up with new advances in technology and reduce carbon emissions is difficult. There is always pressure to cut costs and increase productivity. The positive news is that your document management system can be environmentally friendly whilst still being cost effective.

Whether you believe that global warming is an issue for the planet or not, it’s everyone’s responsibility to do all they can to minimize the impact their business has on the environment. Typical offices waste a lot of paper and power needlessly. This can easily be rectified by making some smart business decisions.

The First Step – Standardization

The first change should be to implement an intelligent document management software system, like The Paper Tiger Document Management Software and Filing System, that can eliminate the need for waste, save money, reduce power usage and increase productivity. If such a system is put in place, your current method of filing would change completely. Standardize the way that all files are labeled and that will avoid unnecessary duplication. Once individual documents are finished with, they can be added to the appropriate file.

Reduce Paper Usage

Because millions of documents are in different formats, they can be actioned without first converting them to paper. This immediately reduces the need for such vast quantities of paper to be used. A recent study calculated the additional costs associated with a single sheet of office paper, discovered that you have to multiply it by a factor of 30. This means that a $5 ream of paper would cost around $150. The average office worker uses around 10,000 sheets a year. One company calculated that if each of their workers saved one sheet of paper a week, they would save $700,000 per year.

If people start becoming smarter about their paper usage, the savings would be incalculable just for the paper alone. This means such signs as “think before you print” and “recycle that waste paper” should start appearing all over the office.

Documents can be edited electronically and saved on a CD or DVD for filing instead of printing because the files now have the ability to contain all formats. Paper won’t ever disappear completely, but a heavy reduction is vital.

Save Money and Boost Productivity

All staff will have access to the same filing system software and can instantly locate relevant files and documents at any time. This reduces filing and retrieval times and so decreases your overall costs while increasing productivity.

To decreases your power bill and carbon footprint at the same time, all staff should get into the habit of turning off all printing equipment when not being used. Of course, this is even more important at the end of the work day.

Once your document management system is in place and working smoothly, you won’t need as much room for file storage because everything will have been categorized in one of three ways; action, archive, or destroy. You won’t have desks overflowing with documents and files that haven’t been actioned or are just put in the “too hard” basket.

Staff will become more productive and office morale will be higher because they are able to work on more productive tasks. Proven statistics say that 20% of the work produces 80% of the revenue and 80% of the work only produces 20% of the revenue. Clumsy filing systems are time and money eaters. Now you can improve the percentages. Because of this increased efficiency and the smarter use of paper and all office equipment, your power bills should decrease as well.

The Impact on the Environment

If you stop to consider the ramifications of utilizing a more efficient document management system on other associated industries, it makes no sense to stick to the old methods. The paper industry uses vast amounts of pulp, energy and water and pump out tons of greenhouse gases. If the need for paper decreases dramatically, thousands of trees can be saved, more water can be conserved and less energy will be needed. If the number of trees being cut down is reduced, the result will be cleaner air and a healthier environment.

The Big Picture

It’s also vital to think of the bigger picture in terms of the next generation. You may not live to see the long-term effects of these necessary changes, but your children will. Should they have to live on a sick planet because their parents and grandparents badly damaged the environment through carelessness?

It doesn’t matter if you’re a small business owner or the CEO of the largest corporation. If you have filing to do, remember that your document management system can be environmentally friendly while being cost effective.

Tame The Paper Filing Monsters And Boost Your Productivity

Friday, May 21st, 2010

They hide in the shadows of the shelves and lurk inside big grey tombs. They linger on desks and chairs and creep along the floors. You’ll find them reproducing at an alarming rate in every in-tray.

It’s time to tame the paper filing monsters and boost your productivity once and for all.

Nobody likes monsters, but the office world is full of them. Your inefficient filing system is a family of huge hungry monsters with ravenous appetites. They eat up hours like seconds and dollars like cents. They turn the hardest of workers into slaves and scare off the most valiant of secretaries, clerks and administrators.

However, there’s a new breed of soldier entering the arena and he’s ready to do battle with these horrendous monsters. This knight’s name is Sir Document Management System — Paper Tiger Document Management Software and Filing System, that is. He has plenty of weapons in his arsenal to help you defeat your enemies. Wherever he goes, monsters flee in terror because his reputation precedes him.

Imagine Clean Desks and Tidy In-Trays

Imagine a world, not unlike your own. A world where there are no shadows or empty, messy tombs. Imagine clean desks and tidy in-trays. Fantasize about your budget being in surplus due to an increase in productivity, the likes of which you have never seen before. Dream about staff not taking sick days because they enjoy their work.

Only the most astute of kings will have the wisdom to see past the endless years of havoc and visualize the possibilities of a new and better world free of such monsters. A world where all your people file documents of all types in exactly the same way. Retrieval of archived files becomes very easy because the information is at your fingertips. A few clicks of your mouse and you can instantly access the location of the document a secretary who left the company two years ago had archived.

This user-friendly document management software is to monsters what kryptonite is to Superman; Lethal! Staff will be more productive because they’re not wasting countless hours looking for lost files and documents for important meetings. There won’t be problems with file duplication because of the Find First feature in this filing system. No matter how the person is thinking the day they file or the day they are looking for a file, they will be able to find it within a few seconds based on the keywords input when filed.

If you implement one little concept at the same time as you initialize this system, you’ll reduce the amount of wasted dollars and man hours even further. The tip is simple. As much as possible, manage each document only once. Receive it and make one of only three choices: archive it, action it as soon as practical or discard it.

Don’t Just Shuffle Documents From One Place to Another

Don’t play the game of moving a document from a tray to a pile for further sorting and then sort that pile into more piles because that’s what you’ve probably already been doing. Why do you think the monsters came out in the first place?

Paperwork won’t ever be eradicated. Well, at least not this century, but it can be controlled more efficiently and give you back precious time to concentrate on more important tasks.

Of course, you can also control access to certain materials. By using smart document management software you’re streamlining lots of different processes and that means efficiency and productivity will rise enormously.

Another benefit to using Paper Tiger Document Management Software and Filing System is that it reduces the amount of physical storage needed. More files can be archived and stored elsewhere if that’s more convenient. The system helps you locate archived files quicker than the old fashioned way of hunting through piles and shelves and filing cabinets.

Filing will always be a major component of any office, but handling it in the smartest way possible will save time and money and help you achieve your goals faster.

So in the end, it basically comes down to a simple question. Will you remain in the cobwebbed castle with the constant shrieks and howls or will you rise up and decide to tame the paper filing monsters and boost your productivity? Sir Document Management System is only a mouse click away!

A User Friendly Document Management Filing System Must Allow Easy Retrieval

Friday, April 30th, 2010

Every business, company, organization and government body of any description has to deal with the serious issue of document management and how best to deal with such a complex issue. Frequently the main concern is only how to file the information. However, a user friendly filing system must allow easy retrieval of all documents or files at any given time.

Retrieval is the key reason why documents must be stored in the first place. Some material has to be kept for a certain period of time for legal reasons. Other files need to be accessed regularly so that more documents can be added or amended. On some files, you will simply take action and then shred or delete them.

A classic case is a hospital. If you were a patient in a particular hospital and only had to go there twice in a five year period, you would expect the doctor to easily access your records the second time and then add current information to that existing file. He wouldn’t create a duplicate file.

There’s no reason to have a filing system that doesn’t tell you where the relevant file has been stored whenever you need it. Society revolves around legal hard copy documents for everything from birth certificates to business licenses and legal contracts for major companies. Because computers are a major part of today’s lifestyle, it’s only logical to utilize options that can now be offered to help reduce the clutter that current paper filing systems create.

You may have an office with 200 staff that all carry out different duties. They still need access to the same document management system to retrieve vital information to carry out their specific work. Many staff members may even collaborate on some files if that’s what their duties dictate. Using specialized filing system software to record the location of all files within the company will enable faster retrieval and increased efficiency.

Documents can be added to files as time passes and, if you currently use an alphabetical system, it can become very confusing and cumbersome. This is because everyone thinks differently. One person might use a business name as the title, while another uses a person’s name, and therefore duplicate files can get created and as history of that “file” grows, so does the confusion.

To avoid such problems, it’s essential to have very user-friendly document management software. Establish set criteria for the naming of files and make that a standard right through the company. Then filing, retrieval, additions to and re-filing processes will become much more streamlined and save countless hours and thousands of dollars. The staff will be more productive and your business will achieve its goals a lot faster.

If your business doesn’t use an efficient document management system, documents can be created in a variety of different formats. Apart from hard copy paper-based documents, you’ll have faxes, audio, DVD, CD and PowerPoint files. There will also be emails that may be quite lengthy and have been viewed by numerous people. These may need to be added to specific files as well.

Using document management software, you can record the location of each item and the file in which it’s stored. If any of these various formats are needed again, simply access the file by checking your computer for the location. Then you have all the relevant information in one place.

Quite often there might be regular reviews of material contained in some of the files. Instead of trying to remember them or write them in a diary that only you can see, utilize the filing system software to set reminders so that anybody can access the information and action the necessary work. This means that even if the relevant person is away sick, the work can still be carried out.

When all the files are stored and labeled correctly as per the filing system guidelines you implement, you have the added benefits of knowing who and when files have been accessed and/or action taken. Compliance with all regulatory bodies is much easier when you have tighter control over your document management system.

In addition, using an efficient document management system will enable you to reduce the office clutter. The desks that used to be piled high with files waiting to be worked on will become a thing of the past. Staff simply retrieve the relevant information they need only when they need it. They’re not confronted with that depressing pile every single day.

No matter what decision you make, remember that a user friendly filing system must allow easy retrieval or it just becomes another time waster that your business shouldn’t have to deal with.

The Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system that will totally revolutionize the relationship you have with your filing cabinet. The filing system works just like a search engine for your paper files!

You can start with as few, or as many, of your files as you like by simply creating your index into the software’s database and printing the accompanying labels. Then, as you add new files, simply add them to your database and you’re on your way to a more efficient and cost-effective document management solution.

The Monticello Corporation Announces – “The Paper Tiger Online” and Is Giving Away an Apple iPad to Celebrate!

Tuesday, April 13th, 2010

The number one paper management software product is now “in the cloud” – The Paper Tiger Online is now in beta testing and soon to be released!

Atlanta, GA (PRWEB) April 14, 2010 — For the past fifteen years (since 1995), The Paper Tiger Document Management Software & Filing System has set the standard for helping companies and individuals get control of something they hate…filing the paper on their desk and in their office.  Now, The Paper Tiger software is being put “in the cloud” and made available worldwide on the Internet (SaaS – software as a service).

Now anyone can start solving their problems with the paper in their office in 30 seconds or less.  If a messy desk is a problem, if members of your team want to be able to quickly and easily share information in the office or if you are wasting too much time each week looking for lost information, then The Paper Tiger Online might be for you.  The new filing system product is designed for anyone who wants to get a better handle on the paper-based information in the office.  Currently tens of thousands of organizations worldwide use the existing desktop (client) version of The Paper Tiger software.

The Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system for paper office files. It works like a search engine for paper files to help companies and individuals stay organized! People using the software can save over 150 hours per year by eliminating the time-consuming task of looking for lost information. The Paper Tiger Document Management and Filing System software uses the power of the computer to index the hanging file folders in office file cabinets. This method works much better than old-fashioned alphabetic methods and is a great alternative to costly scanning and imaging solutions.

Finally, everyone including our Mac customers can use The Paper Tiger software.  We are excited to have an online solution that makes it so easy for our customers to start solving their problems with paper!”, says James D. Grady, President & CEO of The Monticello Corporation, the makers of The Paper Tiger Document Management and Filing System software.  “Starting a new FREE account with The Paper Tiger Online takes about 30 seconds and can save a businessperson 150 hours per year in lost productivity trying to find the paper in their life”, Grady continues.

Tens of thousands of companies, government agencies and non-profit organizations around the world use The Paper Tiger Document Management and Filing System software to get organized and manage their office filing tasks much more productively. What most people do not know is that there are only 5 things you can do with a piece of paper – (1) Toss It (2) Stack It (3) File It Alphabetically (4) Scan It or (5) Index It using a product like The Paper Tiger Document Management and Filing System software. The paperless office never quite made it to reality, alphabetic methods quickly break down and become out-of-date, and scanning solutions are costly and very difficult to implement. Also, many documents (signed contracts, presentations, etc.) must be kept in their original paper form. Some people are uncomfortable with scanning documents due to the possibility that they could lose everything in the event of a technical malfunction. For a complete list of these options and the pros and cons of each, see our Document Management Decision Guide.

The new Paper Tiger Online is currently in beta testing and should be available in the next 60 days.  Professional Organizers, Virtual Assistants and all interested people are invited to join the beta testing program.  To celebrate The Paper Tiger Online now working for our Mac customers, we are giving away an Apple iPad approximately every 60 days. Go to The Paper Tiger website for more information on The Paper Tiger Online.

About The Monticello Corporation, makers of The Paper Tiger Document Management and Filing System software.

Founded in 1995, The Monticello Corporation’s mission is to enhance its customers’ businesses and personal effectiveness by providing the training, tools and motivation to help them solve their problems with filing and document management. The company’s main product, The Paper Tiger Document Management and Filing System software, was created as a type of inventory management system (like a chart of accounts) for physical hanging files (you know, the green, yellow, blue and red ones in your file cabinet!)

Monticello got its name from the legendary home of Thomas Jefferson, U.S. president from 1801-1809. An avid collector of books and music, Jefferson transferred his personal library of more than 6,000 volumes to the Library of Congress in 1815, doubling its size and permanently expanding the scope of its collections.

Contact:

James D. Grady
President/CEO, The Monticello Corporation
www.thepapertiger.com
Toll-free Phone: 866-701-1561

Cutting Back on the Cost of Disorganization How Office Organization Can Improve the Bottom Line

Monday, April 12th, 2010

This article by Denise Landers, founder and CEO of Key Organization Systems Inc. and a Paper Tiger Expert, will help you save time and money, simply by taking steps to get organized. Denise also recommends The Paper Tiger Document Management and Filing System software to help keep track of all your paper files throughout the year.

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Are you interested in cutting costs and saving money?

Saving money in both business and personal spheres is not only a wise discretionary move during this economic turmoil, but for many it is a necessity. These past months have caused us all to reevaluate our spending and seek ways to limit cash outflow.

There is an easy solution that will produce many benefits, not just financially but in many tangent areas – become more organized.

Improving organization helps with the bottom line in a multitude of ways:

1. Image.

a. 73% of managers and associates say they form impressions of co-workers by the way their desks are organized. Disorganized desks do not indicate you are ready for additional responsibilities. There is a lot of competition now, so do not handicap your chances of securing more business.

b. Nearly 70% of workers believe that colleagues with messy desks are less career driven than their counterparts. Can you afford to allow that perception in this climate of downsizing and forced sabbaticals?

2. Productivity

a. Office distractions eat up 2.1 hours per day for the average worker. How much more could you produce if you had 2 extra focused hours of work each day?

b. Once interrupted, it takes 25 minutes to get back into the flow of the original task. Although many think you will get more done by multitasking, you are actually less effective than when concentrating on one thing before switching to another.

3. Time

If distractions eat up an average of 2.1 hours per day, that adds up to over 12 weeks per year. If you were organized, not only would you produce more, but you have extra time to pursue your personal goals and meet family commitments.

4. Health

a. Distracted drivers who are multitasking cause 80% of crashes and 65% of near-crashes.

b. Stress builds up with disorganization. 80% of our medical expenditures are now stress-related.

5. Money

a. 2.1 hours of distractions per day translates to $28 billion a year in the U.S. Add to that the loss of money due to employee absenteeism, illness, and health claims.

b. Estimate how much time is being wasted by each employee within an organization, multiply that by number of employees, and do that for year after year that this continues to occur.

Bringing the cost of disorganization closer to home, here are common situations where eliminating disorganization can quickly put more dollars in your pocket:

• Late payments (misplaced bills leading to interest and penalties)
• Pending rebates (not collecting the necessary information)
• Duplicate purchases (unable to find what you already had)
• Unused gift cards (not with you while shopping)
• Overdraft fees (failing to reconcile)
• Multiple trips to store (shopping without a list)
• Repairs (neglecting maintenance)
• Tax Deductions (not tracking mileage and business expenses)
• Late fees (overdue items)

It is always worth the time to be better organized, but with the economic stresses we are facing now, it becomes more of a necessity. The short-term investment in time produces long-term dividends.

Denise Landers @timetrainer

Contact Key Organization Systems, Inc. for written permission to reproduce an article: http://www.keyorganization.com/contact-us.php

*Statistics sources

If you would like to jumpstart your organizing efforts and add to your time management skills, we can help!

Corporate Training: workshops and consulting to increase daily work flow and reduce stress

Individual Assistance: our onsite and virtual office organizing to bring about changes quickly

On Your Own: books and CDs to work at your own pace

Create a Filing System So You Can Find Your Files Again

Thursday, April 1st, 2010

This article by Stephanie Calahan of Calahan Solutions, Inc. and a Paper Tiger Expert, is a great source to get you  thinking about how to set up your files in a systematic way so that you can find them again.

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According to the National Association of Professional Organizers, it costs $120 in labor to track down a misplaced document or $250 in labor to recreate it. YUCK! Filing systems that work with the way you work are critical to cost management. The following tips will aid you in setting up systems to meet your needs.

File Only What You Need
Many of us (yes – I’m guilty sometimes) put things in files because it is easier to file it away than to make a decision. Recognize that your files are not dumping grounds. Do not put things in your files without first contemplating whether or not you can get rid of them.

Create a File Index
A file index is one of the most important items that you can have to help you keep control of your ever growing pile of papers! List the location of each category and folder. That way, when you need to find your documents, you will have an easier time locating what you need. I use The Paper Tiger Document Management Software and Filing System for my file management both at home and at work. I love it! Find Anything in 5 Seconds or Less With The Paper Tiger Software

Keep Fingertip Files at Your Desk
Fingertip files are those that you refer to all the time — phone lists, school directories, catalogs. They can be built into a great action system. What? You don’t have an action system? See my next point.

Reduce the Piles into Files
If you keep your files in piles on your desk because you need to see them, try using a rolling file cart. This keeps piles off your desk but in a place where you can see them at all times.

Or maybe you have those piles on your desk because you are afraid that you will forget to do something. Then, make an action system that will work for the way you work! Check out http://www.calahansolutions.com/s_prod_swiftfile.htm for info on how to make your own action filing system.

Consider Off-Site Storage
If you are low on space, consider allowing a document management storage company to store your old records in an off-site facility, or you could relocate your files to a storage facility.

Avoid Paper Clips
Clip multiple-page documents together with staples or a binder clips, but avoid paper clips because they have a tendency to get caught on other pages.

Remember You Are Ever Changing, So Your Filing System Should Be Too
Your filing system should be a dynamic and ever-changing creature. Don’t be afraid to get rid of a category if you don’t use it anymore — or to add a new one if you need it. Consolidate folders that seem to go together under one larger heading, and split up categories into smaller pieces if your folders get too stuffed. Once a year, you should set aside time to purge the old and obsolete information from your files. If you follow these instructions, your filing system will serve you well for the rest of your life.

Use Color Coding for Your Files
Consider using a different color folder or tab for each section of files ex: all “financial” folders are green or have a green label. This makes it easier to find the file you need quickly and makes it easier to put folders back in the right place. You will now be able to put your hands on the folder you want almost instantly and run down the row of major categories until you find the right one.

Don’t Overstuff Filing Cabinets
There’s nothing worse than having to file papers in a file cabinet that is overloaded! Leave enough room in file drawers so you’re not using all your energy to get a piece of paper in or out.

That is it for now! I suggest that you only try to implement a few of these things rather than a bunch of them at once. Pick one or two that really speak to you, make them a habit and then add a few more.

To your success!
Stephanie
support@calahansolutions.com
Twitter.com/StephCalahan
Facebook.com/StephCalahan

Do you wonder where you can make a difference in your productivity and organization? If so, you may like our self-assessment for Personal Productivity. You will get immediate results and may even qualify for a free telephone strategy session with me.

PS: Don’t forget to keep your paper files in order with The Paper Tiger Document Management Software and Filing System, which Stephanie highly recommends and also includes in her in-person or  remote/virtual Office Miracle.

Document Management Structure: Where Do Your Records Really Go?

Thursday, April 1st, 2010

Large corporations and government bodies deal with thousands of records every day. They come in different formats including paper based, emails, faxes, scanned photos and documents and digital recordings. But where do your records really go? What happens when you finish using them?

Many files are kept in a variety of different, and sometimes confusing, ways. Paper based files are tossed into filing cabinets with no rhyme or reason to a structured document management system, or left on an employee’s desk to be buried in an ever-increasing stack of documents. Emails are filed on someone’s computer or even deleted. CDs and DVDs get tossed in a drawer never to be seen again. Books, binders, training manuals all get shuffled and mixed on a shelf somewhere.

Add to that the fact that different people label files differently. For instance, if you currently use an alphabetical filing system, there’s a good chance that files will be stored differently using the company name, or by a person’s name, or even by the industry. A lot of duplication can occur in this kind of filing system, which can lead to employees only seeing part of a file instead of every document pertaining to the file. These methods can be bad for business, especially if critical information can’t be found because it is in a different file under a different name.

As time passes, and a company grows, these type problems keep escalating. That’s why a major change needs to be implemented to enable your company to streamline the management of all documentation into one single, workable method that can be applied to every file in the company.

A document management software like The Paper Tiger Document Management Software and Filing System that uses an indexing system is the smart, logical choice for such a filing system. Basically, anything you can number, you can easily index. With a document indexing system, you can keep every document, binder, CD, DVD, etc. easily accessible for everyone to find. You decide how to name the files using letters, numbers, keywords and contact names to uniquely identify every file for future retrieval. You simply enter the details of the file and its contents into the software database, print off the file title onto a label and attach it to your hanging folder tab or affix to the corresponding item. And the exact same method can then be used by every staff member to locate information needed.

This is an easy to use system because the next file you create goes right behind the last one created and there’s no need to stuff a file drawer just to make something else fit alphabetically.

The computer index can easily be accessible by everyone in the company. This means you reduce the amount of time staff members spend filing and trying to locate needed documents. If anyone needs a particular piece of a file, they simply check its location on the index and then retrieve it for themselves.

And documents will no longer get misfiled. Meetings and reports can be handled much more easily because you can locate relevant information by simply pressing a few keys on the computer. Thousands of hours that previously were wasted searching for paperwork can now be used more productively, which means you not only save money, but employees can also tackle more projects in less time. It is estimated that an employee can waste over 150 hours per year, just looking for lost information.

A hard copy printout of the index serves as a backup in case you have a computer crash or power failure. And you can even store a copy of the index offsite as well.

As companies expand their operations, there is a growing need for more space. Usually this means having to uproot furniture, file cabinets and more, possibly even moving to a larger facility. Using a document management system can actually eliminate this need, because so much of a company’s needed space is for documentation. Old files can be archived in boxes and moved without uprooting the employees.

Because every possible keyword associated with each file is entered into the index, you can easily see whether a document you need has been archived or is in the office without searching for untold hours. In some cases, this can mean that you have room to even expand your operations without having to move to bigger offices.

Document indexing saves money and time and increases productivity. These are all huge wins for the company. And they’re all positive factors that can be clearly demonstrated when discussing budgetary issues. In fact, the very files you need to prove the value of this system can be more easily found when the system is installed.

There is no longer a need to keep everything stacked on your desk for fear of losing it. With a document management software system, you can find things at the click of your mouse … oh, what a stress-free way to manage your paperwork!

If you’re wondering where your records really go, that becomes an easy question to answer with a few simple keystrokes when you opt for document indexing software.

You can better control and improve the whole process of document management so your company is more than capable of tackling whatever projects are put on its plate. Document indexing can free your staff to devote time to the really important work of doing their jobs, because all the filing hassles are now under control, both for today and for the future.

Bridge the Generation Gap with the Perfect Document Management System

Monday, March 22nd, 2010

Some people have lots of different jobs throughout their working lives. Others stay with the same company for many years. The long-term people see a wide variety of technological changes. Sadly, some find it hard to keep up. To maintain longevity, companies need to find a way to bridge the generation gap, technologically speaking. And the right document management system can help them do that.

In a large company, especially, there are often staff members ranging in age anywhere from 18 to 65 years of age, or older. If you stop to consider what type filing systems older people may have begun using when they began working or joined the business, you can easily understand why it may be difficult for them to manage a newer, computer-based system.

On the other hand, you have the younger people in their late teens and twenties who have literally grown up attached to a cell phone and a laptop. They probably don’t like the older, more tedious style of document filing, so you could even have a higher rate of turnover than you would like to see for this very reason.

No matter the age, people think differently about how documents should be filed. Then it’s a matter if those files can be retrieved later by any employee in the company!

The future of any company depends, in part at least, on how well it changes with the times and how well it handles new technological changes. The younger staff members of today will be tomorrow’s CEOs. The only logical choice to help bridge this technological generation gap, in both age and ability, is to introduce a system that is easy to learn, easy to use, and quickly standardized throughout the company.

That means every single member of the team, from the youngest new start, to the most senior CEO or company director, will work together as a team to initiate the change in document management all at one time.

An indexing system that’s designed to allow you, as a company, to select the criteria for labeling your files is vital. However, merely using an alphabetical or numerical system is too confusing, simply because everyone thinks differently.

You must be able to choose your company’s own style and designate that to be the official way to label and file your business documentation. Then everyone can work together, easily add more documents to existing files without running out of room, have the ability to locate files simply by checking a computer or hard copy index, and be able to clear their desks at the end of the day.

Using an indexing system to maintain your corporate documents offers greater efficiency for your staff because it reduces the amount of time needed to file individual documents, as well as the time required to create new files and retrieve documents or files at a future date. This type system will save thousands of dollars and free up a lot more time for staff to focus on the more important aspects of their jobs. And better productivity typically ensures greater employee longevity for the company—meaning less turnover.

Technology can certainly replace some functions that were previously only carried out manually. However, technology shouldn’t stand in anyone’s way when it comes to work. More people are working to an older age due to the different economic climate in which we live today. Some of the more senior employees have a wealth of experience and are actually the mainstays of the company. It would be sad to see those same valuable employees feeling forced to retire simply because they couldn’t cope with new document management software or a system that was far too complicated for them to understand.

If you take the wealth of experience of those senior employees, and add that to the drive, enthusiasm and familiarity with new technologies afforded your younger team members, you have a powerful team. Add a document indexing system they can all understand will almost guarantee your company can stay strong and have that vital edge over its competitors—in this one area, at least.

How often have you, or one of your staff members, faced the issue of being unable to locate a specific document? Good record management is vital for any organization. Every department can be affected by how well documents are managed. That includes sales, customer service, maintenance, repair, dispatch, inventory management, accounting, and more.

Locating the information you need quickly to provide answers to your clients and customers, as well as to company employees who are handling various issues such as billing or customer care, can result in a happy ending when documents are managed properly. And a document indexing system, like The Paper Tiger Document Management Software and Filing System is the best way to do that.

So bridge the generation gap in your company by selecting a computerized file indexing system to manage your documents and paperwork. You’ll be able to offer better service to your customers, improve the productivity of your staff, and increase employee morale and longevity. That’s a win-win situation all around.

Improve Your Productivity Through Better Document Management

Tuesday, March 16th, 2010

It does not matter what country you live in. Your sex and age are both irrelevant. Religion and race cannot alter the one thing everybody has in common. You only get 24 hours in a day. For businesses to increase profit without increasing expenditure, improve your productivity through better time management.

In every business there are jobs that staff enjoy. Then you have other jobs that are just as important, but staff and management do not particularly like doing. It is a proven fact that if you enjoy doing something, you do it well. Conversely, if you would rather not be doing something, you do it as quickly as possible and not usually in the most efficient manner.

The single biggest time waster in any business is record keeping/filing/document management. This is because most businesses use outdated systems that are no longer efficient. Staff generally hate the mundane tasks associated with record keeping and thousands of hours are wasted every year because everyone is too busy to spend time looking for a solution.

Stop looking! The answer is literally at your fingertips. The Paper Tiger Document Management Software and Filing System can free up hundreds, or even thousands, of hours currently being wasted using archaic filing systems. This is a company’s biggest hidden cost and is often overlooked. The best way for you to improve overall productivity and time management is through the utilization of a standardized indexing system.

No longer will staff make up their own minds about how to file things. Gone are the days of cluttered desks and documents being misplaced because people cannot be bothered taking the time to correctly file your important documents. You will no longer be forced to make uninformed major decisions because you could not locate a particular document at a crucial time.

The Paper Tiger is the right document management system and is easy to learn and implement because it blends in with whatever your current guidelines are. There will be a universal way of storing all documents so that everybody, from the CEO of the largest corporation to the newest girl in administration, can both file and locate any document at any time.

Simply make some decisions as to how you will name your files. They can be names, numbers or whatever combination you choose, then enter keywords and/or additional notes relating to each document.

Current files will be right at your fingertips whenever you need them. They can be kept in a desk drawer or a filing cabinet and the records are input into the software program for everyone to see and add to as required. This saves time if other people need a document from a file from anywhere in the office.

Older, archived files can be stored elsewhere, either on-site or off-site and still indexed in the exact same way. Anything not needed can be deleted or shredded. Gone are the days of cluttered desks, overflowing in-trays and piles of documents sitting wherever there is an empty space. A clean desk gives you more time to focus on the important work.

If you have 100 employees and each one saves one hour a day on filing, that equates to an extra 100 hours every day that can be used more productively. That is the equivalent of having an extra 12 people working for you each day. Productivity will soar without having to increase costs.

Imagine staff coming to work and sitting at clean desks each day. No more sad faces. There will be plenty of extra time to finish important tasks. Some data entry has to be done to manage their record keeping along the way, but not enough to get stressed about. Happier staff means less sick days and higher retention of current staff, which saves countless hours training new people.

An indexing document management software that is easy to learn, simple and quick to operate, and fits in without too much effort, will improve the time management skills of every single person in the company.

Record management is a vital part of any business and has to exist in one form or another. Utilizing the most efficient form of indexing means that you are meeting all the legal requirements of document retention. No more uninformed decisions because you cannot find the document you desperately needed for that last minute meeting. No more chasing receipts at tax time. Everything is fully indexed in your computer.

You can improve your productivity through better time management by changing the way you handle filing and document management. By making a small investment, increased productivity will save you hundreds or thousands of hours and dollars, both now and in the future.

Smart Filing System For Smart Businesses

Friday, February 26th, 2010

No matter what business you’re running, there’s always the necessity of managing a complex series of documents, paper filing, forms and records over a long period of time. Document indexing is the smart way to manage these records and make the most efficient use of your time.

In a lot of workplaces, managing office documents is often done in a lazy, haphazard way and can become extremely confusing, frustrating and tedious-especially when more than one person is involved in the process! Some people view filing as a chore, and it can be time consuming. In busy offices, it can actually take weeks before some papers are filed properly. Almost everyone gives filing a low priority. We all know there has to be a better way to make document management less time consuming and more manageable … the key is in finding the filing system that works best for the individual or department.

Obviously, different offices keep their records in different ways. Some are filed alphabetical, others numerically. Some offices keep physical, hard copies, others go through the hassle and expense of scanning and storing documents electronically. Such a random variety of document management methods creates problems. One decision to make is how to store the files, and the second is how to know where they’re located once they’ve been stored.

Your document management system must be simple to understand and easy to use by everyone who needs access to office records. This may include the CEO, a project manager, a sales rep, or the daily temp brought in to replace a sick assistant. That’s why document indexing is the only logical solution to meet all these required criteria.

Using document management software to track and manage your office documents will help you organize your office, and the abundance of paperwork that flows through it. The task of handling paper becomes much easier and much less onerous. There’s no need for scanning-or buying the expensive equipment needed for scanning! No need to spend hours searching through files looking for a document you haven’t even seen for five years, but that all of a sudden you must have. You can index your documents and file as you go. This means you and the entire company staff has extra time for the more important tasks of the day. Productivity increases and money is saved when you choose document indexing to manage your filing systems.

The question you’re probably asking now is, “How does this system work?” The answer is simple. The Paper Tiger Document Management Software and Filing System is the most logical filing system you’ll find. You don’t use abbreviations or simply numbers to label your files, which takes the guesswork out of locating a needed file down the road. You choose the keywords-all the keywords-that make sense when you actually create a new file. (And you can add new keywords later as they occur to you.) Because a file is placed in the first available open file, there’s no longer a need to cram another file into an already overfilled file drawer. Then you can find a file, any file, with a quick keyword search when you need it.

You choose how to file your documents. Whether by client name or subject, location, contact person, project scope, or anything else you can think. Or better yet… all of these things! Whatever keywords you choose will allow you-and anyone else-to quickly and easily locate any file you need from then on. You can easily add everything associated with that file to the index, even if it’s located in another file folder. Because each file is keyword expandable, you’ll never run out of room and will be able to locate what you want, when you want it. Anytime.

Generally, there are three choices to make for the paper that comes across your desk. Act on it, file it, or throw it out. But some records need to be kept for years, or forever. These files can easily be moved to archived storage by simply changing the location notation in your file index. Even when the location of the file changes, you’ll easily know where every company file is at any time in case something needs to be retrieved or added to later on.

If you’re working on various sections of files on a daily or weekly basis, you can store those files close at hand. That may be in a desk drawer, a filing cabinet or on a nearby shelf, depending on the needs of your business. Current files can then still be accessible without causing huge piles of folders on your desk or office chair, simply because you need them and don’t have time to file and retrieve them often. And others aren’t wasting time looking for an important document they need to meet a 5 o’clock deadline because they can check the index to see where it’s located. Document indexing is a time saver and stress reducer for everyone concerned.

Because The Paper Tiger Document Management Software and Filing System keeps track of every file’s location, and because it’s so easy to use, your entire team will increase their efficiency. They may even leave a clean desk at the end of the day. Nah … that may be asking for too much, even from document indexing software.

7 Strategies for Controlling Clutter & Clearing the mess and stress from your life

Wednesday, February 24th, 2010

This article by Denise Landers, founder and CEO of Key Organization Systems Inc. and a Paper Tiger Expert, will help you…. Denise also recommends The Paper Tiger Document Management Software and Filing System to help keep track of all your paper files throughout the year.

Are you struggling to get more done every day and yet running into obstacles that keep you from being as productive as possible? Where is the clutter in your life? It could be:

* a mental overload
* a surfeit of activities
* stacks of papers
* a barrage of email
* the corner of your garage

Whether you are facing piles of paper or the overload is hidden in your email inbox, you know it is something that needs to be tackled, and it nags at you. Those little guilt feelings at not getting around to clearing things out end up sapping your energy. If this describes you, follow these seven steps to gain control:

1. Break the task into manageable pieces. If it took ten years to accumulate, do not expect to deal with it all in one day. Schedule small blocks of time on your calendar.

2. Make sure everything has a home. You have to make a decision on each item. Having a specific place for everything gives you structure.

3. Store like items with like items. When you keep all of one type of item together, you know how many you have and where to find them.

4. Store things where you will use them. You need to select a logical home. Otherwise the clutter will accumulate again because you will leave an item where you use it.

5. Contain it. A container can be as small as a paper clip holder or as large as a room. Only keep what will fit. This helps you set boundaries.

6. Get rid of excess. Options include selling, donating, recycling, giving away, tossing. Keep a donation box handy all the time.

7. Create systems. The real key to getting organized and staying organized is to create a system that works for you and stick to it.

These strategies apply whether it is an organized office you seek or cleared spaces at home. Your mental outlook will improve, and your daily productivity will soar!

Copyright © Key Organization Systems, Inc. All rights reserved.

If you would like to jumpstart your organizing efforts and add to your time management skills, Denise can help! and Twitter @timetrainer

Corporate Training: workshops and consulting to increase daily work flow and reduce stress

Individual Assistance: our onsite and virtual office organizing to bring about changes quickly

On Your Own: books and CDs to work at your own pace


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