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Posts Tagged ‘document management system’

Lots of Questions When Managing Paper and Digital Files

Thursday, August 18th, 2011

From the average household to a home based business to the person who is part or sole owner in a business outside of the home, we generate tons of paper every year, building up in piles and stacks on our desks, in our drawers and on top of various surfaces throughout the home or office. Things accidentally get thrown away because they just were not where they needed to be. Or, things get moved by one family or staff member while they are searching for their missing item causing another person to have to go on their own seek and destroy mission when they need something that had originally been in that pile.

The need to manage paper documents is one that is more than just about getting organized, however. Paper can be a major problem in many households and offices because there are so many questions about what to do with all the paper that comes in. What papers can be thrown out and which ones must be saved? How long do you have to save these papers? And worst case scenario, what will happen to you on the day that you find out that you absolutely need one of those papers and you just cannot find it at all?

There are several different ways to manage and organize those paper documents. You can try to work out your own system, praying that you won’t forget your cross referencing system in the meantime.

There are other products that claim they will get you organized fast and easy, eliminating all of that paper mess in the process. Some of them rely on a scanner, sending all of your papers to a little computer disc. But, what do you do with the papers once you scan them? Do you want to shred them or throw them away or do you need to keep some just in case you need the hard copy again? They are organized, technically because everything is neatly on the disc, but what happens if you need one of those documents for a tax audit or to file an insurance claim? There is also a product that has several pockets and dividers that can hold the papers that you generate for a week or month, but what happens at the end of the month when you move the old out and bring the new in?

Thankfully, there is a better organizing tool, Paper Tiger, that allows you to file all of your papers and other documents in one easy to manage and easy to update filing system. Organization in the home, the office or the home office does not mean just papers all of the time – in fact, you can use this same system to get organized in other areas, such as items that are just too big or bulky to be included in the other types of systems that require scanning. The system does not rely on scanning or trying to consolidate all of your items into a small disc or having to keep purchasing other digital storage, such as external harddrives or cloud storage.

It is important that your paper files that you keep in hard copy format, and other physical items, be indexed into the filing system, so that anything you want to find later can be retrieved quickly with a simple Google-like search in the database. Paper Tiger Filing System Software for document management can help you get organized so that you can find what you need, when you need it – quickly! And even better, Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs which will allow you to search for both your physical paper that you’ve indexed and your digital files that you’ve scanned, uploaded or created in Google Docs! Yes, we recommend Google Docs for your cloud storage because it is the least expensive digital filing storage that you’ll find anywhere. You’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!

Recording: July 26 Paper Tiger-Digital Tiger Webinar

Tuesday, August 16th, 2011

Strategize & Organize, Productivity Expert

In this webinar, Anne McGurty, productivity expert of Strategize and Organize, presented an overview in how to manage your digital and paper worlds, giving statistics and showing problems that people have in finding their information, whether it be digital or paper/physical items. Anne demonstrates how to upload files to Google Docs, and how Digital Tiger, powered by Google Docs, will work and, using just one search to Find Anything In Your Office In 5 Seconds or Less…Guaranteed! (Digital Tiger Beta testing to begin soon)

As information, Anne is a professional speaker, productivity expert, and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com.  She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.

See more information here on Paper Tiger Filing System Software for Document Management

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.

Digital Tiger is not quite ready, however you can sign up for Beta now at http://thepapertiger.com/contest and we will email you when you are to be included in the next Beta testing phase. Digital Tiger will be free to Beta testers with a paid Paper Tiger Online account. (Paper Tiger Online FREE account is not included.) Digital Tiger is not a standalone product and must be used with Paper Tiger Online.

The way it will work is described on our web page at http://thepapertiger.com/contest under Announcing Digital Tiger, where you can also sign up to join the Beta testing, and at http://thepapertiger.com/digital_tiger

Filing System Q&A from the Webinar

Q: Need info about scanning receipts and business cards and being able to retrieve them by various categories.
A: When you scan your receipts and business cards to Google Docs, your documents are OCR’d. See our knowledge base article regarding What is OCR?

Q: Will there be an efficient way to import file names from existing file structures to facilitate including them in Paper Tiger?
A: You can upload existing folders to Google Docs. See our knowledge base article entitled, “Uploading Files to Google Docs

Q: All of our electronic files are stored on our network.  We have HIPPA considerations for our files.  I’m concerned about security of files in a cloud environment.  How secure are these files?
A: Google Docs is secure, but I haven’t seen HIPPA information in their security information. Your digital data would be housed at Google Docs not at Digital Tiger. Digital Tiger will only search your Google Docs along with your physical items that you’ve indexed in Paper Tiger.

Digital Tiger will only connect to Google Docs, so Digital Tiger does not actually store your data. All data will be housed on Google’s secure servers. Below is additional information from Google’s website regarding security and privacy:

“Information security is a top priority at Google, and we employ dedicated teams with experts in their fields to handle these important areas. Your files are, by default, set to private, but you can choose to publish them to the Web or invite collaborators or viewers. Your files will not appear in Google Web Search results, but published files may appear in other search engines.

If you are working in a Google Apps domain, your files are, by default, set to your domain’s default setting. This setting might not be private, but you can make your docs private when you create or upload a doc or file. Additionally, to help keep your data private, it’s important to have a strong password, to not share that password with others, and to understand the sharing options in Google Docs.”

Below is a concluding statement issued by Google in their Google Apps security whitepaper which is found at http://www.google.com/support/a/bin/answer.py?answer=60762 in case you need more information:

“Google is committed to keeping the information stored on its computer systems safe and secure. Each of the ten components of Google’s multi-layered security strategy is endorsed and defended throughout the organization. Google Apps provides controls at each level of data storage, access, and transfer. Millions of organizations, including Google, run their businesses on Google Apps, and Google invests in that
trust every day. With Google Apps, users can rest assured that Google values the privacy, confidentiality, integrity, and availability of their data.”

We also have information on our support portal regarding Security

Q: Is the keyword searched for in the digital and paper files or do you have to search each separately?
A: When you have the digital search turned on in Paper Tiger, you will be able to search both digital and paper/physical items with one search.

Q: I’m having trouble understanding the difference between PT online and Digital paper tiger.
A: Paper Tiger Online is our software in which you can index paper files and other physical items to help you get organized with everything physical. Digital Tiger is what happens when you connect Paper Tiger Online to Google Docs. This will give you one place to search for both your physical items and your digital files that you’ve uploaded and/or converted to Google Docs. We plan to add Gmail and Google Calendar to the search function in the future to have one place to search paper/physical, Google Docs, Gmail, Google Calendar.

Q: On Digital Tiger, do you have “key words” to help find the document
A: With Paper Tiger Online, you would type in keywords to be able to search on those keywords to find the paper file or physical item in the future. With Digital Tiger, for any digital file that you convert to Google Docs, Digital Tiger will find based on the searched word in the file name or within the contents of the document. For any digital file that you have uploaded to Google Docs, but have NOT converted to Google Docs, Digital Tiger will find based on the searched word in the file name only.

Q: How does the Paper Tiger work with the physical docs in an archive?
A: When you have your paper files indexed in Paper Tiger, you can conduct a Transfer – Move function to move the files from their original Location in the database to another Location, such as Archives. Then you can move the physical files and place the new tab with new Item Number assigned by Paper Tiger Archives Location on the Archives hanging file folder tabs. Your Paper Tiger Archives Location will then match your physical Archives files.

Q: Which documents do I need (for legal reasons) to keep physical copies? I’d like to be able to just scan everything else and keep it all online (on hard drive, Google Docs, and Carbonite backup). I work from home in a small office area, and I’m drowning in paper.
A: The Internal Revenue Service (IRS) has been accepting digitized or scanned versions of paper documents since 1997 in lieu of paper documents. See additional information in our knowledge base article entitled “Does the IRS accept digitized or scanned versions of my documents instead of paper documents?” For other types of legal reasons, you would need to contact your lawyer or accountant.

Q: Will this work with ScanSnap system?
A: We recommend the Fujitsu Scanner 1500 (or 1500M for Mac users). We have tested several scanners and this is by far the best scanner that we have encountered.

Buy PC version – Fujitsu Scanner 1500

Buy Mac version – Fujitsu Scanner 1500M

Get Your Home Library Organized with Document Management Software

Wednesday, August 10th, 2011

Organizing home libraries is a great way to display what you want, store the rest, but keep track of everything you own in your home library. Much of how you get organized for this area of your home depends on how much space you have for your books. Maybe you have just acquired or inherited a sizable amount of books or moved to a smaller space and have less to work with. It could even just be that you have stacks of books that are still unpacked from the last move and you are ready to get proactive in your organized living. Whatever the reason, it is time to sort through those books and make sure they are organized to prolong their shelf life, as well as your sanity, and Paper Tiger Filing System Software for document management can help you get your home library organized.

Organizing Home Libraries – the Why Factor

Why get organized when it comes to your book collection? Well, for one thing, it is easy to lose track of exactly what you have in your book collection. If you need to reference that home repair book but don’t know where it is, you may end up having to buy another copy.

Another reason to establish an organization system for your books is for your peace of mind. Clutter can be a real cause of the added stress you feel. Getting your life in order and making sure your collection is stored in a manner that will prevent damage, in addition to being able to actually find the book you need without having to search in different places can set your mind at ease.

Don’t forget also, your book collection can become a family heirloom, a collection of literary treasures to hand down to the next generation. Should something happen to you, it is good for your family to be able to have an understanding of the filing system you implement for organizing your home libraries.

Organizing Home Libraries – Where to Start?

To get organized when it comes to your book collection, the first thing to do may be to determine what you would like to keep on display among the shelves, and which books you might want in other rooms. For some people, this is a stock of books they refer to a lot, plan to reread or just like to have on display. This inventory of display items can also be rotated or changed on a regular basis, if desired. Or, when a new book comes in, it may be time to retire an older one to storage or another room in the home.

After you have decided what to display and what to file away, it is time to box up the rest or keep it filed in another part of the home. To keep track of what books go where, it is a good idea to use a filing system or document management software in which you can index your books based on the location you are displaying them. This will enable you to get organized enough to be able to easily look up which of your favorite reads are located on shelves in the home, which have been boxed up and put in a closet and even those books being stored outside the home or borrowed by someone.

How to Use Filing System Software for Organizing Your Home Library

After you have divided your books and decided where each stack will go, you can then start a location in the software database to match the physical location where each set of books will be located. Once you have named the first location, you can begin to index each book, similar to how you might file paper files, with the book title as the item name. Then add keywords with the author’s name and maybe some information about each book, and the shelf number or box number where you’re going to place the book. For each book you add to the respective location, the software will assign an item number to that book. You would then affix a label or mark the number on the book itself to match the assigned item number.

You can categorize your books  in the software by book type, such as Cookbooks, Home Repair, Photo Albums, Marketing, Finance, Business, etc. When you’ve indexed all of your books, you will be able to conduct a Google-like search in the filing system database, and the software will tell you exactly where the book is located.

You can also print out an item list report with your list of books and where they are located, either by item number or alphabetically by book name.

Paper Tiger Filing System Software for document management can help you get organized so that you can find the book you need, when you need it – quickly!

Document Management Software for Churches

Tuesday, August 2nd, 2011

It seems that pretty much everyone has stepped into the computer age, and there is not a business in the world that does not rely on computers for a lot of their work. Even organizations that are steeped in thousands of years of tradition, such as churches, are not immune to this, and you will find that most churches are finding ways to use computers to their advantage. Churches are using Paper Tiger Filing System Software for document management to set up their filing systems so that everyone on the church staff can find the files they need quickly.

Churches Have More Paper Than You May Think

You would probably be quite surprised to see just how much paperwork an average church has, and how many filing cabinets are filled to overflowing. The church is a business like any other, and it is necessary to be as efficient as possible so that time and money is not wasted. Most people don’t think of churches as businesses, but church staff must manage the money received just like any other business to be able to maintain the buildings and pay staff.

Church fundraisers are not the only way that churches acquire money, and everything they do must be accounted for. This means that they have to record information from all business transactions, which means a lot of paperwork. Don’t forget about all of the paperwork for weddings, funerals and other special services performed at churches. All of this information must be saved for future reference if needed, so again, there are more papers to be filed.

Then think about all the sermons and other service notes, and books that are referenced, and CD or DVD recordings. How are these maintained to be able to retrieve again when needed?

Make Life Easier for Church Staff

When church administrators make the switch from paper filing or document management software, they are doing their secretaries a huge favor. No longer will they have rely on memory or guess how someone else filed something or search through mounds of papers to find a particular file. After indexing everything into the software database, all it takes is a few clicks to conduct a Google-like search in the database and you’ll know exactly where the needed item is located. Not only does this make finding things easier, it also makes it so one can declutter the office.

If you work in a church office that is overflowing with paperwork, implement document management software to help you get organized. Even if your church is considering going to a paperless filing system, there are some things that can’t be scanned, as mentioned previously, i.e., books, CD and DVD recordings. In addition, things such as drama team props and costumes, children’s church items, youth group projects — basically anything that you can put a number onto, you can index so that your staff can find what is needed quickly.

It will make everyone’s work a lot easier, and if you are the person who usually takes care of keeping track of where everything is, it will definitely make your life easier, saving you time and energy.

See other information at Organizing Church Documents The Easy Way for tips on labeling and categorizing.

Is Your Church Planning on Going Paperless (or Less Paper)?

If your church is planning on scanning even some of the paper that flows through the church, try Google Docs. Unlike many digital filing systems, Google Docs is more cost effective in digital storage, and with Paper Tiger-Digital Tiger Filing System Software for document management, you’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!

Thanks to Sherry Borsheim and Paper Tiger!

Monday, August 1st, 2011

“I’ve spent the past week re-reading Sherry’s book Conquer Your Chaos and cleaning out the last dregs of debris in my office and emails. The filing system here was in such disrepair when I first started three years ago that I made six attempts to deal with it before finally calling Sherry Borsheim for help.

Between her skills at moving us through the unmovable and the ease of implementing the Paper Tiger filing system, we are now finally able to literally find pretty much anything within five minutes – not five seconds yet, as we had a LOT of paper to put into the system. However, just this week, twice I produced critical documents in no time at all, whereas before, we would have been searching for hours.

Thanks, Sherry and thanks Paper Tiger!

Bev Faryna
Executive Coordinator / Museum of Vancouver
www.museumofvancouver.ca

Use Paper Tiger Filing System Software to Find What You Need Quickly

Friday, July 29th, 2011

The need to be organized in the office as well as in the home is an obvious and universal one. It is also a confusing and sometimes overwhelming need with many different options that can be used to accomplish the task. Paper Tiger Filing System Software for document management can help you get organized so that you can find what you need, when you need it – quickly!

The problem with some of the organization systems is their difficulty. Some of them are very expensive and some are very limited in their scope. They may not be very effective with certain types of items and they may not be as user friendly as some people would like them to be. The more difficult a system is to use, the less likely they are to be used on a regular basis. If papers are just stacks piling up on the desk because the system is just too much of a chore to use, then it is nothing more than a waste of time.

To correctly use a digital filing system, you have to have the right digital filing system. While that sounds like it should be a given, it is not always such a simple thing to accomplish.

The right system is one that will be easy to use, accommodates everything that you need to file and organize and is adaptable and expandable. The right digital filing system is one that is so easy to use in fact, that there is no lengthy training period, which is particularly helpful for those who need such a system in their office and may have more than one or two employees who will have to have access to this system.

The biggest amount of work that you have in using any type of organizational system should be in the initial set up and if you have opted for the right one, even that is not that much effort. Once you get your system set up, then accessing, updating or changing anything should be a step or two to accomplish. There should not be the need to tear down the system to rebuild it, even if you are making some major changes or updating a lot of information.

You can set up the system by using existing file names and add keywords to the database relating to each file and the filing system software assigns numbers to each of your hanging file folders, so your folders coincide with the item number in the database. This allows you to find an item just by conducting a Google-like search in the database based on the keywords you’ve indexed relating to the item you need to find, and the program gives you the exact location of the file or item.

You don’t have to rely on your memory for what name is placed on each file – you know, that one or two words on the file tab. Nor do you have to rely on that one person in the office that does most of the filing. What happens when that person is out of the office?

Implementing filing system software that’s not just for document management will provide you with an organizational system tool that will help you get organized and start finding what you need, when you need it without having to rely on your memory or others in the office!

There is a better way! Paper Tiger Filing System Software for Document Management and even better Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs!

Who And How A Document Management System Can Help

Tuesday, July 19th, 2011

Not Just for Paper Filing

Using a Paper Tiger-Digital Tiger Filing System Software for Document Management to organize an entire office or workspace in one place is the ultimate solution to document management. Of course, that also means you can get organized in your personal life, too. You can manage your digital and paper files in one place. It can be practically paperless, too. These two systems enable you to file and store both paper files and PDF files.

And, for those paper files you do need to keep, you can index those paper files and locate them while the same search will find your digital files. It really is the simplest digital filing system in the world. This is a revolutionary time saving, space saving, life changing organizational approach to document management.

The online filing system software takes less than 60 seconds to sign up for and less than 30 minutes to learn. You will have access to videos, knowledge base and FAQs (frequently asked questions) to make the process of understanding and getting started as simple as could be. The thing is, these types of paperless or limited paper filing system software help you organize things other than paper. Any physical item that you can put a number onto and index or catalog it, you can file or organize and keep track of it by using these applications.

Advantages of a Document Management System

You can gain control of your life, not to mention, find your desk again. Never before has it been possible to be this organized. Once the system is in place, you can organize your office and everything in your life.

It also means you have a secure filing system and document management system that doesn’t collapse each time you have staff turnover. It unifies team members by making data sharing easy, as well as so much faster than could have ever been done before using previous methods. In fact, users of the software save around 150 hours each year by using this approach to tracking down exactly what they are looking for right when they need it.

And not only for staff turnover, but families can benefit as well. When you implement filing system software in your home, anyone in the family can conduct a search in the database and find what is needed quickly without scrambling all over the house for the needed item.

Who Can? You Can!

The question really should be – who can’t benefit from using a filing system or document managing program? People such as teachers, homemakers and auto dealers all find this system works. Police departments, dental offices and even students have put this document management system to good use. And, funeral homes, electricians and home offices are just a few more of the many types of companies and organizations able to change their lives by getting organized with this filing system software. This includes companies, corporations, non-profits, government agencies, professionals and individuals.

So, maybe it really is your personal life you want to get organized. Or, maybe you would just like to live in an almost paperless world. You could declutter your life while recycling your old papers and being more environmentally friendly. More than likely though, you will find that using these approaches by implementing Paper Tiger-Digital Tiger Filing System Software for Document Management will make sense in both your personal and professional lifestyles.

Making the Most of Your Filing System for Better Organization

Thursday, July 14th, 2011

There are some organizational systems that claim they make everything so simple for you. They tell you to scan your item and then stick everything on a single, easily accessible disc. But, let’s think about that for a minute: that kind of system assumes that you have a scanner (not everybody does) and that systems never crash or discs never get damaged or destroyed (they do!) Then take into consideration the space on the disc where you’ve put the digital files. So you’ve scanned your paper files, but then you have stacks of CDs that you have to search through when you need a document again.

You need a document management system that will allow you to scan or upload  your paper files to one place and be able to search to find your digital files again.

What about the items that you can’t scan, but want to organize and be able to find later? You cannot organize those items with a traditional scanning system; meaning that you have to use a secondary system or just go with those things being in organization limbo.

There is a better way! Paper Tiger Filing System Software for Document Management and even better Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs!

Using an index filing system, like Paper Tiger, allows you to keep track of your documents that you need to keep in physical format, your book collection, your music collection and anything else that you could possibly want to inventory and file without the need for a scanner or the limitations that those types of systems leave you with. Those other systems are only going to help with the paper filing. Using an index filing system gives you the ability to organize and manage items that are too bulky, too big or not made of paper.

Face it, everyone wants to organize their stuff, whether it is at their office, their home office or just items in their home, such as books, CD’s, tapes and other physical items and the question of how to organize them, and a fast way to find them when you need them.

Getting organized usually makes it necessary to discard unused or items no longer needed or wanted so you can get rid of clutter. While they can certainly donate some of these items or sell the valuable ones, there are always going to be some things that are sentimental or necessary to keep. Instead of just sticking the things into storage and then losing track of them, it is important that these items be input into the filing system, so that anything you want to find later can be retrieved quickly with a simple Google-like search in the database. This can be important if there is ever some tragedy that occurs in the home or involving the storage facility. Having the proof of the item and where it is located, can go a long way to keeping the insurance process from slowing to a complete halt.

The average household generates hundreds of pounds of paper each year and has stacks of unread books or music that they want to keep, but do not know how to get organize.  It is time to implement the use of Paper Tiger-Digital Tiger Filing System Software for Document Management.

Can Your Office Benefit From a Digital Filing System?

Monday, July 11th, 2011

Computer search for paper and digital files

How many times have you needed a file in your office, only to end up spending hours searching for what you need, in either paper file or digital file format? This can happen in many offices, because there is often so much information that comes into the office in all kinds of ways. Sometimes it gets filed physically in your filing cabinets, sometimes it doesn’t, and sometimes you end up with a big paper pile that is so disorganized that no one knows where anything is when they need it.

And what about the information that comes into your office via email? Are they always printed? Maybe not, but you know you’ve seen the information somewhere! Do you try to organize your digital files into folders, and do you always get that done systematically like you should?

Even if you know where everything is, it doesn’t mean that your employees will be able to find files when you are not around. It will take them a lot of time if there is not a systematic plan in place for your document management system. Disorganization costs you money when you and your employees could be more productive and get more work done, instead of searching for that needed file, in whatever format it is in — whether it be paper file, scanned image or digital file created by someone in your office or downloaded from email. These are all really good reasons to make the switch to document management software.

Why You Need an Effective Filing System

Even the smallest of offices have all kinds of paper files and digital or electronic files, and after a while, if things are not properly organized, it can be difficult to get your hands on a file when you need it.

You are able to declutter your office and get more organized when you have effective document management software.

Organize Paper Files and Other Physical Items

For your paper files and other physical items that cannot be scanned, Paper Tiger Filing System Software for Document Management enables you to index everything physical so that you can conduct a quick Google-like search from the software’s database and find anything you need in a matter of seconds.

Often, there is one person who takes care of the paper filing. With traditional filing systems, this person would often have their own system, and if they were out of the office, no one else would have a clue how to find the files they needed. When your paper files are indexed into a filing system software, anyone in your office can easily find all of the files they need, and there is no need to rely on one person to find everything. Instead of having people spend all day trying to find a file and not getting other work done, they can retrieve the file they need in seconds and go about their work.

In addition, instead of only one person knowing where the office supplies are or where the training manuals or CDs, and the many other things in an office, all of these can be indexed into Paper Tiger’s database. This will allow others in the office to search for ‘paper clips’ and know exactly what drawer or cabinet they are located.

Organize Your Digital Files

There will always be some paper in your office, but are you planning to at least cut down on some of the paper you have in your office? You know the myth of the paperless office? So to you, paperless may mean simply less paper. Because you may not be able to do away with all of the paper in your office, you’ll have Paper Tiger-Digital Tiger Filing System Software for Document Management to take care of the physical documents and other items in your office to get organized, but what about your digital files?

Everyone in your office probably has their own way of managing their digital files. One may be diligent in how they manage digital files, but would anyone else in the office be able to figure out the system and find a document if that person is out of the office? Another person may be haphazard about where they save documents and very difficult to find their digital files when needed.

Having a digital filing system can really help everyone in your office, and we recommend Digital Tiger, powered by Google Docs for organizing your electronic or digital files.

With just one click in Paper Tiger, connect to your Google Docs account; then your Paper Tiger becomes Digital Tiger! Digital Tiger works with your Google account to allow you to upload any document from your desktop or scan directly to Google Docs, then be able to search both your paper files or other physical indexed items and digital files with one search. When uploading or scanning your documents to Google Docs, they become searchable, so you will be able to search by any word or number within the document.  You will be able to organize your digital files into folders or collections and securely share documents with your co-workers or others with a Gmail account.

Implement Paper Tiger-Digital Tiger Filing System Software for Document Management to get your entire office organized. You’ll be able to access, search and organize all of your documents from any Internet connection. Digital Tiger promises to help clear your desk without clearing out your wallet, and gives you the tool to find anything in your office, either paper or digital, in seconds!

5 Ways to Keep You Organized and Save Time

Friday, July 8th, 2011

This article has some great suggestions for steps to get organized and create a system for yourself that will keep you organized. Notice that one of the suggestions is to implement a document management system in your office. Paper Tiger-Digital Tiger Filing System Software for Document Management. Digital Tiger promises to help clear your desk without clearing out your wallet! You may not be able to go completely paperless, but you can sure de-clutter your desk to create a more productive environment.


clutter, binders & files

Ahhh, the enlightening feeling of a clear and focused mind. Everything on your “to do list” is done, time to relax on the couch, and slip in to that Zen state. Chances are this isn’t you because most people spend more time trying to organize their lives than actually making progress. Keeping organized is a daunting process that requires discipline and, most importantly, knowledge of what to do.

Once you start figuring out how to plan, and differentiate your daily tasks, you will become more proficient at accomplishing your goals. Whether you are looking to better achieve the items on your to-do list, or you are trying to better organize the electronic clutter at work, you should understand organization is a learning process. Some people are inherently detail oriented; others learn their disorganization is negatively impacting aspects of their lives. This is the way life works, but for those of you looking to better improve your organization to save time and be more productive, here are few tips and tools.

1. Create a List That Works For You

Whether you work better on a Google Calendar or you are more of a physical calendar person, determine what works best for you and go with it. Create separate lists for work and personal. Carry both of these lists in portable form, around with you wherever you go (Whether it is mobile device or a hipster PDA, planner or day-timer type calendar). Keep these items in terms of priority with short term first and long term next. Once you begin achieving items on your list, you will learn how to breeze through your goals or obligations.

2. Document Management Software

Document management software allows you to organize your work files by indexing and assigning tags or keywords to each document you file. This software is incredibly powerful because it allows instant retrieval of documents by storing your files in one place. Digitizing your documents can also save space, according to Eco-officiency, “Current estimates show that 50–70% of space in an office is still dedicated to filing and storage of documentation. The real clincher is studies showing that over 45% of the files in those cabinets are duplicated information, and 80% is never accessed again.” Save yourself the hassles of cost-heavy activities and implement a document management system in your office.

3. Hipster PDA

The hipster PDA is for everyone out there like me. The person who loves mobile apps, but knows there is nothing that drives you to a call to action like a physical piece of paper. I make my hipster PDA every weekend, and it guides me through personal, work, diet, fitness and social “to do’s.” Hipster PDA planner pages are available to help you put everything you need on to an index card.

4.  Eliminate Clutter

Organize your computer’s folders, itemize your Google docs, and clean your desk. Spend a weekend to get “uber” organized. This will serve as a base for your productivity as you move forward on your goals. You will find that eliminating clutter enlightens your mind. Hopefully making you feel more at peace with your current situation, and allow you to function more effectively.

5. Gcal

Google calendar may be the best way to organize and compile upcoming events on the web. Because it’s made by Google and hosted remotely, Gcal is accessible from any computer or phone. The recurring feature is great for consistent weekly events and allows for multiple different themes and skins. Gcal also has added functionality with your other personal accounts, having the ability to sync Facebook events and link them with your Mac’s iCal App.

Whether you are using a bit of tips and tricks to get yourself on the fast track to time savings or productivity apps to get organized; you will find that as you progress into a mode of functionality, things will happen faster and you will approach each “to do” differently. Good luck! Stay healthy, focused and productive.

Matt Krautstrunk is an expert writer on point of sale systems based in San Diego, California. He writes extensively for an online resource that provides expert advice on purchasing and outsourcing decisions for small business owners and entrepreneurs such as restaurant pos systems at Resource Nation.

Announcing Digital Tiger!

Wednesday, June 22nd, 2011

James Grady

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How to Clear Your Desk Without Clearing Out Your Wallet!

Why we choose Google Docs to help you go paperless.

This is an interview with James D. Grady, President and CEO of The Monticello Corporation.  In this interview Jim tells us why Monticello waited to bring out its new Digital Tiger product, what things needed to be in place and at what cost to customers and why the company choose Google Docs as its storage engine.   Digital Tiger, powered by Google Docs, is designed to allow its customers to better manage their digital files, digital paper management and document management (PDFs, Word, Excel, PowerPoint, etc.). Listen and/or read the full interview below.

Digital Tiger, powered by Google!

Beta testing to begin soon.

Hi, I’m Janet Baker with The Monticello Corporation, makers of Paper Tiger Filing System Software for Document Management. I have the pleasure today to interview my boss, President and CEO, James Grady. Better known to us here in the office as Jim. Jim, thank you for taking time out with us today to allow me to introduce you to our audience.

JIM: Hi, Janet. I’m glad to be here and glad to answer some questions about Digital Tiger.

JANET: I’m going to jump right in and ask you what is Digital Tiger?

JIM: We started out many years ago, launched Paper Tiger in the market 1998 and since that time have added tens of thousands of customers all over the world using our indexing system for physical paper including physical items that you might store in a storage bin and so forth, but mainly focused on helping people organize their physical hanging files and that’s where we started many years ago. And what has become obvious over the last 5-7 years that more and more people have gotten comfortable with .pdf files and comfortable with the internet and comfortable with the larger hard drives, is that you could take your paper and now digitize at least some or all of your paper in the office which would give you portability, it reduces the office space required for file cabinets and allows you to have better access in many ways than paper. So after looking at this for a long time and really trying to consider what our customers might want, we really started working on this idea of Digital Tiger and we have taken a lot of different directions with it and thought about it really hard about how we might approach the problem and help people in an economical and simple way manage the physical files in their office in a different way using .pdf, so that is when we came up with Digital Tiger. What we have really come down to now is that Digital Tiger is going to be powered by the Google engine. We looked at all different options out there from everything that you can possibly power the back end of this with and we really settled on Google and that is what we came down to. So let me just tell you a little about what Digital Tiger does. Digital Tiger does all the customary functions of online document management storage, and it does it in a very economical and simple way. Really here’s the kind of things we went after when we did Digital Tiger. We wanted it to be cheap, we wanted it to be stable, we wanted it to have multiple scanner support, We wanted it to be shareable so you can share the files with people in the office easily, We wanted it to be scalable so you could add digital storage to the system in an economical way, we wanted you to have one place to put all of your files. We wanted you to be able to manipulate those files in that same place. In other words, have the ability to actually work on your Word files or work on your Excel files or work on your .pdf’s  or your presentations, which is what Google Docs does and then we wanted you to be able to back that up in a different way so rather than just being tied into Google which is a fantastic company and very profitable and should be around a long time, we wanted you to be able to back that up on a different place and that’s what you have with Google. And then really we wanted you to be able to have the future of what Google can provide with their Eco System. The Google system really provides tremendous value today and it’s just getting better all of the time especially with the tie-in now with the Android phones. So that’s kind of what Digital Tiger is and what we were going after when we actually developed it.

JANET: Wow! That’s a lot of information in one aspect of everything so you’ve covered the whole scope of it without breaking the bank.

JIM: Right, and that was our whole intention is that it is really designed for people who want to simply get their paper files into a stable, reliable, inexpensive storage system that they can easily search their files, they can share, they can manipulate their files all in one place, and that is what we were really going after.

JANET: What is the difference between Digital Tiger and other online document management systems?

JIM: It’s very confusing when you start looking at the document management, paper management, digital paper management, online storage bucket systems out there. It becomes a mishmash in your head in trying to figure out the differences are and what you really need and what would suit the purposes for doing what we call digital paper management which is what most people really want to do. It becomes very confusing, so the main difference from what we’re offering and what’s out there is if you start getting into document management, which it’s very hard to tell what the differences even are now between document management and digital management or digital content management, but if you start getting into it, you find out the cost is very high. Per month/per year, very high and you start really analyzing what they give you, what is it that you need, you find out that a lot of it or most of it, you can get with Google. So when we designed Digital Tiger, we really went after that. Simple. Inexpensive. It allows you to do things that I mentioned. And there are other systems out there that do content management. There’s Dropbox and SugarSync   and there’s a whole host of products like that, but they really can’t do what you need to at least today for managing .pdf files, making them indexable, searchable and that’s not really designed for that. They’re really designed for a different purpose and it’s not designed for actually doing what most people consider digital paper management. They are not good tools for that. So that’s kind of the difference between what we see out there now and a lot of our customers, knowing that all of these systems are available, have not done anything yet. They’re waiting until they get the right tool at the right price and that’s what we think we have now.

JANET: Why did you and your management team choose Google as the engine and storage system for Digital Tiger?

JIM:  We did an exhaustive, exhaustive search on this and actually developed part of this on our own first before we decided to actually go with Google and the more we developed, and the more we looked at it, and the more we looked around, the more we decided that really there’s going to be two major players in this online document management systems that allow you to, and when I say online, Google will soon be able to actually allow you to look at your files locally as well and sync to the cloud. So you’ll have the benefits of both worlds – a local file storage and you’ll have it synced to the cloud so when you need it in the cloud. So there will be two players. There will be Google and Microsoft. Microsoft is coming out with their version of this shortly. It’s in beta right now. And so with the Google system is open, it’s inexpensive, you can manage all of your file types there and basically manipulate your files using a form of Word or Excel or Powerpoint or whatever you need to do. It actually indexes your files for you, makes them searchable in .pdf, for now at least for the first 10 pages or you can index them locally and put them up there. So it is just an all-around great system. You have your calendar, your contacts, you have your music, you have your photos, you have your news reader, and you have everything in one place and you are able to share your storage so when you buy storage, you are able to share it across the host of all the applications using Google. And they’re just becoming more and more every day. And then that’s before you actually get into the more mobile aspects of Google. So that’s why we chose Google as our engine and as the back end for what we’re doing and tying Paper Tiger into a digital system and we’re very excited about it.

JANET: So tell me what problems will people encounter when converting their paper-based information to digital?

JIM: So there are really two major types of .pdf files. You have a digital .pdf which means you actually have it in .pdf form like from your bank and documents that you see in .pdf form, your credit cards, etc. and you can take those straight into your Google engine and they don’t need converting to be searchable because; they are searchable. The other way is taking physical paper, which is what we deal with a lot and having customers that have banks and banks and banks of file cabinets, and they’ve decided to take some, part, all of their paper information and put it into a searchable .pdf and that becomes mechanical and somewhat cumbersome depending on what kind of equipment that you have. So some people take a printer that can be a scanner and they try to do it that way, which is fine. It’s a little slower and it can be little bit cumbersome or they can take a high-speed scanner, which the price has dropped on those dramatically and some of the software that’s built in actually converts the files very quickly, and does not jam the paper, and converts those into a searchable .pdf. And many of them now, amazingly so, because Google has such a presence; they have tens of millions of users with Google Docs. They actually convert those files into a searchable .pdf and load them directly into Google Docs in one step. So it’s just an amazing tool. You can save the information right into Google Docs, and soon you’ll be able to save them locally and they will go into Google Docs or you can save it into the cloud directly. And so they are all starting to interface into Google Docs and so again another benefit. But some of the problems people have is getting their information converted and getting it done in a speed that makes it plausible and then when they get it in there, it’s how they organize it. Again Google is an amazing tool for this. They use a system, not of folders, so you don’t wind up with a hierarchy of one folder has some files, but you want to share it with two different folders, but you can’t. They use what they call collections, so you’re able to take your file and show it in different Collections within your Google world and that makes it useful so when you have an example where you need a file that multiple people need to see and multiple environments and multiple Collections or Folders in there, so you can do that easily with Google, so it’s not an idea of folder system but a collection system and they use this also for Gmail. So it’s just amazing, amazing tool and it eliminates a lot of the problems that people have up front. So that’s some of the things I have seen as I was working through with this problem.

JANET: What equipment does one need to actually do the job?

JIM: If you’re going to convert physical paper into digital format, you want the right scanner. It’s very important. There are a number of them out there, and some are better than others, but you really want the right equipment. And that equipment has to have the right software that does those things I mentioned about imaging and then also converting the image and also being able to upload the image. And it’s also better if the software is designed and written by the scanner manufacturer because they know the equipment very well. And then you’re going to want to have the right tool for storage and you’re going to want to have the right tool if you’re doing paper management, in our case, Paper Tiger Online. You want to have the right tool for that so that if you’re doing paper and digital together, that the system will work together. And that’s what we have tried to build. Then on the back-side, if you’re going to convert your own files, fine, but if not, you might want to look at having a service do it for you. Then one other recommendation is, because most people know the security issues, and they are aware that anyone can get into trouble with this, and our recommendation is to have your information backed up to a totally separate system either locally on your hard-drive or to a third party that allows you to recover in case there were any problems in anybody’s cloud storage. So that is kind of what I think you need to do the job.

JANET: In your opinion, what is the future of digital filing and/or document management?  What is the future for paper-based information?

JIM: Well, let me start with paper-based. We think that the world has existed on paper for a long, long time. There are millions of file cabinets in the world, and paper is not going away. Paper still continues to come and we think that indexing paper using a method similar to Paper Tiger is a great way to do that. Some people want to digitize all of their information and they are willing to get rid of their paper altogether. So for them, that’s fine, they can do that. Using this system, they can easily digitize all their information, put it up in the cloud, store it locally if they want, back it up, and have their information available to them. Some people want to have all their information in the cloud or stored in .pdf format, but they want the hard copy in case something goes wrong or in case they need it or in case they get audited or need some other way to get at it. The other thing is that some people might use a hybrid, where they have some information in paper and some information in digital form depending on what the paper is…if it’s a bound document or original signature or something they want to keep in it’s current form. So indexing is great for that. You can use this information, you can use the world of paper versus digital in any way that suits your purposes if you’ve got the right tools. Both of them have a place. What we’ve attempted to do with Digital Tiger and Paper Tiger is make it so that you can search one place for everything, and that’s what we’re trying bring to the market. So as far as we know, it’s really one of the best total systems out there and certainly the best low-cost way to get their information up there. So let me answer the question of the future. You will be able to put your hands on your information, whatever form that takes, virtually anywhere you are on any device, whether it be a tablet or phone, an Android phone, iPhone, whatever, you’ll be able to look at it, get the information you need quickly and easily. You’ll be able to share that information and collaborate that information. So that’s all the digital side, and we are already starting to see that, and that’s what Google brings to the table naturally. There are no extra things required. And then the paper-based information will be the things that you keep potentially back at your office that you need to get your hands on there. That’s kind of the future as we see it evolving and everybody is seeing that with the devices coming out.

JANET: Right. So can you tell me why should I put my information in the cloud?  Can I keep my information on my local computer as well, either laptop or desktop?

JIM: Well I’ve probably already answered this as I’ve talked but the answer is yes, you can keep it locally. Google is working on the local sync as we speak today. They had it, they’re changing it to a new format that’s more robust and it is imminent that it will be out. A lot of people want that. They want to be able to see it locally or manipulate locally or offline, and that is certainly coming. The reason you keep stuff in the cloud is because it is ubiquitous. You can find it anywhere and it is backed up and very, very securely, very redundantly on a multitude of servers. Google has servers world-wide and they are fully redundant. So if one goes down, you still have access to your information. They have 99.9% plus uptime. So they are virtually down never. So it’s a great way to store your information, it’s a great way to collaborate on your information with other co-workers, and it’s a great way to share information with other people. It’s a one-place to keep your information.

JANET: What is the future for Digital Tiger development?  And I know one question that I get asked a lot, will Digital Tiger work with Google’s mobile or Android apps?

JIM: The answer is, we’re not sure about Digital Tiger and where we will go with it. We can only see so far, and what we can see right now, based on our surveys of our customers, is that people the things we talked about, inexpensive, very robust, really oriented toward the future, meaning the developments are really rapid place to store their digital information. They want that to work seamlessly with how they store their paper-based information so there is one search, you find everything in my world. One of the things we will most likely add is the ability to search not only your digital files, not only your paper files, but also your email, so that you’ll even be able to pull that, and we may even look at going into other things, photos and so forth, because there are cases where people have all that information and they’d like to find it across all their Google apps which includes photos and their bookmarks and their calendar and so forth. We’re not there on the first development, but we can certainly see that coming. Then the mobile apps, all of this same functionality would be available to you on mobile, at least for Android and maybe for the IOS or Apple platform.

JANET: Wonderful. I think you’ve already answered the question as far as how secure our data is at Google, but what can you offer for additional backups?

JIM: Everybody gets concerned about their data in the cloud and want to make sure it’s secure and safe and backed up and so forth. The reality is, for almost everyone, your data is much safer in the cloud than it is on any local computer that you may have. So if you take some precaution in the sense of, in our opinion, get a back up of that data in the cloud locally, pull it down locally or put it to a third party. There are services out there that we recommend and that you have a full redundancy of the systems. So the chances of data loss then are even further out the statistical curve, so your chances are that you’re going to keep your data in those cases. So that’s what we see. I think the cloud is very safe at this point and not without mishap, but in general a very secure way to store your data, especially if you’re dealing with someone as robust as the big players out there.

JANET: So what if we need help getting our system setup and/or my data converted. What can Monticello do to help me?

JIM: Our commitment was this, on the Digital Tiger, when we brought it out, what we were trying to do is to offer one-stop shop for people that don’t have the time, they didn’t want to break the bank, they were worried about putting their data with unknown company that they don’t know if they’re going out of business tomorrow. In this case, the data is stored with Google, your data is all at Google. So that’s a reasonably good bet. They don’t have time to do the research all the systems that are out there and keep up with all that stuff. They want to make sure their data is backed up. They want to make sure they have someone to call; someone to keep them abreast of what’s going on in the market. As Google brings out new features, they want the company to interpret that for them and tell them this is how they can use it; here’s how you can use it; here’s how it will help you, because there is a lot of new stuff coming from Google. So that’s what we’re really trying to do with Digital Tiger, and that’s why we locked into Google as our engine and our back end, because what we can provide is help on understanding what to do and how to do it. As you have turnover in your organization, we can help the new people understand how this works. We can help you get your data converted; bringing it into Google. We can help you with training of the staff. We can also help you think about how you want to set up your data. So kind of an overall planning of this is how we are going to use it, this is how we should divide it, this is how we should put it up there and this is our workflow. Again, all of this we tried to make this very, very inexpensive on a yearly/monthly basis, so that people could have a partner in this at a very reasonable price point. And the price point for Google storage is just exceptionally low. In many cases, 1/48th of the cost of some of the systems out there. Almost 1/50th of the cost, not half (1/2), but 1/50th so you can afford to put your stuff, all your things, your digital files into Google, and then have Monticello, the makers of Paper Tiger and Digital Tiger as your partner in getting all your data converted and getting it in there and having us to help support you and back you up. So that’s really what we can do at this point to help people actually make the conversion or start the conversion over to the digital world and/or organize their paper information at the same time, so they have one place for everything.

JANET: Jim, you keep saying paper, but I know from experience that we also index more than just paper. Can you touch just a little bit on what else can possibly be indexed with Paper Tiger with Digital Tiger combined.

JIM: On paper files alone, there’s three parts of the life-cycle. There’s actionable files that are in the proximity of your desk usually. There are reference files, which are usually located in filing cabinets in your office. Then there are archived files, which are usually located off-site or in a storage room. So we index all of that and we can move paper through it’s life-cycle, and we will be able to do that with digital too in this case with Digital Tiger now. But what a lot of people end up with are other physical items, and those can take the form of storage bins that have things in them for personal use or for business. It can take the form of books, or can take the form of any physical item that you want to index. Any modern warehouse today, a computer has indexed everything in it and knows exactly where those things. So you can use Paper Tiger, which is kind of a misnomer, and maybe should be ‘Physical Tiger’, but you can use Paper Tiger to index virtually anything. Our customers do; and we see them all the time responding to surveys about all the different things that you can index with Paper Tiger. We actually have a blog post about it that one of our Paper Tiger Experts, Stephanie Calahan, wrote up that’s really well done that talks about 17 or 18 different things that people are organizing with Paper Tiger. So it’s not just about paper. It’s really about anything physical and it really saves a tremendous amount of time when you go looking for those items to find them index on your computer.

JANET: Sure. That blog post that you’re referring to written by Stephanie for us is actually now a webpage on our website, which can be found on our Why Paper Tiger tab, and over to the left, you’ll see Not Just For Filing Paper.

JIM: Right, www.thepapertiger.com

JANET: Absolutely. Well thanks Jim. We appreciate your time today. Awesome information. We look forward to everything Digital Tiger will offer everyone. So thanks again!

JIM: You’re welcome and we look forward to answering questions from everybody. This is a journey we’re all actually embarking on this digital world. The cloud has become very topical now, so this is going to be very interesting, but I think there will be a lot of productivity gains and cost reduction and cost savings for business owners out there and I think it’s ready for primetime. It’s going to be an amazing tool for helping people get organized and streamline their business and reduce the cost.

Making Your Filing System Work For You!

Wednesday, June 1st, 2011

This article by Denise Russos, Progressive Organizing Solutions and Paper Tiger Expert, gives us a great plan to conquer our clutter and paper filing problems! The Paper Tiger Document Management Software and Filing System (Paper Tiger Online or Paper Tiger desktop version) will help you accomplish this very efficiently and be able to later find what you’ve filed!

Progressive Organizing Solutions

Conquering the paper issues in an office or home can be the most stressful part of getting organized. Everyone realizes they actually keep too many clothes, or too many pots and pans, or even too many of whatever it is. We’re just so afraid to get rid of the paper trails in our lives that we hold on to every slip of receipt, and every article we’ve ever wanted to read so we are overwhelmed with paper! I know what I’m talking about! Aunt Mary sent you a card! Uncle Jim sent a article on fly fishing! I can hear you now! “If I get rid of it, they are going to ask me for it or about it!”

This week I’ve been out of town working with a woman who is trying to get her papers in order. She is part of a large family corporation that owns a lot of land, ranches, oil fields, farms, etc. She is really great, but she is just like everyone else when it comes to paper. By the way, she is doing a magnificent job at the clearing out process and yesterday began the process of learning how to scan documents and enter them into her new centrally understood filing system! But I digress here. I will explain what this type of filing system is soon! Be patient.

It doesn’t matter if you are a one person family or a ten person family, you will have paper clutter. Clutter is postponed decisions. Everywhere you look some surface in your home or office is cluttered with papers that should have had decisions made about them the minute they hit your desk or counter top! So the first thing I want to address is your lack of habit!

Lack of habit is the cause of clutter. We have tendencies that say, I’ll get to it later. Only we don’t. So it builds up until we have to take entire days to do something that originally should only take a few minutes or an hour at a time to complete. This goes for other things than taking care of paper clutter, but we’ll stick to paper clutter management for now.

If I look around my home office, I can see trends that need improvement and I bet you can too. Little slips of paper my adult son left on the home computer desk that should have been thrown away. Or the fact that I went out of town for several days and now have an accumulation of mail on my desk to go through. Or that stack of magazines that only have one article in them I wanted to read. So as I go along, I do what I teach my clients to do. Reading that article is first, because I can certainly clear the space if I decide not to keep the article. I definitely will not keep the magazine!

As for the mail, which is the biggest contributor to paper trash in the household or office, it is next. I have to decide to file it for future decisions, act on it if it is necessary, or trash it.

While I was out of town I spoke with some ladies at the Millennium Hotel in Durham. Sweet ladies, but they were as mind boggled over what to throw away as the next person.

Keep these rules in mind!

  • If you need to pay it, sign it, or send it to someone else, then KEEP IT IN AN ACTION PILE!
  • If it is a sales circular, flyer, or some other something that you have no interest in, TRASH IT IMMEDIATELY!
  • If it is something that you have to refer back to, either for information you want to pass along, or for yourself, FILE IT!

The point here is that every piece of paper that comes into your home or office needs some type of Action. You only have three choices. Make them wisely and you will have less and less piles of paper and more desk real estate to use for important things!

A friend of mine, Stephanie Calahan said something recently on how long it takes to create a habit. It is generally accepted that it is a 21 day process. However, I agree with Stephanie that it can take up to seven weeks to create a sustainable habit.

Knowing what you have to do, and doing it are two different things. You know you need to get it under control. Clutter is a stress magnet and if you can get the clutter under control or gone forever, wouldn’t you? Reduce your stress, reduce your blood pressure, and try to enjoy a wonderfully new environment by becoming clutter free!

Denise Russos, Progressive Organizing Solutions

Original article posted: Making Your Filing System Work for You!

http://twitter.com/DeniseRussos

Tired of Paper Filing? You Need a Filing System Software

Thursday, May 26th, 2011

File Cabinet Overflow

Paper filing on your own can be hard labor. If you have been in business for quite some time, keeping up with the amount of paper work that you have in your office can be overwhelming. Do you think it would be possible for someone to alphabetize and index each and every document that you ever printed?

Thankfully, paper filing does not need to be a nightmare. Implementing Paper Tiger Filing System Software for Document Management, can eliminate your filing woes completely and will help you get organized. Here’s why you need a good filing system:

Paper Filing Is a Laborious Task but Filing Systems Cut Down the Physical Effort Required

There is no doubt about it, filing paper physically can be really back-breaking. There are many things involved in the process of paper filing. If you have a large volume of physical documents being generated in your office, you certainly cannot stack them in a filing cabinet forever, so you begin making folders for each. Once you have made your folders, you move on to alphabetizing them and finally you index them and store them in your filing cabinets. The more documents that are generated in your office, the more time it will take for you to perform this whole process. In the end, you will have wasted a lot of company time just filing paper.

Instead, when you use a good paper filing system, you can use the document management software to generate an index number for each hanging file folder, so that the next time you have paper to file, you simply drop it in the first available numbered folder. As you file a document away in your cabinet, you create a record in the software database that coincides where that physical item is stored. Then you assign it as many keywords as necessary so when you need to find the item, you can conduct a google-like search in the database. For example, if you are filing your tax return for 2010, you might use keywords like “tax,” “taxes,” “IRS,” “Internal Revenue Service,” “finances,” “bookkeeping,” “accounting,” “legal,” “end-of-year,” “2010” — whatever makes sense to you. Then when you want to retrieve that item, you can search by any keyword to find its location.

Filing System Software Points Out Free Space in Your Filing Cabinet

When you are filing paper without professional help, it is only a matter of time when you run out of space to put additional files. For instance, if you have arranged your files alphabetically, and your Ks are completely filled, you seek to move additional files to a new venue. This makes your job more tedious, and it makes the filing more confusing and a major reason why many people delay filing, and therefore causes another problem – a backlog of filing, you know, those stacks and stacks of paper files all over the office.

On the other hand, if you use paper management software like Paper Tiger that will allow you to set up numbered hanging file folders in advance, when you add a new file, the software will find the first space available in your filing cabinet for your new documents so that you won’t have to spend hours searching for a new venue to move folders around to make room to insert in between. This is extremely convenient and helps you find your papers easily when you require them.

Filing System Software Makes Office Management Much Easier

Paper Tiger Filing System Software for Document Management helps you track the move of paper files from one place to another. If you want to make a copy of a paper, or if you want to destroy one, you can put reminders in your filing system. Another advantage is that when you want to move your files, you can transfer the file to the new location in your filing system software so that you can locate these when you want them next.

Productivity Secrets of Top Performers

Wednesday, May 18th, 2011

This article by Denise Landers, founder and CEO of Key Organization Systems Inc. and Paper Tiger Expert, will help encourage and empower you to become more productive by setting goals and implementing better time management! Denise also recommends Paper Tiger Filing System Software and Document Management to help with your filing system to actually be able to find what you need, when you need it.

CEO of Key Organization Systems Inc.

What separates the achievers from their competitors?

by Denise Landers

Ever wonder what separates the very best performers in any field from their competitors? Lots of people would point to genetics, education, or maybe just a bit of luck, and these all certainly play a part. But usually, those parts aren’t as big as you might think…

That’s because, when you dig a little bit deeper, you find that top salespeople, executives, and entrepreneurs all have one thing in common: they set goals and are very intentional about their time when it comes to reaching them. By keeping calendars, lists, and other organizational tools up-to-date, they avoid that feeling of having the day or week “just slip away…”

There’s no reason you can’t do the same. The trick is simply to become more focused and not let yourself become distracted by problems, issues, or even opportunities that would keep you from reaching your long-term goals. Here are a few quick tips to get you started:

  • Set a big goal. Decide for yourself what an extreme achievement would mean to you in your field. Would you have to earn a promotion, open up a couple of large accounts, finish your degree, or something else altogether? Figure out what it is and make that your target.
  • Turn it into smaller goals. Work out what you would likely have to do on a day by day and week by week basis to stand a good chance of reaching your larger goal. Maybe you would need to spend 45 minutes a day on client proposals, or study for an hour each morning to earn a new certification. It doesn’t matter what the work comes out too, only that you turn it into something that’s possible five or six days a week.
  • Make those smaller goals your daily priority. Here’s the hard part: once you’ve figured out what you need to do to become a top performer, you can’t become distracted. Whether it means coming in to work an hour early, shutting your door and unplugging your phone, or just telling your assistant that you can’t be bothered unless the building’s on fire, you have to do whatever you can to ensure you hit your short-term goals each and every day.

When you still find yourself getting distracted throughout the day so that your focus is interrupted, take one week to try a technique used by many productivity experts: the time log.

If you have ever been to even one serious time management seminar, you’ve already heard the advice to keep a time log (a record of how you’ve spent your day down to the minute) as a first step to getting control your calendar… and you’ve heard the dozens of groans around you from the men and women who have heard this tip before and ignored it.

The fact of the matter is, people don’t like keeping time logs. Not only are they tedious, but they would seem to get in the way of the one thing these busy professionals are really trying to accomplish – having fewer tasks on their plate, and more time to do them in. And so, a lot of time management professionals don’t even bother with them anymore, or at least don’t hold out big hopes that attendees will give them a try.

That’s too bad, however, since one thing that tends to get forgotten about time logs is that they work. Here are three reasons productivity experts love time logs, and why you should try using one for at least a week:

  1. They make you engaged in your own productivity. Becoming more productive doesn’t just happen; it takes a little bit of work and more than a few hard decisions. None of that is possible until you are actively working to get control of your schedule, and time logs are great first step in that direction.
  2. Time logs give you an accurate (and often unexpected) picture of where your time is going. Most busy people think they know how they’re spending their time, but it isn’t until they actually see the totals listed on paper that they truly understand how changing a few small habits can make such a big difference. Keep track of how you’re spending your time – down to the minute – for at least a week, and I can promise you’ll find one or two eye-opening surprises.
  3. Just keeping the time log makes you better with your time. In a way, time logs themselves can bring an instant efficiency upgrade. Why? Because no one wants to write down that they spent 20 minutes drinking coffee or reading the paper. Just paying attention to what you’re doing can often break you of a bad habit, so start a time log and put your powers of observation to use.

These aren’t complicated pieces of advice, of course, but if you can follow them, it’s only a matter of time before productivity becomes a habit – one that will make other people wonder how you got the genetics, education, and luck to become one of the best in your field.

For more details on managing projects and time management techniques, read our article on Project Management.

Contact Denise Landers

Author of Destination Organization

Call Denise at (281) 397-0015

productivity@keyorganization.com

Have you ever tried to “get organized” only to be frustrated after a day, or a week, or a month?  Destination: Organization recognizes that reaching your organizing goals is a journey, not a one-time event, as you develop processes to cope with daily demands that constantly change.

Paper Tiger Interview with Meggin McIntosh

Monday, May 16th, 2011

Emphasis on Excellence, The PhD of Productivity™

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Hi, I’m Janet Baker with Paper Tiger Filing System Software for document management and I’m thrilled to have Meggin McIntosh with us today. Meggin is The PhD of Productivity™. Meggin founded Emphasis on Excellence, Inc. in 1996, and is based in a Reno, Nevada, where she serves individuals, but also travels extensively throughout the country consulting and doing workshops for associations, schools, Universities and Colleges, and companies through workshops, seminars, coaching, and consulting.

Meggin’s purpose is to help others to know, feel, dream, and do more, and differently, so they are living the best and most productive, and doing so with consciousness, clarity, and conviction.

The choice for the name Emphasis on Excellence is deliberate. Meggin and her team endeavor to make excellence their habit, which is important to know because they not only have high expectations of themselves, but of the situations and set ups where and with whom they are working. They work with bright people who want to be more productive, so they can consistently keep their emphasis on excellence.

As a coach, Meggin will support you in the changes that you want to make. At times, she can help you see the next step. Other times, she can give you a push to take the next step, and sometimes she will question you on your decision not to take the next step. Having a coach makes a tremendous difference and accelerates the change and often the direction of your change.

In addition, Meggin is an accomplished author and speaker, and continually publishes articles on her diverse websites that will help you gain control of your life and stop being overwhelmed. The many websites she publishes can be found from her primary website www.meggin.com and two of my favorites are www.justwhelmed.com instead of ‘overwhelmed’ and www.stayingpositiveinafreakedoutworld.com.

Meggin, wow, this is quite a bio! and that doesn’t even begin to tell us of your accomplishments! Thank you so much for agreeing to interview with us today.

MEGGIN: Well thanks! And I will certainly tell people that we teach what we most need to know and I always like to let people know that ahead of time, because in case anybody thinks, ‘I bet Meggin has pretty much everything all figured out as far as productivity and never gets overwhelmed or all of those things.’ I would let them know that we’re all learning all of the time, so I’m kind of my own laboratory so I’ll try things out with myself and ask, ‘did that help?’ … ‘yeah!’

JANET: So you know from your own personal experience what to tell people.

MEGGIN: Exactly!

JANET: ok, Meggin, I’m going to start with asking you a few questions about Paper Tiger, and then move forward, ok?

First of all, let me ask do you use Paper Tiger for yourself?

MEGGIN: Yes I do. Should I tell you how I got started with it?

JANET: Yes I would love to hear it.

MEGGIN: Well many years ago when I was a professor and then I was the director of our excellence and teaching program at our University and so I had a few people who worked for me in our office. We taught Professors how to teach better and so forth. My office manager was there one day and then she was gone the next, with no advanced noticed. She had announced that she was pregnant, but nowhere near having a child yet, but she got very, very sick and became a bed-ridden like overnight. So like I said, there one day, gone the next. She was gone for three months. The whole office, I don’t want to say we almost fell apart, but we at least fell apart as far as knowing where things were and how to find them, because Karen knew where everything was and how to find everything. So when she came back, I said you must find a solution for us. That is your first job. Don’t even worry about any of the backlog of this work. You find a solution. And what she found was Paper Tiger and that was back when it was at 1.0 or something and it was a long time ago. We implemented Paper Tiger, tried the free trial and I was sold instantly and I have used Paper Tiger ever since. There are a lot of things in my office I would give up if I had to, I wouldn’t necessarily give them up happily, but I would not and could not give up Paper Tiger. And I tell people that all of the time. I’m not just telling you that.

I say that in my workshops or with my clients. I just say, “You’ve got to have Paper Tiger.”

JANET: Wow, I’m really glad to hear that. I appreciate you letting us know. In fact, that describes one of the main problems that Paper Tiger does solve and that is to be able to let a replacement actually find or actually the office manager in your case, the boss, find the files that need to be found.

MEGGIN:  That exactly what I tell people, whether you are a one person shop and you just need to be able to file and find your own materials when you don’t have anybody else helping you or you have a multi-person office or you have an assistant who comes in once a week or anything like that. To me, it’s the only way of being able to have efficiency in filing items, not having to re-create things, being able to have somebody else to help us. And finding things, let’s say we’re not in the office and if you’re like me and travel as much as I do, there are times I need to be able to tell somebody else, ‘Hey, would you please look up thus and such, and tell me what’s in there.’ One of things I use Paper Tiger for is in my storage unit. So it’s not just for files, I have boxes in there that are labeled and numbered; and I can for example ask my husband or my assistant, I can say, ‘Look I’m getting ready to do a workshop on this and this. When I come home, if you could have these 6 boxes loaded up in the back of my car’, because I’m going to need them then the following week as I head out into the hinterlands to teach something else; and if I didn’t have items organized in that way, then I would never be able to ask somebody else to look in the storage unit.

JANET: Exactly. So obviously, you’ve just told us two of your favorite things that Paper Tiger fixes for you. What are other things that Paper Tiger solves for a majority of your clients and yourself, of course.

MEGGIN: I work with a lot of Professors and if people think of the stereo-type of professors as absent-minded professors and they’ve got stuff all over their office and I would say that is not just a stereo-type. It’s true. I mean there are a few faculty members that really do know where everything is, but most of them have way too much stuff in way too small of a space. I have faculty who has used Paper Tiger to catalog videotapes and even though some people think, ‘well I don’t know if people use videotapes that much anymore’, but they do. I have certainly used it for CDs and DVDs, some people have use it with notebooks. I’ve worked with people in government agencies and school districts who often have so many notebooks from so many projects or conferences that they’ve attended and they don’t even know what they have. We number those notebooks or whatever the other items are and that has really, really helped. Plus in some cases where people find through Paper Tiger, they realize, oh gosh, I actually have three of these notebooks, but they are in different places and I only need one that I can find and then they are able to free up some space.

JANET: That’s really cool, so they’re able to keep up with all of those and I know that professors have so many different subjects that they teach and they have to keep up with the paperwork for their students and everything else, so that’s great.

Do you find that Paper Tiger is used mainly by administrators or managers or a mix of the two?

MEGGIN:  I’ve had some instances for example, when I’ve had grant funded agencies that brought me in and they often do have an admin who gets things set up and they handle it. So I have some of that, but I try to make it clear to people that it’s easy enough to use and it’s fast enough to use, that we don’t have to have somebody else do it. For example, a lot of time, especially now that I have Paper Tiger Online, but even before when I had the desktop version, I’d always have it open, and so I could just quickly open up that window, type in what I needed, find it and it took three seconds. So I try to let everybody know this isn’t some monster software that is going to be impossible for you to use.

JANET: Meggin, tell us how you implement Paper Tiger in your client’s offices most effectively. I understand that you mostly work with Professors and that kind of thing.

MEGGIN: Well we just did in. I have some people that I work with remotely, but mostly I love the hands on, the going in and working with people and getting it set up and then I start to show them, and I usually bring an assistant with me and I usually ask my client to have an assistant so there is four of us, and so that the main client and I are doing the decision-making, making it happen, figuring it out, answering questions and the assistants are either dropping things into folders, running things out into a recycling bin. I mean it’s a beehive of activity. So that’s what I really like is sitting with a person and showing them how it works. I also find that for most of us, even though the concept that, it’s the decision-making. I try to tell people ahead of time when I worked with them, you were going to be exhausted. I try to brace them for that. It is not that they’re going to be exhausted physically, because we will have other people that will be physically doing the work. They’re could be mentally and emotionally exhausted even though overjoyed at the same time. Does that make sense?

JANET: Sure, because the benefits far outweigh the physical activity. Just like a work out, an exercise workout in which you feel tired and everything while you’re doing it, but afterwards you feel refreshed, especially if you keep it up.

So that brings me to another question, do you find that your clients are easily maintaining Paper Tiger after you’ve help them implement the system and after you have gone.

MEGGIN: Almost always, I mean I would love to tell you 100%, and I would say that’s something I need to do a better job as far as follow up and checking in. It’s very funny, a government agency I worked with, probably four years ago, and they had quite a few people in their office and it was a major, multi-day event. I happen to see their main admin at Costco the other day, and I said ‘hi, how are things, what’s going on?’ I wasn’t even sure that she was at the same place. She said, ‘well we’re still using Paper Tiger!’ I said, ‘I’m certainly glad to hear that! I can’t imagine that you wouldn’t be’

There will always be somebody here and there that interfere with staying with a new one. So those are the only people that sometimes have a little bit of trouble and it’s because they’re not setting themselves up with any maintenance time. They just keep letting stuff pile up instead of realizing … split, they could have it put away. So overall though people just say ‘oh my God, I get it’ and I can’t imagine what I did before it, and it’s the energy that carries them through. That’s what I tell people, gosh what has it been 10 or 11 years that I’ve been using Paper Tiger? and I still am still so happy when I find things!  And so easily, I think Wow! because it was many years before that I did not!

JANET: Yes, because it still amazes you that you can find anything in 5 seconds or less?

MEGGIN:  It does!

JANET: So what does your clients have to say when you have helped them get their offices organized versus what they would have been able to do without your help?

MEGGIN: Well I think part of what people appreciate is that I’m helping them implement a system; that I’m not just coming in and “cleaning up their offices.” This is one thing that sometimes when people don’t understand what professional organizers do anyway. I tell people that if they want to somebody to come in and clean, they can hire somebody for a lot less than me that just cleans. I’m not coming in to just dust or straighten. We’re implementing a system that will allow them to maintain this on their own. That’s what they say is, so many people it’s the first time they have felt control in a long time. They appreciate the fact that when they walk in, their desk and workspace looks professional and that’s a big part of it. The people I work with, they are professionals and they want their space to be representing that level of professionalism; and if it could have gotten there by themselves, they would have gotten there. That’s why all of us who have coaches, it’s why we hire coaches, because we think I can’t get there by myself or I would’ve already done that. So making sure that they are bringing in a professional to help them get organized and be able to stay organized and with Paper Tiger being a big part of that system, they’ve made the decision that yeah it’s time.

JANET: Right and with professionals sometimes, it’s like they almost don’t think that filing is an important thing … it’s kind of a menial task according to the rest of the things that they have on their plate and so with you giving them the system to work with, the decision making processes in how to actually have a productive day and keep organized in the same way, I’m sure very helpful to professionals.

MEGGIN Yes, it really is, and that is what some of what our discussion will often center around, your filing may not be this super high-level responsibility that you have, and yet, you can’t put your hands on a document or proposal or an invoice, or who knows what else, when you need then you can’t even go forward on the part that are the higher-level, more strategic types of processes that you need to be involved in.

JANET: Right and if they cannot put their hands on what they need, especially if their boss is standing there in the office, they look even more unprofessional, I think.

MEGGIN: Oh absolutely, and how embarrassing is that and then we spend a bunch of time apologizing or stressing over this, and it’s no good. It’s much better to use Paper Tiger, and have the system in place so that you can stay on top of things. Cause heavens know there’s enough coming at all of us, any tool that’s going to support us, because I don’t think the deluge and the pressure is going to stop anytime soon, or not that I’ve noticed!

JANET: No, remember they talked about the paperless environment, I think it was 1990 when they brought that out and here we are!

MEGGIN: Yeah, here we are!

JANET: Meggin, tell us what else do you have going on currently that you want to tell everyone about.

MEGGIN: I’m never at a loss for things. I do love supporting people who want to be more productive, and the reason they want to be more productive is as you said at the beginning, is so that they can maintain their emphasis on excellent. One resource that people love is the www.top10productivitytips.com and there are 8 different series there that people can access. There is a weekly set of tips … there’s a set for women and a set for professors and a set for entrepreneurs and so on and so forth, that people are welcome to take a look at, and those are available at no charge whatsoever. Then http://www.justwhelmed.com that you mentioned and that one is going through a metamorphosis and it’s going to be much more extensive than it has been with the real focus on women. In particular, academic women, so people who are brite, educated and let’s just say there’s a lot of excitement around that. That’s getting ready to come rolling out. I always have teleseminars going on and I would encourage people to go to Meggin.com and you can usually see at least two of the upcoming teleseminars featured on my home page and there are things about writing, things about taking a look at your energy, many, many different areas. So there’s always something, because, I think you know Janet, you get my things.

JANET: Yes, you have a very diverse mind and you’re always willing to share all of your thoughts and tips with us and we appreciate that too, believe me.

MEGGIN: Well I’m thankful for the opportunity. I’m thankful for what I’ve been given and I love the fact that there are other people that find it useful. They let me know that it’s very gratifying and encouraging.

JANET:  Is there anything else you’d like to add before I close out?

MEGGIN: I don’t’ think so but I’ve certainly appreciated over the years working with your company and ever since you came on, you are just so delightful to work with and you’ve always been so helpful to me and my assistants and also to my clients when they’ve had to check in on something and so I really appreciate everything you’re doing there so keep up the good work.

JANET: I appreciate that, thank you so much.  Meggin, thanks again for your time. I have had a great time to you today. I appreciate you so much. Your spirit of teaching and coaching others is beyond compare.

I strongly encourage everyone to go to Meggin’s website and peruse through what she has to offer. I guarantee there will be something there for you!

About Meggin McIntosh

Meggin McIntosh, Ph.D., “The Ph.D. of Productivity”(tm). Through her company, Emphasis on Excellence, Inc., Meggin McIntosh supports smart people who want to be more productive so that they can consistently keep their emphasis on excellence.

Emphasis on Excellence, Inc.
Email: meggin@meggin.com
Phone: 775.853.5510

MEGGIN’S WEBSITES

http://meggin.com (Primary site)

http://GetaPlanGuides.com

http://KeepingChaosatBay.com

http://TopTenProductivityTips.com

http://JustWhelmed.com

http://OwningWordsforLiteracy.com

http://PumpernickelPublishing.com

http://StayingPositiveinaFreakedOutWorld.com

http://LifeofEs.com


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