Today, I’m in Cheyenne working with a client. The chief executive was new about 6 six months ago and we installed The Paper Tiger software. His admin also has the paper tiger. Truth is, he doesn’t have time to file, but the File Index Report helps him find his files as he needs them.
Since he always can find his files when he needs them with the system that I set him up with, he’s happy. However, it was necessary for me to train his admin how to file his papers as they pile up, as the exec is not going to take the time to file. So we ran a file index report of the execs files, filed his pile of files and used the action date as a flag to indicate which files we added to his files and ran an updated report for his review.
Having a system that enables two, or more, people to communicate better is definitely an improvement. how many times has someone asked you where a certain paper was and you had no idea. but with a file index that allows you to inventory your files and the opportunity to add keywords, you can create a system that works for anyone.
Another successful day of organizing. It’s not always about the volume of files, sometimes, it’s just about creating and communicating a system that works for everyone.
If you would like help setting up a system for your office files, check out my website at www.strategizeandorganize.com or call me at 303-778-0588.
Happy filing, Anne McGurty
