An in-depth look at how we evaluate your business and where and how we can implement changes. 

A productive and fulfilling work environment is based on six different areas that come together to make up the whole. Organize to Excel helps businesses in each area to achieve a productive and fulfilling work environment.


File and Information management

Find the files and information you need when you need it and have a clear work space so you can concentrate on the task at hand.

Services offered:

  • System wide analysis of filing system
  • Set up or update filing system
    • Ensures the right people have access to the right files and information
  • Purge/archive old files
  • Clear real and virtual desktops
  • File outstanding paperwork

Space management

Have on hand and find supplies when you need them. Have the furniture and accessories required to promote a smooth work flow.

Services offered:

  • System wide analysis of work flow
  • Specific suggestions for accessories and organizing tools to promote work flow
  • Office supply inventory organization

Task management

Do the most important things, ensure nothing falls through the cracks and tasks are completed on time.

Services offered:                                                                 

  • Discovery process to find the best task management system for the organization or individual
  • Set up or update task management system
  • Training on using task management system
  • Habit formation support


Be the most productive you can be, be on top of your game, feel satisfied, fit and healthy.

Services offered:

  • Coaching on structuring the use of your time
  • Coaching on maximizing your productivity
  • Coaching on supportive habit formation
  • Coaching for managing your energy throughout the day to ensure maximum productivity

Goal setting and achievement

Measure your success. Set goals, monitor progress and define success.

Services offered:

  • Goal identification
  • Milestone identification
  • Next step/action identification

Vision Alignment                                

Fulfill your life’s purpose. Align your business goals with your life’s purpose. Ensure your business is going in the right direction. “Start with the end in mind” (Stephen Covey)

Services offered:

  • Aligning your business with your life’s goals
  • Strategic planning for your business
  • Identifying your core mission

Organize to Excel incorporates lean principles of increasing flow and reducing waste in your business and simultaneously increasing value for your customer. We support you to reach zero waste goals.


Get started today

If you want to increase the value you provide to your customers and clients, call Organize to Excel today on 310-806-2580.