Practical Tips for Organizing Your Software

We’ve talked about files, but what about organizing software? Don’t let your apps run wild, they need structure, too! Here are my methods for keeping your software easy to find, use, and keep track of.

Updates

Do them! Keeping your software up to date is important for three reasons:

  1. Security: Software companies are always on the lookout for new ways to break their programs, and then change to make their systems less vulnerable. Security updates are extremely common, and updating on time means you’re as safe as possible.
  2. Features: The latest stuff is always cooler, right? Don’t miss out on upgraded or more user-friendly features.
  3. Complying with regulations: Just like with safety, software companies are on the lookout for new laws or policy changes that affect how their programs function. If you work in the healthcare industry, and your software isn’t up to date on the latest HIPAA regulations, you could be in some serious trouble!

Keep a Master List

If your computer goes kaput, the last thing you want to have to do is rebuild it from nothing. It’s the same when you purchase a new computer. Trying to remember what software your old computer had installed is brain-frying! This is where a master list comes in handy.

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My Essential Tools for Managing Digital Files

I love certain things for organizing physical items: clear stackable bins, shelving, and labels are tools that apply in just about every situation! It’s the same with digital organizing. There are some simply-must-have tools for digital organizing that I recommend anyone use to keep their computer neat and tidy.

A Password Manager

I can’t remember all of my passwords, can you? Making secure passwords requires capital letters, numbers, special characters, and sometimes a double-authentication PIN, too. And the amount of passwords we need—one for every site—means that trying to remember them is not only exhausting, it’s basically impossible. And what about when it’s time to update the password? A sticky note just can’t take care of it like it used to.

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Top 4 Tips for Organizing Digital Files

When I covered paper filing in the past, one of my top tips was, “The best way to keep track of paperwork is to make sure it never arrives in the first place!” But what about digital organizing?

Go digital when you can. Not only does it reduce paperwork that takes up physical space in your home, it reduces paper usage in general. Good stuff! At Organize to Excel, we aim to eliminate waste and help the environment wherever possible.

If (when!) you follow my advice about paperwork, you’ll end up with more digital files than paper ones. But if you don’t have a filing system in place on your computer, you’re just swapping paper clutter for digital clutter.

Here are my top 4 tips for digital organizing, keeping your computer files as neat and tidy as your physical ones.

1. Mimic Real Life

Would you throw your mail on the floor as soon as you brought it in the house? Do  you file everything as “Important”? If you do, give us a call and we can help you straighten that out!

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It doesn’t make sense to do these things, because all you’d get is a big pile of mail on your floor, and tons of time wasted spent searching for that one bill you kinda remember being in this pile…or is it this pile? Eek!

Physical clutter is more obvious than digital clutter because it’s in the way when you try to eat dinner at the table, or a tripping hazard in your hallway. And, you have to physically go through items one at a time. But digital clutter is real, and it’s costing you time and money you don’t need to spend.

Imagine your computer is a tiny filing cabinet. It needs labels, folders, and subfolders. It needs an internal logic, so the folders and subfolders are useful. If you think about digital files like they’re paper, it only makes sense to put them in some sort of order.

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On the Go: Checks & Balances

Checklists

Last week I wrote about making to-go kits for your car to avoid clutter and save time. But what about work? Learn how checklists and restocking cues can keep your supplies organized! Now I’d like to expand that idea to include hot-desking. If you have to pack up your desk at the end of every day, you need to use similar principles:

  • limit clutter,
  • have a home for each item, and
  • make sure it’s easy to put things away when you’re done.

There are all kinds of bags that can help, with designated laptop sleeves, expandable sides, and lots of compartments to contain everything a mobile office might need. This one is pretty neat!

Before you buy a bag, take stock of the things you need every day at work (and keep a critical eye, because when it comes to hotdesking, traveling light is key!). Buy a bag that has room for these items with some extra space for flexibility, but don’t go way bigger than you need. If your essentials only fill up a third of your bag, you might be using the wrong one.

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How to Organize ANYWHERE

I love easy-to-follow systems that let you organize anywhere. No two homes or businesses are the same, and over the years I’ve relied on the I CARE system to help clients get and stay organized. You can use it anywhere–homes, businesses–wherever there is stuff!

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Practical Tips to Organize Your Business Paperwork

Organizing business paperwork takes dedication and consistency, but once you have systems in place and you (and your employees) use them, it becomes a routine part of business life. Here are my ways to make organizing business paperwork go more smoothly.

Shred it and for-ged it

When paperwork is past its “keep until” date, shred it if it has personal information. If you have a small business you may be fine with a small shredder. For larger business, there are also services like Shred-It that pick up shreddable materials and turn them into recycled paper. 

New year, new folders

At the beginning of your financial year, create new folders you can use throughout the year. Keep in mind the 5-20 rule! Any folder with fewer than 5 items in it should be combined with another, and any folder with more than 20 should be subdivided into other folders. This streamlines searching for documents, saving you time and money!  

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