Spring Cleaning Can Help Your Work Life
Tidy Up
TIP: At dibrokerWest, we love the Fujitsu ScanSnap. It can handle a big stack of paper and you can scan documents to an attached device, a mobile device via WiFi or even cloud storage services like OneDrive, Google Docs, etc. The quality is impressive, even scanned photos look pretty good. Note: dibroker West has no affiliation with ScanSnap; we just like the product and wanted to share our experience.
Spring Cleaning Your Virtual Desktop
Use Folders When Spring Cleaning
Spring cleaning your virtual desktop cleaning isn’t rocket science. It’s just one of those things people don’t like to do. It might seem counterintuitive to take time away from actual work to organize but the amount of time saved in the future is worth it. Don’t make your desktop your de facto filing system.
Create a folder hierarchy that’ll help you stay organized and save time when looking for documents. Group functional areas of your business. Also, repeating folder structure whenever possible is also helpful.
For example, at dibrokerWest, we store previous quote requests/proposals in company-wide shared folders. We have separate folders for different kinds of quotes (i.e. GSI/GME cases vs. individual disability cases) but the sub-folder structure and naming are identical. This repetition creates familiarity; so employees will know how to navigate/search regardless of what they’re searching for.
Bonus: if you need to grant permissions to share documents with others, sharing a group of documents in one folder – or sharing a group of folders is much faster. Most systems inherit permissions based on hierarchy. So if you grant permissions to the “Accounting” folder, those folks will also get access to the Banking and Statement folders and sub-folders.
Spring Cleaning Your Inbox
Do you have 13,765 emails in your inbox? Now is the time to tackle that problem! Using your email as a file saving system might make sense to some, but weeding through hundreds of unread emails, marketing emails, replies, forwards, etc. eats up an incredible amount of time. Dedicate a couple minutes every day to whittle down your inbox. Get rid of unread marketing emails – or better yet, unsubscribe – save the documents you need in your new file folders and delete the emails.
TIP: You should consider starting a file naming convention when creating your folder hierarchy. A file name should tell you what the document is about without opening it. For example, including a YYYY-MM-DD format can visually put your documents/files in order.
Make a Spring Cleaning Plan and Get Started
Hire Professionals
Hire help if you feel overwhelmed when spring cleaning your space. We have professionals clean our carpets and landscapers to make your office look more appealing from the outside. There’s no shame in asking for help. When running or working for a business, there are times where you’re just too busy to clean. Look to an expert who can aid your frustrations.