April, bunnies and colored eggs! Does that sound familiar? If so, you’re right. Easter is almost here and it’s time to surprise your loved ones and kids with the usual Easter holiday goodies.
Diversions
A little off the PDF trail!
6 Useful Spring Cleaning Tricks For Your Computer
Spring has begun and it’s time to get rid of your winter clothes and take out that light spring outfit. But it’s also that time of year where you need to do big spring housecleaning. It’s out with the old and in with the new.
But this doesn’t only apply to your house. There’s one other thing that needs to be cleaned and it’s perhaps the more important one: your computer.
Tips To Going Paperless On AIIM’s World Paper Free Day
It’s no mystery that we’re all about making your paperless transition easier. Regardless of your usual paper-based habits, businesses are increasingly adopting the practice. This slow acceptance and office-changing trend is making a nearly completely digital office more realistic.
Every small step towards a paperless workplace counts, and people are going about it at their own pace. Yet with today being World Paper Free Day, an AIIM initiative that tries to get people and businesses to go paperless for one day, there’s no time like the present to practice one full day without paper!
So we’re taking a quick, light hearted look at where you stand as a paper free advocate, and offering up a few strategies to help you take it one step further to working smarter, more efficiently in the workplace today.
Here’s what you can do if….
You Still Use Scratchpads, Notebooks & Agendas
Most of you may still using notepads, notebooks and agendas, and that’s understandable. You’re more comfortable with pen and paper. It feels more natural to you than typing on a screen. We get it. But keep in mind that comfort zones can be a disadvantage, and investing over 75% of your work in hard copy ways can make it difficult to go paper free.
For today, take baby steps. For example, to get into the habit of digitizing your schedule, start small by scheduling certain things, like face-to-face meetings or meals in Google Calendar. Or try integrating a few tools into your brainstorming sessions like mind mapping tools. Even project management tools like Trello is simple yet powerful enought to keep your task lists organized and up to date with your team or meeting objectives.
You’re Using Sticky Notes And Loving It
If you’re using sticky notes, you’re on the path towards being paperless—you don’t use entire sheets of paper or spend too much time in notebooks. A scant piece of paper is all that’s needed. While you’re on your way, there’s still the issue of getting you to do it digitally.
An easy way to turn this into a paperless habit? If you’re on a computer, you may as well use your browser. Try quick tricks like turning Chrome into a notepad or creating a Google Doc from your browser toolbar and give yourself access to a digital note with a single click. Also, consider using Sticky Notes on Windows 10 or Notes on Mac straight from the desktop itself. Now’s the time to use those apps, if you haven’t been doing so already.
You Take Pictures When You Don’t Have A Pen
A picture says a thousand words, and over time a quick digital snap can save you just as many pieces of paper. We wouldn’t be surprised if you’re already taking pictures of information and documents with your phone when there’s no pen or paper to be had. And that’s great! It’s an effective, yet simple method for jotting things down.
Quite obviously, this also comes in handy at the office. For instance, if you want a few hard copy documents on file and don’t have access to a scanner, get a scanning app on your phone. Evernote Scannable, for instance, is convenient and works on your iPhone and iPad. For Android, try CamScanner. Both have great features to work with any type of document you scan into digital form.
You Work At A Desktop Computer
You practically have no paper to work with whatsoever. Your work is all within MS Word, MS Excel or some digital file format, which are primarily on your computer. You have everything at your disposal, yet there are times when printing up a document is tempting. Trust us. We’ve been there before.
As a digital worker, you can come across PDF documents that require either conversion, editing or minor modifications. So consider the tools you use. For instance, you may want to set up a document management system complete with an all-around PDF converter tool to keep your work going smoothly no matter what the task.
You’re Mobile, Work Remotely And Completely In The Cloud
You’re more paper-free friendly than you realize! Almost all your work is stored online, shared digitally, and being mobile, well, that means gadgets are your main tool for working with documents. The one obstacle that may draw you back to paper is the limited tasks you can perform with light weight tools. If you’re working on a netbook or tablet, web-based tools and apps are your best bet to getting things done.
For this, try curating a good list of online go-to tools. For example, when you have a PDF, there are a few that let you perform PDF tasks in a web browser, no software needed. Also, ensure that you have a way to work with and access your cloud accounts effectively. They’re your main document hubs, so they’re essential to your work.
One last trick? Use the speech-to-text feature on both Android and iPhones for dictations. It’s a convenient mobile alternative to pulling out a notepad. Your keyboard, when activated in any app, will usually have a microphone icon. Tap on that, start talking and you’re good to go.
How are you going paper free today?
How To Go From Full Time MBA Student To Productive Business Pro In Less Than 5 Tips
You’ve graduated. You’ve secured a job. Now what? As the reality sinks in, you’ll realize that getting that coveted position was only half the battle. Making the leap from a full time student to a full time professional is the other, much tougher, half.
By far, the biggest challenge is finding the right balance as you adjust to your new position. It calls for a shift in your daily habits, your lifestyle, and your productivity. And effective tech habits are part of that. They’re crucial to how we work. If they can’t be efficiently put to use, neither will your time.
Obviously, we all have our own ways of working with tech. Yet what habits you had in business school might not work in your new position. Fortunately, it’s possible to make a smooth transition with a few productivity tech tips that will keep you on track and well-adjusted.
1. Optimize Your Computer Workflow
To start, make sure your computer is set up to complement the way you need to work. Put your everyday files within one or two clicks by optimizing your desktop station with Dropbox. A simple cloud service like Dropbox can keep you constantly connected and highly organized.
If you’ve used this as an MBA student then you know how well it can back up your documents across mobile and desktop platforms. And as a business pro, it can bump up your productivity by using it to create an effective file folder and labeling system.
How:
Labeling your folders is key. When working with documents, we usually work with them as a part of an on-going process.
So name your folders according to stages in your work: Working Drafts, Documents To Review, Finalized Documents, and so on. Then create subfolders for different categories—Clients, Office documents, Monthly reports, and the like.
This system lets you instantly dig up and locate a file according to where it is in the workflow rather than having to sift through broad categories first.
2. Stay On Track With A Personal Task Manager
Make sure you set up a good daily routine that includes a task list. Setting up goals safeguards your time and keep you from multitasking because the amount of time spent on different things doesn’t always equate to productivity.
An app like To-Doist is simple yet powerful enough to keep you on task. It has both a web and free app that are easy to use.
How:
To work effectively, sort your tasks by priority and length of completion time. Tasks of high priority with short deadlines go to the top of the list. Low priority tasks with longer deadlines go at the bottom.
For on-going jobs, break them down. Schedule them in for the next day at the end. This way you’re constantly working on them bit by bit until completed.
Also, reserve blocks of time for emails, phone calls, lunch, and frequent breaks to prevent you from getting side tracked and ensuring that you have a well balanced routine.
Scheduling your day is important during the first weeks when you’ll naturally be working slower than usual. Setting up your task list like this allows you to focus and give you time to accomplish one task at a time.
3. Boost Your Mobile Phone
For the first week, you will probably be shown around the company as part of your orientation. Remembering everything from procedures to document processing is key.
Simplify this by getting an app that can raise your mobile productivity. For instance, an app like Evernote is a popular utility that will let you take notes right on the spot.
How:
Create a New Note for every reminder you need and categorize them into Notebooks for different aspects of your orientation: Procedures, Team Members & Roles, Clientele, and so on.
The best part is that you aren’t limited to typing your notes. You can record voice memos when you don’t have time to type and take snapshots of examples you may need for reference later on.
With the many services and apps you can use, Evernote becomes a powerful cheatsheet tool that can make the first few weeks a breeze.
4. Connect With Professionals Online
As the new kid on the block, you’ll want to be prepared for any project that comes your way. Whether this means turning to an image editing tool for custom graphics and media projects or YouTube videos for MS Office how-to’s, you should have the right resources at your fingertips.
For times when you need guidance and advice, you should join Quora, one of the top Q & A sites where you can connect with experts.
How:
If you follow top business influencers in your field, you can gain valuable insight based on real life experience.
The advantage of this site is that you can get in touch directly with professionals. First, you can visit their profiles and send them a simple message introducing yourself.
Or second and more effectively, you can use the network’s Ask to Answer feature. This allows you to have your question sent to a professional of your choice directly. So the more active you are the better a resource Quora can become!
You’ve worked hard to earn your position, so don’t let a few snags affect your performance. There are many ways to improve your technical game. Use what works for you. Give these tips a test run and let us know how you plan on making the transition easier.
Improving Lean Document Management With Data Extraction
In this day and age, the success of a company relies heavily on efficiency and productivity. As such, systems and services have been developed in order to cut down on waste and reduce the effort in managing workflows and document management. When reassessing the effectiveness of their workflows, companies across all industries use systems like Strength-based Lean Six Sigma.
With the level of data finance and compensation service companies handle, Strength-Based Lean and Six Sigma can work to improve the business process and records management.
What is Strength-Based Lean Six Sigma?
Strength-Based Lean Six Sigma is a system that focuses on assessing and identifying practices used within a company in order to improve it through methodical and active modifications. After best practices (and problems) are identified, steps are then taken to start restructuring the workflow according to the company’s goals and ideals. Companies are then evaluated periodically to ensure the changes made are consistently effective.
This on-going process can show business owners where there are weaknesses, bottlenecks, and wasted effort in their system. As you can imagine, workflows that handle high volumes of documents daily require such evaluation to ensure data processing keeps going smoothly, accurately, and efficiently. If not, business owners can then make adjustments accordingly in regards to both time and activity.
But working to apply that system to clientele data requires more than just a records management system. Companies like CM Global Partners specialize in applying Strength based LEAN and Six Sigma to sales compensation (Lean Sales Compensation). As a consulting company, they assist in strategically planning and creating accurate sales compensation plans for their clients.
The Only Setback In The Workflow
However, in order to create customized Lean compensation plans for companies, they need to deal with the client’s information that comes in the PDF format, a locked down file format that prevents editing of any kind.
Consequently, they would extract the data manually by retyping scanned PDFs into Excel. They had used different software in the past, but needed accuracy. In addition, they needed a way of exporting their clients’ PDF data into Excel that would work with their system, Compensation Master. Their process always required the data to be audited and identical to data in the PDF file.
“We had an industry leading service,” says David Cocks, CEO of CM Global Partners, “Now we just needed a more efficient way to extract the data.”
Creating the most effective plans possible is CM Global Partners’ priority. So the company decided to invest in Able2Extract to help speed up the data extraction process.
Using Data Extraction To Help With Strength-Based Lean Six Sigma
A case study was done to get a closer look at how and where Able2Extract fit in with their goals and workflow. Some of the benefits that resulted from their move to Able2Extract include:
- $15,000 saved on average
- 80% of time saved on data extraction
- Streamlined their work almost instantly
- Converted large sets of data in a matter of hours with extreme accuracy
- Increased the productivity of everyone on the team
Efficient workflows need efficient systems. However, as CM Global Partners knows, these systems alone aren’t enough if they can’t bridge the gap between their system and their clients’ data.
Read the full CM Global Partners case study to learn how the company successfully integrated Able2Extract with their Lean Six Sigma methodology.