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Posts Tagged scanning

The Path To Paperless

The Path To Paperless

Clients, who are frustrated by all their paper, often ask me “What about scanning it all and going paperless?” I usually recommend “Let’s learn to walk before we can run.” Why waste time and money scanning in the paper that is worthless? I have never made the jump to 100% paperless myself, but recently I discovered I knew someone who has. I’m always learning surprising facts about my manager, Marlie Reid. One of those facts is that Marlie is 100% paperless.

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Product Review: Neat Desk for Mac

Product Review: Neat Desk for Mac

I have to admit that when I took the Neat Desk One Month trial offer, I was planning on returning it. I didn’t.
Don’t get me wrong. The Neat Desk is not without its problems, it’s not cheap, and it’s not for everybody, but I have concluded that for me it is worth the investment.

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Organizing Business Cards

Got a lot of business cards piling up, that you never find the time to organize? As with so many organizing challenges, the answer lies in the divide-and-conquer approach. Collected in piles or bundles, business cards tend to take up residence, but broken up into simple categories they become more useable.  If they’re not useable, why keep them at all? I’m not a fan of the Rolodex for three reasons: 1. No matter how large, the Rolodex is rarely an adequate size for all your business cards. 2. The Rolodex sorts alphabetically, which can often be confusing in finding a card.  Do you sort by personal name, company name, or profession? 3. The Rolodex takes up too much valuable surface area. I recommend a 1-1/2 inch binder with business card pages.  I emphasize 1-1/2 inches because more than that becomes clumsy and un-useable.  Again, if it’s not useable, why keep it? Label each page a category.  This does two things. It provides room to grow for resource you may want more of and it sets a limit on items within […]

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