24 September 2018

One Software to Rule Them All




Unitasker or Multitasker?

 

Should you have one software for each task, and rely on Zapier to link them, or find a software that can multitask?

I talk a lot about having the right tech for the right task. But what does that mean? A favorite blog of mine, Unclutterer, frequently highlights what she calls unitaskers. These are organizing or productivity tools that only have one use – like a banana slicer. A unitasker can also be a tool/gadget that can be replaced by something you already own – why buy a grilled cheese sandwich toaster when you already have a frying pan?

When we apply the concept of unitaskers to the digital world, we start looking at the concept of software that only focuses on one thing. Is it better to have one software for financials, one for CRM, and one for email marketing, or is it better to have one software (like 17Hats) which provides all of those programs?

The question of unitasker software also comes up when we talk about automation. Do you have multiple software options and rely on Zapier to connect them, or do you go with software that automatically integrates with each other? For example, Acuity software automatically connects to your Google calendar, PayPal, and Stripe. But Acuity does not automatically connect with Evernote, so I have to use Zapier to get that information where I want it.

I don’t have one software that does it all. Right now my Quicken Online account links to PayPal, my Acuity scheduling account links to PayPal and to Google Calendar, and Insightly CRM links to MailChimp and my Gmail account. The great thing about Google is that so many programs link to it natively. But would I be more productive if I had one software – like 17Hats – which does my financials, scheduling, email marketing, and email?

Unitasker or not, the more important question is are you using the right tech for the right task. It is rare to find one software that does multiple things well. In addition, there is automation software like Zapier which will connect your individual software programs to each other in order to reduce your admin work and make it seem like everything works together. So find what works best for you, and seek expert answers to your questions when you have them!

20 August 2018

Ilios Digital Client Expectations Agreement




17 July 2018

Digital File Organizing




15 July 2018

Organizing and Productivity




6 July 2018

S.P.A.C.E Organizing in a Digital World -pt. 3 Staying Organized




Last week we talked about how Julie Morgenstern’s S.P.A.C.E organizing model can be tweaked to fit a digital world and how you can use it to get your digital world organized.

(Missed the post? Check it out! Missed the first week? Check it out!)

Now that you’ve gotten organized, the hard part starts – staying organized!

Remember, S is for Space, P is for Purge, A is for Assign a Home, C is for Containerize and E is for…

E is for EQUALIZE  This means a few things:

1) Put your stuff away! Spend 15 minutes a day to maintain your new system. Before you shut your computer down, make sure your desktop is clear, your downloads folder is empty and your documents are closed

2)  Periodically re-evaluate your system to see how it is working for you. Tweak as necessary. In the digital world this means stay on top of your information! When saving a document don’t take the shortcut and save it ‘wherever’. Instead, take a moment to find the right folder. Know that you may need to change how you organize if something isn’t working for you. Maybe an app has updated and now doesn’t do that one thing you needed it to do. Now might be the time to find a new app for that task.

Organizing isn’t a one time task, it’s an ongoing process. Keep the SPACE guidelines in mind as you work on the organization in your digital world. Need help getting started, or help keeping it organized? Contact me and we’ll make it work!

25 June 2018

S.P.A.C.E Organizing in a Digital World – pt. 2 Getting Organized




Last week we talked about how Julie Morgenstern’s S.P.A.C.E organizing model can be tweaked to fit a digital world and how you can use it to start getting your digital world organized.

(Missed the post? Check it out!)
Now, it’s time to talk about actually getting organized! Remember, S is for Sort, and P is for Purge, A is for…

A is for  ASSIGN A HOME  Decide where the items you KEEP will “live”. Remember to make it logical, accessible and safe. This is when we talk about the right app for the right task. You want your client tracking to live in a CRM not necessarily in a task management app. Contacts are best in a content management app, not in an Excel spreadsheet or on scattered pieces of paper.

 

C is for CONTAINERIZE  The art of containerizing is to do it last, not first.  When space organizing, this means you don’t want to buy any new containers until you see what you have left after sorting and purging. In the digital world this means folders, folders, and more folders! It’s easy to get carried away when you start organizing and make folders for everything you can imagine. Instead, make a few sorting folders, see what all you have, then make sub folders as needed. The same thing applies to using a tagging system in a program like Evernote. Rather than trying to imagine all the different tags you will need, sort your notes and see what you actually could use.

 

So you’ve gotten started organizing, gotten organized, and next week we’ll finish up with how to stay organized. If you’ve got questions about taking the next steps with your organizing, just let me know!

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