Posts Tagged: information management

Business Continuity Plan

15, Mar 2021

A family member is in the hospital, and you have to be across the country to care for them. A thief stole your laptop from your car. A storm has knocked out your internet service. Disasters are a part of life. But the ability of your business to function during… Read more

Digital Assets and Estate Planning

10, Oct 2020

Estate planning used to be pretty straight-forward. You prepared a will that stated all of your ‘worldly goods’ would be given to your next of kin. Your executor wrapped up your financial affairs and ensured your kin received your goods. Today, some of our ‘worldly goods’ are invisible – our… Read more

Digital Downsizing

14, Sep 2020

When I discuss downsizing with my clients, they most often think about emptying closets and cupboards. But sometimes, you have to declutter what you can’t see – digital downsizing. Most people can do this themselves, but you may wish to ask a friend or family member or hire a tech… Read more

Downsizing Your Paperwork

25, May 2020

When we talk about the heaviest items to move, most people think about pianos and refrigerators. In reality, the heaviest thing may be the amount of paper in your home. One piece of paper weighs only about 5 grams, but it adds up if each filing cabinet drawer is stuffed… Read more

Globe & Mail: Get Your Inbox Under Control

25, Mar 2020

I recently had a lovely conversation with Rosemary Counter a journalist with Globe & Mail’s Report on Business Magazine. During the interview, she asked me about email management and how to get your inbox under control. As a result of this interview, the Ask the Experts column printed my advice…. Read more

Clean Up Your Contacts

16, Dec 2019

As the end of the year approaches, it’s time to think about some goal-setting in your work life. Those goals might be optimizing customer engagement, increasing conversion, and building better relationships with customers, suppliers, and colleagues. All of that will be challenging if your address book is a mess. It’s… Read more

What’s Your Tech: Paper Chaos Gets Organized with Fujitsu ScanSnap

05, Sep 2019

WhatI was happy to share my knowledge about organizing paperwork Fujitsu’s ScanSnap scanner in the What’s Your Tech article entitled, Paper Chaos Gets Organized with Fujitsu ScanSnap. Here’s an excerpt: [Linda] Chu encountered her fair share of paper throughout a 20-year tenure in hotel management. She refers to it as… Read more

Spring Cleaning Your Filing Cabinets

22, Apr 2019

April has been selected as Records and Information Management (RIM) month. You might think this only applies to corporations or businesses. However, in our homes, we have documents that establish our identity (e.g. birth certificates) and show evidence of our financial transactions (e.g. income tax slips). We also have proof… Read more

Quick Tips to Use Better Naming Conventions for Your Files

16, Apr 2018

You know that exasperating feeling when you’re looking for a file on your computer or a shared company drive and can’t just find it? You know it’s there somewhere, yet you’re wasting time looking in all the wrong places. This means you likely don’t have consistent naming conventions for your… Read more