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File Management Consulting

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File Management Consulting

Employees spend an average of 38 minutes searching for a single document.

Effective File Management is more than just tidying papers into folders and cabinets—it allows you to find exactly what you are looking for, collaborate across teams, and work more efficiently. As the workforce continues to become more paperless, small businesses are finding they are accumulating what we refer to as digital clutter—electronic files, documents, emails and photos that are disorganized and consuming valuable space. Since members of your team work remotely or need to access documents across various devices, File Management is essential for staying organized and productive.

At Innovatively Organized, our productivity consultants ensure that your files—both paper and electronic—are organized into systems that mirror each other and allow for easy collaboration. We help you navigate the IT world to find technology solutions that fit your small business. We create custom solutions that will be most efficient for you, taking into consideration how your team works, which devices you use, how you share documents, and your industry.  Our team will define file naming conventions for your paper and electronic files to manage version control and ensure future files are organized consistently.  We will also help your small business develop document retention guidelines. With improved File Management, your company will spend less time searching for documents and more time updating files and collaborating with team members.

 

  • Contact Management
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  • File Management
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  • Process Improvement
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  • Time Management
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Quick Tips

When organizing your office, imagine a semi‐circle around you when you sit at your desk. Place the supplies you use most often inside this space so they will always be within reach when needed.
I loved your presentation of Email Organizing 101. The presentation was clear and informative, and you offered wonderful tips to make our busy lives easier. I already implemented some of your recommendations, and have no remaining emails at the end of the day in my inbox. Also, you have a great sense of humor, so like everyone else, I truly enjoyed my time there. Time and money well-spent.Jennifer S., Merrill Lynch
Share part of your inbox with your assistant so you can efficiently delegate email responses to your assistant.
When organizing your paper files, avoid labels like “miscellaneous” and “random.”  You’ll encounter difficulties finding them later.
For each task on your to-do list, add its estimated completion time. This gives you a realistic view of everything on your plate for the day.
Schedule a time/date to file and clean your files (weekly or bi-monthly).
When someone gives you a business card, make notes on the back to jog your memory later. Notes might include when you met, what you discussed, potential relationship, etc.
You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW
Elizabeth swiftly and efficiently demonstrated easy methods to organizing my online clutter.  My creative and innovative management style no longer clashes with daily details and extensive reporting requirements.  What a relief!  With a new, common sense system in place, our non-profit initiative become more productive and so have I!Brian Jaeger
I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now! Angela Shen

Testimonials

You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW
I loved your presentation of Email Organizing 101. The presentation was clear and informative, and you offered wonderful tips to make our busy lives easier. I already implemented some of your recommendations, and have no remaining emails at the end of the day in my inbox. Also, you have a great sense of humor, so like everyone else, I truly enjoyed my time there. Time and money well-spent.Jennifer S., Merrill Lynch
Very illuminating going over my weekly review checklist and realizing that the parts of the work I dread doing are the things I don’t have systems and structure for… I can see already that this is going to be a big help, and wish I’d gotten started sooner! I’m feeling optimistic, and looking forward to solving the problem(s) and getting my time more focused on the patient work I love to do!Dr. Deborah E., ND
I can’t tell you how accomplished I feel today. Even when someone came to me with an “emergency” project, I noted that on my calendar. I know that I can use that information to help people better schedule time with me to get these projects done.Erin George, Real Change News
I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now! Angela Shen
The one-on-one attention I got from Elizabeth helped me identify problem areas and prioritize changes to become more streamlined and organized.  Replacing old habits with new ones is challenging but extremely rewarding! Thanks again, Elizabeth!Eliott P., Event Services Manager
Innovatively Organized’s Email Mgmt Webinar was great! My inbox is now down to zero for the first time in a long time. I would highly recommend it to any friends or associates!Dan F., Realtor
Elizabeth got right down to the critical changes we needed to make to improve our work flow. And we had fun doing it!Sheree C., Paralegal, Office Max
Elizabeth swiftly and efficiently demonstrated easy methods to organizing my online clutter.  My creative and innovative management style no longer clashes with daily details and extensive reporting requirements.  What a relief!  With a new, common sense system in place, our non-profit initiative become more productive and so have I!Brian Jaeger
IO has changed my whole perspective on being organized. You guys rock.Amy T., Blueflame Heating & Air Conditioning
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