Follow-Up Friday: The Most Wonderful Tools for Managing Action Items

You need to have all the pieces in your workflow to follow-through completely. Here’s how to do it by reducing bottlenecks in your business.

The success of your company hinges upon doing the right things in the most productive way. It requires knowing what resources are available and how to effectively use them. This is going to force you to assess your business routine and pinpoint the steps that are involved.

Create a Paperwork Flow With Multiple Access Points 

Now we all have to process paperwork for one reason or another. The goal is to spend the least amount of time doing it. Saving time is a factor of productivity that you can improve by making documents simple to access and find. Not every document that crosses your desk is going to be important but many of them are. Examples include banking, credit card, insurance, loans, and legal information. Online storage resources like Dropbox makes it extremely convenient to access files while at your desk and when you are on the road. Another time saving resource is Myfax.com which frees you up to send and receive faxes by email and on your cellphone.

Stock Up on Supplies

Nothing says, “stop the presses” like running out of supplies. Stay productive by being prepared with what you need on hand. For example, keeping an adequate supply of checks, stamps, and envelopes can help you stay on top of managing finances. Be sure to check your stock on a regular basis. Know how much time you need to allow for re-orders so that you are always well stocked with supplies.  Rather than making the trip in person consider saving time and money by ordering online and by phone.

Simplify Contact Management

Stay in touch with contacts by keeping your list up-to-date. A simple way to do this is by adding contact information in one place and syncing to a shared platform. Services such as Plaxo, for example allows you to duplicate contact information between on and offline software so that you can access contacts on your computers, tablets, and cell phones. Check out Plaxo’s video below.

Backup to Reduce Loss and Downtime

Now after doing the prep work and completing the tasks the final step is to have a way to protect and store your files. Believe me as someone who has seen hard drive failure on more occasions than I care to count, I realize how important this is to keeping your business running. One of my favorite tools is Carbonite  because it automates the process. Simply set the location for backup along with the date and voila! Like magic, it does the work for you.

So as you go through your action items today consider how to be more productive and efficient.

Remember that a little planning now saves a lot of time later.

I’d love to hear what tools make your workflow smoother. Share your tips with other readers by leaving a comment below.

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4 thoughts on “Follow-Up Friday: The Most Wonderful Tools for Managing Action Items

  1. Excellent article. The suggestions are ones I had not considered before but after reading this am pulling them together so I don’t waste time and money not being prepared.

  2. Great article.
    I’m going to look into Plaxo.I have so many contacts in so many different places.

    Great post!

    Keep it Touched,
    KG
    http://www.kgstyleblogs.com

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