Certified Professional Organizer® & Owner of Lasting Order There’s an App for That presented by Amy Payne, Certified Professional Organizer® & Owner of Lasting Order

What challenges do you face?

Productivity Maximize your time & energy Learn to say NO Prioritize Pre-decide Reduce distractions

Systematize and Organize Capture everything Create routines Generate automated workflows

Benefits of Utilizing Technology Physical office vs. mobile Cloud backup Real time updates Increased productivity = increased profitability

Dangers of Utilizing Technology Theft & malice Exposing information to unauthorized users Forcing a round peg into a square hold Using technology without good systems and workflow

Customer Relationship Management Client contact info, tracking and notes Client follow up strategy and workflow Document, document, document

My Solution:

My Solution:

Task & Project Management Eliminate unnecessary texts & emails Simplify & automate workflows Track employee productivity

My Solution:

My Solution:

My Solution:

Information Management Knowledge management Cloud based “brain” Database of articles and tools Workflow documentation

My Solution:

My Solution:

Document Management Reduce or eliminate paper files Sharing forms and documents Access to information from anywhere

My Solution:

Time Management Calendar for time specific events – NOT a To Do list Color code Repeating events Plan for travel time Block time for batch processing

My Solution:

Phone, Voicemail and Texting Professionalism Separating business from personal After hours Employee accountability

My Solution:

My Solution:

What is in your bag of tech tricks?

Most important problem for me to solve? Where do I go from here? Most important problem for me to solve? Technology solution I want to implement? My Action Step?

Q & A

CPO© & Owner of Lasting Order Today’s Presenter: amy@lastingorder.net 812-858-2457 Amy Payne CPO© & Owner of Lasting Order