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

2. What challenges do you face?

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

4. Systematize and Organize
Capture everything
Create routines
Generate automated workflows

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

6. 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

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

8. My Solution:

9. My Solution:

10. Task & Project Management
Eliminate unnecessary texts & s
Simplify & automate workflows
Track employee productivity

11. My Solution:

12. My Solution:

13. My Solution:

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

15. My Solution:

16. My Solution:

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

18. My Solution:

19. 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

20. My Solution:

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

22. My Solution:

23. My Solution:

24. What is in your bag of tech tricks?

25. 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?

26. Q & A

27. CPO© & Owner of Lasting Order
Today’s Presenter:
Amy Payne
CPO© & Owner of Lasting Order