Confused By Options For Document Storing, Sharing & Syncing?

As new technology is created, there are more and more options, and it can be very overwhelming... I mean, have you seen all the cloud options for storing and sharing data?!? Wow! The key, though, is how each tech option makes your life easier, more organized and more productive. Read on for a little clarification about various available tools and what differentiates them...

Notes-Keeping Options:

Although Yojimbo and Growly Notes are Mac-only while OneNote caters to the needs of PC users, Evernote works in both the Mac and PC realms, making it easy to organize all information in one, reliable solution. Plus, whereas there is a fee to use any form of either Yojimbo or OneNote, there is a fairly robust option for Evernote that is absolutely FREE... Such a beautiful word, eh? With each of these tools, you can store text, images, PDFs, checklists and more, organized with tags, by labels or in groupings / notebooks and easily searchable. Access your Evernote or OneNote account via the Internet, on your computer's desktop or on your smartphone and access your Yojimbo or Growly Notes account anywhere data is synced through MobileMe.

Options to Aid in Creating a Paperless System:

Both Shoeboxed and OfficeDrop offer mail-in scanning services, where you package your papers in pre-paid shipping for those companies' employees to coordinate scanning your documents into an organized, electronic format for you. However, if you prefer to scan your own documents for yourself, there are several other options... The Neat Company offers NeatReceipts as a portable option and NeatDesk as a desktop scanner, allowing you to scan your business cards, receipts and 8.5" x 11" documents into a digital filing system. Both Canon Document Scanners and Fujitsu ScanSnap Scanners offer mobile, personal, sheet-fed and network options to scan your documents. Although each self-scanning device integrates differently with collaborative solutions, like Evernote, the option for you may depend most on current pricing so it's recommended that you research online before buying.

File Collaboration, Sharing, Syncing and Back-up Options:

If you are looking for a tool that relies solely or primarily on you manually moving a document from your computer to the cloud or web-based solution, there are plenty of options available. A free account through Dropbox gives you 2GB of storage for life, but a paid account will increase your Dropbox storage capacity; any file can be shared from Dropbox via the appropriate URL. Windows Live SkyDrive is very similar but is limited to PCs and bumps the storage limit up to 25GB with a 50MB cap for each file. A free account through Ge.tt gives you quicker, real-time storing and sharing of files for 90-day intervals. Furthermore, MediaFire has no restrictions except that files be smaller than 200MB. A free account through Box.net gives you 5GB of storage with a 25MB cap for each file, including a collaboration "holtlink" for any shared files. And the very popular option of Google Docs can be found at Docs.Google.com to upload files from desktop, access them from anywhere and do real-time collaboration with others.

On the other hand, if you are looking for a tool that will move documents from your computer to the cloud automatically, the available options are a little different. With these options, you simply install the technology on your computer (PC or Mac) and, at different intervals when your computer is connected to the Internet, your selected data will automatically be encrypted and securely backed up to the cloud, allowing you to restore or remotely access as-needed later. In February of this year, Mozy replaced its unlimited backup plan with a tiered storage plan of 50GB or 125GB, allowing users to purchase additional storage in increments of 20GB each. If you are looking for an unlimited option, Carbonite offers such a solution for $59 a year while the unlimited solution from Crash Plan is $49.99 a year, but Crash Plan has smaller storage options for less money, too. And there's good news... In addition to the aforementioned manual option, Windows Live Mesh's SkyDrive also offers an automated sync for PCs, too!

Finally, Amazon Elastic Compute Cloud is a web service that offers a customizable, pay-as-you-go option for storing in a cloud environment, allowing you to quickly scale capacity up or down and pay only for the capacity that you actually use. For details on this new and different option, I recommend visiting http://aws.amazon.com/ec2/.

Options Enabling Remote Access to Paperless System:

Now that you've created all these electronic documents, some will be accessible via Internet access through cloud technology; however, sometimes, you just want to work with them on your own computer. If you travel a good deal, options for accessing your own computer via the Internet from a remote location might be very helpful, and there are several options for accomplishing that goal. LogMeIn and GoToMyPc allow you to access, support and manage devices (including Windows-based PCs and iOS-based Macs) at any time from any location via a secure, Internet login. Or you can use Windows Live Mesh to work on your PC from another location, running programs or browsing PC files remotely. Finally, if you have an iPhone or iPad, use Mocha VNC to connect to your Windows PC or Mac OS X and see your files/programs exactly as you would sitting in front of your computer itself.

Smartphone Solutions for Working with Documents:

Although many of the aforementioned tools enable access from your smartphone, a growing number of people elect to work via smartphone, rather than focusing on use of desktop and laptop computers. Quickoffice Connect and Documents to Go - Office Suite are options to create, edit and share Microsoft Office documents on your iPhone, iPad, Android technology or Blackberry.

Do you utilize cloud technology and, if so, how do you upload data to "the cloud"? Are you backing up data automatically or adding it manually? Which tools do you prefer most? Please share in the Comments below.

Using One Address Book to Organize for Success

For contacts' names, phone numbers, emails and snail mail addresses as well as any notes related to that connection, keeping everyone's information centralized within one system makes it easier to keep contacts' data up-to-date and to access those details quickly whenever they are needed. However, how do you make an address book really operate as a tool to encourage your great success? Read on for tips to best utilize your address book...

1. Use what works for you. Test different options to see if your personality and specific needs mesh best with a paper or electronic option. With smartphones that sync with cloud technology as well as small paper options, either can be as mobile as needed to update contacts' information as you are out and about, but there is no "right" or "wrong" option; just select whichever option is best for you.

2. Be clear and honest with yourself about what you consider a "contact" you'd like in your address book. This would preferably be someone with whom you plan to interact regularly or with whom you'll do business... Not everyone from whom you collect a business card will qualify as a contact to go in your address book. However, since you still want access to the contact info for those that do not make the cut, I recommend scanning their business cards into your computer with NeatDesk and, then, uploading those scans into a "Networking" notebook in your Evernote account, allowing you to easily search for their information should it be needed down the road.

3. Update the information for those contacts in your address book regularly, especially as the details of their information change. The most useless tool is one with out-of-date data, like the saying of "garbage in leads to garbage out". Therefore, it is vital to be proactive and stay up-to-date. At least once each quarter, purge contacts you no longer want in your address book, especially if there's no longer a valid reason for them to be there, and, then, review the accuracy of remaining contacts' information.

4. Know upfront what is your goal for using an address book. Choose whether you want to simply manage contacts and their information OR if you want a Customer Relationship Management tool that can add in history of communications or retail trade-cycle management functionality. Do you want a record of interactions you've had or projects that you have worked on together? Do you need to schedule follow-up with this person? If you are fully aware of your goal, you can better use your selected address book tool for achieving it.

5. Utilize all the bells & whistles that come with your address book. Some address book options allow you to connect each contact's record with his / her social media profiles, which is a great way to see what important events might be occurring in that person's life. Some address book options allow you to print labels, which is a great way to alert clients and business partners about important happenings for your company or in your life. Yet, it is very important that you do not get distracted by all the current bells & whistles... Your address book is a tool, and successful use of this tool depends on keeping that in mind whenever you're using it.

What techniques do you use to maximize your address book's effectiveness? Please share in the Comments section below.

Using One To-Do List to Organize for Success

Are you jotting down reminders on multiple sheets of paper, in various notebooks or via sticky notes posted all around your office? If so, how many of those action items are actually getting completed?!? Keeping all your to-do items in one place makes it more likely they will each get completed and aids in prioritizing. However, how do you make a to-do list really operate as a tool to encourage your great success? How do you compile your action items to ensure all of them get done? Read on for tips to best utilize your task management solution...

1. Use what works for you. Test different options to see if your personality and specific needs mesh best with a paper or electronic option, keeping in mind that electronic options allow for reminders while some people remember better what they write down on paper. With smartphones that sync with cloud technology as well as small notebook options, either can be as mobile as needed, but there is no "right" or "wrong" option; just select whichever option is best for you.

2. Remember that it's okay to say "no". When someone asks you to do something, ask yourself "Is this task important? Does this task move me forward in achieving my goals? Is there someone else that should be doing this instead?" Be strategic about tasks you complete versus tasks you decline or delegate, and know that saying "no" can be a very powerful tool in your arsenal.

3. Do not depend on your mind to remember all tasks. Keep one tool (whether smartphone for your electronic option or small notebook for your paper option) with you at all times to continually add tasks as they arise. This "data dump" becomes your master to-do list, from which you pull a daily to-do list at the end of each day as you plan for the following day's activities.

4. Delegate. To get more done, find all the tasks on your to-do list that can easily be accomplished by someone else and, then, delegate those tasks to that person. Sharing tasks empowers the other individual AND opens time in your schedule to complete the tasks that can be done by only you.

5. Delete. Cross non-critical items off your to-do list so they don't nag on you or distract you from what really must get done... Focus on what remains, and relish in how good it feels to remove items from your to-do list.

What techniques do you use to maximize your to-do list's effectiveness? Please share in the Comments section below.

Using One Calendar to Organize for Success

Whether it's paper or electronic, a single solution enables tracking all commitments (personal & professional) in one place, making it less likely that appointments will be forgotten or that you will double-book. However, how do you make a calendar really operate as a tool to encourage your great success? Here are tips to best utilize a calendar:

1. Use what works for you. Test options to see if your personality meshes best with daily, weekly or monthly and whether paper or electronic is best for you. Find more about the process at http://bit.ly/fkOMOO.

• Electronic calendars give you the option of setting alerts for upcoming events, which is ideal if you tend to forget birthdays, anniversaries or leaving for meetings and appointments. Look for repeat features that let you input daily, weekly, monthly or annual data only once.
• Paper calendars often allow for more easily viewing the entire month at one glance, and the fact that you can write in whatever size you choose enables you to decide how much information fits within each date's box.

2. Color-code your calendar. To have one calendar tool for all facets of your life, use different colors for each (work vs family vs friends vs fitness vs self). Or use a different color for each project being completed, role you fill, person for whom you are responsible or different area of responsibility within your job. Visual cues, like colors, are great for driving action, particularly so you can tell what needs to be done by simply glancing at your calendar solution.

3. Include all pertinent details for each entry. When adding an appointment to your calendar tool, insert the phone number next to the name of the person you are meeting so, if you're running late, you can easily call. Plus, make sure to include the who, what, when, where and why beside each appointment being scheduled on your calendar.

4. Track to-do items amidst appointments. A calendar solution can be so much more than just a place to track appointments. To use your tool most effectively, assign a "when" for each "what" on your to-do list. I have yet to find a "someday" on any calendar, but I have seen how tasks with times scheduled for getting done are completed more regularly.

5. Always expect the unexpected. If you know precisely how long something should take, schedule it in your calendar with a 15-minute or greater buffer. You never know when traffic or another hurdle will delay your plans so approach proactively.

What techniques do you use to maximize your calendar's effectiveness? Please share in the Comments section below.