Archive for the ‘Home Office’ Category

3 Ways to Use Labels

Friday, May 28th, 2010

Storing documents online with OfficeDrop is a great way to manage your information. Not only can you view and search your digital and converted paper documents, but you can organize them, adding context and making them even more productive.

One of the best and easiest ways to do this is by applying labels. A label, usually a word or description relevant to a document, is much like a tag and shows up in the gray area under a document in list view or on the right in the individual document view. Once created, you can filter documents by label and quickly see all documents that share a label you’ve created.

If you don’t already use labels, or aren’t sure how, here are some example uses for labels that we’ve found especially useful.

1.       Document Type

Contracts, bills, invoices, receipts, forms, deposits, articles, and anything else that might be in your account should be classified by applying labels. If you aren’t sure how to organize a document, applying a label classifying the document type is always a good start. That way, if you need to find a receipt, you can at least click your “receipts” label and all receipts are listed instantly.

2.       Paid/Unpaid

If you’re storing bills and invoices on your OfficeDrop account, labels are a quick way to indicate the status of that document. Now, if you want to view all the bills you have yet to pay, all you have to do is click your “Unpaid” label, and you have them all right there to review. The same can be done to review paid documents, and payment notes can also be added as annotations.

3.       Client Names

For use with documents when it isn’t clear who sent it or who it has to do with. Punching in a quick label will forever prevent questions like “who the heck sent me this?” and “why didn’t I just add a name label?” Once labeled, just click the name to see all the documents related to that person.

So if you find yourself staring at documents thinking “this is that…thing, from Bill…someone, that I…paid?” then labels are your new best friend. Take just a couple seconds to add the power of context with labels and you’re instantly informed of the who, where, what, and why for all of your documents.

Tips for Home Document Scanning

Wednesday, May 26th, 2010

At OfficeDrop, we happily do all of your document scanning so you don’t have to. That being said, we realize that some people are perfectly content doing their own document scanning at home or in the office.

If you would rather do document scanning yourself and then upload or store on a DVD, we think that’s great. In fact, to help you with your scanning, we would like to offer some document scanning tips you might find helpful. We’ve scanned a lot of documents over the years, and we’ve learned a few tricks we’d like to share with those of you scanning yourselves.

Document Scanning Tips

Scan in Oder

If you know there’s a specific organization you would like for your documents once they are scanned, you should scan your documents according to that organization. Organizing and grouping paper documents previous to scanning can save you a lot of digital organization later, and will also ensure that you don’t forget any important documents during the document scanning process.

Scan Similar Sizes

If you’re scanning different sized documents, be sure to scan documents of similar size together. If your scanner can be fed stacks of paper simultaneously, smaller documents like receipts may shift between larger documents being loaded, leaving you with sideways or disoriented scans. To prevent this, scan only documents of similar size and, if possible, adjust the guides on your scanner to the size of the documents you are scanning.

Use Flatbed Scanners for Antique or Fragile Documents

Whenever you scan documents that tear especially easily, you should use a flatbed scanner rather than a scanner with a sheet feed. Whenever a scanner automatically feeds documents from a tray or stack, there’s possibility for a jam. You can avoid jams, but in the unfortunate case of one, you want to be sure flimsy or especially thin documents don’t get torn to pieces in the scanner. To avoid this, scan things like tracing paper and ancient documents on their own in a scanner that scans single documents laying flat.

Remove Stickers and Tape

It seems obvious, but it’s easy to forget a label or piece of tape you may have left on a document before scanning. Stickers and tape can ruin your document scanning with jams and can also damage your scanner. They can also make documents stick together which causes both jams and missed scans. Remember before document scanning to remove anything that might cause a jam and make sure pages are not stuck together.

Hopefully these tips will be helpful to your document scanning experiences. If you get sick of scanning yourself, you can always mail it to OfficeDrop where we do all the work for you. Otherwise we are happy to upload your documents once you’ve scanned them. Happy scanning!

iPad Apps for Business We Can’t Wait to Start Using

Thursday, April 15th, 2010

Many businesses use the iPhone in their business. With the release of the new iPad, we think there are many applications that if specialized for the iPad, could make Apple’s new tablet a valuable asset for small businesses. We are currently developing our own iPad application, which we think would be a great way to view, organize, and search your documents with the new iPad.

Though the iPhone is designed more like a consumer good than a business tool, the personality of the device didn’t hinder app developers from making a boatload of iPhone apps that make life around the office easier.

All the great business iPhone apps can be downloaded to the iPad, but the iPad will just be a big iPhone until app developers start taking those iPhone business apps and making versions specifically for the iPad. Here is a list of business-focused iPhone apps that we would like to see made into full blown iPad versions.

FreshBooks (Billing and Finance)

We love FreshBooks for our online billing and invoicing, so obviously we would love to see the FreshBooks application on the iPad. Paired with the slick multi-touch features of the iPad, online billing would never be easier or more fun.

Zoho CRM (Customer Relations)

We use Zoho CRM to keep track of all of our customers and leads. If you were taking your office to go with an iPad, you would want to keeps tabs of all of your customers, and react quickly to any questions or problems. Thought the Zoho team is just working on an iPhone app currently, we would really like to see that functionality ported to an iPad-specific application.

iWork & Keynote (Production)

The Apple equivalent of Microsoft Office, iWork will allow you to word process, make spreadsheets, and put together striking presentation with Keynote (Powerpoint for Mac). This application will be made to fully utilize the multi-touch features of the iPad, and will also be compatible with Microsoft-created documents.

WordPress (Blogging)

As you can see, we like to keep our company blog active and up-to-date. The WordPress iPhone app lets us manage our blog from anywhere, and an iPad app would make blogging on the go even easier. Benefits would include the large display and full touch screen keyboard for added convenience.

Chartbeat (Analytics)

What better way to watch over your site’s analytics than on the rich graphical display of the iPad. With the chartbeat iPhone app you access your Google analytics account, and get real-time alerts on stats like average page views, uniques, and sources to see when you’re site is getting hit, and when you’re falling behind.

Those are the business apps we’d like to see on the iPad. iWork and Keynote are already available, and we hope that the iPhone apps mentioned roll out iPad equivalents.

Paper Scanning: Up Productivity, Cut Costs, and Conquer Stress

Friday, March 19th, 2010

Everyone wants to be productive, but working with paper can slow you down, and rob you of hours you could be using to get something done. We believe that working with paper documents is inefficient, and that online storage is the perfect solution. In a recent article on Boston.com, the inefficiencies of working with paper were outlined with some concerning numbers regarding how paper slows us down, and stresses us out.

Taken from a Boston consultancy, the article featured statistics noting that 15 percent of paper used in business is lost, and that 30 percent of employee time is spent trying to locate paper documents! With numbers like those, paper is eating up a scary amount of time and money - $120 per lost document according to the article.

On top of fiscal losses, piles of disorganized paper create stress for employees. In the article, business psychologist Ross DeSimmone describes a cycle by which employees get down on themselves, do less because of lowered energy, feel inefficient, and it starts again. As you might imagine, panicked rummaging through stacks of documents with the pressure of an important deadline weighing down isn’t the best practice for one’s mental and emotional health. Habits like these wear us out, slow us down, and stress us out.

Conversely, there are few better feelings than completing a task quickly and efficiently, impressing superiors and inspiring co-workers. Wouldn’t you rather be congratulated on a job well done rather than constantly hounded for missing documents?

Since scanning and hosting documents online eliminates the stress and inefficiency of working with paper, OfficeDrop can help you ditch depression, and get back on that productivity high. Not to mention how much better your office is going to look without all that paper lying around.

Let us scan your documents and break the paper cycle. Find documents anytime, anywhere, without the piles of paper or piles of stress.

An Introduction to Cloud Computing for Small Business Owners

Wednesday, February 24th, 2010

What is Cloud Computing?

Maybe you’ve heard of cloud computing. Maybe you already use it. For people that don’t know, cloud computing is a great way for small businesses to utilize IT resources without costs and responsibilities of physical infrastructure. Since we consider ourselves as operating ‘in the cloud,’ we want you to understand what, exactly, this means.

Understanding the Metaphor:

To explain the metaphor, the cloud is the internet – no big secret and computing is…computing.

So, essentially, cloud computing is a platform for accessing and utilizing your businesses IT via the internet. This means nearly all of your IT resources – your servers, data storage, software/ programs – are hosted on the internet. It used to be that all of your computing would have to be done by your own servers, hardwired to your business. Now that the internet is around, your servers don’t have to be hardwired, and you don’t even need to have your own. Instead, you can rent server space from anywhere in the country from people like Amazon, who have already paid the overhead. Utilizing this system with SaaS, which does the same thing with software, one could theoretically run an entire business from various cyber cafés (if those still exist) without purchasing any of their own personal hardware or software at all.

Why this is great for small businesses:

Cloud computing does a few things for a small business. In general, it offers a more versatile model both technically and economically. With cloud computing, you don’t have your own servers/hardware. On the economic end of things, operating in the cloud lets you pay as you go, and you only pay for what you use. So on one hand you have lower startup costs because you don’t have to purchase expensive equipment when you are getting started. On the other hand, cloud computing allows for great scalability, since you don’t have to keep buying servers every time you add an employee or a new software system. It’s the scalability of cloud computing that makes it especially effective with quickly growing small businesses.

In addition, cloud computing removes the need for an IT expert on payroll. Unless your company is actually developing software, you don’t need the techies that would normally be running around putting out sever fires.

Now, most small businesses are probably not going out and directly purchasing cloud computing units from Amazon. But where a small business can take advantage of cloud computing is in purchasing basic software like CRM, help desk, document management, email and more. Instead of purchasing hardware, buying software on a disk and hiring an IT professional to setup the hardware install that software a small business can purchase software over the internet - typically with no installation required - from a Software-as-a-Service provider. Usually this means that you’ve got a monthly contract instead of a big up front purchase. And, as we’ve already mentioned, you don’t need to buy a server to host the software!

We operate by the same principles:

OfficeDrop works similarly to cloud computing but with scanning and document management software.

On the scanning side, buying high quality scanners and formatting scans to a computer is a very expensive process, but you don’t have to pay all that – we already have. Instead, you pay one low monthly fee to use the system we’ve already implemented.

Once we scan your paper documents, we put them in the cloud too, as digital documents so you can search and access them from any internet connection. Again, you don’t need to own your own server and remote backup if you use our online document management system. Plus, you won’t have to set up things like VPNs if you want to access your documents remotely - you can just use the browser on your laptop or iPhone.

Cloud Content Management

Learn about Cloud Content Management and how it can help your small business embrace the power of cloud computing and enterprise asset management - at a fraction of the cost.

We’re happy to be a part of the cloud computing trend here at OfficeDrop, and hope you take advantage of the benefits it can offer your small business.

Top free and low priced sales and marketing SaaS tools for small businesses

Friday, January 8th, 2010

Now that small business SaaS is becoming mainstream, powerful marketing tools can be utilized to build a productive, cost effective marketing strategy for your small business. Five years ago when I worked for a big company we used multi-million dollar tools to track and manage our pipeline. Today, there are plenty of SaaS applications to oil your sales and marketing machine - a lot of them cheap if not free. Here are some of the best SaaS apps we have found for running sales and marketing:

Google Analytics

Google Analytics is the free web analytics tool we use to track site usage to our website. Of course it does the basics like showing us how many visitors we’ve had recently, but it also provides deeper intelligence into the sources of our traffic (from search, links and paid advertising). In addition, it shows us which of our traffic sources, landing pages and blog posts are resulting in actual closed sales and real leads. This is one of the first things I check when I get into the office in the morning.

Zoho CRM

We recently switched from Salesforce to Zoho CRM because Zoho allows for the creation of more online forms at a lower price point. Since we are an online-based business, and have a number of white papers and domains that we run, we need many different ways for potential customers to communicate their needs with us online. Zoho also does the basic blocking and tackling you’d expect in a CRM, allowing note-taking on leads, status updating, report generation, etc. Again, cheap and it’s working well for us. Zoho CRM is free for the first three users.

OfficeDrop

Of course we use our own cloud based service! OfficeDrop helps paper intensive small businesses manage their paper and digital files by scanning and hosting the scanned documents in an online management system. I use OfficeDrop for two major purposes: one, to store + share all of our press, and two, to manage our marketing expenses. Every time I get an invoice or receipt I upload, scan, or email it into the “Marketing” folder in our OfficeDrop account. For example, if I have a bill from Vistaprint for brochures we printed I’ll email it into the 2009/expenses/marketing/December folder. Then, our accountant logs in at the end of the month and can easily see all of our expenses from a single place, making book keeping simple, and making it easier to calculate the ROI from our different marketing campaigns. OfficeDrop is also inexpensive. Pricing for digital plans starts at $4.95/mo and for paper plans starts at $14.95/mo.

Wordpress

We run multiple blogs (blogs are the greatest, easiest way to communicate with our customers), and having a simple blog publishing solution like Wordpress is important. Since there is no limit to the number of writers we can have in the system, our product people and our marketing people can all create and edit each other’s content, and we can set up a simple publishing schedule. Since our main OfficeDrop blog drives about 15% of our sales conversions, it’s well worth the effort. Oh yeah, and the price - in addition to the software being free, the hosted version is also free.

CoTweet

Yes, we are on twitter, and we’ve recently started using CoTweet. It’s an application that allows multiple users to share the same twitter user name (in our case @pixily). Cotweet allows us to see what our last few tweets were easily, so that the marketing team doesn’t send out an overlapping message that the CEO just tweeted from the @pixily account.

Grasshopper

Grasshopper is a VoIP service that we have used to put our sales team in contact with customers. We’ve got our toll- free number on the top of our home page because it’s important for our potential customers to know they can easily contact us. Grasshopper enables us to project that big, solid company feel with dedicated extensions for each salesperson and custom recorded greetings and department forwarding. Above all, it’s a professional and cost effective way to put customers in contact with your sales team. Pricing starts at $9.95/mo.

ProvideSupport

Provide Support is the application we use for customer service, but it is equally utilized for sales and marketing. Provide Support is a great way to install a ‘chat with me’ button. On our website there is a ‘chat with me’ button that puts users in contact with a human being in the case they have any questions about the service prior to signing up. This is a cheap and easy way to engage customers via your website and we highly recommend it. Pricing starts at $15/mo.

ConstantContact

We aspire to the “touchless” sales model, which requires some pretty sophisticated email management. ConstantContact has been great for us, both in terms of functionality and price, although I imagine it would also be great for a company running basic email campaigns. For me, the best part about this service is that I was able to login and within a few minutes started sending emails - it was that easy to use. Pricing starts at $15/mo.

With the advent of low priced SaaS marketing solutions, small businesses can now manage their sales and marketing pipeline just as well as large competitors. The best part of these tools is that you usually don’t have to install or maintain any software or equipment. While large companies have legacy tools, into which they invested hundreds of thousands (or millions) of dollars, small businesses can nimbly shift to the best solution. I’d encourage you to take advantage of the free trials offered by most of the SaaS solutions mentioned above. I think you’ll find that many of them will make you more productive and enhance your customers’ sales experiences.

What SaaS tools do you use to run your business? Let us know by leaving a comment.

List of Professional Organizers on Twitter

Tuesday, October 27th, 2009

Some of OfficeDrop’s biggest supporters are professional organizers - the professionals who help small businesses, home offices and consumers get organized. Not only are these the people who you can turn to to help you create order out of chaos in your office, but they also have some pretty interesting words of wisdom on getting organized they they share on Twitter. You should consider following some of them!

Now you can also follow ALL of these professional organizers on the new Professional Organizers’ List we’ve greated on Twitter: http://twitter.com/pixily/professional-organizers

List of Professional Organizers on Twitter

@addspace - Kathi Burns
@allorganizers - Stephanie LH Calaham
@anorganizedlife - MJ Rosenthal
@ChaosOrganizer - Kelly Deering
@clutterdiet - Lorie Marrero
@dallisonlee - Deb Lee
@Downshiftingpos - Margarita Ibbott
@EcoOrganizer - Dorothy Breininger
@JanetBarclay - Janet Barclay
@JodieWatson - Jodie Watson
@johntrosko - John Trosko
@JulieMorganizer - Julie Morgenstern
@LurleneAnderson - Lurlene Anderson
@MyOLCEA - Jessica DeYoung
@organizedaily - Ellen Delap
@organizedhome - Julie Verleger
@organizer - GiGi Miller
@OrganizerLauren - Lauren Davidson
@organizewithz - Zele Avradopoulos
@piggybankpixie - Nanette Duffey
@PutItAway - Kim Oser
@SaraPedersen - Sara Pedersen
@savvyspaces - Kristin Lindstrom
@Smart_Spaces - Heather Burke
@SolutionsForYou - Anne Blumer
@tammyburke - Tammy Burke
@TheTaskPros - Michal Gregus

Post a comment if we’ve forgetten anyone, and we’ll add them to the list - there are obviously other organizers out there on Twitter!

Paper and paperless (electronic) faxes made simple

Monday, June 8th, 2009

Faxes? Are you kidding me? Does anybody use them anymore? Turns out, a lot of people do. A recent article in Inc Technology reports that fax-machineapproximately 25 million U.S. businesses — large and small — still use traditional fax machines. And only about 30 - 40% of small businesses have adopted some form of Internet-based faxing. And another study by AT&T shows that 57% of small businesses polled said that fax machines are very important to running their businesses. So clearly, there is a lot of faxing happening.

If you are a small business using either electronic or traditional fax, you should consider centralizing them all in a single place, so that the information in fax is available readily to you. Imagine fumbling through a wad of paper when your customer is on the line waiting for you to sift through them. Even if you use electronic fax, many providers still send the faxes as TIFF files (yep, TIFF files are nearly synonymous with faxes even today), which cannot be viewed in a browser and need special software in your desktop.

If your business already uses OfficeDrop, you can easily centralize all your electronic faxes with a few simple steps. Almost all desktop email clients (such as Micrsoft Outlook or Apple Mail) and web based email (such as Gmail, Hotmail, Yahoo etc,.) provide the ability to setup rules to automatically forward emails to another account. You can configure this rule to forward to your pixilymail email dropbox.

  1. Automatically forward all email from your electronic fax provider to your pixilymail account. For example, automatically configure all email from Links to popular email clients are provided below. When configuring use your pixilymail email account as the forwarding address.
  2. Update your OfficeDrop preference to not notify sender about received emails. By default, when someone sends an email to your pixilymail account, the sender gets a confirmation that the documents have been received by OfficeDrop. Sometimes, depending on email server configuration, OfficeDrop will think of the email as coming from your electronic fax provider and not from you. So it is recommended that you turn off the notification. This means that you also have to add your fax provider to the allowed domains list. (Hat tip to our incredible user base for this suggestion. You rock!)

    Turn off Email notification to sender:
    turn-off-sender-email

    Authorize your fax domain provider (if necessary):
    domain-authorization

This same tip applies to electronic receipts as well. For example, you may configure the amazon.com domain as above and have all your receipts automatically be aggregated in OfficeDrop.

Do you still use a fax machine to communicate? Do you find this useful? Any other suggestions on making your fax life easier? Let us know.

Get a head start on your New Year’s Resolution with Pixily

Monday, December 8th, 2008

1) You are halfway across the country attending a meeting for work, or visiting family, and for someYour Child\'s Art reason you need to find a file — a tax form, a newspaper clipping, your kids’ artwork, an essay you wrote — but you don’t have access to it, and now there’s a bit of a damper on the rest of your trip.

2) You look around your desk and filing cabinets, several times a day, and it’s painful to see how the papers have piled up over the years, you wish you could just make it all go away, or at least appear a bit more organized and accessible.

3) You have so many documents, so many papers, all important for one reason or another, because, like mom and dad always say, “keep everything for seven years, even your receipts”. But it just seems so tasking to save everything, how do you collect so many pieces of paper and still keep it in order???

4) You worry that your computer might crash, that your hard drives and flash drives will get lost or broken, and that your important documents aren’t safe from water or fire damage, but don’t know what to do to prevent the irreparable damage that would come if you lost everything.

 

If any of those describe things that you think about, then you need OfficeDrop.

Click Here to get a head start on your New Year’s resolution. Go paperless, get organized, get OfficeDrop!

 Look around your desk. Open your drawers and look inside. How many filing cabinets do you have? How many boxes do you have in storage, or the attic or basement? How much of your home and office do you take up with paper? If you’re feeling like it’s too much, then you might find what OfficeDrop has to offer interesting. OfficeDrop is a personal assistant. OfficeDrop is a safeguard against losing important information. OfficeDrop is a tool that allows you to safely and securely digitize your paper documents and store them in a personal password-protected account online, allowing you to recycle your paper copies and reclaim lost space in your home or office. For every 10,000 pages you recycle, you save one tree. Compare the amount of time it would take you to search through filing cabinets and boxes for one piece of paper, to the amount of time it will take you to type in a couple of words and hit a search button.

 With OfficeDrop, you can use keywords and phrases to search your account for specific documents. Send your papers in a prepaid scanvelope and we’ll scan them into your online account, where you’ll be able to find them anywhere that you have internet access. You’ll receive your original papers back within 3-5 business days, ready to be recycled. You also have the option to have your documents securely shredded at OfficeDrop, and we will recycle the paper for you.

 OfficeDrop isn’t something that you need to think about every day. It’s not a bill you need to worry about coming in the mail every month. OfficeDrop is your personal assistant, your extra set of hands and eyes. You can send as many scanvelopes in a month as you like. And in the meantime, you can start to collect papers and documents for the next scanvelope you’ll send. And there’s no need to worry about losing papers or having a hard drive crash, your documents are stored in “the cloud”, and available for you to access anywhere. (You do have the option to download your fully-searchable documents to a harddrive once they are saved to your online account.)

OfficeDrop also has a staff that is ready to respond to any question you may have about OfficeDrop, your account, or how to go paperless and get yourself organized.

The rich accumulate more paper and hence more clutter

Thursday, July 3rd, 2008

More money you make the more paper you collectYes, the more money you make, the more paper you collect. This statement may sound far fetched but it is mostly true. Our firm, OfficeDrop has been studying paper collection habits for almost a year and has found that the education, wealth and age are directly correlated to amount of paper you accumulate.

If you are wondering how I am able to make such a bold statement, let us see what the different sources of paper are and how these sources are impacted by wealth, age and education.

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