Getting Organized to Save Your Business Time/Money


It’s hard to work efficiently with a cluttered, disorganized desk top, and it’s no less difficult to be productive in your small business absent a streamlined, organized approach to your daily tasks.


Lack of organization costs you time, which “is” money; plus, it makes you feel stressed, sluggish, and unable to accomplish routine tasks without extreme effort. It shouldn’t be like “pulling teeth” to complete each little thing that needs done: and when it is, your whole business feels the impact as surely as you do.


Here are 7 key ways you can save time and money and keep organized so you can focus more energy on what you love to do most – actually managing your business:

1. Organize & Manage Your Documents

Sharepoint has been the premier and most highly accessible document library software system on the market for years. But if you have many files to manage on Sharepoint, it’s not enough to just save documents and have a few folders.


Learn to utilize Sharepoint categories, create a better folder structure, create content types, and use metadata tags to make it easier to find exactly which document or portion of a document you need, in as little time as possible. With a little time and effort, anyone can master Sharepoint file management, at least enough to meet their needs, and the benefits are well worthwhile.

2. Organize Your Cash Flow

Even small businesses can lose a lot of time managing cash flow. It’s easy to forget to send an invoice or a reminder that an invoice is overdue in the midst of a busy work day. And it’s a waste of time to prepare recurring payments from scratch each month. Freshbooks gives you a one-stop-shop invoicing/cash flow management dashboard, convenient automation capability, and easy payment options to make your cash flow actually flow.

3. Project Management Apps

There are numerous project management tools out there today that can help you see all of your projects in one place and easily track their progress. Trello is one of the best. It lets you assign tasks to different employees on distinct boards, add due dates, insert comments, and oversee all your projects from your smartphone.

4. Declutter Your Inbox!

Email is a major means of communication with important business contacts, employees, or even clients. But too much non-essential email cluttering up your inbox will eat up your valuable time. SaneBox is a great app for that. It lets you intelligently automate incoming emails so you can deal with urgent ones first, important but not urgent ones second, and the rest is spammed or sent to the archives.

5. Use Digital Notes

The old fashioned pen and notebook is an inefficient way to jot down notes. Evernote lets you record and organize your ideas on the go and access them on all your devices. Whether reminder notes or thoughts on your next big idea, Evernote is the faster, easier way to take “business notes.”

6. Optimize Social Media Time

Spending time on social media sites can be important for customer interaction, building a following, and following up on hot leads. But unless properly managed through an app like Agorapulse, you could easily spend too much time getting social without enough benefit.


Agorapulse lets you monitor and manage multiple social media accounts from one central hub, from where you can also create/schedule new posts and run some metrics on the effectiveness of past campaigns.

7. Better Manage Online Time

Using tools like RescueTime to track how much time you spend online at various websites can help you better manage both business and personal time. And using Feedly to gather your favorite content into one place for you to more quickly read will also save you time.


There are many other apps, software systems, and tools out there that can save your business time and money, but using as many of these 7 as fits your situation will be a huge start!