As of March 20th, Spring has officially sprung! While, depending on where you are, it may take some time for the warmer temperatures to reach you, the arrival of Spring is the perfect reminder to take a fresh look at your business. The typical Spring cleaning tasks of tidying the office and thoroughly cleaning your space are still important but make sure not to neglect your digital assets as well!
As we move towards a more digital world with remote workers, online storage, and outsourced data management, we run the risk of ignoring the “mess” that we can’t physically see. Ever been looking for file that you’re SURE you put in the right folder but it’s no longer there? Wanted to back up your website but weren’t sure where to start?
Spring clean your business’ digital assets with these 5 tips:
Site + Data Backup
Start by backing up all of your information. This way, if you make an error during your organization, you have a full backup to rely on. Depending on where your site and data are stored, you may have automated backups already captured, so contact your hosting provider to ensure that you don’t lose any valuable information.
Softsys Hosting clients who have invested in managed hosting services enjoy free daily backups and 24/7 monitoring to make sure that their data is always available when they need it.
File Storage
This is the perfect time to evaluate your file storage solutions. If your business is like many others’, you might have several different solutions for your file management – client files are stored in one place, internal documents in another, and contracts in yet another service. Take the time to consider streamlining your storage solutions or investing in your own infrastructure to manage future growth.
Once you determine WHERE your files will be stored, create a plan for how they will be organized and who needs access to what. Document this system in an easily-accessed file so that everyone in your organization can understand and follow the plan. Include a naming convention for files so that they are easily searched and located.
Email Organization
Feel like your inbox has gotten out of control? Stop putting off the problem and get your inbox back in line by dedicating a couple hours to organize and simplify your communication. Start by determining a filing system. You probably created one when you first started your account but have gotten away from using it because it no longer fits your needs or you just became overwhelmed. Evaluate the folders you have in your inbox, archive those you don’t use anymore, and create folders for needs that have arisen in the meantime.
Once you have a system in place, the goal becomes Inbox Zero. You read that right, ZERO emails hanging out in your inbox. Studies have shown that eliminating email clutter leads to increased efficiency and productivity and your inbox is the place to start. File away until you’ve addressed everything in your inbox, giving you a clean slate.
Finally, unsubscribe to newsletters and emails that you don’t find value in. This will help keep your inbox clutter-free and allow you to focus on what’s most important.
Update Site + Social Media
Sometimes digital outlets like websites and social media accounts are created and then forgotten. Sound familiar? Take the time during your Spring cleaning to make the necessary updates to your online storefront. Check the addresses, branding, and messaging on all of your accounts to make sure they are correct and consistent.
This is also a great time to add new products or services that you provide or update any team member changes.
Digitize Processes
Now that your digital environment is organized and decluttered, consider what offline processes can be digitized. Do your team members enter information into your CRM system manually or is there a system that syncs it with your intake forms. Is each follow up email written one at a time or do you have an automated sequence that sends it immediately?
Plan for future growth by digitizing processes that are currently slowing you down.