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It’s time to review (or create) your document retention policy

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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The Best Client Retention Strategies to Use Now

Success

To achieve your goals, you must develop a customer care policy that’s understood and adhered to by every member of your team. And with online reviews so common at Google and Yelp, a “best practices” policy will do more than increase customer retention. I recently experienced this with a camera purchase.

Gifts 276
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8 Tools To Help Build An Efficient Asynchronous Workflow

Allwork

Slack boasts that using the app reduces emails by 32% and meetings by 27%, which could be a major benefit for teams looking to cut down on unproductive activities. Zoom Zoom helped herald in a new era for remote and hybrid work policies around the globe. The company has capitalized on this success: it’s reported that Zoom generated $4.3

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How to Save Money on Your Car Insurance

Success

But it’s a good idea to review your policy to ensure you have the best car insurance and check for a better price every six to 12 months, depending on when your policy renews. Understanding the coverage types and dollar limits on your current policy can help you ask informed questions and compare insurance companies one-to-one.

Policies 138
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The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Make sure you know what you’re signing up for and read the cancellation policy before entering your credit card information. While many apps are free to download, you may have to pay for a premium version that unlocks all the features. Some apps require monthly subscriptions, which can get expensive.

Goals 283
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Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

Phones 100
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. Electronic information management eliminates guesswork by providing systematic storage, maintenance, and disposition of records. An ERM system enables people to find the right information when they need it.