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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Process automation.

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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types.

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How to Choose a Financial Adviser

Success

It can make the process of choosing a financial adviser easier and allow you to make better decisions. One way to do that is to verify that your adviser is a fiduciary, which means that they are legally required to put your interests ahead of their own. Will you collaborate with other advisors, like CPAs or attorneys?

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Upcoming regulatory initiatives and their impact on payroll

BMT Office Administration

Leaving aside the 44% of employers that would like to banish remote work altogether, issues of unplugging, loneliness and collaboration arise, he added. Create a clearly defined and articulated approval process for employees who want to move. The process should include Payroll , the tax department and your legal department.

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Productivity Multiplier: Google Cloud Connect Now a Reality

Productivity Bits

W e all know about Google as the search engine mogul and most know about Google Docs — an online version of word processing, spreadsheet, and presentations software. You can keep working while it saves the file, too. Mindless Collaboration. So collaboration is very important — and a serious pain. Guest Post.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. It’s a cloud-based platform that enables users to track projects and workflows, visualize data, and collaborate with teams. Let’s get things started by taking a look at Trello. The Trello board.

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Inside the Guernsey PA Network

Practically Perfect PA

During my time there I took the first PA qualification in Guernsey, my HR qualification and also qualified as a Legal PA. Therefore, I opted for Office Technology so I learnt typewriting and word processing etc. Right from the start, I wanted it to be a network for collaboration, development and networking.