Meeting and Note-Taking: Recommended Apps

Evernote has been the dominant app for meeting and note-taking. It has a streamlined interface and interacts with other programs such as Microsoft Outlook. There are competitors to Evernote recognizing that everyone needs a place to track meeting notes, tasks, ideas, recommendations and other pieces of information. Below are some other recommended applications for note-taking.

Google Keep is a simple platform to iStock_000007485287_Smalltake notes. Google Keep integrates with a user’s Google platform and notes can sync with Google Drive. Users can make unlimited lists, add photos and graphics to notes and also color code notes. Although the functionality for Google Keep is fairly basic, knowing Google it probably will get enhancements in the coming year.

Microsoft OneNote is part of the Microsoft Office suite and an alternative to Evernote. OneNote was specifically designed as a meeting note application and does a great job of organizing meeting notes by type and date of meeting. The integration with Outlook is also a key feature as it allows users to import emails and tasks between the applications. OneNote has an app and notes can sync to mobile devices. However, attached files such as Word, Excel or email documents may not open depending on your platform. The free version of OneNote is limited to 500 notes, with unlimited use available for $4.99 via an in-app purchase.

Becoming a Paperless Office: Create a Clear System to Manage Electronic Documents

According to a study by the CAP Venture Group, it is estimated that 80% of information is still retained on paper even though more than 80% of the documents we work with are already in a computer somewhere. According to Xerox, approximately 30% of printed documents are for one-time use only and further studies found that about 45% of documents printed in a typical office are thrown away within 24 hours. Another Gartner study called “Electronic Document Management” revealed that the average document was copied between nine and eleven times.

One of the keys in gaining efficiencies in data management and increasing productivity is to reduce the paper workers manage. A key component to creating a paperless office is to create user trust in finding and accessing data electronically. Employees are inundated with data in multiple formats and finding it more and more difficult to manage the amount of data and be effective and efficient at their job. Without a consolidated system to manage data along with sound file structure and data management guidelines users will tend to keep a ‘backup’ copy of data and records in paper. Although paper does have its uses for work purposes such as reading, reviewing at meetings or processing data, it is not the optimal format to archive, store and file records and documents. When moving towards a paperless office it becomes even more vital that file structures, whether on a Shared Drive network or in a cloud-based system, is well-organized. It is also important that there is a clear and designated location to store data when there are multiple document and record systems available to users. Finally, data management practices need to be clearly defined such as document naming conventions, versioning, and data conventions.

To learn how to organize electronic files on the shared drive, download the report How to Organize Electronic Documents on Shared Drive Networks. Or you are welcome to contact us and we can assist you.

The Benefits of Organizing the Shared Drive

For most organizations, shared network drives on computer servers are used to store and share business documents. Every day, employees create and manage electronic information to support their work. In fact, it is estimated that 95% of all new information is still stored on network servers. In addition, most organizations permit their employees to store electronic information on a “personal” or “individual” drive that is accessible only to the individual. In addition, there are now project collaboration systems such as SharePoint and Google Sites, which also contain organization data. Managing all of this data and information efficiently and effectively can greatly improve business performance, knowledge management, and productivity.

Employees usually have been given very little guidance and information on saving, filing, deleting, and naming documents onto the shared network drives. As a result, server systems can and have reached capacity limit quickly. It is important to provide staff clear direction on file structure and where electronic records should be saved.

Having an organized shared drive will provide the following benefits for businesses and organizations:

  • Improve accessibility of data among employees and staff.
  • Provide a clear understanding of how and where to save files on the shared drive network.
  • Improve worker efficiency and productivity with quick access of current and historical files and documents.
  • Reduce duplication of files and provide clear guidelines of version control.
  • Provide easier access to collaboration with shared files and documents within the organization.
  • Improve clarity and ease for new employees to access important information quickly.
  • Lay the foundation for a paperless office by reducing official paper files and increase reliance on electronic file system.
  • Improve the corporate memory and maintain important history when employees leave the organization.
  • Become prepared for a transfer to a document or content management system such as Microsoft SharePoint or Documentum.

To learn how to organize electronic files and the shared drive, download the report How to Organize Electronic Documents on Shared Drive Networks. Or you are welcome to contact us and we can assist you.