The following is an interview we conducted with Anne McGurty, a Paper Tiger Expert of Strategize and Organize, as she talks about how she along with Paper Tiger Filing System Software has helped her clients get organized. Anne implements Paper Tiger in her “Miracle in a Day” to transform her client’s offices.
In this interview, Anne tells us the ways Paper Tiger helps people to delegate, and it helps them to have more time and energy to work on their business or get out of the office earlier and do other things that they enjoy other than paper work.
Hi I’m Janet Baker, office manager of The Monticello Corporation, makers of Paper Tiger Filing System Software. We have with us today, Anne McGurty speaker, productivity expert, and author. Anne is the president and CEO of Strategize and Organize, a Denver-based training and consulting firm specializing in helping people perfect their environments and make better use of their resources – time, paper, and all forms of information management. As a productivity expert, Anne provides extensive customized services including business consulting, productivity training, process implementation, and time management seminars. She works with small business owners, large corporations, staff, and individual executives on their personal productivity. Anne is a member of the Colorado Chapter of National Speakers Association and is a past president of the Colorado Chapter of the National Association of Professional Organizers. In recognition of her expertise, Anne was nominated for small businessperson of the year 2004 by the Colorado Women’s Chamber of Commerce. Strategize and Organize is a certified Women’s Business Enterprise Company through WBENC.
We also have with us today, assisting with this interview, Captain Terry Clark of SailwithTerry.com. Capt. Terry sails the Mañana Maybe and provides custom sailing vacations in the British Virgin Islands. He partnered with The Monticello Corporation in one of our contests for a free sailing vacation. We welcome both of you on behalf of the Paper Tiger team.
Terry: Thank you Janet, How are you today Anne?
Anne: Hey, I am great Captain, How are you?
Terry: I am doing great. Well, we are going to got through a few questions here and if you are ready to start, I’ll start asking the questions.
Anne: Thanks for the lovely introduction, Janet
Terry: Yeah that’s a hard act to follow, Anne. Well, we are going to talk about Paper Tiger now and some of its capabilities. Anne, what is your favorite thing in your use of Paper Tiger and what it fixes?
Anne: Wow, that’s a really tough question to answer because it fixes so much. I’ve got to say my favorite thing about Paper Tiger was initially when I discovered it. I have been using the Paper Tiger since 2002. I will just give some quick background; I had been in corporate America for 20 years and being a busy executive, I always relied on administrative staff to help me. But as times changed over the 80’s and 90’s, we had less and less staff and today it’s getting to be where everyone is handling two or three jobs and they have to find all their information for themselves. So when I discovered the Paper Tiger I was finally able to be an individual who can find everything on their own and the opportunity to delegate my paper work to others.
The fact is, when you have Paper Tiger, you can create a file with the name you are thinking of today. Let’s use the example, I have a medical bill that I have just received, I have paid it; I want to keep the physical piece of paper. So I file it; I don’t know where I file it. Do I file it under medical? Do I file it under taxes 2010, or, do I file it under insurance?
Well…with the Paper Tiger, it doesn’t matter because I can set up a file name and add medical, insurance, personal and health, all as keywords. So six months from now when I go to look for it, all I have to do is hit one of those keywords and it will direct me to which file it is in. So I would say the favorite thing of the Paper Tiger, is the freedom of changing my mind when I am looking for a file and being able to find it no matter where my head is at and what words I am thinking.
Terry: OK wonderful, what are the problems that a majority of clients have to solve when they use Paper Tiger.
Anne: You know the problems that I hear from clients are: I am out of control, my office is a mess, I am really embarrassed when people show up, nobody can find anything.
So what I do is I work with them by looking at all those papers that are on their desk and figure out a system for them so that they can find them. The best way to do that is to prompt them to figure out the keywords of each piece of paper.
I have to sit with them side by side to ask them these questions, because I don’t necessarily know what is going through their mind when looking at a piece of paper.
A lot of times people have piles on their desk because they are thinking that some day maybe I will need this and I have to have it quickly at hand. So it really is a fear that they are not going to be able to find it if they put it in a file, but with the Paper Tiger, they do not have to have that fear anymore because we will have lots of keywords tagged to that file for them to find it.
Terry: OK, Do you find that Paper Tiger is used mainly by administrators or managers. Or do you find that it is a mix of the two?
Anne: You know, that’s a good question because people are saying: “Well I’ve got staff, I’ll just hire somebody to come and organize me. But the reality is, it is a little bit of everybody. I find that entrepreneurs often will need it because they are so busy with their work that they never thought about a filing system, and the Paper Tiger answers that problem for them.
I find that administrative assistants who file for their boss and their boss is constantly referring to the file by a different name, they really benefit from it.
For example, I have a secretary, administrative assistant, she still goes by the name of a secretary, and she has been working for the same man for 30 years and he doesn’t like computers. So he always has piles and piles of papers on his desk, and once a month, she gets completely overwhelmed and has to go into his office when he is out of town for the day and we go in there and pull all the paper off his desk and input them into the Paper Tiger system.
At the end of our day, we print out a list in alphabetical order for him, so he can refer to his files. That way she can control all his piles; he doesn’t feel like he can’t find his files anymore and everyone is happy. That’s where a team could work.
Individual professionals who do not have an administrative support like myself finally have the opportunity to manage their paper by using the Paper Tiger.
Many people who are creative, project managers or in the client services position. They might use the Paper Tiger because they are so busy working on their jobs that they do not understand that they do not have the time or energy to file and the Paper Tiger allows them to have a simple system to manage all their paper.
Terry: OK. Thank you. How do you go about implementing Paper Tiger in your client’s offices most effectively? And when you are doing that how long does it usually take to implement Paper Tiger.
Anne: That’s a good question. The time factor is really always a big surprise to people. I will give you an example. Let’s start with looking at what the client has; they may have piles and piles of paper and say I do not know where to start, and they ask, ‘how long is this going to take?’ And usually for a really disorganized office with piles and piles of paper, I can go in with them, and in a day its accomplished.
Now I am saying myself a lot, but people can do this individually, as well. It just might take them a little bit more time, because people, when they are working by themselves, get a little bit distracted and working with a productivity expert allows them to be focused and encouraged to make decisions on the spot.
So when I have that commitment to work with somebody, I will work with them side-by-side and having them focused on each piece of paper and making a decision of what they are thinking of; those keywords to put it into the system. Also we are looking for other issues that may be affecting their productivity, because sometimes there may be other issues other than filling that may be affecting their productivity. I like to listen for that.
Back to the time, I often tell people, let’s just go in for a day and I have what we call a “Miracle in a Day”, and I will help them get organized in that eight hours.
What that means is that, we will spend the day getting all the paper off their desk and attack what is on the floor and enter it into the Paper Tiger system. At the end of the day, they will have a basic system in the Paper Tiger setup so they can continue with all the back log and enter it into the system on their own. Sometimes people are really too busy because they are very successful people and are just going, going, going, and they are not able to maintain the system. That is a critical part where they need to invest the time to maintain their filing system.
I use the example you wouldn’t go out to Saks Fifth Avenue and buy a beautiful suit and never maintain it. You do not come home from work and crumble it on the floor. You take a couple of minutes at the end of the day and hang it up. And every month or so, depending on how much you wear that suit, you are going to have to take it to the dry cleaners and get it cleaned. Same kind of thought pattern with your filling, you maintain a little bit each day, and depending on how much usage you have, you’re going to need a good clean out and get everything taken care of so that is the investment.
Terry: All right Anne. So what do your clients have to say when you have helped them get their office organized versus what they would have been able to do without your help?
Anne: You know, gosh, I am almost embarrassed to say and I get humbled every time I work with a client, because 95% of the time people will come back and say, “Anne, you absolutely changed my life.” And I know it’s the software, it’s the system that just really changes the way people work in a way they never thought about.
This software helps significantly with helping people make decisions that they never knew how to make decisions before. With the Paper Tiger, they are prompted to go forward with their filing, make decisions and have a system to follow up. I also know with clients, I feel that they can teach other people how to work with them so they do not feel like they are the only ones who have to do all the filing.
It helps them to delegate, and it helps them to have more time and energy to work on their business or get out of the office earlier and do other things that they enjoy other than paper work.
Janet: Anne and Terry, we appreciate your time today and believe this will be very helpful to our Paper Tiger users. I can’t tell you how much we appreciate you being with us today.
Anne: You’re welcome Janet. Thank you so much, it’s been great to be part of the Paper Tiger Team.
About Anne McGurty
Anne McGurty is CEO of Strategize & Organize, a company devoted to training individual’s to be more effective with the tools and resources to be productive in their work environment.
If you like this issue, you’ll love Anne’s transforming productivity training and organizing products to help you organize your business — and yourself — ranging from productivity consulting for individuals and executives to small business coaching programs to keynote speaking and corporate training programs to improve efficiencies in the workplace and improve productivity.
While Anne is best known for her expertise in productivity and expert office organizing, her clients share that her biggest impact comes from her philosophy of “personalizing her programs to fit the needs of her clients so they can streamline more efficiently with existing processes” – ensuring to create a sustainable work environment. This, Anne says, is the most important key to bringing an individual to personal freedom with time and organization.
You can learn more about Anne at www.StrategizeAndOrganize.com.
You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.
You can also follow Anne on Facebook:
http://www.facebook.com/strategizeandorganize
Tags: document management software, get organized, professional organizer, The Paper Tiger 'Finding' Filing System
