{"id":34873,"date":"2020-11-09T00:00:00","date_gmt":"2020-11-09T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/new-office-phone-line\/"},"modified":"2025-07-03T04:44:34","modified_gmt":"2025-07-03T11:44:34","slug":"how-to-organize-a-business","status":"publish","type":"post","link":"\/us\/en\/blog\/how-to-organize-a-business\/","title":{"rendered":"The guide to organizing your business for long-term success"},"content":{"rendered":"<p>Does this sound familiar?<\/p>\n<p><span style=\"font-weight: 400;\">You\u2019re gearing up for another work day, coffee at the ready. You\u2019re hit with a familiar pang of anxiety as you click through your inbox and trove of apps and tools. Your mind starts to whir as you see notifications, meetings, and emails start to pile up.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s workplace disorganization anxiety at work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Today, there are so many different tools and software available, each one promising to streamline your life and your business in just a few clicks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The thing is, more tools doesn\u2019t necessarily mean increased productivity and organization. In fact, it often results in the opposite.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Organizing your business is critical not only for success, but also for the sanity of you and your team. By taking just a few simple steps, you could streamline your daily business operations\u2014and save time, lower costs, and make your employees happier too.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we\u2019re sharing a few tried and true ways to keep your business organized.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ll cover:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#impact\"><span style=\"font-weight: 400;\">The impacts of organizing your business<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#how\"><span style=\"font-weight: 400;\">How to organize your business for success<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#paperwork\"><span style=\"font-weight: 400;\">How to organize your paperwork and files<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#office\"><span style=\"font-weight: 400;\">How to organize your office<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#processes\"><span style=\"font-weight: 400;\">How to organize your processes<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#tools\"><span style=\"font-weight: 400;\">3 essential tools for organizing a business<\/span><\/a><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\"><a id=\"impact\"><\/a><br \/>\nThe impacts of organizing your business<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There\u2019s no question that organized small businesses tend to perform better than unorganized ones.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From unproductive meetings and miscommunication between team members to unresolved customer service issues and missed deadlines, unorganized businesses are typically stressed ones\u2014or ones that fail.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With 20% of small businesses failing within the first year<sup>1<\/sup>,<\/span> <span style=\"font-weight: 400;\">it\u2019s crucial to keep your business assets, workflows, files, and more in tip-top shape.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That said, what are the main benefits of organizing your business?<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Improves efficiency across the company<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Chances are, your team wastes more time than you think while on the clock.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to a study from Atlassian,<\/span><span style=\"font-weight: 400;\"> employees spend an average of 31 hours per month in unproductive meetings.<sup>2<\/sup> What\u2019s more, employees spend about two hours each day recovering from distractions. That\u2019s <\/span><i><span style=\"font-weight: 400;\">a quarter <\/span><\/i><span style=\"font-weight: 400;\">of every workday<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the awesome byproducts of organizing your business is that it eliminates unnecessary tasks and actions. This gives your team a clear picture of what they should focus on and frees up time for actually valuable tasks.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Slashes unnecessary costs<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Did you know that companies lose an average of $1,800 <\/span><i><span style=\"font-weight: 400;\">per employee<\/span><\/i><span style=\"font-weight: 400;\"> annually on unnecessary emails? What\u2019s more, poorly written communications cost companies an average of $4,000+ a year.<sup>3<\/sup><\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, workplace miscommunication = wasted money.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you can<\/span> find a way to <span style=\"font-weight: 400;\">communicate more efficiently with teammates, clients, and prospects, you\u2019ll save both time and money. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s not the only way it saves you money either. By<\/span><span style=\"font-weight: 400;\"> using your communication channels more strategically, you&#8217;ll be able to more easily see where you can streamline the number of tools you&#8217;re using. Fewer unnecessary apps, fewer tools to pay for every month.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not to mention you won&#8217;t have to spend as much time managing all those apps.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Simplifies communication and team meetings<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Organizing your business has other far-reaching effects too. If you find that your whole day is being eaten up by meetings, take a look at what kinds of meetings are running wild.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Are you having too many &#8220;catch-up&#8221; meetings that could be replaced by a quick message or email?<\/span><\/p>\n<p>Can you group your client meetings in batches so that you don&#8217;t have to constantly switch back and forth mentally between deep task work and these conversations?<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Some companies prefer email and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/the-best-video-conferencing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">video conferencing<\/span><\/a><span style=\"font-weight: 400;\"> while others like to communicate through <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/instant-messaging-programs\/\" target=\"_blank\" rel=\"noopener noreferrer\">instant messaging<\/a>, but generally, you should have the option of choosing between different communication channels. Sometimes you just need to talk face to face\u2014and other times, you only have time to respond with a message! <\/span><\/p>\n<\/div>\n<h2><span style=\"font-weight: 400;\"><a id=\"how\"><\/a><br \/>\nHow to organize your business for success<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Before you begin organizing your business, it\u2019s best to have a plan of attack.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Map out your daily tasks and action items<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">What actions or tasks do you do on a frequent basis? What does your<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/workflow-management-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">workflow<\/span><\/a><span style=\"font-weight: 400;\"> look like?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A few examples might be:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you schedule meetings?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you send documents to different team members?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you organize your files?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Mapping out your most common tasks helps identify what\u2019s working and what\u2019s not. For example, you might see that there\u2019s an issue with communication between teams, or files are constantly getting lost in the shuffle.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This provides clarity around <\/span><i><span style=\"font-weight: 400;\">what<\/span><\/i><span style=\"font-weight: 400;\"> you should reorganize.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You might find that you need a task management tool or something to keep track of your to-do list every day. Or, if you want to be smart about the number of tools you&#8217;re using, you might try to find a versatile app that can handle task management and also, say, your communications. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, the <\/span><a href=\"https:\/\/www.ringcentral.com\/desktop-app.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral app<\/span><\/a> lets you create and assign tasks right in your team chats so that everyone can see what&#8217;s being done (and when it&#8217;s due):<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44657\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/insurance-task-in-ringcentral-app-1024x684.png\" alt=\"insurance task in ringcentral app\" width=\"1024\" height=\"684\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Build systems that let employees work from anywhere<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Due to the impact of COVID-19, employees need the flexibility to work from anywhere and on any device.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a whopping 42% of the US labor force now <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/wfh\/\" target=\"_blank\" rel=\"noopener noreferrer\">working from home<\/a> full-time<sup>4<\/sup>,<\/span><span style=\"font-weight: 400;\"> it\u2019s more important than ever to build a business that can accommodate this flexibility.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Case in point: FlexJobs has seen a <em>50%<\/em> boost in hiring for remote positions in categories such as computers\/IT, customer service, and accounting and finance since March 1, 2020.<sup>5<\/sup><\/span><\/p>\n<p><span style=\"font-weight: 400;\">A remote-friendly business is a resilient business. Plus, you\u2019ll not only be able to attract top talent, you\u2019ll also save money on office space or in-person onboarding.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But what does a<\/span> <span style=\"font-weight: 400;\">remote-friendly workforce<\/span><span style=\"font-weight: 400;\"> look like?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To start, adopting communication tools and a file organizing system that makes collaborating easy will help. <\/span><span style=\"font-weight: 400;\">The RingCentral app for desktop<\/span><span style=\"font-weight: 400;\"> makes it easy to bridge the gap between messaging, video, and phone all from one dashboard.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Automate repetitive tasks where possible<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Being a small business owner means juggling multiple tasks, which can get overwhelming quickly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The solution?<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/workflow-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">Automation<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation is an excellent way to<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/task-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">get more done in less time<\/span><\/a><span style=\"font-weight: 400;\">. For example, you can schedule your social media posts or blog posts to publish ahead of time. Or, you can set up an integration that automatically saves recordings of your video meetings and sends you the link after.<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>No matter what tool you choose, always look at their integrations to see if they sync up with tools you&#8217;re already using! Their website should have a page talking about what other apps and tools they have built-in integrations with.<\/p>\n<\/div>\n<h2><span style=\"font-weight: 400;\"><a id=\"paperwork\"><\/a><br \/>\nHow to organize your business paperwork and files<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Paperwork and digital files are the lifeblood of any small business. Therefore, it\u2019s essential to have an organized filing system for important documents and files.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But where do you start?<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Digital files<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">First, take a look at the files on your computer and delete the ones you know you no longer need. Move the ones you plan to organize into a new folder. Once you\u2019re left with the files you want to keep, begin organizing those.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Make sure you develop an organizing system that works best for your team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Each team may have their own filing system depending on the nature of their work. For example, the marketing team\u2019s file system will probably look different from the accounting team\u2019s file system.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When thinking about your digital files, consider secure file storage and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/ways-to-use-free-file-sharing-in-your-ringcentral-app\/\" target=\"_blank\" rel=\"noopener noreferrer\">sharing software<\/a>, like Box,<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/google-drive-hacks\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">Google Drive<\/span><\/a><span style=\"font-weight: 400;\">, or Dropbox (which can<\/span> <span style=\"font-weight: 400;\">integrate with RingCentral<\/span><span style=\"font-weight: 400;\">):<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44137\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/drag-files-GIF.gif\" alt=\"drag files in ringcentral app\" width=\"800\" height=\"633\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Having a tool like RingCentral&#8217;s desktop and mobile app helps you organize your files into designated channels for each department. That way, your files are saved in that group chat\u2014and easily accessible by the right team members.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only that, you can add in-app annotations to a file in the RingCentral app too. Got a question about a version of a document? Leave a comment for your team members to address later:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44148\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/annnotating-files-in-ringcentral.gif\" alt=\"annnotating files in ringcentral\" width=\"800\" height=\"488\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For paper files, repeat the same process by throwing out or recycling the files you don\u2019t need and keeping the ones you do.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Physical files<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While we recommend digitizing any files you have, we understand that sometimes you just need a hard copy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, consider investing in a filing cabinet or binder with labels and folders. Color-coding your files is a simple way to sort your organization system and help you easily locate specific documents.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consider filing them by category:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Receipts and invoices<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Taxes<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing assets<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales materials\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">However you choose to organize your files, just make sure you stick to your system.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"office\"><\/a><br \/>\nHow to organize your office<\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><em>\u201cOut of clutter, find simplicity.\u201d<\/em> &#8211; Albert Einstein<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Stacks of paper. Coffee mug graveyards. Overflowing file cabinets. None of it is conducive for productivity\u2014or a successful business.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re working from home or<\/span> <span style=\"font-weight: 400;\">socially distancing at the office<\/span><span style=\"font-weight: 400;\">, organizing your work is one of the easiest ways to improve your productivity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, there\u2019s been quite a bit of research confirming that, at the very least, there\u2019s a correlation between stress and workplace clutter.<sup>6<\/sup><\/span><span style=\"font-weight: 400;\"> This type of stress can impact how you or your team makes decisions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The good news is that there are several ways to approach an office cleanup. Similar to organizing your computer and file system, first determine what should stay and what should go\u2014from office decor to stacks of paper.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Invest in functional office decor<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Purge your desk of anything that\u2019s not essential. Your desk should have your computer and a few other items like a notebook, pens, a lamp, and some decor. Minimizing the number of items on your desk is the first step to keeping clutter at bay.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your desk has drawers, invest in containers or baskets to keep drawer items organized as well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Got a second monitor? Try adding a monitor stand to your desk to add more space.\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Leverage wall space<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Who knew that wall space could be one of the best ways to organize your office? Use wall space to hang a bulletin board or whiteboard, shelves, or other storage space.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The key is to try to keep as much off your desk as possible. The less that\u2019s on your desk, the less cluttered your space will feel.\u00a0\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"processes\"><\/a><br \/>\nHow to organize your business processes<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Internal processes are often regarded as a key success factor for businesses.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And a lack of processes typically results in important items slipping through the cracks, miscommunication&#8230; you get the idea.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Processes are important because they make a range of tasks repeatable for the whole team\u2014from onboarding new hires to writing new blog posts. Here are a few processes to put in place if you haven&#8217;t already.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Create document templates and a \u201cblank\u201d folder system<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Are there documents you find yourself recreating time after time? What about the file system you spent time building?<\/span><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/knowledge-base-article\/#3%2520knowledge%2520base%2520article%2520templates%2520(with%2520examples)\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Templatizing the documents<\/span><\/a><span style=\"font-weight: 400;\"> and folders you use frequently is a great way to save time and make sure everyone&#8217;s following the correct process. For example, you could create templates for marketing materials like<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/webinar-template\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">webinars<\/span><\/a><span style=\"font-weight: 400;\"> or<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/email-marketing-templates\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">email newsletters<\/span><\/a><span style=\"font-weight: 400;\">, quarterly reports, or editorial content.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another way to save time and maintain organization is by creating a \u201cblank\u201d folder system. When you need to create a new folder, simply duplicate the blank set of folders!<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Develop a clear process for onboarding new hires<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to hiring new employees, an onboarding process is pretty much vital for success. After all, you want to<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/virtual-team-building-activities\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">make new hires feel welcome<\/span><\/a><span style=\"font-weight: 400;\"> and get them up to speed as quickly as possible\u2014two things that are hard to do from scratch every single time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your team is distributed, it\u2019s all the more important to<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/remote-hiring-with-ringcentral-video\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">develop a process<\/span><\/a><span style=\"font-weight: 400;\"> that welcomes new hires no matter where they\u2019re working from.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Processes let you breeze through onboarding while minimizing the risk of leaving out any crucial information. Your new hire process should include everything from HR matters like health benefits and a 401(k) to a detailed look at daily tasks and long-term responsibilities.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Check out this<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/onboarding-checklist\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">new hire checklist<\/span><\/a><span style=\"font-weight: 400;\"> for a more detailed look at what to include.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Improve your meeting scheduling system<\/span><\/h3>\n<p><i><span style=\"font-weight: 400;\">\u201cIs that meeting at 1 p.m. or 2 p.m.?\u201d<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">\u201cWas our meeting moved to Tuesday?\u201d<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Scheduling conflicts and misunderstandings are never fun. They often lead to stress and tension, which aren\u2019t conducive for a great work environment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, tools like RingCentral take the guesswork out of scheduling meetings and make it easy to<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/meetings-time-zones\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">sync calendars and time zones<\/span><\/a><span style=\"font-weight: 400;\"> in just a few clicks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">RingCentral\u2019s<\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/?product=Meetings\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">integrated cloud communications system<\/span><\/a><span style=\"font-weight: 400;\"> combines screen sharing, video conferencing, and messaging\u2014all in one place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Best of all, RingCentral works with software like Google and Outlook so you\u2019ll never double book yourself in a meeting again. You might just realize that you\u2019ve been<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/types-of-meetings-startups-need\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">spending too much time in meetings<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Wrangle your inbox and notifications<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Did you know that billions of emails are sent each day?<sup>7<\/sup><\/span><span style=\"font-weight: 400;\"> What\u2019s more, US workers receive an average of 126 emails per day.<sup>8<\/sup><\/span><span style=\"font-weight: 400;\"> Email isn&#8217;t only time-consuming, it<\/span> also <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/email-productivity\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">robs you of your productivity.<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/email-communication\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Simplifying your inbox<\/span><\/a><span style=\"font-weight: 400;\"> and notifications starts with all-in-one software. Managing, replying to, and prioritizing your messages all from one dashboard eliminates the need to switch between tabs and keeps you focused.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a platform like RingCentral, you can<\/span><a href=\"https:\/\/www.ringcentral.com\/teams\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\"> <span style=\"font-weight: 400;\">communicate with your team<\/span><\/a><span style=\"font-weight: 400;\"> through instant messaging, host video meetings, and keep track of tasks in one dashboard. That way, nothing gets lost in your inbox or bottlenecked in old email threads:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"> Collaboration and communication happen all in one place with RingCentral.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"tools\"><\/a><br \/>\n3 essential business organization tools<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are countless tools that promise to turn your small business into a well-oiled, connected machine.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But which ones are actually worth looking into?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s a look at some of the best small business tools to keep your business organized.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">An all-in-one communication platform<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Connected teams are happy teams, which is why it&#8217;s important to choose software that gives your team different options to stay connected. Here&#8217;s the thing. Video conferencing is super important and quickly becoming one of the most popular ways to shift in-person meetings online\u2014but most businesses will still need a phone.\u00a0<\/span><\/p>\n<p>And then of course, there&#8217;s team messaging, which is useful if you want to be able to <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/asynchronous-communication\/\" target=\"_blank\" rel=\"noopener noreferrer\">communicate with folks asynchronously<\/a>.<\/p>\n<p>But here&#8217;s the thing. <span style=\"font-weight: 400;\">Teams spend an hour or more each day switching from app to app.<sup>9<\/sup><\/span> Would you rather pay for and manage three different platforms to do these three things&#8230; Or would it be more time- and cost-efficient to look for one tool that could handle them all?<\/p>\n<p>For most businesses, the second option would be better\u2014which is why we&#8217;d recommend an all-in-one platform.<\/p>\n<p><span style=\"font-weight: 400;\">For example, the RingCentral app gives you several communication methods at once\u2014whether you need to jump on the phone or send an approved promotional asset to your marketing team.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few neat features that the <a href=\"https:\/\/www.ringcentral.com\/rcapp.html\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral app<\/a> comes with:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Task manager &#8211;<\/b><span style=\"font-weight: 400;\"> RingCentral is not only your go-to way to communicate with your team, you can also keep your to-dos organized. Create and tag your team in a shared to-do list, so nothing gets lost or forgotten<\/span><\/li>\n<li><b>Call flipping &#8211;<\/b> Taking a call from your computer but need to head out to pick your kids up? You can flip the call from your computer to your phone in just one tap:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44983\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/switch-devices.png\" alt=\"switch call from video to phone\" width=\"819\" height=\"488\" \/><\/p>\n<ul>\n<li><strong>Voice-to-video call (or vice versa!) &#8211;<\/strong> The RingCentral app also lets you switch from a phone call to a <a class=\"waffle-rich-text-link\" href=\"https:\/\/www.ringcentral.com\/video-call.html\">video call<\/a> in just a tap\u2014for those times when you\u2019re on the phone with someone but realize you want to share your screen:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44978\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/Call-to-Video-GIF.gif\" alt=\"flip from Call to Video\" width=\"375\" height=\"812\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>One-click-to-join video conferencing &#8211; <\/b><span style=\"font-weight: 400;\">Some conversations are just better face-to-face. You can start a video meeting with multiple teammates directly from a message thread. You can also create a team from the attendees in a meeting for follow-ups:<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44984\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/Team-Connect.gif\" alt=\"Team Connect\" width=\"848\" height=\"472\" \/><\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udcb0<\/span> You can also <a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"s2\"><b>use this calculator<\/b><\/span><\/a><b> <\/b>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h3><span style=\"font-weight: 400;\">A file management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Rapidly growing small businesses need a file system that will scale with them and keep them organized.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To set your business up for success in the long run, you\u2019ll need a method that is user friendly and accessible on any device.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Google Workspace (formerly known as Google Workspace) is an affordable, cloud-based solution that is easy to set up and keep updated.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some of the features of Google Workspace include:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Google Drive &#8211;<\/b><span style=\"font-weight: 400;\">\u00a0Manage and share your files all from one cloud-based platform. With <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/5-reasons-everyone-should-have-the-ringcentral-g-suite-add-on\/\"><span style=\"font-weight: 400;\">Google Drive<\/span><\/a><span style=\"font-weight: 400;\">, you can share specific documents and folders with your team and make sure everything is where it needs to be:<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43734\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/google-drive-interface-1024x462.png\" alt=\"google drive interface\" width=\"1024\" height=\"462\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Google Docs &#8211;<\/b><span style=\"font-weight: 400;\">\u00a0Say goodbye to document version control. Google Docs (along with the rest of the Google Workspace suite) automatically updates in real time, so you never have to worry about which spreadsheet is the final version.\u00a0<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43969\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/google-docs-1024x640.gif\" alt=\"google docs\" width=\"1024\" height=\"640\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Google Calendar &#8211;<\/b><span style=\"font-weight: 400;\">\u00a0Create and add teammates to calendar invites with just a few clicks. To take your calendar to the next level, <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/google-calendar-hacks\/\"><span style=\"font-weight: 400;\">Google Calendar<\/span><\/a><span style=\"font-weight: 400;\"> even lets you schedule out of office hours, reminders, and tasks.\u00a0<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45036\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2009\/03\/google-calendar.png\" alt=\"google calendar\" width=\"768\" height=\"480\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">As an added bonus, <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-for-google-calendar\" target=\"_blank\" rel=\"noopener noreferrer\">Google Workspace integrates with RingCentral<\/a>! Which means that your Google Calendar invites are automatically populated with RingCentral Video meeting links and dial-in info if you&#8217;d like:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43748\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/google-calendars-integration-with-ringcentral-1024x674.png\" alt=\"google calendar's integration with ringcentral\" width=\"1024\" height=\"674\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">An automation tool<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As we mentioned earlier, automating tasks where it makes sense is a great way to <\/span><span style=\"font-weight: 400;\">slash busywork<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The great thing about automation is that it\u2019s completely customizable. You can automate an entire workflow or a single task.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zapier is a leading tool for all things automation. You can connect tools in your tech stack and create automations in minutes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some noteworthy features of Zapier include:\u2028<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Connect your tech stack:<\/b><span style=\"font-weight: 400;\"> Zapier works with 2,000+ apps so you can leverage your software like never before.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/zapier.com\/app\/dashboard\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-45037\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2009\/03\/zapier-ringcentral.png\" alt=\"zapier ringcentral\" width=\"800\" height=\"398\" \/><\/a><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Customize automations specifically for how you like to work:<\/b><span style=\"font-weight: 400;\"> Zapier is easy to use and offers literally thousands of automation combinations for all of the most commonly apps. You probably have five or 10 ways to automate the tools you&#8217;re already using, even if you don&#8217;t know it yet.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">How are you organizing your small business?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Getting\u2014and staying\u2014organized as a small business will pave the way for success.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can be overwhelming to figure out where to begin, but the business organization tips in this guide are here to help you along every step of the way.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><sup>1<\/sup><span style=\"font-weight: 400;\">fundera.com\/blog\/what-percentage-of-small-businesses-fail#sources<\/span><\/p>\n<p><sup>2, 3<\/sup><span style=\"font-weight: 400;\">atlassian.com\/time-wasting-at-work-infographic <\/span><\/p>\n<p><sup>4<\/sup><span style=\"font-weight: 400;\">news.stanford.edu\/2020\/06\/29\/snapshot-new-working-home-economy<\/span><\/p>\n<p><sup>5<\/sup><span style=\"font-weight: 400;\">flexjobs.com\/blog\/post\/remote-friendly-companies-hiring-for-remote-jobs-pandemic<\/span><\/p>\n<p><sup>6<\/sup><span style=\"font-weight: 400;\">hbr.org\/2019\/03\/the-case-for-finally-cleaning-your-desk <\/span><\/p>\n<p><sup>7<\/sup><span style=\"font-weight: 400;\">oberlo.com\/blog\/email-marketing-statistics <\/span><\/p>\n<p><sup>8<\/sup><span style=\"font-weight: 400;\">radicati.com\/wp\/wp-content\/uploads\/2015\/02\/Email-Statistics-Report-2015-2019-Executive-Summary.pdf <\/span><\/p>\n<p><sup>9<\/sup><span style=\"font-weight: 400;\">go.mavenlink.com\/state-of-the-services-economy-2019 <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does this sound familiar? You\u2019re gearing up for another work day, coffee at the ready. You\u2019re hit with a familiar pang of anxiety as you click through your inbox and trove of apps and tools. Your mind starts to whir as you see notifications, meetings, and emails start to pile up. That\u2019s workplace disorganization anxiety &#8230;<\/p>\n","protected":false},"author":29,"featured_media":45039,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[162],"class_list":["post-34873","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-small-business"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The guide to organizing your business for long-term success | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Organizing a business can be a big task. In this guide, we&#039;ll break down a few simple, manageable steps to start organizing your business today.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/how-to-organize-a-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The guide to organizing your business for long-term success\" \/>\n<meta property=\"og:description\" content=\"Organizing a business can be a big task. 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