Document management and storage tools
Posted: Mon Dec 23, 2024 7:14 am
Some people, in order to escape unemployment or become self-employed, are choosing to create a business and become entrepreneurs. There are already many fairs, events and talks held for and about entrepreneurship. This process is becoming more and more successful and is raising awareness among the population, generating interest in training related to achieving business success .
A startup is the beginning of success for many of these people. We talk about startups when we refer to emerging technology-based companies. Thanks to the advances in the digital world, whether a startup works can depend on its provision of adequate management tools to get the project off the ground.
If you are also thinking about starting your own business like so many others have already done, we suggest a series of management tools for entrepreneurs with which to make your business or startup grow day by day. Let's take a look at them!
Management tools
Task management tools
Excel
Excel is a Microsoft Office spreadsheet-type management tool that allows you to perform operations with numbers organized in a grid. It is useful for performing simple sums as well as more complex mathematical operations. Its table format gives it database utilities and its filtering possibilities make it very useful for very large tables, allowing you to directly segment the data or create dynamic tables. We also recommend it as a task list .
Evernote
Evernote is one of the most comprehensive and important task management tools on the market. It allows you to write down everything you need to manage your business virtually.
It is an online notebook that allows you to do many common tasks, but also more complex ones, such as:
Create text, audio, image and voice notes.
Organize notes by notebooks and labels.
Perform searches to quickly access information.
Send notes by email or share them on social networks.
Save content you find while browsing the web.
Working as a team.
Needless to say, their mobile app is downright awesome.
evernote management tools
Project management tools
Trello
It is a basic online application for project management. It uses the Kanban methodology (a Japanese method of organizing factories based on cards) in a very visual, intuitive and collaborative way.
Trello is based on boards as column containers that indicate the different cards that mark tasks, and has a drag & drop functionality , which allows you to grab a column or a task and move or order it as desired.
You can create a task, add a description, prioritize it using tags, assign it to whomever you want, and set a due date. You can customize the structure of the main board however you want, but it is recommended to do so based on the status of the tasks.
Trello board example with columns and tasks
Monday
The monday.com application is the successor of the old Dapulse . It is very intuitive to use and has a comfortable interface . Apart from creating and assigning tasks to the different members of the work team, you can see at a glance the progress of each one of them.
Tasks are organized into columns , around which you can plan the development of each task, but you can also set timelines, and manage campaigns by breaking down the work of team members.
Access
Access is a Microsoft Office management tool designed for the creation and administration of databases , and is designed so that people can manage them in an easy and practical way, achieving this through the use of files with an easy-to-use graphical interface. Really useful for the management of products and the company's stock .
Dropbox
Dropbox is the cloud file storage system par excellence.
Apart from serving as a backup copy of these, it allows you to synchronize between several devices, so you can access them from any time and place .
This tool can be 100% integrated into the operating system, and also allows you to create shared folders with other users.
Dropbox User Interface Example
Google Drive
A system very similar to Dropbox, but with the guarantee and ease of use of Google.
Apart from storing documents in the cloud , it is its integration with other Google tools that gives it that special touch, such as Google Docs, Google Calendar and Gmail.
Team management tools for human resources
Sesame Time
The great thing about Sesame Time is that you can check whether your colleagues are working and record their weekly and monthly working hours .
It is as simple as employees “clocking in” when they come in and out of work, as well as managing each person’s vacations .
You can also create tasks and projects, recording the time spent on each of them.
Harvest
It is one of the most popular weather apps on the web. It can be kuwait phone number list used equally for a web browser as for iOS and Android through its apps, and also for desktop versions for Mac and Windows.
This time management tool records the hours of work spent on each project using an online stopwatch and differentiates billable hours from non-billable hours, so you know the percentage of your workday that you dedicate to truly productive tasks.
harvest user interface example
Accounting and financial management tools
Organize
This tool works as a financial controller for anyone who needs to reduce unnecessary expenses in the company. It is very helpful in reducing monthly expenses, organizing costs and receipts, managing bank accounts and more.
Thanks to Organizze we will know the updated status of the company's finances . Making decisions based on the company's accounts is easier thanks to this tool.
Customer management tools
CRM
A CRM ( Customer Relationship Management ) is a computer system that supports the management of customer relationships through the automation of certain processes, data storage, sales tracking and promotional campaigns, while also helping with reporting and business analysis.
A business that uses CRM seeks to differentiate itself from the competition by using information provided by its customers, getting closer to them and learning from each of their interactions with the idea of increasing its value proposition.
A CRM puts customers at the heart of your business strategy . It is an intelligence unit within the business from which conclusions can be drawn and decisions made that can greatly affect the future of the company.
When implementing a CRM in your company, you need to take certain considerations into account :
That CRM allows for more fluid communication and collaboration between company members.
Its implementation should not cause any trauma for workers, it should be designed to be implemented quickly and also be easy to learn.
That allows third-party integrations to be useful and your data to be kept in a safe place.
A startup is the beginning of success for many of these people. We talk about startups when we refer to emerging technology-based companies. Thanks to the advances in the digital world, whether a startup works can depend on its provision of adequate management tools to get the project off the ground.
If you are also thinking about starting your own business like so many others have already done, we suggest a series of management tools for entrepreneurs with which to make your business or startup grow day by day. Let's take a look at them!
Management tools
Task management tools
Excel
Excel is a Microsoft Office spreadsheet-type management tool that allows you to perform operations with numbers organized in a grid. It is useful for performing simple sums as well as more complex mathematical operations. Its table format gives it database utilities and its filtering possibilities make it very useful for very large tables, allowing you to directly segment the data or create dynamic tables. We also recommend it as a task list .
Evernote
Evernote is one of the most comprehensive and important task management tools on the market. It allows you to write down everything you need to manage your business virtually.
It is an online notebook that allows you to do many common tasks, but also more complex ones, such as:
Create text, audio, image and voice notes.
Organize notes by notebooks and labels.
Perform searches to quickly access information.
Send notes by email or share them on social networks.
Save content you find while browsing the web.
Working as a team.
Needless to say, their mobile app is downright awesome.
evernote management tools
Project management tools
Trello
It is a basic online application for project management. It uses the Kanban methodology (a Japanese method of organizing factories based on cards) in a very visual, intuitive and collaborative way.
Trello is based on boards as column containers that indicate the different cards that mark tasks, and has a drag & drop functionality , which allows you to grab a column or a task and move or order it as desired.
You can create a task, add a description, prioritize it using tags, assign it to whomever you want, and set a due date. You can customize the structure of the main board however you want, but it is recommended to do so based on the status of the tasks.
Trello board example with columns and tasks
Monday
The monday.com application is the successor of the old Dapulse . It is very intuitive to use and has a comfortable interface . Apart from creating and assigning tasks to the different members of the work team, you can see at a glance the progress of each one of them.
Tasks are organized into columns , around which you can plan the development of each task, but you can also set timelines, and manage campaigns by breaking down the work of team members.
Access
Access is a Microsoft Office management tool designed for the creation and administration of databases , and is designed so that people can manage them in an easy and practical way, achieving this through the use of files with an easy-to-use graphical interface. Really useful for the management of products and the company's stock .
Dropbox
Dropbox is the cloud file storage system par excellence.
Apart from serving as a backup copy of these, it allows you to synchronize between several devices, so you can access them from any time and place .
This tool can be 100% integrated into the operating system, and also allows you to create shared folders with other users.
Dropbox User Interface Example
Google Drive
A system very similar to Dropbox, but with the guarantee and ease of use of Google.
Apart from storing documents in the cloud , it is its integration with other Google tools that gives it that special touch, such as Google Docs, Google Calendar and Gmail.
Team management tools for human resources
Sesame Time
The great thing about Sesame Time is that you can check whether your colleagues are working and record their weekly and monthly working hours .
It is as simple as employees “clocking in” when they come in and out of work, as well as managing each person’s vacations .
You can also create tasks and projects, recording the time spent on each of them.
Harvest
It is one of the most popular weather apps on the web. It can be kuwait phone number list used equally for a web browser as for iOS and Android through its apps, and also for desktop versions for Mac and Windows.
This time management tool records the hours of work spent on each project using an online stopwatch and differentiates billable hours from non-billable hours, so you know the percentage of your workday that you dedicate to truly productive tasks.
harvest user interface example
Accounting and financial management tools
Organize
This tool works as a financial controller for anyone who needs to reduce unnecessary expenses in the company. It is very helpful in reducing monthly expenses, organizing costs and receipts, managing bank accounts and more.
Thanks to Organizze we will know the updated status of the company's finances . Making decisions based on the company's accounts is easier thanks to this tool.
Customer management tools
CRM
A CRM ( Customer Relationship Management ) is a computer system that supports the management of customer relationships through the automation of certain processes, data storage, sales tracking and promotional campaigns, while also helping with reporting and business analysis.
A business that uses CRM seeks to differentiate itself from the competition by using information provided by its customers, getting closer to them and learning from each of their interactions with the idea of increasing its value proposition.
A CRM puts customers at the heart of your business strategy . It is an intelligence unit within the business from which conclusions can be drawn and decisions made that can greatly affect the future of the company.
When implementing a CRM in your company, you need to take certain considerations into account :
That CRM allows for more fluid communication and collaboration between company members.
Its implementation should not cause any trauma for workers, it should be designed to be implemented quickly and also be easy to learn.
That allows third-party integrations to be useful and your data to be kept in a safe place.