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7 ways a professional organiser can streamline your small business operations

As a small business owner, managing growth from sole trader to small business can sometimes be challenging. The systems and processes you had in place that once made perfect sense to you now appear chaotic, cumbersome and ill-prepared for future growth. A cluttered workspace and confusing systems soon start to make it hard for you and your employees to stay focused and work efficiently.

It’s likely that getting your office and operations organised is one of those things that is continuously bumped to the bottom of the to-do list below more important revenue generating tasks. But have you considered outsourcing this challenge to someone who is trained in the art of all things organisation? You might be thinking this is a cost you can do without, but getting your business foundations sorted and ready for growth is an investment that will reap benefits in the long run.

Here are 7 ways a professional organiser can help create a more productive, professional and organised office environment:


1. Create organised business processes

A good professional organiser will take a look at your workflows and the way your business needs to operation. They will have knowledge of software and tools that you can implement to manage these more effectively and help you through the process of transferring your processes to an online solution.

2. Establish effective filing and data storage systems

If piles of paper and files are starting to take over your office, or you’re finding it hard to decide what needs to stay and what needs to go, then the impartial hand of a professional organiser should help your clear up the paper clutter. They’ll also help your organise and streamline your filing systems, and in particular should help you transfer what you can to a digital copy so that you can begin to store all your documents online using cloud document management systems.

3. Organise your client database

It’s likely that you have the ability to acquire and access a lot of relevant information about your customers, whether that be through your website, your sales processes or other means of marketing and networking. This data can provide great insight and opportunities when it comes to marketing and targeting the right customers, however, it’s all useless if it’s just sitting in a confusing and neglected database! A professional organiser can help you clean up and consolidate your database so you can actually use it as a powerful tool in your business.

4. Clean-up templates

Do you have multiple versions of different documents floating around? Get a professional organiser to standardise your documents and create clear templates that are stored in a central online folder so that the latest version is always accessible to everyone who needs it.

5. Create and update training manuals and work bibles

Ensure that all knowledge about systems, processes and accessibility is available so that business can continue as usual if key staff are no longer around. Ask a professional organiser to create updated training manuals and system bibles in an easy-to-understand format.

6. Tidy up office space

Wondering how you can make the most of your office space? The critical eye of a professional organiser will help you maximise your office space and equipment to reduce clutter and boost productivity.

7. Create more eco-friendly practices

Now that your business is growing you may need to start looking at ways to reduce overheads and create more sustainable practices for your business. Your professional organiser will help you implement economic and eco-friendly systems that work for both you and your employees.

Professional organisers are not just for disorganised people. It might just be that you simply don’t have time to focus your energy on getting these areas of your business sorted, and an outsider’s perspective can also help you understand an improved way of doing things that will better accommodate your business growth.

Have you brought a professional organiser into your business? What was the experience like?

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Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd