Oct 29 2024 29 mins
Dawn talks with Jan Southern, a seasoned professional dedicated to revolutionizing company efficiency. From collaborating with large corporations encompassing over 1,000 employees to small 2-person offices, Jan's expertise lies in meticulously analyzing processes, policies, and procedures to drive enhanced performance. Dawn and Jan talk about how to tame your Google Drive and make it work for you.
In this episode…
Who is Jan Southern and whom does she serve? (01:18).
What percentage of businesses now are actually using Google Drive? (1:38)
How do we tame this Google Drive? (3:01)
How essential is it to include dates in file names on Google Drive for effective searching and organization? (5:24)
What types of files should we keep on hand for an audit, besides vendor invoices, receipts, and contracts? (7:24)
How can we ensure Excel files and other formats stay accurate and up-to-date when uploaded to Google Drive, especially for audits where format changes might impact the data? (10:07)
What key records should businesses keep for an audit, and what are some common items people mistakenly discard or overlook? (14:37)
How likely is an audit, and which types of businesses are most frequently audited? (19:38)
What’s a better approach for organizing Google Drive to avoid building up a “miscellaneous” folder and needing quarterly clean-ups?
Jan Southern’s Information.
Website: https://ferguson-alliance.com/
LinkedIn: https://www.linkedin.com/in/jan-southern-535577133
YouTube: https://www.youtube.com/@fergusonalliance
Email: [email protected]
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