Here at Calls Sorted we get some real horror stories from clients about how they store their data. As registered Data Controllers ourselves we make sure all our data is collected and stored properly and kept secure.
The worst story I heard recently was a lawyer’s office that suffered a fire, and who had religiously backed up all their data on disc – and then left the discs on top of the computer! Of course all the discs melted and all their client contact details, accounts, and legal documents were destroyed.
Just to show how easily this could have been avoided, we recently had a hardware failure on one of our computers and it was simply a question of pressing restore from our off site data backup to put all the files onto a new computer.
It brings home the importance of forward planning when managing your data. For example, if you work as part of a team how do you manage sharing data and making sure you all have an up to date copy of say a marketing spreadsheet or a list of conference delegates? We found an excellent way of sharing information between the team and we thought we would share it with you along with some of the templates we use with our clients to manage their workload:
Or perhaps you work from two (or more) computers and endlessly have the wrong file on the wrong computer. One of our clients occasionally works from home and was finding this a real problem so we sourced this solution for him – he’s thrilled: