Jaime Bako

When you and your business are organized, projects have a way of operating smoothly. Staying organized, however, can be quite a challenge. When you have sudden urgent matters or unexpected delays, it’s easy for less urgent (but still important) tasks to fall by the wayside. In this post, we’d like to share a few simple adjustments that will help your firm stay more organized. Here’s our list of top 5 organization tips for your business that will help you level up your customer service and decrease your stress load so you can feel more confident in your business. 

CTA PANEL - Case Study - The Benefits of Having an Integrated Accounting and Project Management System


Whether it's within your design firm’s work environment or on a personal level, creating a routine makes it easier for you, your colleagues and your clients to stay on task. Having a clear structure helps to minimize unexpected tasks and ease your client’s mind, knowing what to expect from your projected timeline.  


Design Doc’s software provides you with a built-in structure for project management and account that is user-friendly, easy to understand and helps streamline communication with clients. It’s a win-win in our minds!



We all know how challenging it can be to keep up with deadlines, especially when you’re managing multiple vendors or when the client wants to make changes to their design. That’s why writing down all project tasks is a beneficial organizational tool for keeping your design firm on schedule. Making a habit of writing things down physically (or digitally) in planners, calendars or sticky notes can provide a much-needed visual reminder.



While there are many creative ways to save money as a design firm, investing in effective organizational tools will pay off for your firm in the long run. Using a software not only helps your firm to keep organized, but it also helps to reduce time spent on administrative tasks and stress so that you can spend more time on providing quality client service. 


Have you noticed how tedious it can be to keep track of more complex business aspects such as reports and finances? That’s why we suggest using DesignDocs Software to keep track of everything in one integrated platform. Our accounting and project management software can save you time by generating important financial reports while also tracking profitability levels to help expand your firm in the long term. 



Communication is foundational to any relationship, whether it's within your firm or with clients. Strong communication skills can help you maintain your client relationship and is necessary for understanding your client's needs and exceeding their expectations DesignDocs Software allows design firms to have all their client information they need at hand so that you can effectively communicate project tasks like updates on budgets, deadlines and etc. 



Whether at home or in-office, having a designated workplace is essential. It’s important you create a space with minimal distractions (and clutter) that helps you to focus on daily tasks. When distractions pull you away from your project- it’s harder for you to achieve those deadlines! In an industry where the “workplace” can be anywhere you can sit down at your laptop, keeping your digital workspace organized is also key. If your computer is also used outside of work, consider creating a dedicated user area for work and another for personal use.



Jaime Bako

As Business Development Manager, Jaime specializes in working with small to medium-sized design firms. By helping to implement DesignDocs into their daily processes, Jaime helps interior design business owners improve their firm's productivity and gain stronger financial insights.
Find Jaime Bako on: