How to simplify your banking, Personal Information Management strategy

How to simplify your banking. Part of your Personal Information Management (PIM) strategy.

I generally suggest having as few bank accounts as is reasonable for you to manage your day to day life, and “Tame the data Deluge” that you experience from needing to many different accounts. Having fewer accounts will help with Continue reading


October 1st. – The First day of a new quarter. Personal Information Management – PIM TIPS

Today is October 1st, the first day of a quarter. It is a significant day as it relates to personal information management. The first day of every quarter is a significant day as it relates to performing tasks to “Manage the Data Deluge”.

My goal is to coach individuals to get into a rhythmic routine they’ll follow. The first effort is Continue reading