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TWO BUSINESSES, ONE FAMILY, ALL TOGETHER

The professional and personal benefits of Dropbox for one entrepreneurial
family.

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By Lindsay and Dave Wilder

Being an entrepreneur is exciting, but it’s also a lot of work. Not only are you
the face of your business, but you have to keep everything organized behind the
scenes. 

We know this because we live it every day.

We are Lindsay and Dave Wilder, each of us entrepreneurs in very different lines
of business.


I NEED TO SHARE LARGE FILES, MANAGE PERMISSIONS, AND STAY ORGANIZED



I own Lindsay O. Creative, a boutique interior design firm. When I started my
business in 2008, I wanted to operate more efficiently than my previous
experience with a company server.


Dropbox is our way to achieve efficiency, flexibility, and structure. As soon as
we start a project, it’s assigned a project number, and we create a Dropbox
folder. We also keep an archive of content that we may need for reference but is
no longer current. That way we know everything in the project folder—PDFs, CAD
drawings, or text documents—is the latest and greatest version.

Apart from the simplicity of organization, my team also loves that sending large
files is as simple as sharing a link. Even small design projects require files
and documents that can be quite large. But we don’t have to worry if the file is
too big to send; we simply share the link to the file in our Dropbox.

> As I started to grow my team, it was crucial to operate more efficiently and
> hone our organizational approach.



I’ve always needed to have our files accessible from different spaces and for
different people. Recently, I began to hire summer students, which put new
emphasis on managing permissions.


So we created a student temp folder: subfolders that serve as their inbox and
outbox. My team puts files for the students to work on in the inbox, and once
the work is complete, the student then moves the file to the outbox. We could
change settings around permissions, but it’s so easy to create folders that stay
the same as students float in and out of the business. This way, confidential
files always stay confidential.


I NEED AN INTUITIVE, SECURE SOLUTION THAT ENABLES A PAPERLESS OFFICE



My work is the very opposite of Lindsay’s. I am a financial advisor who started
in the industry in 2010. I loved the work but hated being “a bank guy.” The
suits, the long hours, the work culture—none of it fit into my long-term view of
my life. So, I started my own company, Lantern Wealth, in 2016.


When Lindsay introduced me to Dropbox, I liked what I saw. I liked it more when
I found out that Dropbox essentially mirrored how File Explorer works in
Windows. That broke down a barrier for me because I could use it in the same way
to create, access, copy, delete, and move files. Every client gets the same
folder structure, so everyone on my team knows where everything is.

> A high level of encryption means I can rest easy knowing my clients’
> information is always secure.



The sensitivity of the information that I handle means I have to meet strict
compliance regulations. Dropbox encrypts at the highest level so I can be sure
my exposure to risks is limited. If I leave my laptop anywhere and am concerned
about access, I can quickly and easily shut off access to files from my phone.


To share a sensitive document, I prefer to use a Dropbox link rather than a
password-protected PDF. It requires no extra lift from anyone, with a high level
of confidence in its security.


MY PAPERLESS OFFICE GOES NEXT LEVEL WITH HELLOSIGN

In my line of work, everything requires a ton of paperwork. If a client is
buying a life insurance policy or opening a registered savings plan, those
contracts require physical signatures. But in my office, there’s no physical
paper anywhere. Anything requiring a signature gets signed, scanned, saved to
Dropbox and shredded on the spot.

When I started using HelloSign, it was another game-changer for me. I can get a
legally binding signature electronically. I also have the security of the
timestamp and the document audit trail. The process of paperwork is now even
easier.


CLOUD STORAGE SAVES US BOTH TIME AND MONEY

For both of us, Dropbox enables the entrepreneurial aspects of our work. Without
Dropbox, we’d both have to outsource the management of a server, which would cut
into our bottom line. Dropbox has been there as we’ve grown our businesses, and
we know the platform can expand to meet our needs. And because no information is
stored on a physical device, there’s never a need for any down time for anyone.
If a laptop or other device dies, that’s okay. We can find another one and pick
up where we left off. 

Both of us are iPhone users, too, and we find that the Dropbox app integrates
really well with iPhone. Being able to take notes or a picture or sign something
and save it directly to Dropbox often consolidates our process, and makes it
easier to do business—or run our household—on the go.  




OUR FAMILY AND LIFE: AS ORGANIZED AS POSSIBLE


While planning our wedding, it made sense to have a central location to save and
review information. So everything from budget to guest list was stored in
Dropbox, including our eventual wedding photos. It was perfect for our needs at
the time, and would come to play an even bigger role in our lives over the
years.

Our household has now grown to four people, which sometimes gets even more
chaotic than a business. With Dropbox, we store everything from photos to tax
returns to vehicle documents to receipts. It’s not quite as organized as our
work folders, it’s fair to say, but it’s eliminated all that paper from our
lives and our home. 

Beyond storage, it makes it easy to share with people outside our immediate
family. We have a central place for information on childcare and our vacation
cabin we share with friends. And it’s so easy to share our photos.




A LOW-MAINTENANCE DIGITAL FILING CABINET


Whether you’re someone whose business embraces creativity or you have more
traditional file storage, there’s no need to be intimidated by Dropbox. It’s a
simple and easy way to organize and share with others. You can link Dropbox to
anything—it’s beyond low maintenance.

We’ve said goodbye to the monster filing cabinets, and we know we can expand the
size of our storage if we ever need to. And everything is safe without having to
learn new software. We’ve organized our individual businesses and our home life
with one simple solution. For whatever our needs are in the future, Dropbox is
there.


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