Let’s talk about documentation. Whether it’s client work, group projects, or looking at your aunt’s personal finances, documentation matters.
Keep a list of software and IT systems that you pay for/use. Write yourself a narrative about it. You don’t need to know how tech works to stay organized.
Here’s some easy templates.
Make a bullet list of your:
- website platform (e.g. WordPress, Drupal)
- email client (e.g. Outlook, Gmail)
- web hosting (e.g. custom domains and email domains)
- analytic platforms (e.g. Google Analytics)
- databases (e.g. AEM, Bynder, TMS, Archive-It)
Write down what version they are. This is important! System updates (going from version 1.1 to 1.5) can cause things to break or not work.
More advanced lists could include:
- SSL renewal process (your website’s “https” in the URL)
- server and version (e.g. virtual Linux server)
- remote access set up (e.g. VPNs, remote server connections)
- names of vendors you work with (e.g. network security, system updates)
How does this help you? Troubleshooting tech problems - from data export errors, to emails going straight to spam, to server crashes - starts with making this list. You save yourself time and back-and-forth communication if you proactively document your data ecosystem.
I’m a Data Consultant, Freelance Digital Asset Manager, and Full-Stack Developer who helps nonprofits, cultural heritage institutions, consultants, and creatives manage their IT systems, databases, websites, and media. I’m available for work immediately. You can reach me through DMs or my email danareijerkerk@gmail.com
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