04Sep2025

Naming Files in 2025: Strategy or Survival?

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog are solely my own and do not reflect those of any institutions or organisations with which I am affiliated. These posts are intended to share personal insights and should not be interpreted as official statements.

Confused man looking at multiple PDF files with inconsistent names like "FINAL_REAL", "DRAFT", and "USE_THIS_ONE"

Sometimes the true challenge isnโ€™t creating the content โ€“ itโ€™s naming it.

The draft is ready. You save it. Client_Presentation_2025.pdf โ€” clean, logical, elegant.

Then comes the edit. A version with minor changes. Then one with significant changes. ๐ŸŒฑ Then the one your colleague touched. โณ Then the one Legal reviewed. โœจ Then the one the client didnโ€™t like, followed by the one they approved.

And suddenly your desktop reads: ๐Ÿšซ Client_Presentation_FINAL_v2 ๐Ÿšซ Client_Presentation_FINAL2_REAL โœ… Client_Presentation_USE_THIS_ONE (final).pdf

Somewhere along the way, the naming system breaks down. The strategy becomes survival. You rely on memory, context, and instinct. Even AI tools start suggesting filenames like: โ€œMightBeTheRightOne_v7โ€.

Everyone has a different logic. Some go by date, others by recipient, and some by emotional state. โ€œDraft_JustInCaseClientHatesItโ€ is more common than weโ€™d like to admit.

Digital Clarity in a Cluttered World

Precision matters in independent wealth management. But digital organisations are often held together by good intentions and folder structures, last reviewed in 2019.

The real risk isnโ€™t version control. Itโ€™s the slow erosion of confidence: โ€œIs this the final version?โ€ โ€œDid we send this to compliance?โ€ โ€œWhy is the one called โ€˜Oldโ€™ actually the one we used?โ€

๐Ÿง  Sunday school holiday thought: Digital clarity starts with names. But staying organised takes more than clean folders โ€” it takes shared habits. And maybe a quiet moment to delete โ€œCopy of Final_FINAL (1).pdfโ€ once and for all.

Source: LinkedIn

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