I can't stress how important a data classification system is. Every document, spreadsheet, PowerPoint and so on should be classified. Whether by metadata or another application everything should be tagged in some manner. General tags are; public, internal, private, classified and so on. Create tags that suit your SOHO/SMB needs, create a data classification policy and enforce it.
From Help Net Security (podcast):
Classification and protection of unstructured data
In this podcast recorded at RSA Conference 2015, Stephane Charbonneau, CTO of TITUS, talks about TITUS Classification Suite 4, a significant new release of its flagship data identification and information protection suite.
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