Workflow automation is about applying rule-based logic to a series of tasks that can then run on their own without a team member’s input. All you need to do is decide the rules (our templates can help with that!) and … Read More
Author Archives: Adam Sykes
3 Signs Your Workflows Are Failing You
Workflows are essential for modern, successful businesses in a broad range of sectors. Almost all commercial operations feature a set of recurring tasks that need to be repeated day in, day out, with little room for error. Workflows are an … Read More
Boosting Productivity With Effective Workflows
Updated 16/02/2022 Post lockdown, many businesses are reviewing how they work, with hybrid working options becoming more and more popular. However, remote working can of course bring its own challenges, highlighting the need for effective workflow management. A well-designed workflow … Read More
5 Priorities for MDs Who Have Remote Teams
Updated 09/02/2022 The pandemic forced many business owners to leave behind a traditional office setup and go all-in with leading remote teams. It accelerated the “work from home” trend, making this the “new normal” rather than an exception to the … Read More
Service Level Agreements: Discover How To Get Awesome Results
How do you ensure that you meet the promises that you give to your clients? For every service, your business offers, your customer will have expectations of the quality and timeliness of your provision. Failure to live up to … Read More
Tags: Automation, Compliance, Customer Service
Business Finances: Take Back Control
Updated 26/01/2022 Discover how to keep your business finances under control. Stay organised, get paid on time, every time and monitor client performance to locate any issues. Ensuring that you get paid for all the work that you do is … Read More
How to choose which business process to automate
Updated 12/01/2022 Automation can accelerate your business growth by maximising your productivity and improving your effectiveness. However, an automated process is only effective if it is worthwhile automating. A terrible process automated is just a terrible process that runs more … Read More
Choice Overload – Be a cunning cat, not a humming fox
Updated 05/01/2022 The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping its enemies. “I have a whole bag of tricks,” he said, … Read More
How can paraplanners improve their productivity?
Updated 29/12/2021 In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and responsibilities they have to meet for the end client and financial planners. Managing multiple clients for Paraplanners … Read More
Keep Compliant, Keep your Company
Updated 22/12/2021 Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all the many rules and regulations of compliance: GDPR, Health and Safety, Employment … Read More