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Whether you work for a law firm or an RIA, we've compiled a wealth of resources that all focus on one main goal: helping you enjoy the way you work.

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Planning Your Cybersecurity Training in 9 Simple Steps

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Cybersecurity is a hot topic these days - data breaches at large companies, such as Target (a few years ago) and Yahoo Mail (twice), have become an unfortunately common occurrence. Then the infamous WannaCry ransomware attack triggered a whole new batch of policies and company trainings and opened our eyes to how frail internet security can be, particularly if we don’t take precautions.

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Getting Buy-In for DMS, Part 4: Using Before & After Use Cases

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The popular HGTV show Property Brothers, where twins Jonathan and Drew Scott make over fixer upper homes into families’ dream homes, is one the top-rated shows on the channel. One key reason is because "makeovers" are wildly popular among TV viewers. People love transformation stories – especially business owners.

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Getting Buy-In for DMS, Part 3: Improving Client Experience

assemblage-feature-1024x742.jpgWhen asking a business owner to write a check, they pay for solutions where you can show a dramatic impact on time or money.  Help them improve profitability or growth. Business owners also purchase services that impact client satisfaction.

I remember speaking with a business owner two years after his firm implemented document management.  Here’s what he had to share about the impact on clients:

It’s been a game changer.  Do you know what our clients tell me now?  ‘Whenever I call you with a question, you always know the answer.’  I couldn’t have asked for a better outcome.  Prior to this, we didn’t realize how much technology drives referrals.

There are three productivity killers that all firms have which impact client service.

  1. Slow Downs – this happens when you aren’t able to do a task as quickly as you think you should. Ex: Getting performance reports to clients takes longer than I think it should because…
  1. Work Stoppages – this happens when something prevents you from moving forward on a task. all together. You must stop working on the task until the block gets cleared. Ex: I am unable to finish preparing for client meetings when….
  1. Work Redos – this happens when you have to re-do a piece of work because what was done initially didn’t meet the need. Ex: I have to redo an account form when…

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Getting Buy-In for DMS, Part 2: Aligning Priorities

question-lightbulb.jpegPreviously, I wrote about the importance of understanding the business owner's operating priorities in order to see how your document management project might fit into the mix.

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Getting Buy-In for DMS, Part 1: Learning Your Boss’ Priorities

Why do operations managers fail to get the greenlight on technology projects?

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You've got a technology project that would clearly be beneficial to your team or your entire company. You discuss it with the business owner, and she says to go ahead and research it.

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