Resources – Page 3 – Trumpet

Resources

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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Archive for the ‘Documents’ Category

Documents

27 Ways to Evaluate Document Management Software

We’ve put together a sample score sheet that provides 27 Ways to Evaluate Document Management System, but this tool can be helpful regardless of the type of software you are evaluating next.

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Documents

Save Your Employees Up to 6 Hours Per Week [Infographic]

How much money would your firm save if each employee had an extra hour and half a day? How much more productive would everyone be? One financial advisory firm found that by integrating their CRM (Salesforce) with their DMS (Worldox), they were able to save employees more than an hour of unproductive time searching for client documents and records every day.

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Documents

How to Write an Executive Summary

Executive summaries are a great way to present the high level business case for purchasing new technology for your firm. Use this to example when you need to present to your leadership team the summary of your research.

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Documents

6 Questions to Ask Before Selecting Software for Your RIA

By answering these 6 critical questions before a software demo – you will make the most of the software provider’s time, your team’s time, and most importantly – your time!

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Documents

Quick Start Guide Example to Training Employees in a New Software

Quick start guides are a highly efficient way to train your employees in a new software and get them all up to a basic level before diving into deeper training based on need or function. Here's an example of a quick start guide.

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