"[Advisors] are not comfortable using the tool, and that creates a negative vibe around the whole process. And soon, you have people just complaining about it or ignoring it altogether.” Testing new technology with those most likely to use it is critical when implementing new tools. Managing director Scott Lamont says if firms listen to advisor feedback, they will become the champion for your new tech stack. Read the full article from Rachel Witkowski for Financial Planning: https://lnkd.in/eAxApzZK
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Helping legal teams to find the best technology solutions | Co-founder @ DreamLegal | Legal Technology Enthusiast |
Here's exactly how to revolutionize your legal practice with technology. (without overwhelming your team) Focus on streamlining your workflow Keep your team engaged, make the transition smooth, and deliver outstanding service. Here's a framework I use: Workflow → Capture steps Gap Analysis → Identify bottlenecks in the process Information Flow → See where the information is flowing twice Feasibility → Compare human vs technology in each step ( price factor also) Technology → Employ technology for any one step you identified Efficiency Tracking → Compare previous workflow and new workflow This is exactly how you stay ahead by improving every step. Good tech adoption is 20% about the tools. And 80% about the strategy.
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Explore one of the latest insights from The Drawdown: "How can technology streamline market processes for operational professionals?". Discover how advancements in technology are revolutionizing the way we work and optimizing operational efficiency. Read the full article here: https://lnkd.in/dmQ3-dGB #AssetMetrix #Technology #OperationalEfficiency #MarketProcesses #PrivateCapital
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Founder of We Care Consultancy | Making food businesses succeed with rules, training, and partnerships | Let's boost your food business with our “AI Predictive Analytics Engine”!
Are you struggling with managing various operational aspects such as checklists, Standard Operating Procedures (SOPs), cleaning schedules, training calendars, and attendance records? If your answer is yes, worry no more. We are here to introduce a revolutionary solution that can make your entire process paperless. With the rapid advancement of technology and increasing need for efficiency, going digital is the need of the hour. Imagine having a single app that can replace and streamline your entire process, saving you the hassle of dealing with stacks of paperwork and manual tracking. This application is designed to be user-friendly and incredibly efficient, making it easier than ever to manage and oversee your operational procedures. By making all your processes digital, you're not just simplifying your current operations, but also creating a secure and easily accessible database of old records. This digital archive can be invaluable for future reference, audits, or compliance checks. With our solution, you can say goodbye to the cumbersome traditional methods and embrace the convenience and efficiency of digital transformation.
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Are you struggling with managing various operational aspects such as checklists, Standard Operating Procedures (SOPs), cleaning schedules, training calendars, and attendance records? If your answer is yes, worry no more. We are here to introduce a revolutionary solution that can make your entire process paperless. With the rapid advancement of technology and increasing need for efficiency, going digital is the need of the hour. Imagine having a single app that can replace and streamline your entire process, saving you the hassle of dealing with stacks of paperwork and manual tracking. This application is designed to be user-friendly and incredibly efficient, making it easier than ever to manage and oversee your operational procedures. By making all your processes digital, you're not just simplifying your current operations, but also creating a secure and easily accessible database of old records. This digital archive can be invaluable for future reference, audits, or compliance checks. With our solution, you can say goodbye to the cumbersome traditional methods and embrace the convenience and efficiency of digital transformation.
Founder of We Care Consultancy | Making food businesses succeed with rules, training, and partnerships | Let's boost your food business with our “AI Predictive Analytics Engine”!
Are you struggling with managing various operational aspects such as checklists, Standard Operating Procedures (SOPs), cleaning schedules, training calendars, and attendance records? If your answer is yes, worry no more. We are here to introduce a revolutionary solution that can make your entire process paperless. With the rapid advancement of technology and increasing need for efficiency, going digital is the need of the hour. Imagine having a single app that can replace and streamline your entire process, saving you the hassle of dealing with stacks of paperwork and manual tracking. This application is designed to be user-friendly and incredibly efficient, making it easier than ever to manage and oversee your operational procedures. By making all your processes digital, you're not just simplifying your current operations, but also creating a secure and easily accessible database of old records. This digital archive can be invaluable for future reference, audits, or compliance checks. With our solution, you can say goodbye to the cumbersome traditional methods and embrace the convenience and efficiency of digital transformation.
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Founder of We Care Consultancy | Making food businesses succeed with rules, training, and partnerships | Let's boost your food business with our “AI Predictive Analytics Engine”!
Are you struggling with managing various operational aspects such as checklists, Standard Operating Procedures (SOPs), cleaning schedules, training calendars, and attendance records? If your answer is yes, worry no more. We are here to introduce a revolutionary solution that can make your entire process paperless. With the rapid advancement of technology and increasing need for efficiency, going digital is the need of the hour. Imagine having a single app that can replace and streamline your entire process, saving you the hassle of dealing with stacks of paperwork and manual tracking. This application is designed to be user-friendly and incredibly efficient, making it easier than ever to manage and oversee your operational procedures. By making all your processes digital, you're not just simplifying your current operations, but also creating a secure and easily accessible database of old records. This digital archive can be invaluable for future reference, audits, or compliance checks. With our solution, you can say goodbye to the cumbersome traditional methods and embrace the convenience and efficiency of digital transformation.
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Overcomplicated technology is simply unnecessary. Just because you can do something doesn’t mean you should. Start with end user and work back from there. - What outcome do they want? - What functionality is required to achieve this outcome? Ask yourself, is this necessary or a nice to have? And if it’s a nice to have, will all users use this? If not, can you turn it off for users? When you start adding lots of features you’re setting yourself up for complexity that people don’t want. Do the simple thing and do it well.
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It's not only Technology that innovates. Financial tools, and strategies innovates as well.
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It's not only Technology that innovates. Financial tools, and strategies innovates as well.
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