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Susan Glover Blog

Year-End Means Thanksgiving & Other Useful Tips

As we enter the second half of the year, you will look at this year’s goals and to-do list and wonder if you’re halfway there. If you think you have until December 31 to complete your tasks for the year, think again. December is a bad time to start or be in the middle of a project. December is the time for year-end client requests, tax strategies, money...

And the Definition of Obsolete Technology is…

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is...

Information Needs to be More Than Intelligent

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...

Fear of Conversions is a Good Thing

Is this your firm? Unhappiness with the legacy software, interest in new technology, excitement during the evaluation, contract ready to sign…. And then time passes without a decision.Fear has set in and you can’t let it go. It seems that someone you know has a bad conversion story and this prevents you from making the decision to convert your legacy system.So why is fear a good thing?

Aim for Successful Integration, Not Just a Successful Implementation

Implementing technology is an overwhelming process. In the end, you may be relieved if it comes in only four weeks late and just 10% over budget. You may consider the implementation successful when the software/hardware is installed, data is transferred from the old system to the new system, and your staff receives training from the vendor...

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