Susan Glover Blog

Have Your Excel-Based Applications Overstayed Their Welcome?

As a consultant who developed many Excel based applications, I understand why firms love Excel and won’t consider other software. I also understand when Excel is no longer the right solution for an application...

When it Comes to Technology, Do Advisors and Vendors Speak the Same Language?

Familiar scenes: During a vendor’s demonstration, the advisor asks if certain information is available. The vendor happily replies yes.  The advisor is really asking “can I easily access this information with one click or touch?”  What the vendor really means is “navigate through …

Visualize Your Practice Management Areas as a Venn Diagram

When evaluating practice management areas, advisors tend to focus on each area as if it were a stand-alone component. Advisors also like to create their practice management list in order of importance or by the percentage of time they spend …

Business Intelligence – Having the Right Information, Making Good Decisions

Advisors understandably question what vendors mean when they advertise products as “Business Intelligence” tools.  Search on-line for business intelligence and you get a process used by companies with a lot of buzzwords such as SQL, data analytics, and data mining …

Technology That is Wrong for Your Firm is a Costly Mistake – Tips on Making the Right Decision

Reasons advisors may consider new technology: Automate a manual process or streamline an existing process Feel that needs are not being met with the current system Believe that issues can only be resolved with new technology Pressure from vendors about …

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