What good is a great looking portal if a client calls you and says:

“I love how my new reports and portal look, but the data looks different. Not only is the data incorrect, I don’t understand what it means.”

Before implementing workflows, we envision a road leading to operational efficiencies and enhanced client services.  After implementation, we find that the road we are actually on is filled with bottlenecks...

I’m frequently asked to assist advisory firms with finding good – excuse me – any operations staff. Hiring and retaining ops staff seems to be a challenge for firms. While I am not in the recruiting business, I can understand some of the issues with finding and keeping good back-office staff, such as the repetitive nature of the tasks and lack of a career path on the operations side of the business...