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Susan Glover Insight & Advice

Advisors, Don’t Blame Your Technology Vendors

Here’s what to do instead of playing the blame game

Confused About the BI and AI Hype? Read This

Understand the Technology, tune out the hype

Don’t Let the Office Downer Ruin Your Project

Don’t view office downers as part of the problem – make them an integral part of the solution!

The Issue Isn’t the CRM, It’s You

A high CRM adoption rate is reliant on your staff’s willingness to embrace it. Without it, you end up with several CRMs - also known as spreadsheets

Facing Down the Legacy Software Dilemma

Why firms want the Band-Aid approach but need a full upgrade

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