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Contact Us!
Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.
Welcome to the blog for Efficient Technology Inc, written by the Efficient CEO, Richard D. Walker. The goal of this article is to create efficiency in the sales order process, to provide the best service to manage your forms library and to automate paperwork with e-signature, data capture and validation, and straight-through-processing (STP). This blog is dedicated to making work flow and empowering people to do their best work through excellent leadership, management, technology, software as a service (SaaS) and outstanding professional service. We gladly serve Los Angeles, New York, Chicago, San Diego, San Francisco, Austin and thousands of customers in all 50 United States.
Stay tuned! We at Efficient Technology Inc, as efficiency experts, process design consultants who streamline sales order process, seamlessly integrate e-sign into forms process flows, build and manage forms library, automate group plan enrollments, enable forms automation online, set up client intake and new patient forms, and build custom web applications, thank you for joining us in the commitment to reduce paperwork, eliminate errors and go green through less paper waste and shipping.
Take a look around our site and Make Work Flow for your organization.
Category Archives: Web/Tech
Your Number One Deal Killer
And why not go the cheap route… forms are easy to build, right? Anyone can do it?!? Sure. Anyone can build a form that causes the customer to despise and curse you. Anyone can design a form that is put in the inbox never to reach the outbox. Anyone can design a form to lose more business than you can measure because you don’t know how many forms are never completed.
Also posted in Career, Communication, Efficiency, Sales Order Process, e-signature
Tagged Efficiency, Sales Order Process, best practices, career path, deal killer, enterprise forms automation, forms, sales orders, transaction
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Efficiency Gives You More Than You Pay For
Long-term, hidden costs are hard to see when you’re choosing a technology. As you assess the expected results of the solution, also anticipate how much burden or relief the solution adds to your company’s capacity. The most efficient solutions are ones that free up time for everyone in your company, not just the end user.
Also posted in Career, Current Affairs, Efficiency, Sales Order Process
Tagged Efficiency, architecture, efficient technology, forms automation, hidden costs, maintenance, quality, real-time, save money, transfer data
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A Tradeshow You Can Win At!
Three kinds of people go to tradeshows: those who want solutions, those who solve problems and those who bring the two together. Having played all three of those roles throughout my career I know it’s a challenge to design a conference that maximizes the value for everyone.
Also posted in Communication, Current Affairs, Leadership
Tagged Leadership, Peter Montoya, TechLeaders conference, booth, financial service, innovation, presentation, solutions, tradeshow, value, winner
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You’re Gonna Buy That Old Thing?!?
Our role at Arthur Andersen was to help our clients buy technology to improve their business and focus on the future. How could I do that when the future was the internet and what we were selling wasn’t? It wasn’t the fault of my bosses and peers, per se, rather customers often prefer ‘tried and true’ methods.
Engage Your Employees’ Desires To Do Good
While we all do our best to understand and tap into our employee’s goals, I’ve never seen an application that can help manage and measure results to that end. It’s time for a tool that helps engage employees in a way that is meaningful to them, and not just the CEO’s bottom line. Cheers to you, Ryan, for inventing Causecast. It’s a powerful application with a ton of useful features for employees and corporate administrators alike.
Also posted in Career, Communication, Current Affairs, Efficiency
Tagged CSR, cause, causecast, cloud-based, corporate social responsibility, engage employee, giving, non-profit, social causes
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It’s Time To Keep Your New Year’s Resolutions
January 21 is the end of the third week in the new year. It is the day when the majority of all new year’s resolutions take their last breath. It is the day that the gym goes back to the normal crowd of people who see health as their way of life and not a matter of resolve. January 21 is the day you can ask yourself if the resolutions you just tried on are right for you or not. Here’s how.
Also posted in Books, Career, Communication, Current Affairs, Leadership
Tagged behavior, belief, believe, change, habit, new years resolution, resolve, train, willpower
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The Real Problem With E-Signature
The real problem is your processing infrastructure to perform business electronically. Has your company decided on which forms of electronic documents and signatures are acceptable? Do you have a way to track the document from start to end, including signature, and ensure the document’s integrity?
It’s Your Data – You Should Own It
Data is a huge deal. It’s not that you should stop using social media sites, it’s that you should be selective in how you use them. It’s not that you should stop doing business with trusted advisors, but recognize that laws had to be created because not all trusted advisors have done an adequate job safeguarding your data.
Also posted in Communication, Current Affairs, Efficiency
Tagged data, data ownership, electronic forms, facebook, financial advisor, identity, identity theft, npi, private information, social media
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Steve Jobs Lived To Work, Not Worked To Live
I can’t imagine what we all would have lost if Steve simply kicked back and lived off his wealth. While sad that we’ve lost a great hero of our time, I’m equally happy and grateful that Steve Jobs shared his true wealth with everyone. He showed me the value of being a leader, a visionary and never giving up.
Also posted in Career, Communication, Current Affairs, Leadership
Tagged Career, Passion, Steve Jobs, achieve, fulfillment, goal, impact, life, lifestyle, vision, wealth, work
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Declaration Of Independence From Paper Forms
When, in the course of doing our jobs and running our personal lives, it becomes necessary to fill out paper forms, a decent respect for our time, effort and privacy requires that we declare the causes that impel us to separate ourselves from completing paper forms by hand and ink.
Also posted in Communication, Current Affairs, Efficiency, Leadership, Sales Order Process, e-signature
Tagged NIGO, Paper, automation, declaration of independence, documents, electronic signature, error, forms, inefficiency, privacy, processing
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