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.
Posted in Career, Communication, Efficiency, Sales Order Process, Web/Tech, e-signature
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Also tagged Sales Order Process, best practices, career path, deal killer, enterprise forms automation, forms, sales orders, transaction
The problem isn’t in startups though. The problem comes down to how the average employee is perceived and managed in relation to the number of hours they work. The way others perceive your work ethic can mean the difference between being a rising star and going nowhere fast.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership
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Also tagged 40-hour week, effectiveness, geoffrey james, henry ford, perfromance, productivity, work hours
In an organization, morale is based on three key attributes. The first is your company culture, which is comprised of your beliefs, values and goals. These qualities define the basis for morale. If your team shares your company’s core beliefs then they have the foundation for being happy and having a positive energy that affects the entire team.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership
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Also tagged Leadership, beliefs, culture, esprit de corps, morale, purpose, team
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.
Posted in Career, Current Affairs, Efficiency, Sales Order Process, Web/Tech
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Also tagged architecture, efficient technology, forms automation, hidden costs, maintenance, quality, real-time, save money, transfer data
The first step is perhaps the easiest but least addressed. Most forms in use today are not professionally designed. Rather, they’re given to any available person in the company who can control a mouse resulting in form designs that cannot be automated.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership, Sales Order Process
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Also tagged commodity, electronic forms, enterprise forms automation, financial advisor, forms library, forms management, paper forms, paperwork, process
There’s a reason leaders are followed: they make decisions. Making a decision isn’t the hard part. It’s sticking with that decision and moving forward quickly that’s hard. And if you think it’s hard to decide which blouse to wear today, or which task to work on first, or what to make for breakfast, then you’re going to find making big decisions even harder.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership
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Also tagged Leadership, confidence, decide, indecision, indecisive, inefficiency, insecurity, productivity
The opportunity for financial service companies to achieve STP, and more importantly to reduce errors, speed up transactions, lower costs and deliver great service to customers, is now here. Straight-through-processing is no longer a myth, nor an overpriced, undue burden for anyone.
Posted in Communication, Current Affairs, Efficiency, Sales Order Process, e-signature
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Also tagged Quik! Forms, Straight Through Processing, Straight Thru Processing, compliance, docupace, e-forms, e-sign, ePACS, electronic forms, financial advisor, stp, transaction
Think about what limits your business’ ability to grow, adapt, contract, change and move. It’s not your people – they come and go all the time. It’s not your products – they have lifecycles too. It’s not money either – though it’s probably the second-most important ingredient.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership, Sales Order Process
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Also tagged CEO, Leadership, Sales Order Process, adapt, business, change, contract, grow, management, process, product lifecycle, workflow
While some companies can simply turn off the old solution and dictate the new process be used, don’t forget to watch out for user’s workarounds to the system! Thus it always helps to have incentives to motivate the behavior you want. Is there a way you can charge your users for not adopting your new solution without making them quit?
Posted in Communication, Current Affairs, Efficiency, Leadership, Sales Order Process, Web/Tech, e-signature
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Also tagged Communication, Leadership, back-office, behavior, benefits, e-sign, financial advisor, system design, user adoption