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Learning Center
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.
Tag Archives: technology
Is This The Ideal Business Convention?
I’ll say this on behalf of all companies with a product to sell: we all work hard to bring great products to market for a reason. So why shouldn’t everyone have a great chance to present their hard work to the world on a platform that actually reaches the right audience? We do deserve that and here’s how Peter makes that possible.
Posted in Communication, Current Affairs, Efficiency, Leadership, Travel
Also tagged Peter Montoya, TechLeaders, conference, convention, financial services, marketing, presentation, sales, tradeshow
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Great Leadership Leads To End-User Adoption
One of the most powerful ways to seed leadership throughout your project team and organization is to have a senior executive launch the project and openly in front of everyone else give authority and the leadership role to the project manager and/or owner.
Posted in Career, Communication, Current Affairs, Efficiency, Leadership, Sales Order Process, Web/Tech
Also tagged IT project, Leadership, adoption, end-user, failure, implement, project management, solution, tone at the top
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How To Define Efficiency
When you view efficiency as an increase in your capacity then you’ll begin to notice ways to improve your ability to scale operations as revenue grows. Who doesn’t want the ability to double revenue while keeping costs the same? Who doesn’t want to process two,five, ten or even 100 times the number of sales orders for less than what you spend today processing one sales order?
Posted in Communication, Current Affairs, Efficiency, Leadership, Sales Order Process, Web/Tech, e-signature
Also tagged Efficiency, e-signature, efficient mindset, process, resources, sales order, team
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Technology Is Not Holding You Back!
When it comes down to it, efficiency is not defined by your technology it’s how you use it. My favorite example of a technology that is anything but efficient is buying a smart phone. I love smart phones but when was the last time it actually made you more efficient on the whole?
Posted in Career, Efficiency, Web/Tech
Also tagged Efficiency, accomplish, capacity, energy, impactful, optimal, process, smart phone, tool, wasted time
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How To Make Clear Designs
Did you see the Dow plunge nearly 1,000 points on May 5, 2010? Some people are guessing that a large part of that plunge was due to automated trading systems. The problem is nobody in a position of authority or oversight can transparently see or audit what is happening with automated trades.
Posted in Communication, Efficiency, Web/Tech
Also tagged automated trading systems, black boxes, building, clarity, clear system design, design, designing, easy-to-read, marketing, oversight, plunge, policies, process, processes, software, solution, test scenarios
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The Reason You Did NOT Buy A Technology
The better way to assess whether a solution will give you a return on investment is to decide whether you can live without the solution altogether. Of course you must consider the cost – spending $5,000 to save $500 doesn’t make a lot of sense. On the other hand, if the solution will increase your revenue by $10,000 while saving you $500 then spending $5,000 can make sense.
Posted in Web/Tech
Also tagged buy, decision, ignorance, perceived value, realized value, return on investment, roi, value
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The Importance Of Technology In Your Success
I just finished reading an article about LPL on Financial-Planning.com titled “LPL: ‘We’ve Arrived’” and was struck by just how important technology has been to aid in their recruitment of advisors and to grow their business. Obviously running a company today requires technology but choosing the right mix of technology can either just facilitate your operations or make you operationally excellent. In LPL’s case, they appear to be operationally excellent (even if they aren’t my customer – yet).
Posted in Efficiency, Leadership, Web/Tech
Also tagged Doug Lockwood, Harbor Lights Financial Group, LPL, VMWare, grow, operational excellence, recruit, success
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Take An Extra Step Before You Present
The lesson here is to know your presentation technology. Whether it be Powerpoint, a microphone, a conference call, or even the mute button on your headset, it truly pays to take a few minutes well before the call to become familiar with the basic operation of the tools.
Acquiring The Skill Called Efficiency: Economies of Scale
Normally economies of scale refer to buying goods in volume to lower the cost per unit; when it comes to business operations economies of scale refer to how processes work in relation to your resources and personnel.