Recently Sarah Challenor spoke to Paul from Thompson Consulting to discuss all things systems and processes. In order to grow your firm, understanding the data (and the value in it!) is one of the most crucial steps. Sarah also talks about the desire of every...
Selecting a back office system is never a small task and can seem daunting. In this joint webinar for PFS, Dave Edwards and Sarah Challenor break it down into three simple stages: 1 – The selection process 2 – Data Migration 3 – Project management and...
Firms have a wealth of data but sometimes it’s hard to see how to link it together to understand and prove the value of your client base. This session outlines how to extract data from Intelligent office and link it together to give some keys metrics covering a...