Workflows are essential for modern, successful businesses in a broad range of sectors. Almost all commercial operations feature a set of recurring tasks that need to be repeated day in, day out, with little room for error. Workflows are an efficient, cost-effective way of achieving a seamless customer experience across the board. However, when it’s…
Updated 16/02/2022 Post lockdown, many businesses are reviewing how they work, with hybrid working options becoming more and more popular. However, remote working can of course bring its own challenges, highlighting the need for effective workflow management. A well-designed workflow will streamline communication, improve efficiencies and boost productivity. So, with this in mind, how can…
Updated 09/02/2022 The pandemic forced many business owners to leave behind a traditional office setup and go all-in with leading remote teams. It accelerated the “work from home” trend, making this the “new normal” rather than an exception to the rule. This shift meant a whole new way of working had to be established by…
How do you ensure that you meet the promises that you give to your clients? For every service, your business offers, your customer will have expectations of the quality and timeliness of your provision. Failure to live up to that expectation will lead to unhappy customers or, at worst, the loss of a customer…
Updated 26/01/2022 Discover how to keep your business finances under control. Stay organised, get paid on time, every time and monitor client performance to locate any issues. Ensuring that you get paid for all the work that you do is vital to maintaining your cash flow and keeping your business on the right track. Creating…
The government have recently introduced two Help to Grow schemes to boost business productivity; Help to Grow Management and Help to Grow Digital. We are delighted that SwiftCase, our Workflow Management CRM has been selected as approved software for the digital scheme. This means that eligible UK companies can receive government grants of 50%, up…
Updated 12/01/2022 Automation can accelerate your business growth by maximising your productivity and improving your effectiveness. However, an automated process is only effective if it is worthwhile automating. A terrible process automated is just a terrible process that runs more quickly. In this article, I will take you through the things to look out for…
Updated 05/01/2022 The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping its enemies. “I have a whole bag of tricks,” he said, “which contains a hundred ways of escaping my enemies.” “I have only one,” said the…
Updated 29/12/2021 In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and responsibilities they have to meet for the end client and financial planners. Managing multiple clients for Paraplanners Paraplanners manage a portfolio of clients with whom they must maintain good relationships. Keeping track…
Updated 22/12/2021 Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all the many rules and regulations of compliance: GDPR, Health and Safety, Employment and more. Don’t let your clients and employees lose confidence in you. Protecting them should…
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