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The Efficiency Beat

Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
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Recent Posts

Getting Buy-In for DMS, Part 4: Using Before & After Use Cases

The popular HGTV show Property Brothers, where twins Jonathan and Drew Scott make over fixer upper homes into families’ dream homes, is one the ...

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Getting Buy-In for DMS, Part 4: Using Before & After Use Cases

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
Find me on:

Recent Posts

Getting Buy-In for DMS, Part 3: Improving Client Experience

When asking a business owner to write a check, they pay for solutions where you can show a dramatic impact on time or money.  Help them improve...

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Getting Buy-In for DMS, Part 2: Aligning Priorities

Previously, I wrote about the importance of understanding the business owner's operating priorities in order to see how your document management...

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Getting Buy-In for DMS, Part 1: Learning Your Boss' Priorities

Why do operations managers fail to get the greenlight on technology projects?

You've got a technology project that would clearly be beneficial to...

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Should I Hire Based on Skills or Culture Fit with My Law Firm?

Many employers today would argue that you should (almost) always hire based on the candidate's cultural fit rather than their skills. However,...

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2017 Financial Advisory Fees Report from Inside Information

The long-awaited fees survey report is here. Bob Veres of Inside Information has compiled valuable information on how advisory firms are pricing...

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How to Make Cybersecurity Everyone’s Favorite Lunch & Learn

You need to conduct a cybersecurity training session… Can you hear the groans already? Here are a few ideas to make your cybersecurity session...

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Is Your Firm's 'Technology Brand' Hurting Employee Retention?

One of the most memorable presentations I’ve ever seen was about “relationship math.”

During her presentation, the sociologist brought out a large...

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SEC Cybersecurity Audit: What You Should Know

At a Schwab IMPACT conference panel on SEC cybersecurity audits, two panelists, Trevor Hicks, Director of Technology of Wetherby Asset Management...

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What Can an Oreo Factory Teach RIA Firms About Filing?

This article was originally published January 26, 2015.

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