<img height="1" width="1" src="https://www.facebook.com/tr?id=1902375720037756&amp;ev=PageView &amp;noscript=1">

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!
Find me on:

Recent Posts

Workflow Automation Might Actually Be Hurting Your Productivity

As much Trumpet both uses and programs workflow automation and for our clients, there are some "gotchas" that can cause automation to go off of...

Read More
Workflow Automation Might Actually Be Hurting Your Productivity

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

How to Start a Cybersecurity Program (Or Convince Your Boss to)

Of the 22 SOLUTIONS workshops Charles Schwab conducted in 2016, 90% of RIA business owners surveyed cited cybersecurity as their #1 concern.

Read More

Should I Hire Based on Skills or Culture Fit?

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

Read More

5 Times it's Worth Having a Pre-Meeting Before Your Meeting

Does your team complain about the sheer number of internal meetings they have at your firm? Meetings have developed such a bad reputation of being...

Read More

3 Essential Traits Your Next Client Service Professional Must Have

In a recent roundtable, business owners and operations managers made a list of the top three attributes they want in a client service...

Read More

Using a CRM Workflow isn't Always Best. Here's Why.

Just because you want to get the most out of your CRM (Contact Relationship Management) investment, doesn’t mean setting up workflow automation...

Read More

How to Stop Running Away from Runaway Meetings

Have you ever had a boss who just simply couldn't run a meeting? I mean really, this person was terrible at it. It was negatively impacting...

Read More

6 Best Practices for Creating Powerful Processes

You know they’re important. You know they’re valuable. And you know you’ll get to them just as soon as you finish everything else you’re working...

Read More

5 Questions to Answer Before You Implement New Technology at Your RIA

Have you ever worked at an organization and one day your boss declared, "Hey, folks! Today we're getting XYZ software! There will be a training at...

Read More

3 Mistakes to Avoid When Purchasing a Document Management System

Previously, we wrote about creating your firm’s DMS must-haves list. Now that you have your list compiled, it’s time to discuss your purchasing...

Read More

Subscribe to The Efficiency Beat

Learn more about our solutions

See how to bring efficiency up a notch with Trumpet solutions for law firms and financial advisory firms.

New call-to-action
New Call-to-action