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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

Here’s How to Change Your Password Policy Now (so it works without being constantly irritating)

After speaking with an advisory firm whose management team requires employees to change certain passwords every three months, I was inspired to...

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Here’s How to Change Your Password Policy Now (so it works without being constantly irritating)

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 Help Introverted Team Members Thrive at Your Firm

Depending on which study you consult, 33 to 50 percent of Americans are introverted—in other words, at least one third to one half of the people...

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Growing a firm requires an entirely different skill set than starting a firm

Growing a firm means business owners need to make a significant adjustment to their mission. Surprisingly, growing a firm means it is not about...

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What Kills Business Teams – it’s a Matter of Trust

If you're curious why many teams of varying sizes fail, one reason may surprise you. Sometimes a paralyzing emphasis on quality can be so...

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How to Convince Your Boss to Invest in New Technology

Do you remember what it was like to be a teenager, when you wanted to convince your parents to buy something you absolutely needed? Maybe it was a...

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6 Reasons RIA Owners Need Document Management (compliance isn’t one of them)

Have you ever walked into a store like IKEA pressed for time? No matter how well organized the store may be, it can be an overwhelming experience...

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6 Reasons Operations Teams Need Document Management (compliance isn’t one of them)

Document management is about way more than organizing files electronically. It’s about being at your best so you can work at a higher level – in...

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Brainwriting – an Efficient Alternative to Brainstorming

Research shows that brainstorming isn't an effective technique for generating orginial ideas.  Here's how one small change can make the difference...

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6 Surprising Steps to Become a Great Delegator

In our last post, we looked at damage it can cause to working relationships when managers or co-workers are prescriptive.  That is to say, when...

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Delegate to Increase Employee Morale

When you delegate, you demonstrate care and commitment to growth and learning. But, sometimes it’s hard to let go of the rope.

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