Some of the operations examples Chambers highlighted as ideal applications for Workflow software across industry include the release of new recipes or formulas to the production floor, approving the ...

Workflows exist in every business — including accounting firms. Some are tremendously complex and intertwined, while others are simple and direct. For most firms and their clients, there are workflows ...

New software offers more than just a calendar and a to-do list. Clearly, one of the hottest topics among financial advisors this year appears to be workflow-and how to get a handle on it.

Automation can make many business processes faster and simpler, but implementing it is a detailed process with essential steps that shouldn’t be skipped. In addition to carefully reviewing the ...