Learn how to build an automation using three different automation tools.
Sample Implementation RoadmapIdentifying the need for a new technology solution is just the first step, but the idea can be successful only if acted on. Like any large-scale initiative, building a proper project plan is the foundation for long-term success
Firm IT Tools Tech Selection QuestionnaireWhen determining whether to implement a new technology solution, firm leaders could discuss the firm’s current situation, including challenges, opportunities and weaknesses
Prepping for busy season: 4 keys to successThis PCPS Digitally Speaking firm practice management technology article looks at debriefs, automation, technical tune-ups and learning.
IT Governance ChecklistThe proper IT governance structure ensures that your firm continually upgrades its technology and overall performance. Use this checklist to help you improve your current setup and keep you ahead of the curve.