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In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
Continue Reading about Rethinking the not so humble file note – Part 1 →
A complaint I often hear from practice principals is the number and manner of notifications they receive from their CRM/workflow management software. It can be frustrating, as it creates a mess of …
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A key tenet of the Kaizen philosophy is that every employee should be engaged in, and is responsible for, process improvement. This stems from the principle that nobody understands a process or …
