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When it comes to technology, there is typically a trade-off between capability and ease of use. Consider the competition between iPhone and Android over the years. iPhone typically leads the way for …
Continue Reading about Choosing your advice tech: Capability vs. Ease of use →
Some things seem really simple, until you go to write them down and map them out in full detail. So, you map out a workflow. How deep do you go? Is ‘Schedule a review meeting’ one task or three? …
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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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