The Mystery of the Missing Documents

Technology, Management Tools, TOPS [ONE]

Does "managing your documents" mean "keeping all of your invoices in a shoe box at the back of your storage room" to you? If it does, you're making your job harder than it needs to be! Don't be the villain in your own sleuthing story when it comes to document management!

Automation and You: Admitting When a Process Isn't Working

Technology, Management Tools, Featured

Every activity you perform in business has a process. Aligning these processes into a workflow is one of the most crucial steps in automating your business. What is also important is knowing exactly how a workflow really helps your business.

Automation and You: Implementing Workflows

Technology, Management Tools, Featured

Every activity you perform in business has a process. Aligning these processes into a workflow is one of the most crucial steps in automating your business.

Automation and You: The Benefits of Process Mapping

Technology, Management Tools, Featured

Every activity you perform in business has a process. From how you prepare for a meeting, to what to do when a homeowner calls in, they are all processes. Mapping out all of your processes is the first step in implementing automation.

Best Practices for Tracking Custom Data for Community Associations

Technology, Management Tools, Featured

Tracking custom fields consolidates your info, and prevents errors due to outdated or inaccessible data. Custom fields help workflows by making it easier for you to evaluate, categorize, report on and customize communications. Learn how to plan and set up custom fields in association management.