Software

Should we install contact or document management first?

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I get this question frequently. It sounds something like, “we want to deploy both a contact management system and a document management system – which one should we do first?”  

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Software as a service (SaaS)

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I had several folks submit questions via the Nov 13th webinar I performed at this site wanting to know my opinion on SaaS.  While web-based contact management is fine, I’m not a huge fan of it for document management – see my thoughts below. I like to serve out documents securely via the web to others who need access to files (e.g., clients, satellite offices, remote users), and there is a variety of ways to achieve this including a SaaS model. Bottom line, decision making should be based on the goals of the individual firm to find the best suited technology match.   My feelin

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Windows 7 and Your Practice

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This past August, I had been conducting testing and research for a practice on the use of Windows 7. It was timely, as Investment News at the time had also covered the forthcoming new operating system (OS) from Microsoft. I had been using Windows 7 for about 30 days on my own evaluation PC when I commenced the testing in August - and have continued its use through the public release almost two weeks ago. I have been pleasantly surprised - which could be considered significant since all of my primary machines are Macs. It has always been a practice of mine to maintain a Windows-based PC a

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Install Critical Updates for Adobe Products

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If you use Adobe products in your firm, namely the Acrobat and free Reader applications, I recommend you install the latest updates from Adobe released on Thursday. In addition to Acrobat and Reader, vulnerabilities have been identified in Adobe Flash Player.   From Adobe's website:

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Save Time & Money: Free Long Distance Calls to Businesses

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Nearly all wealth management firms are experiencing declining revenues and increasing operating costs, compressing profit margins in all areas. Here is one simple solution to save time and money on a ubiquitous entry in a firm's operating expenses: long distance phone calls.   Google has a free 411 service, GOOG-411, that allows users to call nearly any business nationwide and connect for free.

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