Three Fires to Fight

Three Fires to Fight

Goals, plans, strategies all those things help us further our path in that direction. More times than not, reality sets in and deadlines pile up, new projects are acquired, and clients still take priority. Before you know it, you’ve got a forest fire with nothing but a water cooler near your desk. While not all “fires” can be planned for, there are a few things you can do to have your work be a little more “flame retardant”.

Using Lists to Characterize Relationships

Using Lists to Characterize Relationships

During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.

Creating a Consistent Client Journey

Creating a Consistent Client Journey

A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.