Be Careful What You Pay For

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact Be Careful What You Pay For Hiring a consulting firm can be a textbook good news/bad news situation: The good news is you’ve concluded you need help with whatever it is you’ve concluded you...

How Many Elephants Can You Fit in a Room?

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact How Many Elephants Can You Fit in a Room? In most instances, we only have to ignore one elephant in the room at a time. But when it comes to the conversion or updating of investment systems and...

Headed For a Crash?

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact Headed For a Crash? No one would deliberately drive off a cliff. We get that. But most companies that are headed for a precipice don’t even know they are. In fact, they’re usually...

A Pain in the Back Office

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact A Pain in the Back Office “I’m only a trade away from a problem.” If you’re managing a substantial backroom operation, that statement probably sends shivers down your...

Your Investment Software is not Word®

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact Your Investment Software is not Word® Business users often act as if upgrading their investment system is like getting a new version of Microsoft Word. It’s not. Word doesn’t require a project...

Changing Roles. Changing Rules

Home Services Consulting Bedtime Story Meet the Team Products Blog Contact Changing Roles. Changing Rules. Even with common objectives, IT departments and business users can end up working against each other, resulting in bad feelings between them and dissatisfaction...