Insights

Is Your New Ship On Course? Video length 4 min 45 sec You have spent a great deal of time and money in modernizing your financial system and are not getting anything close to what you expected. You’re not sure…

Prior to consulting, I managed multiple IT projects for the publicly traded company where I was employed. I learned that while it’s possible to manage an IT project internally, there are some challenges. If you’re considering running your own project,…

There is an old, wise saying: “You don’t know what you don’t know.” In this day of instant results, vast amounts of data, and artificial intelligence, there is still no better teacher than experience. For difficult tasks in life, the…

A client (we’ll call her Nancy) came into my office one morning.  She was upset with another manager (we’ll call her Sharon) of a related department.  Nancy complained for 15 minutes about Sharon, explaining how Sharon sabotages Nancy’s efforts to…

Whenever an organization seeks to grow strategically, modernize their systems, or meet growing regulatory requirements, they will undoubtedly encounter projects of all shapes and sizes. Projects are often looked upon as opportunities by leadership, but they also require planning, budgeting,…

When insurers face unique business challenges, proprietary software may be the best, or only, solution. Insurance companies with limited options for complex business models, niche processes, or unique business opportunities seek solutions to build proprietary software. This fifth in our…

General Ledger conversions are a heavy lift for any insurance company, and they come with substantial costs. Your accountants already work long hours before an implementation project doubles their workload. Complex projects face considerable risk of failure during the lengthy…

If your idea of holding people accountable centers on maintaining control of everyone’s deadlines welcome to exhaustion and frustration! In reality, accountability and employee engagement go hand-in-hand. According to a Gallup survey, poor employee engagement manifests itself in: Higher absenteeism Higher…

An effective financial strategy seamlessly embeds accurate and timely accounting within an insurance company’s regulatory compliance structure. An integrated approach requires a foundation designed with this end result in mind. Building an execution model within your organization empowers your team…

With the growing complexities of competitive business models, relying on strategic vendor relationships has become a widespread necessity in almost all industries. Having trusted vendor relationships, particularly in software implementation or software as a service (SaaS), can mean the difference…