Accelerating digital innovation in wealth management

Thought bubble with a lightbulb inside on a blackboard

The recent publication of the Future Focus report by financial software business, TrustQuay, highlights a number of areas where the trust and corporate services industry needs to innovate. In this article I will look into this report in more detail and comment on their findings. (A summary of the report can be found in my […]

Tips for Successful Process Improvement

5 Steps to Automation I’ve recently had the opportunity to speak at a series of workshops with one of my technology partners, MBS Business Solutions.  The subject of the workshops was “How to accelerate your digital transformation”.  My partners at MBS demonstrated the latest integrations of the Laserfiche ECM product suite with electronic forms, workflow […]

3 Ways to Accelerate Your Digital Transformation

Digital transformation is the latest term for the application of technology in your business. Usually this relates to improving the customer experience and/or driving down operating costs by automating processes and commoditising  products and services. Every type of business uses technology differently, but there are some core tools that can be applied effectively in almost […]

Event: Digital Transformation Accelerated

Supported by Solitaire Consulting, MBS are hosting Laserfiche workshops in the Channel Islands where you’ll see how this Document and Business Process Management platform can accelerate your organisation’s Digital Transformation through: streamlining of laborious processes using Workflow and Forms; simple yet powerful integration using the Laserfiche Connector; and closing the digital loop by incorporating Digital Signatures […]

Time. How do you Manage Yours?

Stopwatch with words time for a rethink

Whether you are a manager, business leader, self-employed or even retired, time is undoubtedly your most precious resource.  None of us know how much we are going to have, but on a day to day basis, time is the one thing we all have exactly the same amount of; some of us just choose to […]

Document management & workflow

Before reading any further, please consider the two questions below: Do you use, or considering to use, an electronic document or content management system (often known as EDM, DMS or ECM)? Do you use, or considering to use, any form of workflow or business process management (BPM) software? If you have answered ‘No’ to both questions then […]

What Could you do with a 40% Increase in Efficiency?

Arrows in the middle of a target

Solitaire Consulting is delighted to have been asked, once again, by Manx Business Solutions to speak at one of their technology seminars.  This time the event is being held at the Sefton Hotel, in the Isle of Man on Thursday 19th March 2015. Following their recent award for technology solutions that enabled clients achieve a 40% increase in […]

Fix the Root Cause not the Symptoms!

I spend a lot of my time in a wide range of businesses helping them to identify and implement measures to improve performance.  These types of assignment generally start with a review of the current state of affairs (the ‘as-is’ situation).  Whether I am working with operational processes, technology, organisational structure or governance, a consistent theme is that the […]

Case Study: Law Firm Preparing for High Growth

Photo of a set of scales and a gavel

The Client A law firm specialising in intellectual property within emerging markets.  They have a global client base of high profile bluechip companies.  The firm has approximately 400 staff with offices throughout Africa. The Problem Following some changes within the Senior Management Team, including the appointment of a new Managing Director and Chief Operating Officer, […]

Effective Use of Technology Seminar 2014

Last week I presented at two business seminars in the Channel Islands, hosted by MBS Business Solutions.  The focus of the presentations was on how technology, in particular Document Management, can help solve the key problems being faced by businesses in 2014.  A copy of my presentation is available for download, by clicking the link […]