Adi Klevit, an Entrepreneurs’ Organization (EO) member in Portland, Oregon, is the co-founder of Business Success Consulting Group, which helps leaders create and document custom processes and ...

Q. Documenting instructions for my clients and staff is a frustrating process. Using the Windows Snipping Tool, editing each image in Microsoft Paint, and adding it to a Word document is a time sink.

Yet procedures are essential. They maintain control, ensure consistency, enable training of your growing staff, avoid issues with legislative regulators and authorities, demonstrate due diligence and ...

Mandy owned a successful medical acupuncture clinic in southern California. She wanted to scale her business so invested time and money to increase the lead flow of prospective patients to her clinic.

With lessons learned from the pandemic and AI accelerating progress, UK-based merchant banking group Close Brothers is augmenting its RPA by pulling data from unstructured documents to not only enable ...