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Fintech Automation Blog

Form Builders forms software review Apr 28, 2021

by Mark Anthony Figueroa

 

Introduction

 

Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building...

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The Well-Rested Perk work-life balance Apr 14, 2021

by Mark Anthony Figueroa

 

Introduction

 

In our previous post, we talked about schedulers. We mentioned why they are useful. We linked scheduler application types. We also went through setting up Calendly (at a very high level). In this post we are going to talk about the best...

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Scheduler Applications scheduling software review Apr 01, 2021

by Mark Anthony Figueroa

 

Introduction

 
In our previous posts, we discussed processes, workflows, process and task manager applications, and shamelessly plugged Process Street. We also took a stroll through the tulips and discussed work life balance. During this post, we will briefly...
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Balancing Work & Life work-life balance Mar 25, 2021

by Mark Anthony Figueroa

 

Introduction

 
"Perfectly balanced. As all things should be." - Thanos
 
In our previous posts, we discussed processes, workflows, process and task manager applications, and shamelessly plugged in Process Street. During this post, we will cover some...
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Process Management Tools and Applications process software review workflows Mar 18, 2021

by Mark Anthony Figueroa

 

Introduction

 

In our previous post, we donned our artist hats and sketched out our workflows. What’s next?

Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in...

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Process Management and Workflows 101 process workflows Mar 11, 2021

By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC

 

Introduction

 

In our previous post, we provided a very high level overview of processes and workflows, while touching on how they fit into the automation process. In this post, Brooklyn H....

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Processes and Workflows process workflows Mar 05, 2021

by Mark Anthony Figueroa

 

Introduction

 

Welcome to the Sphynx automation blog post series. As mentioned in our first post, we will cover small business automation tools, tips and tricks using simple web-based applications. Whether you’ve heard of automation before or have just...

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Sphynx Blog - Introduction Feb 25, 2021
 

Welcome

 

Having the right tools at our disposal can make our lives much simpler. History provides us with years of evidence: pockets, satchels and bags were the beginning of hands-free material transport; the printing press was a revolution in...

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