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Fintech Automation Blog

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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