Innovation is something incredibly valued and held in a high regard at Glassman Wealth. The ability to adapt and implement new tools and apps into our business has proved invaluable to helping our firm grow. It is essential that we be as efficient as possible, and use the best tools available to streamline processes.
Here is our list of the best operations applications, tools and websites that have expanded and improved our operations across the firm.
It communicates what tasks an employee prioritizes for the day, which can reveal whether or not you both are on the same page for the significance of certain tasks, if they may be waiting on you for work, or if they are working on a task that you might be waiting on. Since there are only 3 goals each day it is an easy commitment and can create a form of secondary communications that assists with team work.
Your company undoubtedly has processes for everything, from onboarding to ordering office supplies. But where are these processes? Are some saved to the server? Sitting in a file drawer? On an employee’s computer? Or just in their head?
SweetProcess allows you to collect these processes in one place, and ensure they detail the exact steps involved and in what order they should be implemented. It also ensures that these processes are accessible and can be duplicated. Should an employee leave the firm, whether it be temporary leave or permanent, you want to make sure you have details on all of the processes they’ve implemented. Not only that but you want to make sure that you follow through with all of the necessary steps with each new process, and don’t let anything slip through the cracks.
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- Barry Glassman Interviewed on Federal News Radio - November 30, 2018
- Is Your Broker Changing Firms? Should You Stay, Or Should You Go? - October 17, 2018
- Glassman Wealth Named Inc. Best Workplace 2018 - May 31, 2018