The Mystique of a Consultant

A person that always exceeds expectations is always admired, right? Maybe not…when you’re a consultant. A good first impression is key for a strong, lasting relationship. Therefore, it can be tempting to give away a little extra time and effort for a new client, even if it isn’t in the contract and won’t show up…

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Avoiding Groupthink: How a Consultant is a Professional "Frenemy"

Sometimes a project goes just perfectly. People like you and trust you, they laugh at all your jokes, and they accept your ideas. Development is moving ahead on schedule, and, best of all, you genuinely believe you’ve thought through every variable and allowed for every contingency. And then six months later, when the project has…

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Advanced Invoicing

In this webinar you will learn more about: Invoice number increments and prefixes Expense groups and layouts Tips and Tricks for column alignment Use of billing codes Pass-through attachments from Expense Reports

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5 Things You Should Always Document

In 1170, four knights under Henry II murdered Archbishop Thomas Becket in cold blood. Unfortunately, their client didn’t document the order, and Henry pleaded ignorance while the knights were exiled. The lesson here for medieval assassins and modern consultants: “If it’s not written down, it didn’t happen.” Even if you’re used to having trust and…

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"Day One" How to Create a Great First Impression

The first day with a new project or consulting engagement can be nerve racking. It is the time when you are least in your element, not to mention it is also when your new colleagues are scrutinizing you the most. Research suggests that even while their rational minds forgive you for first-day snafus, in their…

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Advanced Form Permissions / Scripting

In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and more

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