Had a lot of fun speaking at the recent financeSHOWCASE in Manchester and I’m glad the attendees thought the seminar of value. I was awarded ‘Speaker of the Day’ by their votes. This is a the presentation I delivered – https://spectrumdigital.tech/automating-finance-robots-in-reconciliation/.
I’ve recently been reading Atomic Habits by James Clear and have started implementing some of his suggestions straight away. Two concepts that resonate particularly well with me are habit stacking and implementation intentions. I’ve always leaned towards being a morning person, and I’ve come to realise how crucial those early hours are to my productivity… Read More »Building Habits: Stacking Success in the Morning
Yesterday I delivered the first of my seminars at the financeSHOWCASE in Birmingham titled ‘Automating Finance: Robots in Reconciliation’. You can move through the presentation above using the arrow keys on your keyboard.
Automating data extraction for incoming sales orders presents a significant challenge, particularly when dealing with orders received via email in natural language. While various automation methods exist for structured and semi-structured order formats, such as electronic data interchange, web portal integration, and intelligent document processing, handling unstructured natural language has historically posed difficulties. However, with… Read More »Unlocking Efficiency: Leveraging Large Language Models for Automated Sales Order Processing
In the field of first line support, troubleshooting skills are paramount to efficiency. It’s often frustrating to encounter statements like “I need help with this ticket” or “It’s not working”, which lack specifics about the nature of the issue or any troubleshooting already undertaken. To be effective, first line support should encompass: Instilling these analytical… Read More »Troubleshooting Skills: The Backbone of Efficient First Line Support
I was recently tasked with documenting the functions and features required for a new low-code workflow tool. This tool is intended to complement our existing toolset and duplicate some of its functionalities. My objective was to arrange the functions and features in a grid-like layout, categorising them based on frequency of need, importance, and whether… Read More »AI-Assisted Innovation: Streamlining Documentation of Low-Code Workflow Tools
Navigating the landscape of complex solutions presents an often daunting challenge for potential customers who seek to make direct comparisons between different offerings. How do you assist them in making an equitable evaluation? Recently, I’ve been dedicating time to competitive analyses, comparing our toolset with alternative options in the market. While I don’t have direct… Read More »Comparing Like with Like: Navigating Complex Solution Assessments
I’ve been notably absent from social media recently, owing to a shift in focus towards other pressing matters. The past month has been particularly demanding as we’ve rolled out new projects and concentrated on enhancing the efficacy of our existing solutions. A significant area of improvement has been in the realm of ‘Capture Automation Metrics’.… Read More »Elevating Automation: A Deep Dive into Capture Metrics and Proactive Solutions
I’ve been contemplating the idea of drawing inspiration from “Better Call Saul!” for a potential light-hearted marketing campaign. Is it amusing to juxtapose ‘sales’ with Saul’s somewhat cheesy and questionable lawyer persona from “Breaking Bad.”? I decided I wanted to recreate both the advertisement Saul produced and its accompanying billboard. While I’m confident in designing… Read More »Better Sell Saul: A Playful Twist on Advertising
When a customer submits a support ticket that requires escalation to 2nd or 3rd line support, I view it as an educational opportunity for our 1st line support team. This experience may equip them to handle similar issues independently in the future. However, there’s a balancing act here. We must ensure that the ticket isn’t… Read More »Striking the Balance: Customer Service Today and Building Skills for Tomorrow