FinancialForce PSA Tips

3 Tips For Reducing Jargon and Communicating Effectively Our clients look to us for our experience, insights and help with understanding unfamiliar processes, systems and concepts. How often are you asked to explain a term or phrase? When this happens ...

September 2013 Inside Tech Services Written by:  Jodi Cicci “Isn’t there a saying, 'If you build it, they will come'? Whoever coined it definitely was working off of a known customer community!” Customers demand more industry and best-practice knowledge from ...

The ability to present effectively is key to consulting success. If you and members of your team cannot effectively present ideas you may be missing out on opportunities. But at the worst, you’re losing credibility, which ultimately could mean losing ...

People won't remember what you say.  People will remember how you make them feel. Jack Daniel's knows this.  And whiskey was not involved. So, what are we doing writing about a whiskey company in a blog post about consulting skills? ...

As consultants, we are hired as experts in our field. Our expertise may be technical, strategic, or process-oriented.  But no matter what, our clients expect us to know stuff.  Sometimes we pressure ourselves into thinking we should not ask questions ...

I once had the opportunity to spar (that is, "practice fight") with a world-renowned master, champion martial artist.  I had 7 years of martial arts training, but this gentleman was far out of my league.  Luckily, he was very nice ...

Every company or work group has one or two superstars who can get away with ignoring administrative duties and breaking rules. These folks are so consistently brilliant with technology or sales that the manager is forced to tolerate their disrespect ...

Wherever consultants gather...airports, hotels, Starbucks...we often find ourselves sharing detailed, unfiltered stories about our jobs. This is natural human behavior. It's also a really bad idea. Clients have a legitimate expectation that we will be discreet, even with information that ...

Bad news is only bad news when it is too late A consultant friend called not long ago to tell me her client was several weeks late on delivering some critical data. The only problem was, go live was only ...

One of the biggest challenges for every professional is how to know whether you are working on the things that matter most. It's easy to stay busy all day and into the night without accomplishing anything. If you are working ...