Print Page   |   Contact Us   |   Sign In   |   Join
How to avoid the most common (and difficult) mistakes in a software roll out
Tell a Friend About This EventTell a Friend
How to avoid the most common (and difficult) mistakes in a software roll out

How to avoid the most common (and difficult) mistakes in a software roll out

 Export to Your Calendar 8/24/2017
When: August 24, 2017
2:00 ET
Where: United States
Presenter: Sponsored by Trumpet
Contact: Jennifer Litchfield
888-241-6881 Ext. 701

« Go to Upcoming Event List  

 

 

Register

 

Choosing the right software for your RIA is one thing.  Implementing smoothly in your firm without a hitch, now that's a different animal!  

 

RIA technology expert Jo Day, co-founder at Trumpet will cover 3 foolproof steps to avoid frustration, time delays and re-do’s in rolling out software in your firm.

  • How to avoid key mistakes in creating your software roll out plan
  • Gotchas and ah-has - how to customize your software so it *really* works
  • How to train employees to minimize frustration, downtime and guarantee their success

Jo covers these and other pressing questions related to successful software roll outs -  project management, user training, change management, and everything in between.

Association Management Software Powered by YourMembership  ::  Legal