Category: SaaS Project Management

Addressing the Challenges of Managing Remote Employees with Superior Task, Workflow, and Project Management Tools

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Every manager today knows the challenges of managing remote employees. That means they also now know that remote-working environments can be highly productive and remarkably cohesive as long as companies develop processes that support remote employees. That’s why financial asset management firms are now establishing remote work procedures that support their businesses. 

Remote working is not simply doing work at home. It is a way of increasing productivity in ways that benefit both employees and management. These benefits are why many firms have experienced success with flexible scheduling including, alternating time in the home and office, shorter or longer daily hours, as well as working remotely full-time offsite.  

For management staff, work creation and deadline stress go down, since work is still done regardless of the location of employees. Remote working helps employees manage their work/life balance – improving job satisfaction.  

It’s not perfect. The challenges of managing remote employees are many. Managers, for example, often worry that they might not have sufficient interaction with employees to make sure their teams are working efficiently on the firm’s priorities. Conversely, many employees worry that remote working may have an impact on their career path. They might feel they’re not receiving all the information they need to succeed, nor given direction when they need it.  

Many great tools like Asana, Jira, Monday, Trello, and others can help companies manage their businesses. The cloud-based, workflow management platform OpsCheck is designed specifically for financial firms and fund administrators, however. Whether they’re reporting, reconciling, calculating NAV, assessing risk, and other responsibilities, remote employees at financial firms using OpsCheck can enjoy as much contact with coworkers and managers as they need and vice versa. 

This communication bolsters engagement, maintaining productivity. Study after study has shown that engaged financial employees are simply more productive. The keys to achieving that engagement among remote workers in financial firms include clear task workflows, checking in regularly, and ensuring that employees are considered valuable regardless of their work environment location. 

Managing Remote Employees 

Here are some tips for managing remote employees at financial firms and fund administrators. For management staff, keeping in contact with remote employees can be a challenge. In normal office environments, people communicate through meetings but a lot of significant work happens through casual encounters throughout the day. For remote workers, new habits need formulating, such as regular check-ins via email, group chat applications, and phone calls. 

Technology has become a crucial piece of the remote-working puzzle. It’s the best way to manage remote employees. Online video chat, shared documents, and mobile social apps are becoming more of the norm. The technological needs of serious financial firms and fund administrators, however, demand the sophistication of a centralized platform. A task, workflow, and project management platform connects staff across all departments, from office to office, across the globe. 

As an operations management and task-tracking platform, OpsCheck delivers the ideal task, project, and workflow management tool that solves the problem of how to effectively manage remote employees in finance and fund administration. Financial firms use OpsCheck’s automated processes and operations tools to help remote employees accomplish these financial tasks quickly and efficiently:  

  • Regular reporting on a daily, weekly, monthly, quarterly, and annual basis 
  • Reconciliations and treasury reviews and calculations 
  • Monthly or quarterly NAV and performance measurement calculations 
  • The compliance calendar for regulators, trustees, and governance 
  • Counterparty risk, operational risk, and credit officer reviews 
  • Automated document archiving 
  • Manage all personal or group projects 

    Onboarding Remote Employees  

    Managing workers started with onboarding them. Among the most important tips for onboarding remote employees is a platform that is flexible so that financial firms, fund administrators, and other users can tailor their needs to how they work in changing conditions. Any platform that doesn’t easily adapt has no place in the modern business environment and will fail at onboarding for remote employees. 

    OpsCheck’s three tool functions are core to this flexibility that cultivate best practices for onboarding remote employees in finance: Tasks, Workflow, and Notes. 

    Tasks 

    The Tasks tool enables users to organize responsibilities in a clear, searchable framework accessible to all that is perfect for onboarding financial firms’ remote employees. Whether a task is a one-time audit or client call, a repeatable or frequent job like reporting, NAV and performance measurements, or ad hoc, like a board presentation, the tasks tool can organize the work within a clear, easy-to-use interface that explains all policies, procedures, goals, and other aspects of the workplace. 

    In addition to task tracking, the Workflow tool serves as a powerhouse of collaboration within the platform, a vital function as remote employees join a team. At its core, Workflow gathers Tasks into a seamless timeline of work for team players to see where they fit into the overall process for these on-demand events. 

    Notes provide task tracking for a versatile array of ad-hoc working needs of remote financial professionals and fund administrators, from the standard to-do lists to reminders and automated alerts. Users can make their task tracking private. 

    Training Remote Employees 

    Onboarding and managing remote employees’ training at financial firms are distinct functions. OpsCheck easily provides learning materials, knowledge bases, and tutorials as well as reminders and schedules for training and managing remote employees. 

    Within the Task function, users can develop and categorize tasks by type, date, user, and manager – a calendar for meetings and deliverables between compliance officers, regulators, and trustees, for example. They can log due dates and times and the automated notification system will ensure that no task gets overlooked or forgotten in a training session. Everyone involved in the chain can have access through highly adaptable permissions granted on a need-to-know basis, too. 

    With Workflow, any event that requires multiple steps by various people, regardless of department, improves. By building out workflows, managers can track the flow for efficiency, timeliness, and completion, developing standards that can then be used in training. 

    In Notes, training goals and individual responsibilities that users prefer to maintain in a more detailed or personalized way can be categorized and dated with automated reminders in one unified dashboard. 

    Best Software for Managing Remote Employees 

    OpsCheck is the best software to manage remote employees in the financial sector. Its time-tracking software for remote employees builds on the Task, Workflow, and Note functions to create the ideal virtual workspace. 

    While individual departments can build their Tasks and assign them categories, the Workflow tool can pull together these Tasks across departments, easily maintaining AML/KYC compliance, for example. The completion of a Task in one department, for instance, can sequence in Workflow to the next Task function in a different department. 

    Using these tools to manage remote employees, users and executors of specific job functions can be identified so that everyone understands who is responsible and whom they can contact for clarification for their information needs, task completion expectations and time-frames to complete jobs. Examples of Workflows that consist of regular, automated Tasks that provide tools for managing remote employees include:

    • Onboarding / Off-boarding new clients, employees, investors, or vendors 
    • Due diligence evaluations 
    • New business launch timelines and the parties and steps involved 
    • Re-balance funds or portfolios 
    • Evaluate new investments, portfolio companies, and side pockets 
    • Capital calls 
    • New subscriptions, redemptions, AML / KYC, and client suitability

    The Notes function, furthermore, is ideal for: 

    • Responding to client calls or emails 
    • Finishing and distributing internal reports 
    • Maintaining training materials and knowledge bases 
    • Reminders to respond to senior management inquiries 
    • Prepare for client/investor due-diligence meetings 
    • Greatly improve team efficiency and accountability 
    • Complete presentation for board, clients, or regulators 
    • Approve or sign off on internal requests

    Now is the time to develop remote working procedures to meet the challenges of managing remote employees. 

    Financial firms and their operations teams need an immediate response to the demands of the remote workplace, including the challenges of managing remote employees. Flexible operations platforms like OpsCheck are the answer. 

    Remote workers need to stay in the loop of the greater office community, managers need immediate access to monitor ongoing workflows, and clients want to have confidence that business continuity issues are being met. 

    With OpsCheck, you can meet these needs with fast implementation and robust support to overcome the challenges of managing remote employees and continue to excel with the best business practices.

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    See how OpsCheck can upgrade
    your Business Operations

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    How to Build a Good Deal Flow Management Process

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    Hunter Walker, a partner at Homebrew Venture Capital (VC) is often quoted saying “you lose 100% of the deals you don’t see”.

    As a venture capitalist, if your deal flow process is poorly managed, you’re likely missing out on a lot of suitable investment opportunities, and this statement by Walker should jolt you to improve on your VC deal flow process.

    A smooth-running venture capital deal flow process will give you more exposure, which could lead to better utilization of your funds, reduced operational costs, and more profits from your investments.

    But how do you make your VC deal flow management process efficient?

    Read on and I’ll share with you how to improve your venture capital deal flow process. First, however, let’s define what deal flow is.

    What is Deal Flow and Why is it Important?

    Venture capitalists, investment bankers, and angel investors define deal flow as the rate at which they receive investment pitches and business proposals.

    Proper deal flow is crucial as it makes a VC aware of all the investment opportunities that need to be on their radar. It also helps weed out the bogus investment opportunities from the many funding requests received and quickly convert the interesting opportunities before a competitor does so.

    Most successful VCs are bombarded with hundreds of emails and calls from companies looking to be funded each year. These funding requests often reach them through:

    • Companies or entrepreneurs the VC has funded in the past.
    • Other VCs that want to syndicate a deal.
    • Their network of attorneys, accountants, investment bankers, or other professionals involved in business funding.
    • Finders. These are individuals who look for the best businesses to invest in and in return expect to be paid a fee.
    • Some VCs may also accept investment pitches from companies whose owners are not referred to them. Unreferred pitches, however, rarely get funding.

    While a VC can receive lots of requests for funding, most of the requests are ignored.

    While being interviewed at Stanford Graduate Business School, Marc Andreessen, a founding partner of Venture Capital firm Andreessen Horowitz said “Each year approximately 4,000 startups are seeking to raise venture capital funding. From an aggregate perspective, the top VCs fund approximately 200 startups per year, which is about 5%”

    Vetting all the business proposals and investment pitches to pick the most viable can be challenging if you don’t have the right processes in place. OpsCheck offers a deal flow management tool that allows VCs to quickly vet and narrow down to the best possible investment opportunities for them.

    A VC’s deal flow is considered efficient if it creates enough revenue-generating opportunities for the firm to keep it functioning at its peak.

    Understanding the VC Deal Flow Management Process

    How you manage VC deal flow can determine whether you succeed or fail.

    To create an efficient deal flow process that increases and maintains your overall investment opportunities, do the following.

    • Network

    Like any other business, VCs have to network to get a quality deal flow and learn the latest happenings in their industry.

    Venture capitalist meetups, company launch parties, investor meetings, startup events, conferences, etc. are the right places to go build your network of people who can help create and maintain your deal flow.

    Social media platforms like Twitter are also a good place to interact with others in the VC industry and build a network that can help you know the best places to invest.

    You could also use startup aggregators such as AngelList and SeedInvest to identify companies you would like to work with, then reach out to them to network and begin working on potential deals.

    • Have an Inbound Marketing Engine

    This is one of the best ways to improve VC deal flow. Inbound marketing involves keeping an active profile online. You can do this by creating interesting blog and social media content.

    The content you put out should easily explain and answer any question anyone looking to work with a VC would have. Over time, that content will drive visitors to your website and social platforms who you can convert to potential leads.

    • Use Deal Flow Management Tools

    From your networking and inbound marketing efforts, you should be able to build your VC brand. This will get you more business proposals and investment pitches, which will maintain a sufficient VC deal flow for you.

    However, your exposure to increased investment opportunities could create an unexpected problem.

    If you use Excel, PowerPoint, or other old ways to manage your deal flow, getting the data you need to make the best investment decisions could be extremely complex.

    The difficulty in getting the right information will slow your decision process, something that can give other VCs a chance to make a deal with a company before you do.

    That’s why you should use a VC deal management tool like OpsCheck to efficiently manage your deal flow.

    With OpsCheck, you can organize the investment pitches you get according to industry, compile valuable data on a company, track all operations and maintain oversight across your VC fund, effectively communicate with your VC team and partners, and create powerful visual reports that will move deals forward.

    These and other things that OpsCheck lets you do will ensure you have more concise deal flow information that will make it easier for you to make better-informed decisions about the investment pitches you receive.

    To learn more about how OpsCheck can help improve your VC deal flow process, get in touch with us today at 732-221-9625 or email contact@opscheck.com.

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    How to Get Better Control of Your Asset Management

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    As the Covid-19 crisis continues, maintaining operational control and oversight has become more critical than ever for asset management firms. With staff spread over multiple locations or working remotely, there must be a heightened sensitivity to cybersecurity to enable firms to project trust and stability in these trying times.

    Operations, cover a wide range of concerns for risk control in financial transactions. Funding sources, third-party vendor services, custodial services and others flow through operations. Security, quality control, compliance, and risk management demand strict oversight, but are only as good as the operations process and the systems that support it.

     

    Organizational Structure

    In our new normal, a workflow management platform has become mandatory in order to maintain the integrity of a company’s operations. In the recent past, asset management firms operated mostly within a flat organization structure.

    Today, they must rely on greater inter-dependency amongst staff that can no longer work face-to-face. A workflow, project management and oversight platform can pull together the individual responsibilities of employees so that collaboration and oversight can be handled from one system.

    Individual ownership of roles has always been a primary factor in maintaining success in a firm. Ownership motivates staff to take personal responsibility for the success of their roles and how they contribute to the success of the organization.

    This ownership thrives in an office environment – and will continue to do so – but now must be elevated so that remote workers are aware of exactly who has key responsibilities and what those responsibilities are. Having a shared workflow environment is the best step in that direction.

     

    Maintaining Checks and Balances Are More Crucial Than Ever

    While individual ownership of responsibilities remains ideal, the need for checks and balances within the chain of command are paramount. Through each step of the operations control process, reporting rises to higher level management with less detail.

    In light of this, the need for easy review of red flags and concerns must be available through a workflow management system, particularly a cloud-based system that can be accessed from anywhere.

     

    Compliance

    Compliance needs to take center stage in all operations. Since even a small error can lead to legal and regulatory issues, an oversight system that tracks errors and responds in real-time with notifications to responsible parties should be put in place. Coordination between the operations department and compliance must result in a keen awareness of failures and potential failures to remediate inadvertent losses.

    A necessary step is to ensure that firms publish their compliance procedures on an accessible system that key parties can access when needed. The integrity of these systems can be managed through strict permission access control that can be established within the workflow system itself and modified as necessary.

     

    Reporting Needs and Process Will Increase with Additional Rigor

    Reporting performance, the handling of operational risk, supervision of compliance, and client servicing should be reviewed with an eye toward increased awareness for stakeholders.

    As an administrative function, client touch points, report generation and distribution can be deliverable through more automated processes. Establishing this layer of automation also lends itself to scalability within the reporting environment as new clients and new client needs come on board.

     

    Metrics Help Maintain Consistency and Afford Improvement Opportunities

    Monitoring operation statistics, especially as firms move into newer, more virtual experiences, should deliver metrics that provide meaningful information. Measurable key performance indicators (KPIs) can clarify whether perceived operational performance matches with the reality.

    Controllers have a tendency to focus on discrete root-cause analysis for loss events without considering the issues presented by operational process flaws. Metrics can help break through this narrow view by making objective data a primary resource. Workflow platforms can be designed to pull measurement data from other software products within the firm and produce meaningful data reports on successes and failures.

     

    Increase Client Contact to Keep Trust and Confidence High

    At the end of the day, an asset management rises and falls on client satisfaction as much as performance. With today’s anxious environment causing whipsaw market volatility, clients want assurance their asset managers are on top of the issues.

    Establishing new and more frequent reporting and data accessibility can go a long way to maintaining trust. Again, many of these tasks can occur through automated reporting, regular – even frequent – news notices, and more internal support for clients to access their data on their own.

     

    New Challenges Demand New Solutions

    As the political and financial landscapes continue to evolve during the pandemic, firms must rise to the occasion with ideas on how to get better control on asset management. An operational and compliance workflow tool presents itself as an ideal solution.

    The right solution will improve workflow across multiple locations, among a multitude of staff in remote environments, and with features and benefits that can be uniquely tailored to individual company needs and demands. Collaboration is more important now than ever before, and a workflow management platform will meet that need in the best way possible.

     

    OpsCheck is the premier Operations Platform built for the financial community by financial operations experts to fulfill all these needs. It is an Operations/Compliance Control and Oversight application that combines proven advancements in task, project, and workflow management in a single tool. OpsCheck is cloud based, offers full transparency and will transform your organization.

     

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    See how OpsCheck can upgrade
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    How to Improve Your Online Consultancy Business

    [et_pb_section fb_built=”1″ module_class=”mid-width” _builder_version=”4.9.3″ custom_padding=”10px|2px|65px|0″ hover_enabled=”0″ sticky_enabled=”0″][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”3.25″ custom_padding_tablet=”” custom_padding_phone=””][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_social_media_follow url_new_window=”off” disabled_on=”off|off|off” module_class=”share-soc” _builder_version=”3.0.106″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/” _builder_version=”3.0.106″ custom_css_main_element=”display: none;” follow_button=”off” url_new_window=”off”]Facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/opscheck/” _builder_version=”3.0.106″ follow_button=”off” url_new_window=”off”]LinkedIn[/et_pb_social_media_follow_network][/et_pb_social_media_follow][et_pb_text _builder_version=”4.9.3″ text_font=”Roboto Condensed||||||||” text_font_size=”18px” text_letter_spacing=”0.4px” text_line_height=”1.8em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||60px|”]

    Consultant businesses providing quality, consistent advice and services need workflow management tools to support their business models. Modern workflow platforms have the versatility to provide a broad framework that can be tailored to specific business needs. With business processes that demand information from a variety of resources, the right system allows data accessibility and security for employees to get their job done without roadblocks on their path to success.

    How do Workflow Management Tools Work?

    For any kind of consulting business – small or large – regardless of the specialty field, client support follows along a particular path. From onboarding to information sharing and delivery, through to collaboration and assessment. Each client, of course, might have a different emphasis of services, but all need the same attentive advice a consultant offers.

    Workflow is simply the series of steps necessary to perform a main task. For instance, one can produce, gather, and analyze data, then report findings in order to produce a client report. Each sub-task supports the ultimate task of delivering the report. There are software platforms that are workflow management tools designed to track and deliver all these elements in one place.

    A workflow management platform, however, takes the idea of a task checklist and expands it into a collaboration process. You can share data more easily, automate reminders and notifications, and run reports from one program using multiple resources.

     

    What Workflow Management Tools Solve for Consultants?

    Consultancy businesses need to establish and maintain their reputations by providing solid guidance in a consistent manner for all of its clients. With a single tool to monitor and execute your services, you can ensure that you are creating the same high-level service for all your clients in the same manner.

    Shifting routine tasks, like data collection or report generation, into automation frees you and your staff to focus on more critical needs – the actual service you provide. A workflow management system is designed to produce more work, in less time, with few errors.

     

    Beware of Ad-hoc Solutions

    One mistake consultancy firms often make is to react to the need for another system or process on an ad-hoc basis. An issue arises, and a new software presents itself to solve the issue.

    Often these single task-oriented solutions are implemented without a clear plan on how to integrate them with existing systems or how it will handle increased use. What starts as a time-saver eventually becomes a new problem.

    A workflow management approach can help enforce a big picture framework mindset when looking at solutions, integration, and scalability, especially when adding new elements to your process.

    As a consultant, you can still add new software solutions to your process and allow access to key workers without sacrificing security. Individual workers and clients can access the precise information they need, when they need, with tailored permissions access without needing constant approvals for each task.

    Staff communication – or even personal reminders for individuals – are improved dramatically through the notifications system that reminds you what tasks are in process, who is responsible for them, and when you can expect their completion for your own use.

     

    The Tech Approach

    Modern workflow management tools provide many ways to improve an online consultancy business. The best systems should boast a wealth of features, flexibility, and scalability.

    A robust task and workflow management solution adapts well for small scale operations looking to grow. Ideally, the same system will also work for global firms seeking more efficiencies and collaboration with their many departments and diverse locations.

    Cloud-based platforms are an ideal solution for this new approach to business and its management by being accessible from virtually any location – including workers’ remote environments.

    With the shift to remote work, both among co-workers and between consultants and clients, having an integrated, accessible workflow management tool in place will maintain the integrity of your business while providing the quality of service that you are known for.

     

    The Ultimate Solution for Finance Professionals

    Imagine a premier operations platform built for the financial community by financial operations experts to greatly mitigate operational risk. Unlike other systems, this Operations/Compliance Control and Oversight application combines proven advancements in task, project, and workflow management in a single tool.

    Add cloud-based functionality and full transparency when working in the office or remotely. Expect enhanced team communication, better coordination and an environment that promotes a culture of accountability and operational excellence.

    Welcome to the world of OpsCheck. A modern alternative for managing business operations; no more spreadsheets, emails or Outlook necessary. It’s easy to get started, easy to operate and is cost effective. Join the many reputable firms around the globe that have already discovered the benefits of OpsCheck.

     

    [/et_pb_text][et_pb_social_media_follow url_new_window=”off” module_class=”share-soc” _builder_version=”3.0.106″][et_pb_social_media_follow_network social_network=”facebook” _builder_version=”3.0.106″ custom_css_main_element=”display: none;” follow_button=”off” url_new_window=”off”]Facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” _builder_version=”3.0.106″ follow_button=”off” url_new_window=”off”]LinkedIn[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” module_class=”bottom-banner” _builder_version=”3.22″ background_color_gradient_direction=”168deg” background_image=”https://opscheck.com/wp-content/uploads/2020/02/base.png” background_position=”center_left” custom_padding=”55px||55px|” custom_padding_tablet=”68px||68px|” custom_padding_phone=””][et_pb_row custom_padding_last_edited=”on|desktop” _builder_version=”3.25″ custom_padding=”0px||20px|” custom_padding_tablet=”0px||15px|” custom_padding_phone=””][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font_size=”18px” text_letter_spacing=”0.4px” header_text_align=”center” header_text_color=”#ffffff” header_font_size=”32px” header_2_font=”Catamaran||||||||” header_2_font_size=”38px” header_2_letter_spacing=”1.2px” header_2_line_height=”1.1em” text_orientation=”center” background_layout=”dark” header_2_font_size_tablet=”28px” header_2_font_size_phone=”” header_2_font_size_last_edited=”on|desktop” header_2_letter_spacing_tablet=”0.9px” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|tablet” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|tablet”]

    See how OpsCheck can upgrade
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    Maintain Regular Workflows When Working Remotely

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    As we continue to adjust to self-isolating and reduced in-person work environments, many firms are exploring new ways of maintaining regular workflows while working remotely.

    Financial organizations, in particular, do not have the ability to simply close shop for weeks at a time until this crisis passes. These firms perform a key function in the world’s economy that must continue, and the roles of all staff need dependable resources to accomplish their jobs while working remotely.

    OpsCheck serves as an operations and compliance platform that addresses the needs of every department within any asset management or financial services firm. With its versatile task, project, and workflow tools, companies can create an environment that is as granular as deemed necessary. Within that framework, individuals can tailor their own workflows even more.

     

     

    OpsCheck Provides Fast Implementation for Remote Working

    Initial implementation of OpsCheck can be accomplished in mere hours – it’s that user-friendly. Still, its built-in, high-level security protocols will protect confidential information as robustly as any other in-house application. Executive management and department heads can dictate the permissions and access rules for every individual to ensure the right people are accessing the right data.

    Managers and supervisors can build-out the necessary areas of responsibility at their own pace without the need to fully transition of the entire firm all at once. For many companies, the operations and investment teams need first priority, which is understandable.

    These team have particular daily – even hourly – task-tracking needs that demand constant attention. By pulling workflows into a single platform accessible to all employees along the investment chain, everyone can track task performance.

    To further elaborate, these are tasks such as execution orders, confirmations, reconciliations, compliance checks, and risk control. The appropriate users in the required chain of events are notified when a task has been performed, a successful execution has occurred, risk controls have been followed, or a compliance issue has been resolved.

    Once OpsCheck is set up, staff can work remotely by logging into the application from anywhere. Access is completely secure for everyone. Staff dedicated to continuous implementation of OpsCheck into their firm’s departments can even continue to do so from remote locations as well.

     

     

    Keep Documentation Flowing for Remote Work

    Beyond the operations and investment teams, other departments often rely on archival
    documentation when executing their responsibilities. Client service, sales and marketing, for example, often need to access reports, presentations, and white papers as they continue to service clients and potential new accounts.

    OpsCheck’s functionality allows for uploading archival files. Due to client’s ongoing desire for information, firms can also create personal, secure client access to account information for up-to-date notifications that does not expose inhouse proprietary information.

    With minimal training, each department can design its own dashboard interface that will facilitate its specific needs, including integrating with other departments as necessary.

     

     

    Embrace the Cloud for Remote Working

    OpsCheck, of course, is cloud-based, meaning its software is hosted in a central, secure location and can be accessed from literally anywhere via an internet connection. By sourcing data in the cloud, firms can easily allow and tailor access for specific users.

    Users may be inhouse, across floors in a building, and – crucially – in locations as distant as employee’s homes and even international offices across the globe. With this high level of accessibility, companies will find they can be nimble and responsive to any business continuity issues with immediate reaction time.

    Remote working has been gaining more acceptance. As more firms deploy strategies that include at-home working environments, they will discover the value of the increased productivity that studies have shown can be realized by offering employees this level of flexibility. Whether used in-house or remotely, OpsCheck is the ideal solution to improving teamwork, collaboration, and operational confidence for management, staff, and clients.

     

     

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    See how OpsCheck can upgrade
    your Business Operations

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row custom_padding_last_edited=”on|desktop” module_class=”banner-cta bn-btns” _builder_version=”3.25″ custom_padding=”||0px|” custom_padding_tablet=”” custom_padding_phone=””][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_button button_url=”#contact” button_text=”Try for free” module_class=”inline-btn try-for-free-modal” _builder_version=”3.16″ custom_button=”on” button_text_size=”21px” button_bg_color=”rgba(47,47,63,0.93)” button_border_color=”#00e8d8″ button_icon=”%%20%%” background_layout=”dark” custom_margin=”|||” custom_padding=”|50px||50px” custom_css_main_element=”display: inline-block;” button_bg_color_hover=”#565656″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#565656″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_button][et_pb_button button_url=”#contact” button_text=”Book a Demo” module_class=”inline-btn book-a-demo-modal” _builder_version=”3.16″ custom_button=”on” button_text_size=”21px” button_text_color=”#ffffff” button_bg_color=”#03bbce” button_border_color=”#ffffff” button_icon=”%%20%%” background_layout=”dark” custom_margin=”|||” custom_padding=”|50px||50px” custom_css_main_element=”display: inline-block;” button_bg_color_hover=”#565656″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#565656″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]

    Finance Firms Need to Skip Spreadsheets

    [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|” _builder_version=”3.22″ custom_padding=”0px||2.5%|” custom_padding_tablet=”” custom_padding_phone=””][et_pb_row _builder_version=”3.25″ module_alignment=”center”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”Image” _builder_version=”4.9.3″ custom_margin=”-15vw|||” custom_margin_tablet=”-20vw|||” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” always_center_on_mobile=”on”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ module_class=”mid-width” _builder_version=”3.22″ custom_padding=”10px|2px|65px|0″][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”3.25″ custom_padding_tablet=”” custom_padding_phone=””][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_social_media_follow url_new_window=”off” disabled_on=”off|off|off” module_class=”share-soc” _builder_version=”3.0.106″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/” _builder_version=”3.0.106″ custom_css_main_element=”display: none;” follow_button=”off” url_new_window=”off”]Facebook
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    It’s no secret that asset management firms use spreadsheets and email as tracking tools. Up to 75% of businesses use Excel for operations management and a surprising 70% use email for managing, archiving, and processing critical digital data.

    Most large firms still use poorly managed spreadsheets or siloed emails when they build proprietary enterprise systems to address their needs. Small-to mid-size firms have been turning to software-as-a-service (SaaS) platforms. These are off-the-shelf systems intended to manage one aspect of their workflow that don’t integrate into other SaaS systems or replace the need for spreadsheets.

     

    Why Spreadsheets Are a Disaster in the Making?

    Spreadsheets were the holy grail of data organization for the financial industry. They provided a one-stop solution where you could organize thousands of records, sort through them with a click of mouse, create presentations and more.

    Handwritten tabulations, paper manuals, and workflow charts-on-the-wall were tossed in the bin with the arrival of the new world of automated computing. It worked for a long time, until computers evolved to do even more things, faster and more efficiently.

    Spreadsheets don’t have the flexibility to change when strategy changes – they all have to be rebuilt by hand to reflect the new idea. Even a solid system that takes data in and spits out the result has to be manually updated every reporting cycle. They have fallen far behind the newer approaches that reduce the risk of errors.

    As the flow of data has increased, more people need access to that same data simultaneously. the spreadsheet is simply not up to that task because it can only be changed by one person at a time.

    Security challenges also create situations where someone who requires the data on one spreadsheet cannot even look at it without having their credentials approved, one file at a time. All of this can cause workflow to grind to a halt in today’s real-time operating environments where even fifteen minutes down lies between success and failure.

     

    Rigorous Archiving Demands Structure

    The asset management world requires an avalanche of documentation and tracking. This relies on paperwork. It must be recorded in digital format, be accessible to meet legal standards, and internal company policies, and kept for process documentation.

    These needs have produced an additional industry of data management providers along their software products. Despite all of this, many firms have cobbled together unrelated SaaS systems that are not designed to integrate and lock key decision makers out of the process when they need it most.

    Firms turn to band-aid approaches to make it all work – those spreadsheets and emails – to try to keep staff informed. Investment managers, for instance, can take on average 18 minutes searching for a critical document.

    Time is wasted finding the right program with the information or the right person who has the permission to access it. Infuriatingly, a busy professional will sometimes discover the document they need is only in paper form and filed somewhere. But where? They have no idea how to find it.

     

    Increased Complexity Makes Spreadsheets Obsolete

    The complexity of documentation in the financial industry can involve over a dozen entities sharing data in a single transaction. Involved parties can include anyone from banks to custodians, internal officers, external managers, and counter-parties. Each element involved can require a particular reporting format or software compatibility.

    While those differences need to be accounted for, the underlying data itself does not need to be scattered across multiple systems. It can be unified in a single software platform that feeds into the necessary reporting entities in order to reduce delays in processing and preserve data securely.

     

    Why Key People Are Data Risks

    Asset management firms worry about key person risk all the time. The data analyst guru, the stock-picking wunderkind, and the client rain-maker all get attention. Even more important for daily process and management are the integral staff that make data and productivity flow.

    Without an integrated data management system, these staff members may resort to their own methods of information-sharing like emails or hand-held devices that vanish when they leave the firm. Even if their data is left behind, it is often lost in a grab-bag storage system of devices and software with no way to understand how it all relates to each other.

    Key data staff of all kinds such as compliance, human resources, and IT can unintentionally inhibit productivity and efficiency simply because they are often forced into ad-hoc solutions that only they know. Tie these systems to a single access person and crucial information lies hidden while scalability becomes impossible. Worse still, it can create an entirely redundant system with its own particular flaws.

     

    Productivity Goes Up with Automation and Transparent Systems

    Spreadsheets need to be manually updated. They do not work in real-time, yet the entire asset management process has become a real-time industry. With the advent of cloud storage, all third-party providers can update their information instantly. Presentations, reporting documentation and data charting have all become more sophisticated, demanding flexibility that spreadsheets cannot provide.

    Scalability is the key to growing productivity. What worked for a small client base must now take into account the ability to grow with new clients. The cloud allows for this scalability but only if a firm has the tools to access the information and data stored within it.

    Key person dependency will continue to exist but the tools those key people use must be adaptable to their requirements and, most importantly, accessible by anyone who needs it. A permissions scheme has to exist, but the ability for information-sharing is the next step after it, not a gate-keeping tool.

     

    Switching to Automation is Worth the Effort

    The transition from spreadsheets and other manual systems can be complex and challenging. That does not mean it should not be done. A little short-term difficulty will be well worth the effort by producing new system processes that will be much more flexible and changeable.

    By creating a uniform data and information source as an underlying management tool, the expression and manipulation of that data can take a multitude of forms without walling off the original data from other users.

    Workflow automation is rapidly becoming the hallmark of forward-thinking financial firms, worldwide. These are the companies who understand that efficiency, transparency and client satisfaction will give them the edge over their less enlightened competition.

    [/et_pb_text][et_pb_social_media_follow url_new_window=”off” module_class=”share-soc” _builder_version=”3.0.106″][et_pb_social_media_follow_network social_network=”facebook” _builder_version=”3.0.106″ custom_css_main_element=”display: none;” follow_button=”off” url_new_window=”off”]Facebook
    [/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” _builder_version=”3.0.106″ follow_button=”off” url_new_window=”off”]LinkedIn
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    See how OpsCheck can upgrade
    your Business Operations

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row custom_padding_last_edited=”on|desktop” module_class=”banner-cta bn-btns” _builder_version=”3.25″ custom_padding=”||0px|” custom_padding_tablet=”” custom_padding_phone=””][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_button button_url=”#contact” button_text=”Try for free” module_class=”inline-btn try-for-free-modal” _builder_version=”3.16″ custom_button=”on” button_text_size=”21px” button_bg_color=”rgba(47,47,63,0.93)” button_border_color=”#00e8d8″ button_icon=”%%20%%” background_layout=”dark” custom_margin=”|||” custom_padding=”|50px||50px” custom_css_main_element=”display: inline-block;” button_bg_color_hover=”#565656″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#565656″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_button][et_pb_button button_url=”#contact” button_text=”Book a Demo” module_class=”inline-btn book-a-demo-modal” _builder_version=”3.16″ custom_button=”on” button_text_size=”21px” button_text_color=”#ffffff” button_bg_color=”#03bbce” button_border_color=”#ffffff” button_icon=”%%20%%” background_layout=”dark” custom_margin=”|||” custom_padding=”|50px||50px” custom_css_main_element=”display: inline-block;” button_bg_color_hover=”#565656″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#565656″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]

    OpsCheck offers extended Free Trial of financial operations platform for remote working

    [et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” next_background_color=”#000000″ _builder_version=”3.0.106″ custom_padding=”0px||2.5%|” custom_padding_last_edited=”on|”][et_pb_row _builder_version=”3.0.106″ module_alignment=”center”][et_pb_column type=”4_4″][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” align=”center” custom_margin=”-15vw|||” custom_margin_tablet=”-20vw|||” custom_margin_last_edited=”on|tablet” src=”https://opscheck.com/wp-content/uploads/2020/03/free-trial-release@2x.png” /][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.0.106″ custom_padding=”10px|2px|65px|0″ prev_background_color=”#000000″ module_class=”mid-width” next_background_color=”#000000″][et_pb_row _builder_version=”3.0.106″ custom_padding_last_edited=”on|phone”][et_pb_column type=”4_4″][et_pb_social_media_follow _builder_version=”3.0.106″ url_new_window=”off” follow_button=”off” background_layout=”light” module_class=”share-soc” disabled=”off” disabled_on=”off|off|off”][et_pb_social_media_follow_network _builder_version=”3.0.106″ social_network=”facebook” skype_action=”call” use_background_color_gradient=”off” background_color_gradient_start=”#2b87da” background_color_gradient_end=”#29c4a9″ background_color_gradient_type=”linear” background_color_gradient_direction=”180deg” background_color_gradient_direction_radial=”center” background_color_gradient_start_position=”0%” background_color_gradient_end_position=”100%” background_color_gradient_overlays_image=”off” parallax=”off” parallax_method=”on” background_size=”cover” background_position=”center” background_repeat=”no-repeat” background_blend=”normal” allow_player_pause=”off” background_video_pause_outside_viewport=”on” box_shadow_style=”none” url=”https://www.facebook.com/” custom_css_main_element=”display: none;”]

    Facebook

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    LinkedIn

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    OpsCheck, the premier SaaS platform for financial operations control and team collaboration from leading operations authority Frank Caccio, announces extended Free Trial Periods for firms in immediate need of secure remote working environments.

    Ideal for both inhouse and remote working environments, the platform combines proven advancements in task management, project oversight, and workflow applications into a single tool. An exceptional platform for onsite and remote users, OpsCheck connects colleagues involved in the firm’s operations, compliance, and investment teams and more. Built for the financial community by financial operations experts, OpsCheck seamlessly creates a central repository for every task, job and project quickly and cost-effectively.

    OpsCheck founder Frank Caccio said, “In these troubled times, firms are looking for remote working solutions that do not cause more disruption to their businesses. By offering the extended free trial period, we hope to assist firms with expanding the efficiencies and security they have come to expect inhouse to their remote workers. We build confidence with our clients and earn their trust, and the OpsCheck platform is uniquely positioned to do that.”

    With a volatile financial environment and uncertain staffing presence, OpsCheck stresses that its platform can be implemented quickly and easily with expert support and guidance. With the extended trial period, prospective clients can focus on their core business during the current high-stress crisis without a lengthy integration process.

    Current client Mark Austin, a principal at Connor, Clark & Lunn, said, “The staff are now all working remotely, and Ops Check is integral to ensuring all our business processes continue to run smoothly and accurately.”

    As a cloud-based SaaS application, OpsCheck inherently can be utilized from any location with built-in security and permissions tools. The platform can adapt to the variety of existing third-party applications as well as proprietary enterprise programs. By initiating OpsCheck now for the remote work that has become a pain point for many businesses, firms are also able to establish a long-time solution for business continuity that demands flexibility and immediacy.

    About OpsCheck:

    OpsCheck is the premier Operations Platform built for the financial community by financial operations experts. It is an Operations/Compliance Control and Oversight application that greatly mitigates Operational Risk. OpsCheck is cloud-based and offers full transparency when working in the office or remotely, enhances team communication and coordination, and promotes a culture of accountability and operational excellence. It’s easy to get started, easy to operate, and is cost effective. Management and staff, as well as regulators and auditors will reap the benefits of OpsCheck. Many reputable firms around the globe have already subscribed.

    Contact for media inquiries:

    Frank Caccio
    FJC Partners, LLC
    732-221-9625
    frank.caccio@opscheck.com
    opscheck.com

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    Facebook

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    LinkedIn

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    See how OpsCheck can upgrade
    your Business Operations

    [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.0.106″ module_class=”banner-cta bn-btns” custom_padding=”||0px|” custom_padding_last_edited=”on|desktop”][et_pb_column type=”4_4″][et_pb_button button_url=”#contact” button_text=”Try for free” background_layout=”dark” _builder_version=”3.0.106″ custom_margin=”|||” custom_padding=”|50px||50px” custom_button=”on” button_text_size=”21px” button_bg_color=”rgba(47,47,63,0.93)” button_border_color=”#00e8d8″ button_bg_color_hover=”#565656″ url_new_window=”off” button_icon_placement=”right” custom_css_main_element=”display: inline-block;” module_class=”inline-btn try-for-free-modal” button_icon=”%%20%%” /][et_pb_button button_url=”#contact” button_text=”Book a Demo” background_layout=”dark” _builder_version=”3.0.106″ custom_margin=”|||” custom_padding=”|50px||50px” custom_button=”on” button_text_size=”21px” button_bg_color=”#03bbce” button_border_color=”#ffffff” button_bg_color_hover=”#565656″ url_new_window=”off” button_icon_placement=”right” custom_css_main_element=”display: inline-block;” module_class=”inline-btn book-a-demo-modal” button_text_color=”#ffffff” button_icon=”%%20%%” /][/et_pb_column][/et_pb_row][/et_pb_section]