The second webinar in a series of 5 progresses to showing how to unlock the power of various sources of data.
Once you are up and running with tools we covered in Part 1, you will find that you have a vast array of different places where data is stored.
In this session, Nick will show how to get to this data, store the data and use it as a source in Analytics.
We will also look at ways you can help your clients get data to you and how to automate the creation of client-facing dashboards.
Webinar Learning Outcomes:
• how to import data,
• transform and store data and
• automate dashboards.
Any business, professional services firm, finance professional or advisor who wants to tap into various data sources to produce automated dashboard outputs.
Nick Beaugeard is the CEO and Founder of HubOne, a software company which develops solutions for Accounting Firms. Prior to that he has worked in large software vendors including Microsoft and had executive roles at JP Morgan, National Westminster Bank among others.
Nick started writing software at the age of seven and boasts over twenty five years’ experience as a software developer, manager and architect. Nick has lived in London, New York, Seattle and is now settled in Sydney with his wife and four kids.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
Imports, Transforms and Automated Dashboards!