The fifth webinar in a series of 5 applies the information from previous episodes to deliver practical business benefits.
In this session, Nick walks through the entire workflow from ground zero to a published, commercial-quality dashboard which is able to be shared with your clients.
This includes workbooks, templates, documents and checklists that are ‘ready to go’!
Simply add your logo and you can send these out to your new set of advisory clients and start using these powerful tools in your business.
Webinar Learning Outcomes:
• build a workflow,
• publish a commercial-quality dashboard and
• obtain market-ready tools and templates.
Any business, professional services firm, finance professional or advisor who wants to leverage the power of Data Analytics & Dashboards in a practical way.
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
The Grand Finale – bringing it all together in a workflow!