trumpet inc.
People interact with software systems differently depending on not only their job role, but more importantly, their natural inclination. Specifically, advisors (the "relationship" people in the firm) interact with technology very differently than detail-oriented staff. A savvy workflow designer deploys technology in a way that embraces this difference...

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Reprinted with permission from Virtual Office News/Technology for Today

“I was shocked at how much personal attention I received”

- Caryn Brown,
trumpet inc.