Cassandra Lacey’s Post

From answering client questions to drafting RFP responses, almost everyone is using Chat GPT to help automate certain aspects of their work. For employee benefits, consumer models simply aren't secure enough to host this type of content. Enterprise grade AI solutions with commitments to data security and privacy are fundamental to ensuring brokerage data and client data remain secure.

Become more valuable to clients—and improve their financial data accuracy—by suggesting a reliable enterprise resource planning system Read more about it here: https://lnkd.in/gBDvEfeN #NetSuite #NetSuiteERP #financialmanagment

Often, professionals are tasked with building a chart of accounts from scratch, which can be daunting. Join FORVIS for an informative webinar as we explore the components of QB chart of accounts and share best practices related to its change management and data governance.

Often, professionals are tasked with building a chart of accounts from scratch, which can be daunting. Join FORVIS for an informative webinar as we explore the components of QB chart of accounts and share best practices related to its change management and data governance.

Often, professionals are tasked with building a chart of accounts from scratch, which can be daunting. Join FORVIS for an informative webinar as we explore the components of QB chart of accounts and share best practices related to its change management and data governance.

Often, professionals are tasked with building a chart of accounts from scratch, which can be daunting. Join FORVIS for an informative webinar as we explore the components of QB chart of accounts and share best practices related to its change management and data governance.

🚀 Supercharge Your Microsoft 365 Information Management Program with Our 'Learn-Tailor-Deploy' Package! 🌟 https://lnkd.in/e9a3crxW Are you looking to harness the full potential of Microsoft 365 for your Information Management needs? Many organisations are, but the road to success can seem daunting. That's where our new service package, 'Learn-Tailor-Deploy,' comes in to guide you on this transformative journey. 🔍 Get to Know 'Learn-Tailor-Deploy' 🔍 Our 'Learn-Tailor-Deploy' package is designed to assist organisations at any stage of their Microsoft 365 journey, whether they're in the early planning phases or have already migrated. We recognise that every organisation is unique, so our package is tailored to suit your specific needs. 🌐 What Does It Offer? 🌐 Let's break it down: ⭐ Learn: We'll help you identify skills gaps and areas for professional development. It's about ensuring that your team has the knowledge and expertise required for a seamless Microsoft 365 experience. ⭐ Tailor: We'll create a customised Information Management roadmap for your organisation, with actionable steps to achieve your goals. No one-size-fits-all solutions here—it's all about what works for you. ⭐ Deploy: Need help putting that roadmap into action? We've got you covered. Whether it's framework development or software deployment, we'll be your partners in implementation. Learn-Tailor-Deploy is all about putting you in the driver's seat with the right guidance. Our goal is simple: To empower your organisation with the skills, strategies, and tools needed to unlock the full potential of Microsoft 365 for Information Management. Ready to embark on this journey? Get in contact with us via [email protected] and take the first step toward an Information Management program that truly fits your needs. Let's explore the possibilities together! #microsoft365 #informationmanagement #LearnTailorDeploy #digitaltransformation #EmpowerYourOrganisation

🚀 Supercharge Your Microsoft 365 Information Management Program with Our 'Learn-Tailor-Deploy' Package! 🌟 https://lnkd.in/eHAfsZTa Are you looking to harness the full potential of Microsoft 365 for your Information Management needs? Many organizations are, but the road to success can seem daunting. That's where our new service package, 'Learn-Tailor-Deploy,' comes in to guide you on this transformative journey. 🔍 Get to Know 'Learn-Tailor-Deploy' 🔍 Our 'Learn-Tailor-Deploy' package is designed to assist organizations at any stage of their Microsoft 365 journey, whether they're in the early planning phases or have already migrated. We recognize that every organization is unique, so our package is tailored to suit your specific needs. 🌐 What Does It Offer? 🌐 Let's break it down: ⭐ Learn: We'll help you identify skills gaps and areas for professional development. It's about ensuring that your team has the knowledge and expertise required for a seamless Microsoft 365 experience. ⭐ Tailor: We'll create a customized Information Management roadmap for your organization, with actionable steps to achieve your goals. No one-size-fits-all solutions here—it's all about what works for you. ⭐ Deploy: Need help putting that roadmap into action? We've got you covered. Whether it's framework development or software deployment, we'll be your partners in implementation. Learn-Tailor-Deploy is all about putting you in the driver's seat with the right guidance. Our goal is simple: To empower your organization with the skills, strategies, and tools needed to unlock the full potential of Microsoft 365 for Information Management. Ready to embark on this journey? Get in contact with us via [email protected] and take the first step toward an Information Management program that truly fits your needs. Let's explore the possibilities together! #Microsoft365 #InformationManagement #LearnTailorDeploy #DigitalTransformation #EmpowerYourOrganization

Last week, I had the pleasure of attending the Information and Records Management Fundamentals workshop hosted by Thomas Kaufhold. What I took away and enjoyed from the event was the emphasis on the importance of records management for all employees within an organization. By possessing strong information and records management skills, we can efficiently identify our records, locate them, and determine the necessary retention period. The workshop was designed to cater to professionals at all levels and provided a comprehensive overview of records management terminology, definitions, and overall responsibilities. This valuable experience has enhanced my understanding of records management and its impact on an organization's efficiency and data handling processes. #RIMPA #RIMPAWorkShop #InformationRecordsManagementFundamentals #informationManagement #SharePoint #RecordKeeping #Fundamentals #DigitalTechnology #InformationTechnology