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TAMING THE DATA MONSTER WITH EXCEL
Part III-Pulling the rabbit out of the hat If you have followed the previous articles in this series which appeared in the September 2005 and...
Rough Notes, 04/01/06 by Shumaker, Wanda · More from publication -
TAMING THE DATA MONSTER WITH EXCEL
Part I-Filters and Functions Most agency management systems provide a wide array of "canned" or pre-defmed reports. But, there are times when a...
Rough Notes, 09/01/05 by Shumaker, Wanda · More from publication -
READING THE TERRAIN
What your production report can tell you, beyond the basics With two quarters of a calendar year nearly completed, I am reminded of the "last...
Rough Notes, 06/01/05 by Shumaker, Wanda · More from publication -
FIRST ... AND LASTING IMPRESSIONS
Make sure your agency puts its best face forward A frame in a recent cartoon strip has the following caption: "I might appear to be a receptionist,...
Rough Notes, 03/01/05 by Shumaker, Wanda · More from publication -
WHAT'S IN YOUR REFRIGERATOR?
Creating and implementing new workflows is a lot like cleaning out your fridge At times I have compared the process of creating and implementing...
Rough Notes, 12/01/04 by Shumaker, Wanda · More from publication -
A QUICK REFRESHER
Give your agency processes a tune-up While I was reviewing notes and organizing some digital clutter on my computer desktop recently, I noticed a...
Rough Notes, 09/01/04 by Shumaker, Wanda · More from publication -
TO SCAN OR NOT TO SCAN
Switching to a digital filing system requires careful planning The ability to store paper copies as scanned digital images can certainly streamline...
Rough Notes, 05/01/04 by Shumaker, Wanda · More from publication -
LOWDOWN ON DOWNLOAD, THE
Agencies' vigilance remains a necessary component of the maintenance of policy data As part of their efforts to expedite the delivery of policy...
Rough Notes, 03/01/04 by Shumaker, Wanda · More from publication -
Third-party interrupters
Sure-fire steps to handle calls from "frequent phoner" banks * Time is saved because the account manager does not have to stop and write down all...
Rough Notes, 11/01/03 by Shumaker, Wanda · More from publication -
When real-time can steal time
If you're accepting direct bill payments as a "service" to clients, you're serving the few at the expense of the many An increasing number of...
Rough Notes, 08/01/03 by Shumaker, Wanda · More from publication
