I love telling stories woven with well-researched, easy-to-understand, and actionable data. I have written for CXOs as well as for companies seeking leads. Seeing measurable growth is my key driver.
Decoding Google Cloud Next ’25: How Relanto Mirrors Google’s Vision for Enterprise Agentic Intelligence
Where the Cloud Is Headed: Infrastructure, Agents, and Intelligence
The opening keynotes set the tone: AI is moving from novelty to infrastructure. Google announced that its personal global private network is now enterprise-ready, offering high-speed, secure connectivity for businesses building AI-native operations. This isn’t just about faster pipes; it’s about giving enterprises the confidence to run AI where their data already resides—with built-in governance, encryption, and low-latency p...
How to Build a Content Creation Workflow (+Templates)
Types of content workflows How to Create an Effective Content Workflow Content strategy and planning Content development process Content review process Publishing and promotion Analyzing performance ClickUp Keeps Your Content Workflow Streamlined
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Content creators understand that creating content is a complex process, often involving multiple teams and fraught with pitfalls. To s...
Free 5 Whys Root Cause Analysis Templates
We have all had a project that did not quite work. Despite the multiple fixes.
Sometimes, you just need to get to the root of the problem, aka the core issue. 🧐
That’s where the 5 Whys root cause analysis templates come in.
These structured tools act as a compass for problem-solving, steering teams through the murky waters of complex issues to find real, lasting solutions.
They’re not about quick fixes or band-aid solutions. Instead, they help peel back the layers, ask the right questions, an...
Excel Cheat Sheet [With Formulas & Tips]
You’ve just been handed a mountain of data to analyze. You need to make sense of it all, quickly and clearly, and deliver a presentation.
Starting to feel the pressure? Don’t worry, Excel is here to help!
Excel can simplify a bunch of stuff, from financial modeling to project timelines. Whether you’re a project manager or just want to make sense of your finances, Excel can enhance your productivity while streamlining everyday tasks.
With our Excel formulas cheat sheet, you will be working thr...
How to Increase Business Productivity: Strategies & Tools
Prioritize tasks and time management Encourage employee feedback and recognition Build empathy into company culture and employee engagement Delegate tasks and promote teamwork Remote work and business productivity Build a competition-friendly and innovative work environment Tips to Avoid Common Productivity Killers The Role of Technology in Increasing Business Productivity Automation for streamlining repetitive tasks Productivity apps for better results Productivity measurement and improvemen...
How to Create a Fillable Form in Google Docs
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Creating fillable forms in Google Docs can simplify data collection and make it easy for respondents to submit information online.
Whether gathering feedback, conducting surveys, or organizing event registrations, a well-designed fillable form streamlines the process and ensures you get the information you need.
Google Docs is a simple and free alternative to popular tools like Microsoft Word or PDF edit...
How to Export Data from Notion into Other Apps
ClickUp Table View ClickUp Views ClickUp Brain Notion vs. ClickUp Pick the Right Tool for the Right Reasons
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Manage all your work in one place
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Notion has earned its spot as a go-to workspace solution for its flexibility.
However, this flexible note-taking tool has a few downsides, too—for instance, its complexity. Or the fact that it lacks quite a few advanced features. So maybe you need a fresh start or a new to...
How to Create and Manage a Relational Database
Understanding Relational Databases Components of a relational database Different types of relationships in relational databases Benefits of Relational Databases 1. Consistency Steps to Create a Relational Database Step 1: Define the purpose Step 2: Design the schema Step 3: Establish relationships Step 4: Create tables Step 5: Populate data Step 6: Query data Creating relational database management systems with ClickUp Table view Build a Strong Foundation with Relational Databases
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Setting the stage for tomorrow’s carriers and customers to thrive
Advanced backend solutions evolve insurers’ technology and propel capabilities forward to serve the next generation of insureds and beneficiaries alike.
In brief
Insurers must change the way they operate, adapt their products and implement creative marketing efforts to resonate with younger generations who have different goals, needs, expectations and consumer behaviors than their baby boomer predecessors.
Modern core system technology and a customer-centric mindset are the required foundatio...
Wealth advising 2024: Key trends for success
Effectively serve HNWIs and bolster profitability by capitalizing on current trends in personalization, tax regulations, and AI-driven technologies.
In brief
As optimism grows for 2024, advisors should shift focus to building strong relationships with HNWIs by addressing experience expectations and pursuing holistic household-level approaches to preserving wealth across generations.
For those advising U.S. clients, impending tax code changes require engaging with HNWIs early to ensure wealth-...
Unleashing growth: The evolving role of underwriters
Streamlining the underwriting role with powerful, advanced technology boosts efficiency, accuracy, and experience to unlock new business growth.
In brief
Underwriters must assume a more consultative role with the end consumer and broker, delivering personalized risk solutions.
As the role of the underwriter evolves, upskilling with product, risk management and sales training will enable the use of improved technology like the Underwriting Workbench.
Advanced technology enables underwriters to...
Elevate underwriting accuracy and efficiency
The Underwriting Workbench enables more business to be handled by underwriters as it increases speed and efficiency and improves outcomes.
Key insights
Legacy systems affect the accuracy of data and the speed at which risk assessments can be conducted — both key underwriting functions.
The Underwriting Workbench is a holistic ecosystem where the right software works together to propel your business into the next generation of underwriting, defined by efficiency, accuracy and talent attraction...
intelligence turns bank contact centers into value creators
As customer expectations for hyper-personalization accelerate, the World Retail Banking Report 2024 by Capgemini reveals that bank contact centers are falling short. Banks can turn this around by adopting AI-powered technologies to create next-generation intelligent contact centers, providing customers with a seamless experience through enhanced efficiency.
In brief
Despite past contact center investments, ongoing technology limitations continue to frustrate bank customers and employees.
By e...
A strategic approach for banking contact centers
Redefining customer interactions with advanced personalization
In the ever-evolving landscape of customer service, contact centers are more than mere operational hubs; they are experience hubs that excel in service and create exceptional moments. As the primary interface between businesses and customers, each interaction within such a center holds the power to profoundly influence a customer’s opinion.
In response to the escalating customer expectations, businesses are strategically adopting ...
Setting the Stage for Tomorrow’s Carriers and Customers to Thrive
Advanced backend solutions evolve insurers’ technology and propel capabilities forward to serve the next generation of insureds and beneficiaries alike.
In brief
Insurers must change the way they operate, adapt their products and implement creative marketing efforts to resonate with younger generations who have different goals, needs, expectations and consumer behaviors than their baby boomer predecessors.
Modern core system technology and a customer-centric mindset are the required foundatio...