AI and automation are all the rage, with good reason. I embrace both, but it all falls apart if you don’t have solid processes, systems and workflow outcomes in place. These are the top five posts about setting yourself up for success with processes and workflows.
Fav Five For 2025: Workflow Tips
Free Applications May Not Provide The Best Value
Recording yourself is the “Yuka” of process improvement
Fun Is Underrated – Especially in the Workplace
Here is a link to the entire Musings category on my blog site, where most of these types of topics live. You can also check out the Cloud Technology and Efficiency categories.
Join Your Peers Here
Rightworks Community – Contingency Planning
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Thursday, December 18, 2025
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1:00 PM 2:00 PM
What would happen to your firm if something happened to you?
Join me in the Freedom Through Preparation: Contingency Planning and discover how to build systems that ensure continuity, clarity, and confidence using the DEESC framework.
Learn to leverage AI, apps, and automation to protect your firm and prepare for the unexpected.
Earn 1 CPE credit.
