Digital Workflow Transformation
Автор: Sattler College
Загружено: 2024-08-14
Просмотров: 126
Jeremy Weaver presents his capstone project on digital workflow transformation at Pathway Law, a small estate planning firm in Belmont, Massachusetts. Focusing on estate administration, Jeremy identified key areas for improvement, including communication and task management. Through a SWOT analysis, he implemented tools like Actionstep for case management and Microsoft Teams for internal communication, streamlining processes to enhance efficiency. Jeremy's work enables Pathway to expand its estate administration practice by automating tasks, improving data management, and integrating Microsoft applications. This project highlights how digital transformation can optimize legal operations and client service.
Learn more about studying Business at Sattler College: https://sattler.edu/academics/majors/....
Learn more about Pathway Law:
https://pathwaylaw.com/.
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