Thank you Tyler Abel, David Kelso, and Nate Howard for facilitating the discussion during the October 24th call, on Delap’s work in the automation space. It was insightful to learn about your processes, including:
- Approach to connecting various systems
- Managing frequent tasks like client permissions for offshore team members
- Client grading
- Client onboarding
- Employee recruiting, onboarding, and terminations
Delap uses ProcessStreet for these workflows. Additionally, Shawn Drourr from Kerkering Barberio is exploring Digilence and Century Software/Atlanta referred by Courtney Edwards with Bennett Thrasher.
You can access the 10/24 Zoom recording here:
Passcode: @+ZmQ*C1
Topic: "Technical Topics"
Automation continues to be a hot topic, and the team at Delap will go over a bit of what they are doing in this space, from how they approach connecting different systems to handling frequent tasks like managing client permissions for offshore team members, to handling once a year processes like client grading.
Facilitators
Steering Committee Member: Tyler Abel, Delap LLP
Member Firm: Tom Aune, PKF Texas
