Peter Simoons

MARCH 26, 2021

A common SharePoint site may hold some documents but sharing of up-to-date alliance information has been done mainly through PDFs of internal reports that were prepared manually and approved for partner consumption. How do we manage information jointly with our partner?

Alliance management 246

Alliance management Government 246

Jake Jorgovan

JANUARY 25, 2024

TMF consulting firms, individual consultants, and outsourcing companies play a vital role in ensuring that these critical documents are managed effectively, efficiently, and in compliance with regulatory standards. This process, crucial for regulatory compliance and successful trial management, often requires specialized expertise.

Partnering capability and readiness 130

Partnering capability and readiness Mergers and acquisition activities Biotechnology Life science 130

Be Partner Ready

SEPTEMBER 26, 2022

Utilising their multi-cultural workforce, they’ve translated numerous documents into over 10 languages for migrants, plus made vital connection calls to hundreds of isolated people during COVID. Students have assembled solar powered lights and prosthetic hands for amputee victims in developing countries.

Energy 246

Energy Engineering 246

Peter Simoons

JUNE 1, 2021

This plan needs to be active – that is, it should serve as the foundation for operational actions rather than a mere static document that, once created, ends up in a (virtual) desk drawer. Your alliance’s business plan will drive the execution of the decisions made during your strategic rationale and alliance design.

Value creation 231

Value creation 231

Jake Jorgovan

MAY 24, 2024

Key Services: FedRAMP Gap Assessments Compliance Documentation Support Continuous Monitoring and Audit Preparation Security Control Implementation Risk Management Framework (RMF) Services Why Work with Pivot Point Security? supports organizations in achieving FedRAMP compliance with thorough readiness assessments and continuous monitoring 1.

Government 130

Government Collaboration 130

Jake Jorgovan

JANUARY 23, 2020

I had tried to document some things but ultimately, when I tried to hand it over, it was far too vague. Eventually, I documented everything into our Lead Cookie Sales Playbook. Before you enter this stage, you should have a documented sales playbook and a refined process as much as you can. In the span of about 1.5

Energy 225

Energy 225

Jake Jorgovan

APRIL 2, 2024

Document Your Requirements: Finally, consolidate your findings into a comprehensive document. This document clearly outlines your prioritized business requirements and objectives. Document Your Findings: Compile your research findings into a structured document or spreadsheet.

Conflict resolution and communication 130

Conflict resolution and communication Legal Construction Finance 130

Jake Jorgovan

JUNE 9, 2024

Request detailed financial documents, including tax returns, bank statements, and investment records. Analyze these documents to confirm the legality and traceability of the funds. Document Everything: Document all steps taken to secure TEA status thoroughly, including correspondence, data sources, and approvals.

Legal 130

Legal Credit Banking Finance 130

Jake Jorgovan

AUGUST 28, 2024

Carefully document your final requirements — this will be your reference point in negotiations. Document your findings. Document the pricing and features of each option. Insider tip: We recommend documenting every interaction with Salesforce during your negotiations. Revisit your initial list.

Credit 130

Credit Insurance Legal 130

Jake Jorgovan

JULY 14, 2024

Prepare Detailed Documentation: Compile all required documents meticulously. This documentation is vital for future reference and in case of any disputes. Document Assumptions: Record all assumptions made during the budgeting process. Tools like Slack, Trello, or Asana can centralize communication and documentation.

Construction 130

Construction Legal Risk mitigation Utilities 130

Jake Jorgovan

SEPTEMBER 2, 2024

Document Agreements: Ensure that any changes to fees or costs are documented in the final contract. Document Agreed Flexibility: Make sure all agreed-upon flexible terms are explicitly written into the contract to avoid disputes later. Document any agreed changes. Push for their removal or reduction.

Legal 130

Legal Finance 130

Peter Simoons

JULY 12, 2021

Many large companies that have entered into successful alliances have documented their processes. A structured process can be an umbrella process that guides you through the essential steps of creating a partnership. It saves you time while safeguarding quality in the end.

Strategic alliances 246

Strategic alliances Alliance structuring Legal Business partnerships 246

Jake Jorgovan

MAY 9, 2024

Key Services EB-5 Strategic Consulting Document Preparation for EB-5 Projects Regional Center Identification and Negotiation Market Research and Project Consulting Organizational Development Why Work with EB5 Investors? With over a decade of experience, they offer services such as document preparation, negotiation, and project consulting.

Legal 130

Legal Finance Law firms 130

Jake Jorgovan

FEBRUARY 25, 2020

We train team members and document processes around new services that we will offer. Today, we are consistently iterating on the service. We are expanding our service lines. Each quarter, we target building on a new "feature set" to our service line. We are constantly evolving and constantly iterating. Iteration is not a one-time thing.

244

244

Jake Jorgovan

MARCH 14, 2024

Gather and Review Documentation: Collect all relevant HR documents, policies, employee files, and past audit reports. Review these documents thoroughly to assess their compliance with current laws and regulations. This might include outdated policies, lack of proper documentation, or practices not in alignment with current laws.

Legal 130

Legal Insurance Utilities Finance 130

Jake Jorgovan

AUGUST 21, 2024

Specify that the staffing agency is responsible for conducting these checks and providing documentation upon request. These check-ins should be documented, with action items clearly outlined and followed up on. Document All Communication: Ensure that all significant communications, decisions, and changes are documented in writing.

Legal 130

Legal Construction Collaboration Utilities 130

Jake Jorgovan

APRIL 23, 2024

This might involve dedicated sessions with key team members, access to project documentation, and participation in relevant meetings. Knowledge Transfer and Documentation As the tenure of a fractional executive within your software development team comes to an end, managing the transition effectively is paramount.

Collaboration 130

Collaboration 130

Partners Preceptors

JUNE 15, 2022

Examples might include policies on who can sign checks, how reserve funds must be handled, how long certain documents must be maintained and more. Some of the most critical policies an association can have relate to conflict of interest, whistleblower, document retention and destruction, compensation and joint ventures.

Finance 177

Finance Banking Government Utilities 177

Channel Insider

OCTOBER 17, 2024

When document access is established, users can ask questions and receive summarized answers linked to sources in their private files and documents. The process enables Generate to meet varied use cases, including summarizing customer comments, analyzing inventory, generating logo designs, and providing data-driven business advice.

119

119

Jake Jorgovan

JULY 29, 2024

To ensure accuracy in your financial records through regular bank statement reconciliation, follow these detailed steps: Collect Documents : Gather your bank statements and accounting records. Document Changes : Keep a log of all adjustments made for transparency and future reference. Ensure access to all transaction logs.

Banking 130

Banking Credit Finance Utilities 130

Channel Insider

OCTOBER 29, 2024

He explains that “Claude’s advanced capabilities, combined with Box through Amazon Bedrock, enable organizations to transform how they work – from instantly extracting insights to automating complex document workflows.”

Partnering capability and readiness 119

Partnering capability and readiness Law firms Life science Collaboration 119

Partner Path

OCTOBER 18, 2023

However, a basic implementation of a PRM (where you throw every document you have every created online behind a gated login) isn’t going to cut it anymore. Purchasing and deploying a partner portal is not enough to drive success with your partners.

147

147

Jake Jorgovan

MAY 23, 2024

Withum: Withum provides NIST 800-171 compliance and consulting services, assisting organizations with gap assessments, risk evaluations, and documentation preparation to meet U.S. Withum offers gap assessments, risk evaluations, and the creation of essential documentation like System Security Plans and Plans of Actions and Milestones.

Government 130

Government Collaboration 130

Jake Jorgovan

AUGUST 11, 2024

Confirm that all negotiated terms are clearly documented in the contract. Document all agreed-upon terms clearly to avoid misunderstandings. Review and document all terms carefully. Ensure all custom terms are clearly documented in the final contract. Review the proposed pricing carefully. Finalize the deal.

Ecosystems 130

Ecosystems Collaboration 130

Jake Jorgovan

SEPTEMBER 3, 2024

Document and Standardize: Document these requirements and integrate them into your recruitment policies. Document Progress: Record each mentee’s development throughout the program. This documentation provides valuable insights into the program’s impact and can inform future training and development strategies.

Collaboration 130

Collaboration 130

Jake Jorgovan

AUGUST 27, 2024

Track and implement actionable ideas: Document the best practices and innovative ideas shared, then evaluate their potential for implementation. Use these debriefs to document and share successful strategies across your organization. Assign a team to oversee the adoption of these ideas and track their impact on your operations.

Utilities 130

Utilities 130

CoSell

JANUARY 21, 2021

Naturally, the roadmap to success is a living document. What works in one team can expand thinking and ignite new pathways for another department or region. As you personalize your experiences, use your insights to build your success roadmap.

Collaboration 242

Collaboration 242

Jake Jorgovan

SEPTEMBER 6, 2024

The credentialing process in healthcare recruitment is a meticulous evaluation that plays a key role in compliance: Documentation Review : This step involves checking educational records, training certificates, and past employment references to verify each candidate's qualifications.

Legal 130

Legal Government Collaboration 130

Jake Jorgovan

AUGUST 16, 2024

Their services include SOX readiness assessments, control testing, and documentation, as well as ongoing compliance support. Industries : Financial Services Healthcare Manufacturing Real Estate Technology Key Services : SOX Readiness Assessments Internal Control Testing Compliance Documentation Ongoing Compliance Support Why Work With CLA?

Partnering capability and readiness 130

Partnering capability and readiness Telecommunications Banking Retail 130

Jake Jorgovan

MAY 6, 2024

Document Your Findings: Keep a detailed record of all requirements, user feedback, and strategic alignment. This documentation will be key during negotiations to keep you focused and assertive. Prepare Documentation: Have all necessary documentation ready and easily accessible.

Partnering capability and readiness 130

Partnering capability and readiness Legal Utilities Business partnerships 130

Jake Jorgovan

AUGUST 9, 2024

Document the Process : Take detailed notes during the interview and record key points and impressions. Document Their Responses : Keep detailed notes on each answer. Document Feedback : Collect and record each panelist’s feedback. Use a Standardized Evaluation Form : Develop a form to document your observations.

Conflict resolution and communication 130

Conflict resolution and communication Collaboration 130

Jake Jorgovan

SEPTEMBER 26, 2024

Document current workflows and compare them against what the ERP system can offer. Insider Tip : We recommend creating a stakeholder matrix to document roles, influence levels, and communication preferences. Develop easy-to-follow documentation that users can refer to as they navigate the system. Create detailed process maps.

Finance 130

Finance 130

Jake Jorgovan

JUNE 29, 2024

GitHub, Jira, and Confluence are essential for managing code, tracking progress, and documenting knowledge. Use Agile Tools : Adopt tools that support agile practices, like Jira for task management, Trello for visualizing workflows, and Confluence for documentation. These tools help track progress and maintain transparency.

Collaboration 130

Collaboration Utilities 130

Jake Jorgovan

JUNE 3, 2024

Their cloud-based BlitzDocs® platform facilitates secure document management and collaboration, enabling paperless processing from origination to post-closing and servicing. Their services encompass all aspects of the mortgage process, from document collection and credit checks to loan application processing and post-closing activities.

Mergers and acquisition activities 130

Mergers and acquisition activities Banking Finance Credit 130

Jake Jorgovan

MAY 14, 2024

Document everything: Keep a detailed record of your needs assessment. This documentation will serve as a reference throughout the negotiation process to keep discussions focused and productive. Document results: Keep thorough records of the trial’s outcomes.

130

130

Jake Jorgovan

NOVEMBER 1, 2024

Insider Tip: We’ve found it essential to maintain a “single source of truth” document for roadmap updates. This document should be accessible to all stakeholders so everyone sees real-time progress and any shifts in goals. Define each data field precisely and document transformations that need to occur during migration.

Finance 130

Finance Construction System integrators Collaboration 130

Jake Jorgovan

AUGUST 23, 2024

Utilize Collaboration Tools : Implement collaboration tools like project management software, shared document platforms, and communication apps to streamline interactions and record communications. Document Learnings and Best Practices : Keep a record of what works and what doesn’t.

Mergers and acquisition activities 130

Mergers and acquisition activities Collaboration Utilities 130