How to guides

How to rebrand your PowerPoint template: a step-by-step guide

For finance and professional services firms in particular, PowerPoint templates are the backbone of a...

How financial services can achieve faster document generation

In the fast-paced landscape of financial services, the way your team builds documents has a...

A guide to reporting automation in 2024

Producing high-quality reports within strict deadlines is a familiar challenge for many finance teams. A...

All you need to know about brand compliance in financial services

What do you think of when you hear the term ‘brand compliance’? For many people,...

Power Query: the 2024 beginners’ guide

Ever wondered what the Microsoft Office add-in Power Query is and how it works? If...

The 2024 guide to content enablement

Content is at the core of your business. It’s how your teams highlight your values,...

The ultimate guide to document automation

Sixty-two percent of businesses have identified three or more significant inefficiencies or bottlenecks in their workflows...

How to link Excel to PowerPoint

Why do we need to link Excel to PowerPoint? As a finance professional, the majority...

How to manage email signatures in Outlook

In today’s digital world, successful businesses must effectively and consistently present their brand identity across...

How to do a brand audit: 7 key steps to succeed

Your brand is your business’s biggest asset. Ensuring that you maintain an accurate view of...

4 effective ways of connecting Power BI to PowerPoint

More and more financial professionals have been adopting Power BI, the Microsoft software that is...

How to become B Corp Certified

Looking to become B Corp Certified? You’ve come to the right place. In November 2022,...

How to Export Power BI to Excel

Why do we need to export data from Power BI to Excel? Power BI, the...

The quick and easy ways to export Power BI to Word

Power BI has revolutionized data visualization, enabling finance teams to present their data in a...

6 steps to select the best productivity tool

The never-ending quest for performance and profitability, coupled with increased competition, is pushing companies to...

How to strengthen your company’s management strategy

Crises are not only pivotal moments for a company – but also for their leaders....

UI design: how to redesign the interface and UX

Icons are everywhere in our daily lives: applications, software, websites, etc. These pictograms or simple...

How to work from home efficiently with UpSlide

Today, everyone has to adapt their working methods, starting with enabling remote working within the...