How to guides

Best automated reporting tool for financial services

How to select the best automated reporting tool for financial services

Finance teams are constantly seeking more efficient ways to boost productivity when building recurring reports...

The 2024 guide to PowerPoint add ins

PowerPoint is the cornerstone of business communication strategy and collaboration with most of us spending...

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...

How to reduce your Excel file size in 8 easy ways

Did you know a staggering nbsp 30 of finance professionals spend 4 hours in Excel...

A guide to reporting automation in 2024

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

All you need to know about branding 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...

The 2024 guide to content enablement

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

The ultimate guide to financial document automation

Sixty two percent nbsp of businesses have identified three or more significant inefficiencies or bottlenecks...

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 8217 s digital world successful businesses must effectively and consistently present their brand...

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...

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...

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...

How to strengthen your company’s management strategy

Crises are not only pivotal moments for a company 8211 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...