I recently configured a Balance Sheet for DrillDown to the underlying Account Reconciliations in OneStream. Here were my key learnings when setting up a CubeView/Dashboard for DrillDown to Reconciliation Manager (RCM). I hope they help you get started. The Cube View Rows must reference the following dimensions: Account, Entity, and Time. I did not want […]
Customer Experience + Design
How to Optimize Your Business’ Purchasing Journey for the Modern Insurance Customer
In today’s evolving digital world, our insurance partners are trying to increase awareness and consideration for their brand through digital commerce strategies such as social media platforms and third-party adjacent platforms to garner the attention of customers in a new way. And we don’t want insurance carriers to just stop at the brand awareness and […]
The Value of Empathy in Debt Collections
Monday, February 21st marks the beginning of Empathy Week. Empathy Week was founded in London in 2019 as an initiative to use storytelling through film to cultivate empathy among school children. During Empathy Week, students are shown one short film each day that showcases a unique human experience. The films’ themes are interlaced into lessons, […]
Using Microsoft Teams: Set Up and Organize Teams Channels for Your Project
This blog is the first in a three-part series tackling how to set up and use Microsoft Teams for a project. Maintaining good communication is crucial to project success. One of the best tools to facilitate regular communication amongst your project team is Microsoft Teams. In this post, we’ll cover a useful way to set […]
Using Microsoft Teams: Write Effective Teams Posts
This blog is the second in a three-part series tackling how to set up and use Microsoft Teams for a project. So you’ve posted a message in Teams and you’re asking yourself, why hasn’t anyone responded? It might be that your messaging isn’t clear, or the right people don’t even know that you’re addressing them. […]
IP Whitelisting through AEM Dispatcher in 5 easy steps
The dispatcher is used as a load balancing/caching tool by AEM. It can also be used to block anyone from accessing your AEM author instance. This is to ensure that no one outside the client’s network can access it. AEM Author and publisher should never be exposed directly. In most cases, clients may also require […]
Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?
Mask mandates are being lifted across the country. California, New Jersey, Connecticut, Delaware, Oregon, Illinois, and Rhode Island have announced plans to lift their statewide mask mandates or school mask mandates, and more states have indicated they will revisit mask requirements in the near future. If you have been holding back on making investments to […]
What a Successful Digital Commerce Transformation Looks Like
In my last blog, I explained what digital commerce looks like in today’s world for businesses everywhere. Now, we’ll discuss what a digital commerce transformation looks like. Whether a business has created new leadership roles to address digital demands or not, businesses need help evolving in many areas, including: Knowing their customer and their current […]
Your Guide to Healthcare Journey Maps
Healthcare is undergoing a retail revolution as businesses like Amazon, CVS, Walgreens and others increasingly disrupt how patients receive care. Patients, in turn, expect greater ease and transparency in healthcare, and they’re exercising their rights to choose the health systems that provide the greatest ease in navigating their healthcare needs. How can you, as a […]
How to Build a Healthcare Journey Map
You’ve learned about healthcare personas and journey maps. Now you’re ready to create a journey map for your healthcare organization. What’s the process? In our experience of building healthcare journey maps, the most important factor is to have a solid foundation in healthcare. The person who builds the journey map should: Have a strong knowledge […]
Activating Consumer Journey Maps Across Your Healthcare Organization
Chances are that your organization, wherever it sits in the healthcare ecosystem, has invested in a set of journey maps. These are tools, typically created as part of a marketing effort, that detail the journey your audiences take with your product or service. For example: How patients access care at your hospital How consumers discover […]
Understanding Healthcare Journey Maps
Healthcare journey maps are usually drawn as a linear progression with a clear beginning and end. But look closely at the healthcare journey and you’ll see it’s circular. The end of treatment doesn’t mark the journey’s end; instead, it’s a period of maintenance before the next symptoms or life events trigger the journey to resume. […]