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Insider June 2024

Awards and new business
BUSINESS DEVELOPMENT The sales team has had a very productive second quarter, bringing in many new clients:  IVM Solutions  Nucompass Mobility  Dance ...
401k service provider upgrade
HUMAN RESOURCES We are pleased to announce our 401k transition to Fidelity is complete. Make sure you're on the right track to make the most of Fideli...
Working together
ACCOUNT MANAGEMENT Our account management teams have started collaborating more closely, with AM Leadership joining client calls and attending in-pers...
Enhancing data governance
BUSINESS INTELLIGENCE Our Business Intelligence Team is enhancing data governance through transparency, data quality, and collaboration:  Transparency...
A better accounting system
ACCOUNTING Last month, we began redesigning Agresso, which should go live by the end of the year. We are also working to integrate our banking process...
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