Skip to main content


Business & Financial Operations

Topic Experts:


  • The Nuts and Bolts of Accounting

    Accountants help organizations maintain order within their numbers. Remaining in the black and keeping your books up to date is a way to ensure your organization's future growth.

    Curated by Eric Hartel
  • Check the Numbers: Ensuring Accounting Accuracy

    Journalism students are taught to fact check, Law students are taught to fact check and in the world of accounting, one must always fact check. Check the numbers, review the supporting documentation, check for approvals, and recheck the numbers again....

    Curated by LaTanzia Jackson
  • Customer Complaints – The Road to Success

    Managing complaints is considered to be one of the ‘magic moments’ of the overall customer experience and can have a bigger impact on the way people feel about a business than the quality of its products or services.

    Curated by Miles Furnell
  • Proactive Service Management

    To the untrained eye, an upset customer seems like a problem for business. Actually, this customer is offering you a gift to improve your practices and further delight your customers.

    Curated by Shep Hyken
  • Maintaining Your Customer's Confidence

    The foundational goal of customer service is to resolve problems and complaints. It’s critically important, then, that we ensure our solutions are actually implemented and customers feel confident we’ve solved their concerns.

    Curated by Donovon Jenson
  • Set Goals for Your Project

    Curated by Dr Mike Clayton, founder of Your project’s goals will define what you get – so they should state clearly and without ambiguity what you want. Or, more precisely, what the project’s sponsors and key stakeholders...

  • How to Conduct Insightful Customer Interviews

    Imagine, for a moment, you had unlimited insight into the mind and behavior patterns of all of your customers and clients. That they simply told you what you spent hours trying to figure out. Now, realize the potential this has...

    Curated by Joss Ellison
  • A Beginner's Retail Guide to Processing Payments

    Curated By: Shenetta Byars There are several ways customers can pay for their goods and services, and more and more are being added as technology advances. This path covers the basics of collecting payments, processing the payments, and lastly,...

  • Can You Answer An Accounting Question?

    Accounting software is used for a variety of reasons, efficiency, processing invoices, track income and expenses, track payments to vendors, and organize financial statements to name just a few. But it serves no purpose if the accountant or bookkeeper...

    Curated by LaTanzia Jackson
  • Creating Influence through Trust

    Assuming that we understand what our clients want, need, and desire is dangerous. We need to look beyond our own point of view and understanding of the world and discover how others interpret it. That is why asking questions is...

    Curated by Ben Baker
  • Performing Financial Calculations

    Math calculations are embedded in our day to day lives and we’ve been calculating since birth…well not birth, but you get the picture. As we mature, so does the type of math we encounter and some of us grow to...

    Curated by LaTanzia Jackson
  • Define Your Next Project

    Curated by Dr Mike Clayton, founder of Think of your Project Definition as the foundations of your project. As with a building, it doesn’t matter how robust the framework is nor how well you build the structure. If your foundations...

  • Flip the Script: Managing Customer Grievances

    Customer service representatives (and departments) are the backbone of any successful organization. They ensure both the customer(s) and your products/services are able to work together seamlessly. But what happens when the process is not so seamless?...

    Curated by Trey Williams
  • The Nuts & Bolts of Accounting

    Curated By: Eric Hartel The world of financial accounting can seem daunting – unfamiliar terms, complex regulations, and plenty of math to boot. However, accounting is also the field that tracks how a business is performing and helps managers gauge...

  • Improving Customer Service in a Digital Era

    The entire customer experience is now driven by digital means. Many, if not all, customer interactions with your organization no longer involve a physical experience. Customers need ways to feel connected and respected by the business leaders and all...

    Curated by Jillian Cooper
  • Customer Experience Service Excellence

    Take ownership of the customer experience for internal and external customers. Every person within an organization contributes to positive or negative customer experiences. A single person can impact culture, life morale, innovate products, and create...

    Curated by Joseph Michelli
  • Escalating Customer Grievances

    Don't you hate it when you have a complaint and the customer service agent you are speaking to won't escalate it? Or when they do refer your complaint to a manager and no one follows back up with you? Both...

    Curated by Trey Williams
  • Working Remotely, Staying Connected

    Often images of working in your pajamas or running to your local shoppe for a mid-day cup of joe are conjured when someone says they 'work from home'. Thoughts of increased freedom and better visuals during our workday flood our...

    Curated by Laetitia Samuel
  • How to Design a Successful Business Model

    Course PROVIDED BY DelftX Does your business need a make-over? Are you looking to create a new business model so you can get more out of your or your client’s company? Innovating a business model is key for a profitable...

    Curated by Laetitia Samuel
  • An Introduction to Customer Experience (CX)

    Customer experience (CX) is a driving force in every organization and has opened a whole new career path. What’s driving this movement is that how people and companies purchase goods and services has changed dramatically in the past ten years....

  • Customer Experience Journey Mapping

    In today's highly-competitive business landscape, your customer experience strategy must be laser-focused on the things that matter most to your customers. Customer journey mapping is one of the master keys to that kingdom. When approached from th...

    Curated by Jeannie Walters
  • From Tables to Queries: Becoming Data Efficient

    This path is for the data entry lovers at heart: those of us who enjoy manipulating letters and numbers into an intricate design which houses critical information for others' use, the ones who understand how to create spreadsheets and databases,...

    Curated by Laetitia Samuel
  • Data Management

    Spreadsheets & Databases are powerful tools that can simplify processes and assist teams in being more efficient. There isn't a single industry that does not need to effectively organize its data, ranging from software companies to schools...

    Curated by Nia Grant
  • Time Management 101

    We each have 24 hours a day, but some of us are able to be more productive with our hours than others. Whether you are trying to find a way to do less or more in your day, this path...

  • Managing Up

    Have you ever struggled with a micromanager, a workaholic boss, or any other kind of difficult boss? Studies show that bad bosses are the number one reason people leave a job. This path will introduce the basic principles of managing...

    Curated by Mary Abbajay