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Business & Financial Operations

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100 results returned
  • 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,...

    • Path
    • Rating 5.0
    • Advanced
  • 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...

    • Path
    • Rating 5.0
    • Beginner
  • Claims Negotiation Tool Box

    When negotiating in the claims environment, there is a wide range of possible outcomes and an even wider range of negotiation techniques that can be used to influence those outcomes. There is no "one size fits all" tool that can...

    • Path
    • Rating 5.0
    • Intermediate
  • Spotlight on Entrepreneurship

    This path features words of wisdom from various successful entrepreneurs. Hear from Richard Branson, Sara Blakely, Elon Musk and others on topics like starting a business, creating innovative products, avoiding common pitfalls, and overcoming failure.

    • Path
    • Rating 5.0
    • Beginner
  • How to Start a Startup

    How to Start a Startup is a series of video lectures initially given at Stanford University in Fall 2014; the course was taught by Sam Altman. In this path, Sam will lead the learner through 20 lectures with the likes...

    • Path
    • Rating 5.0
    • Beginner
  • 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...

    • Path
    • Duration 1.7h
    • Rating 5.0
    • Beginner
  • 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...

    • Path
    • Rating 5.0
    • Beginner
  • 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?...

    • Path
    • Rating 5.0
    • Intermediate
  • 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...

    • Path
    • Rating 4.2
    • Beginner
  • 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...

    • Path
    • Rating 5.0
    • Advanced
  • 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...

    • Path
    • Rating 5.0
    • Beginner
  • 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....

    • Path
    • Duration 32m
    • Rating 5.0
    • Beginner
  • Know Your Accounting Software

    This learning path will help you understand the basics of the most commonly used accounting software for different sized businesses.

    • Path
    • Duration 1.4h
    • Rating 5.0
    • Beginner
  • 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...

    • Path
    • Rating 5.0
    • Beginner
  • Project Management: Measuring Progress & Alignment

    You’re in the delivery stage of your project, so now you need to assess your project’s performance. Here are a selection of videos and articles that will give you the information you need to get started.

    • Path
    • Rating 5.0
    • Beginner
  • 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...

    • Path
    • Rating 5.0
    • Beginner
  • Avoiding Over-Automation in Customer Service Resolutions

    Your customer is upset, I mean really angry. They call your organization to resolve their issue. They are greeted by a friendly voice who knows how to respond to all of their cues seamlessly. Soon they realize they are speaking...

    • Path
    • Rating 5.0
    • Advanced
  • How May I Help You? Creating Positive First Impressions

    The moment a customer enters your store, the clock is ticking. How your customers engage your organization begins the moment they cross your threshold. Greeting the customer quickly sends a message that your company is customer-centric and values...

    • Path
    • Rating 5.0
    • Intermediate
  • Avoiding Scheduling Pitfalls

    You are always busy. Between juggling multiple project deadlines, conference calls, and meetings, you have a pretty full workload. We get it. For things to run most effectively, you need to schedule, maintain, and update appointments as efficiently as...

    • Path
    • Rating 5.0
    • Intermediate
  • 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...

    • Path
    • Rating 5.0
    • Advanced
  • To Report, Or Not Report. That is the (Accounting) Question.

    Financial discrepancies are going to occur, intentional or not, it is important to report and correct the inaccuracy as soon as it is discovered. Checks and balances are in place to prevent discrepancies, but there are times when they can...

    • Path
    • Duration 33m
    • Rating 5.0
    • Beginner
  • 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...

    • Path
    • Rating 5.0
    • Advanced
  • 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...

    • Path
    • Rating 5.0
    • Beginner