Category Archives: Charlotte

Exciting Times

 

Some exciting changes will be occurring at WIMS built around the development and expansion of an advisory service line focusing on organizational consulting. This move serves as a commitment to establish an internal culture based on sustainable internal project management and organizational structure. The steps are in place to strengthen the project portfolio at WIMS as a case study for future external reference. As with any new expansion this is going to be a learning experience and the journey will be very meaningful and informative more so than the outcome.

 

The WIMS Organizational Consulting service line offers a range of organizational design and project management methodologies for organizational wide solutions as well as specific projects. These services begin with an informational interview to gain an understanding of the current situation and project management systems in place. From this initial conversation an organizational strategy will be outlined focusing on specific areas that will be focused on to ensure that a sustainable project management system can be implemented. Communication is critical and the goal of the services offered is to provide a project management system which will fit into your organization and be used for the creation of a long-term project management strategy.

 

Once communication has been addressed the focus will pivot to time management and communication to help create and expand a system for project planning and improve on dividing tasks between employees. This is when the focus will be on auditing the current operations and providing an understanding of how a well-structured project management system can lead to meeting important deadlines, improved customer satisfaction, and higher returns on investment.

 

After this stage of information gathering the WIMS team will provide a series of recommendations on what project management techniques to implement and how to stay on the right course to make these initiatives sustainable. The formation of a stronger project management system will improve the internal capabilities along with a boost in employee retention. The specific needs of your organization will be understood and enhanced by reaching out to WIMS and taking the time and effort to invest in a sustainable project management system.

 

This important initiative is going to be an exciting learning experience which will undoubtedly have some road bumps and unexpected turns but will lead to growth and reflection. Above all understand that the changing and building of project systems is difficult and members of the team must be given information about what is happening and have an outlet to provide meaningful feedback. While reviewing existing processes it is common to focus on what is not being done correctly but the time should also be taken to identify what is done smoothly and identify best practices which can help replicate what is accomplished successfully. Taking the time back and focusing on growth is a great way to create the right mind set for a successful spring and ensure that the right course of action has been set for the rest of the year.

 

Project Management means focusing on growth from the core and takes conscientious efforts and reflections to effectively be implemented. By developing the internal project management system of WIMS in a strategic way and focusing a considerable amount of time and resources on internal development the ability to scale future growth in a more seamless fashion can be created. The time spent on building an internal team and project management system will allow for an expansion of future services offerings across industries.

 

Creating internal systems and focusing on the weak points that exist in communication and executing future growth will be undertaken when the resources and systems necessary for success are in place. This growth and development will take time and reflection to understand and scale organizational design and project management solutions across industries including real estate, healthcare, legal, sports business, professional services and technology.

 

Mobile Insights from Deloitte

A Deloitte perspective entitled Failure to Launch outlines the steps to follow to build mobile applications which employees will want to use. This insight shows the importance of mobile technology in today’s world as well as the attention of consumers and business partners as they shift to the screens of mobile devices. An aspect of mobile applications which is also vital but does not always receive as much attention is the importance of developing applications for internal use.

 

The focus of this Deloitte writeup is to outline some steps to follow to improve the effectiveness and use of enterprise mobile apps for employees use. With many different applications and projects to juggle daily it is becoming harder for companies to unveil and implement internal tools for employees. The key to successfully unveiling an application internally should mirror an external product release and be strategically aligned with the mission of growth for your organization. These steps should serve as a guide to review not only new app development but also a benchmark for all internal processes and the perfect opportunity to take the time to invest time and resources into improving those processes. Internal processes are not the most exciting aspect of running a successful project but are critical to the success of specific projects and the sustained success of an organization.

 

The system below should be a guideline and not a hard set of rules to stick to. Leaders and decisions makers within an organization should take the time to fully analyze multiple data points and conduct informational interviews with members of their teams to collect the relevant facts and information from their industry and company. This wide amount of information will allow the greatest amount of data available to make a well thought out decision while also bringing together stakeholders through the entire process from idea generation to implementation.

 

Seven steps are laid out to build and successfully launch enterprise mobile apps:

  1. Strategy and Value: Have a clear goal behind what you are undergoing which can easily be conveyed and understood to those who are hearing about your idea for the first time.
  2. User input: Gather information beginning with idea generation and continuing through implementation from a broad range of potential end users.
  3. App Development: During the development process have steps in place to provide feedback and convey this to your team.
  4. Distribution: Announce the launch of the app and make it known to all parties who may be interested in finding more about the specific app launch and your company in general.
  5. User Support: After the release keep contact with your team and continue to gather feedback from them. When issues arise provide a way for them to easily find the answers to questions and develop a culture where workers interact and shape the future of products in a proactive environment.
  6. Supporting organization: Reinforce the practices in your organization though best practices and foster a tech and mobile friendly company culture.
  7. Continuous Optimization: Never stop gathering feedback and look to stay ahead of the game to be an industry leader with a robust internal team.

 

These strategies were formulated for enterprise mobile apps but the tips should be used to foster change in creating a workplace culture where design, creativity, and innovation propel your company and projects forward as an industry leader.

 

Source

“7 steps to building mobile apps employees will really use.” Deloitte. https://www2.deloitte.com/us/en/pages/technology/articles/deloitte-digital-mobile-enterprise.html.

WIMS Client Spotlight Robin Branstrom Fine Art

WIMS Client Spotlight: Robin Branstrom Fine Art

Robin Branstrom has been an art consultant for over eight years, working with both individual collectors and business clients. She was formerly a partner in Robin & Robbins Art Consultants before forming Robin Branstrom Fine Art. Her company primarily operates out of North Carolina (Charlotte and Wilmington) and South Florida (based in Palm Beach) however she often travels around the country for projects (she’s particularly found of New York of course).

Robin Branstrom Fine Art works with both individuals and their private collections, as well as in the corporate section, curating collections for commercial properties and businesses looking to add some culture to their office spaces. She also works with interior designers to find the perfect piece for their client. Events are another specialty of the company, whether they have a fundraising/nonprofit aspect or simply spicing up a corporate networker, adding fine art to the mix is always a hit.

Often times it takes a special eye to find a perfectly curated piece that cohesively fits with their new décor. From Site Review to Installation, Robin Branstrom Fine Art connects the client with high caliber art that suits their living space which often involves the following steps:

Evaluation

We schedule an initial consultation to discuss your project. Our aim is to understand your business, and your budget.

Site Review

We visit the site or review architectural drawings to get a clear understanding of the space and identify potential art locations.

Presentation

We provide a broad selection of art options: paintings, prints, sculpture, works on paper, textiles and photography… as your project requires.

Selection

We work closely with you and your design team to select the art and specify the placement.

Framing

We offer numerous framing, matting and glass options to protect and present your art.

Installation and Lighting

We will expertly and securely install your art with an eye for detail and suggest the correct lumens to bring out the best in your collection.

Documentation

Upon request, we can provide documentation for your collection, including photo images, media descriptions and valuation.

 

Robin Branstrom Fine Art is continuing to grow and evolve its focus and services. Check out https://www.robinbranstromfineart.com for more information about Robin and her company and to follow along in their journey.

Resources from the Charlotte Alliance

The Charlotte Alliance

 

The Charlotte Alliance provides information on their website on a range of meaningful sources. This includes Data and Reports, Charlotte Regional facts, talent development, public policy positions, and a schedule of events providing valuable information to those interested in the business climate in the Charlotte region.

 

The website also provides links to recent expansion and investment projects around the Charlotte area. The information on the website shows how the Charlotte Alliance is a resource for the community which takes the time and effort to create a better Charlotte bringing the regions leaders together. This advocacy and collaboration is shown across a range of industries including some targeted industries which are important to the identity of the Charlotte business community.

 

Some highlighted industries include healthcare, information technology, and financial services. Through the advocacy and work of the Alliance the Charlotte region is displayed as a place of economic collaboration and innovation on the national and international stage with a diverse and knowledgeable workforce.

 

Target Industries

 

The Charlotte Alliance has a team that is dedicated to highlighting the unique business community in Charlotte placing a spotlight on some specific target industries. This information paints the picture of a region with a talented and diverse workforce that is ready to drive growth into the future. These industries include Financial Services/Fintech, Advanced Manufacturing, Healthcare, Information Technology, and Logistics benefit from a well-trained workforce and the presence of area universities and college who have relationships with major area employers.

 

By focusing on these industries which are expected to be of high growth and demand as the economy changes over the coming decades the Alliance has placed the Charlotte region in a good position to grow and gain momentum. These industries will attract interest and investment in the highlighted industries along with adjacent and support companies.

 

Financial Services/Fintech

 

The first image of Charlotte for many people is of the towers of Uptown and a city full of bankers who moved to the area from the Northeast and Midwest. Many of the largest employers in Charlotte are rooted in the financial services industry. Charlotte is seeing new players in the growing Fintech sector grow and invest in the area including AvidXchange and Lending Tree. These new companies along with the established banking community including Bank of America and Wells Fargo mean that some of the top financial services talent in the world reside in and around Charlotte.

 

Healthcare

 

The Charlotte region is increasingly being recognized regionally, nationally, and internationally as a healthcare center with access to some of the nation’s best talent and facilities. The healthcare industry in the Charlotte region is diverse and includes hospitals, research, and biotech manufacturing. With many schools offering degrees related to the healthcare industry the region boosts a strong talent pool to fill healthcare positions at companies including Novant Health and Atrium Health which are two of the region’s largest employers.

 

Information Technology

 

The technology sector is an increasingly important aspect of the Charlotte region combining the talent of transplants to the region, recent college graduates, and seasoned tech professionals. As companies increasingly seek out ways to incorporate better data into their decision-making processes tech companies are seeing some of the biggest growth among any industry. In Charlotte, the presence of some of the largest financial and healthcare companies means companies can use the innovation of established companies to work on projects. These companies are able to access the dynamic talent pool and provide innovative specialized technological services. Top area employers in the sector include consulting firms like Accenture and Deloitte and financial services companies including AvidXchange and Lending Tree.

 

Concluding Thoughts

The tourism campaign for the city of Charlotte is Charlotte’s Got A Lot which could also serve as the slogan for the economic development in this area. Charlotte and surrounding counties have a highly skilled talent pool with knowledge in a vast range of industries including financial services, healthcare, and technology/analytics. The Charlotte Regional Business Alliance works to foster and develop the relationships between company leaders, public officials, and companies interested in relocating to Charlotte to foster collaboration and showcase the vibrant and diverse economic activity across the region.

 

Blanq Commercial Real Estate

WIMS Client Spotlight: Blanq Commercial Real Estate

Blanq Commercial Real Estate is a commercial real estate firm specializing in buying, selling, leasing, and Property Management of commercial real estate located in Charlotte, NC, with operations across surrounding counties. They also recently expanded to the Research Triangle Park area and opened an office there.

Blanq Real Estate is focused on providing diligent work on every project from the beginning of the transaction through completion. When dealing with commercial real estate projects, Blanq takes a holistic approach to maximize the value and understand the needs of clients. Operating this way serves as a valuable asset in the real estate industry since the ability to connect with clients and understand their needs sets good commercial real estate firms apart from great firms. Blanq combines knowledge and expertise in the commercial real estate industry with a firm foundation including strategic partnerships with vendors and service providers.

Clifford Blanquicet, Jr has sold over 20 properties and executed over 70 leases over the last three years in the Charlotte Region. This expertise and diverse experience across a range of different types of real estate holdings allows Blanq to serve clients across different industries handling commercial transactions as they purchase or lease real estate.

From a financial standpoint Blanq provides services which are extremely beneficial to their clients by maximizing the value of each property managed. This is accomplished through a personalized approach where time and energy is spent to ensuring clients’ interests are aligned with the specific location of their real estate holding. The Net Operating Income (NOI) of each property Blanq manages has grown over time through a mixture of findings cost saving measures and leasing vacant spaces to maximize revenues. The ability to focus on measures to cut costs and grow revenues directly relates to the effectiveness of the Blanq team in communicating and responding to clients and strategic partners.

Blanq also offers a shared coworking space called BlanqCanvass CoWork for those looking to looking to have a professional address, professional office, and conference room to meet clients for their business? It’s located right near uptown Charlotte, offers free parking, use of conference room, craft beer and more, it’s what is needed to take your business to the next level.

Accounting Industry Trends

 

The accounting industry is being disrupted by a range of technologies including machine learning, Artificial Intelligence, and the blockchain. The sources below highlight trends across marketing, human resources, and cybersecurity with implications across the accounting and financial services industry.

Major changes are coming to the workplace as technological disruptions alter where work is done, the speed of workflow, and the role of the employee within the mission of the firm. These new trends are shaping the core principles of work across all industries including how workplace meetings are run, how financial transactions are handled, and change the necessary skills sets a competitive workforce has. From webinars to speakers at industry conferences blockchain technology is a disruptive technology which continually is discussed.

The chart below, from Robert Half, highlights survey results from over 2,000 financial leaders on blockchain technology and how it will shape the financial services industry.

The results from this survey show how finance leaders have a range of thoughts on how cryptocurrencies and the blockchain will affect the overall industry. Only 13% of those surveyed believe that cryptocurrencies will not be common while 50% believed that cryptocurrencies will either be Somewhat Common or Very Common. Since most of these finance leaders believe that cryptocurrencies will have some impact on their business they are planning for a future where cryptocurrencies shape strategic decisions across the firm. Some ways that companies are addressing the growth of cryptocurrencies include training staff on cryptocurrencies, increase investment in specialized accounting including forensics accounting, and increased cross-departmental collaborations. These changes can be met through focusing on internal growth and development while also seeking outside partners to increase marketing, business development, and employees training.

The accounting industry is at an exciting place. The last decade has seen some of the most drastic changes improving the efficiency of the industry. Some technological advances include the growth of blockchain technology and machine learning. Industry leaders are making investments in training their workforce, increasing their marketing presence through digital campaigns and brand journalism. Through partnering with marketing firms and investing internally on training and retaining top talent, accounting firms can position their brand favorably in the industry while growing their service offerings.

2019 Perspectives

I might be a little late to the game, but I want to start off and wish everyone a Happy New Year! By now most of you will be back to work after what I am sure was some much-needed time with family and friends. Instead of the typical Resolutions or Trends for 2019 I want to share something different with you. A look at some perspectives of what will happen over the next 12-months with a focus on events ranging from local developments with an impact on the Charlotte area to national factors.

Instead of making predictions I want to outline a few important issues which I think will generate news throughout the year and define the year for countless households. These topics are by no means definitive and I think it will be interesting for me to look back at the end of the year to see how this post holds up after a year. Some of these includes events that will create economic impact in Charlotte including the hosting of the NBA All-Star Game. Financial topics are sure to be discussed often and I see student loans as a topic which will continue to impact the purchasing power and economic decisions of millions of Americans.

This is first year that I can remember when I will not be in a traditional classroom. After years of having classes through the winter months and spring I am now entrenched in the working world where January begins an exciting new year. In this aspect it is like how September begins a new and exciting chapter for students and teacher alike. My friends from college have graduated and are either continuing their education and working in research labs or beginning their careers. Not everyone has successfully found a career that uses their degrees and college skills.

The news shares many stories of how as the economy has grown many have been forced to work multiple part time jobs to make ends meet. A great deal of time, discussions, and stress is placed on how to payoff student loans among friends. Education is well worth the investment, but I do see some people left behind suffering from the student loans burden and stuck in situations where they face an uphill battle. I will leave the issue of student loans with the following question: Will this be the year when students loans take more of the headlines like the housing bubble did in 2008?

I want to continue with some trends that I think will be greatly talked about from the media to boardroom from a national perspective. One trend which I have increasingly seen is that people are taking a break from social media to start the year off with a different perspective and away from the clutter and mess of social media. I myself have decided to use social media less this year and allocate some of the time I would spend online away from screens and instead read. This brings up privacy and data security, issues which are increasingly important as 2018 progressed and I can only imagine will stay important into 2019. I will be interested in seeing how tech companies’ stocks will perform into 2019 and what this will mean for the stock market. No market predictions on my end but I imagine investors are in store for another roller coaster ride of a wild year. Some other terms that I think will continue to be in the lexicon include sports betting, increasing marketing for Generation Z, and digital detoxes.

I want to highlight a few local topics from the Charlotte area. Basketball is big in North Carolina and the NBA All-Star game is coming next month with expectations of economic impact that could cross $100 Million. While North Carolina lost out on Amazon to suburbs of Washington, D.C. and New York other important economic news made headlines to end 2018 including IBM’s purchase of Raleigh based Red Hat. November also saw news in Charlotte when Honeywell announced moving its world headquarters from New Jersey to Charlotte which will eventually create 750 jobs. Charlotte is a great city to build and grow a company landing on Inc’s 50 Best Places to Start a Company at 22 with an emphasis on fintech growth.

I believe that companies will continue to invest in the Charlotte area as building projects through Uptown Charlotte and across the region continue to show the robust economy from new building to the continued need to build affordable housing for all the new employees moving into the area. Charlotte has a chance to show its new design to the world during the All-Star game and this year will see continued development and investment centered in Uptown Charlotte. Like across the country growth is focusing on major metro areas with access to universities and transportation which I believe will shape future investment in 2019 and beyond.

Growth and volatility are not often said in the same sentence but those are two words which I think are two words which will shape the next 12-months. Issues that have been under the surface for years will continue to impact the purchasing power of Americans including student loans and greater need for affordable housing. At the same time growth at companies and investment in education will continue across Charlotte and the nation. As privacy concerns continue Americans will decide to take control of their data which is one of the most marketable and valuable pieces of information they hold. The place social media has in our culture will likely be shaped by how it is used throughout the year.

Beginning the path towards growth

     Hello there, my name is Craig Oliver and I am new to the WIMS, Inc. team. I will be helping with operations and project management in addition to contributing to this blog and other publications with a focus on growth. I graduated from American University in May with a degree in Business Administration. Now as I begin my career, I am applying some of the concepts from my education into practice. I have moved beyond the classrooms of business school of learning through case studies and into the real world.

     I have become involved with the Project Management Institute here in Charlotte. I have gained an interest for helping grow business value through a successful portfolio of projects. Every successful organization must be able to work in some capability on teams and delegating work to create a path towards success.

     As a sports fan, I have watched my fair share of games decided not by athleticism but by the decisions of coaches on who to put in the game and what plays to run. The implications of running smooth projects goes beyond the play calling of the Rams or Patriots.  Project management includes simple decisions made every day including which staffer to put on your audit at work to what to watch on Netflix when you get home.

      It is now mid-December and Thanksgiving has long come and gone. Now the busy holiday season and end of year has arrived.  End of the year reports and project planning for 2019 create long hours in addition to the holiday season. Here at WIMS the end of 2018 is an exciting time where the old is meeting the new as projects are winding down while planning for 2019 and new ventures continues to ramp up.

WIMS Client Spotlight: IntellyDoc (AI Contract Management/Automation for Lawyers)

Meet IntellyDoc (website/platform is going live this week): The platform designed specifically for lawyers that serves all your end-to-end contract management needs, and will soon leverage artificial intelligence (AI) technology as well. IntellyDoc easily solves every lawyer’s greatest problem – time management.

You can manage your contracts – from start to finish – without having to leave the IntellyDoc platform. IntellyDoc empowers you to leverage and take back the greatest commodity in the practice of law – your time. Which means you’ll draft contracts, automate document review and approvals (including e-signature functionality), gain critical insight with contract analytics, and close deals faster and more efficiently than ever before.

On the IntellyDoc platform, you get access to the following powerful capabilities:

  1. Smart Contract Template Design
  2. Automated Contract Review
  3. Custom Workflows
  4. Collaboration
  5. E-Signatures
  6. Data Analytics/Reporting and Extraction

The Real Benefits of IntellyDoc:

  • Less email tra­ffic
  • Less legal grid-lock and pressure
  • Less time in the weeds
  • More time to practice high value, meaningful work
  • More efficient workflows
  • More metrics to inform decisions & ensure compliance.

Here’s how it works:

  • Create, review, negotiate, execute, and store a document without leaving the cloud-based platform.
  • The built-in, smart workflows automate document review and approval, enhancing speed and accuracy of your workload.
  • Collaborate securely within the platform to edit and track changes, manage several versions of documents, and execute documents with electronic signatures.
  • Gain powerful insight into your contract repository with real-time reporting and analytics.

Why it works:

  • Our simple set up with on-going, hands-on support means zero installation rigmarole but on-boarding training support is here, if needed.
  • The platform supports various file types you interact with daily on Macs or PCs including: doc, docx, and pdf.
  • The secure and compliant cloud-based approach delivers metrics and transparency.

The website is being finalized this week, but if you’re interested in learning more about the platform, please email sales@intellydoc.com or click here to schedule your demo today.