Personiv vs. XCMworkflow, from Wolters Kluwer

Start by carving out recurring, rule based work that eats up your bandwidth: AP, allocations, month end schedules. Build SOPs for them, give them access to your tools and treat them like part of your team. That said don't offload judgement heavy tasks.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The team's work is pretty consistent.
• Their responsiveness is incredible too, they adapt really fast.
• Instant availability and ability to scale during crunch is amazing

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The onboarding process did require a lot of upfront hand holding
• Time zone gaps sometimes

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info