Technology

Redtail

Learn About Redtail Fields

6/30/2014 - 7/15/2014

Fill Missing Fields

7/15/2014 - 8/19/2014

Standardize Accounts

08/19/2014 - 9/1/2014

Investigate Workflows

9/1/2014

Dropbox

Prepare

6/30/2014 - 7/7/2014

Scan Client Folders

07/7/2014 - 08/19/2014

Set Up Server

8/1/2014

Move Local Files

8/1/2014 - 8/15/2014

Evernote

Prepare Notebooks

8/31/2014 - 9/30/2014

Introduce Evernote to Staff

10/1/2014