Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

The ability to gather and analyze project data has improved or improved significantly for nearly two-thirds of the respondents to a survey of construction managers, specialty trade contractors, and ...

Primary research is the process of gathering data directly from original sources as opposed to collecting information from research that others have done. Information can be obtained by observation, ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

In the evolving landscape of technology-based information-gathering, the distinctions between tasking an individual source and asking a crowd have become more pronounced. Why does this matter? At a ...

If you’re a founder trying to understand more about these topics, whether it’s to improve your workflows or products or some aspect of your operations, here’s a business owner’s primer on what people ...

Forbes contributors publish independent expert analyses and insights. I write about the latest trends in intelligent manufacturing including machine learning and applied analytics. Artificial ...