Oh man, March has been a terrible productivity month for me. I caught a bad cold the week of the 10th and missed most of the week at work. Then I left on the 14th for California for vacation with my wife. Fortunately my health improved as my vacation began, so it wasn’t a complete loss.
I must recommend how I spent my time in California. We rented a convertible and drove north on the coast from San Diego to San Francisco. All the sunshine was welcome, especially coming from a rather cloudy winter in the Pacific Northwest.
Upon my return I just had 4 days in the office this week as I’m out again on Friday. Therefore, I haven’t made much progress on long-term objectives, and I also have been delinquent on my blog duties. I apologize to my numerous readers and subscribers!
Nevertheless I have been building ideas that I hope to discuss in April (keeping in mind that it’s the end of the 1st Quarter). Here’s a preview:
- I’m adding much more batch processing to our internal quarterly report generation. I hope to be done with 45 reports by the 2nd business day of April. That includes all updates from custodians and captive accounts.
- How to use browser plug-ins to view data of multiple accounts to minimize the clicking back and forth from master account view (useful for annuity products, where many client accounts are consolidated under one adviser login).
- Automating the filing of paperless documents through OCR, and how much one might have to pay for it.
That should be enough to keep readers engaged. Now I need to live up to my end of the bargain and write!
