RooksDM

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Anytime you are sending or receiving confidential information, it’s critical to stay compliant. As many of our clients are in healthcare, finance, and law we experience this on a daily basis. 

Not sure where to start? Here are a few tips we often share with our clients:

Step 1: Ensure your environment is compliant 
The first piece of the puzzle

When a business starts to take off, it feels incredible. What does NOT feel quite as good is the increase in admin work. A common pain-point that begins to happen is leads falling through the cracks. Owners get caught up in the actual work that needs to get finished, and they do not always prioritize prospective clients. If you own a small

IndustryLaw (Family Law Firm)

HeadquartersChicago, IL

Company Size9 employees

THE CHALLENGE 

When a Chicago-based family law firm were seeking ways to expand their law practice. When they received an offer to merge with a real estate law firm, they were thrilled! This opportunity would allow for them to expand their business.

As with many great opportunities, the merge surfaced a

IndustryFinancial Services and Tax Preparation

HeadquartersTorrence, CA

Company Size7 people

THE CHALLENGE When the world shut down in 2020 due to the COVID-19 pandemic, most businesses were forced to work from home. This was the case for one of our clients — a California Financial Services Firm.  

To fully serve their clientele, file taxes and meet deadlines, this accounting firm relied on an internal software secured by their private server. But when all of their employees were forced to work from home, their technology

As a business professional in 2020, you understand the power of technology and the correlation it has with your daily efficiency. For many small to medium-sized businesses, this efficiency is critical to their success. This is why taking some time to review and consolidate your technology can continue to be beneficial.  Here’s how to get started:

  • Make a list of all the
  • IndustryBanking and Financial Services

    HeadquartersHuntington, Indiana

    Company Size80 employees

    THE CHALLENGE Since 1912, this Indiana bank has grown to be one of the oldest and most trusted institutions in their area. With a strong belief in community banking and family, they provide banking and financial services for both individuals and businesses.  

    The community bank now employs over 80 staff members throughout