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March 2019

16 : Integrations with Adriana Cavallo

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BGL Account Manager and host of the pod Jorge Tsipos interviews BGL’s Adriana Cavello.

  • Integrating client data across multiple databases in accounting firms – moving from multiple silos of information into one database shared everywhere.
  • Do you just ‘switch on’ a software integration, how does it work?
  • Cleaning data sets – be the integrations specialist that you want to see in the world.
  • Have a checklist – the step-by-step process of change management implementing new software in any organisation.
  • What are the little things in the product that have an outsized effect on the client experience?
  • Adriana’s personal journey through BGL over the last 7 years.
  • How do you deal with all the product feedback from client, make decisions and prioritise the responses.

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