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Financial Firm Regains Nearly 1,000 Hours Annually With Microsoft Office 2010

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Executive Summary

Investing insight, acumen, and experience are the three pillars behind the success of Alameda, California - based Phocas Financial. The company's dedicated employees have managed assets for individual and corporate clients across northern California - with a mission to help everyone achieve the maximum return on each investment. With seven employees and a growing client base of 80 customers, the company is always seeking new ways to facilitate increased productivity so that employees have more quality face-to-face time with clients. Since implementing Microsoft Office Professional 2010, the firm has increased efficiency throughout the company and improved its relationship with clients.

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