Overcoming a Common Business Challenge

As a financial manager, I create detailed financial plans to help my clients articulate and meet their investment goals. For years I was communicating investment options to my clients via reports presented in Microsoft® PowerPoint®.  For each new client I’d put together a presentation of about 20-25 slides, sometimes even more. With these slides I was able to give my client a detailed view of individual investment options, but as you can imagine—putting these presentations together was not only time-consuming, the results were static and inflexible.

Once a PowerPoint presentation is created, you can’t just change it on the fly. You need to go back to the file and edit, add, or delete a slide. So for example, if I was in the middle of a presentation and was gathering feedback or wanted to add something the client said, it was very cumbersome to make that change or even make that note on the slide without breaking the flow of the presentation. I either had to make a mental note or jot down a reminder somewhere to make the change later.  Read More