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Power BI vs. Tableau: Which BI Tool Fuels Business Growth?
Neither Tableau nor Power BI is definitively “better”. Tableau excels in advanced data visualization and handling complex datasets, while Power BI offers user-friendliness, affordability, and seamless Microsoft integration. Choosing the right business intelligence tool can transform how your business understands and uses data. In this Power BI vs Tableau comparison, we’ll help you to […]

The Power of Integration and Automation for Business
Automation and integration leads to cost savings, improved data accuracy, and a better customer experience. With fewer bottlenecks and better data flow, teams can focus on what matters most. Businesses today handle more data, platforms, and processes than ever before. Yet, many still rely on disconnected systems that slow operations down, lead to errors, and […]

How to Choose the Right Data Management Software
To choose the right database, define your business goals and understand your data’s type, volume, and usage. Assess your current infrastructure, evaluate cost versus value, and consider solutions like FileMaker for its user-friendliness and rapid development capabilities. Knowing how to choose the right data management software makes all the difference. Get it right, and your […]

8 Common Mistakes in Finance Audits
Even the most well-prepared finance audits can go off track with simple mistakes like missing documents or misclassifications. These errors can lead to big headaches, but they can be fixed with the right approach. A few common mistakes in finance audits can turn a routine process into a costly problem. Maybe it’s an overlooked gap […]

Centralized Data Management with FileMaker
Centralized data management serves as a single source of truth for all business information, granting organizations a comprehensive view that leads to improved strategic planning and growth. Does your sales team track leads in one spreadsheet, manage inventory in another system, and log customer support requests on yet another platform? Every time you need a […]

How to Select Your Legal Case Management Software
The best case management software depends on the needs, prioritizing features like ease of use, security, and customization. Custom solutions, such as those built with FileMaker or CaseTrack, offer greater flexibility compared to off-the-shelf options. Is your law firm struggling with outdated workflows? The legal landscape has evolved. Paper files and scattered emails are no […]

How to Create Automated Workflows for Law Firms
From client intake to document management, automated workflows can help law firms make daily operations smoother, simplify tasks by reducing manual work and free up time for what really matters. Paperwork, deadlines, and endless emails—sound familiar? Many law firms are finding themselves bogged down by routine tasks that steal valuable time. Legal workflow automation offers […]

Genesis BI: Transforming Business Insights
Revolutionizing Business Intelligence Data fuels decision-making, but turning raw numbers into meaningful insights is no easy feat. Many businesses struggle with fragmented systems, complicated reports, or data that are simply too overwhelming to act on. Genesis BI changes that by giving organizations the ability to transform their data into a strategic resource—faster, simpler, and smarter. […]

Power BI vs. Tableau: Which BI Tool Fuels Business Growth?
Neither Tableau nor Power BI is definitively “better”. Tableau excels in advanced data visualization and handling complex datasets, while Power BI offers user-friendliness, affordability, and seamless Microsoft integration. Choosing the right business intelligence tool can transform how your business understands and uses data. In this Power BI vs Tableau comparison, we’ll help you to […]

The Power of Integration and Automation for Business
Automation and integration leads to cost savings, improved data accuracy, and a better customer experience. With fewer bottlenecks and better data flow, teams can focus on what matters most. Businesses today handle more data, platforms, and processes than ever before. Yet, many still rely on disconnected systems that slow operations down, lead to errors, and […]

8 Common Mistakes in Finance Audits
Even the most well-prepared finance audits can go off track with simple mistakes like missing documents or misclassifications. These errors can lead to big headaches, but they can be fixed with the right approach. A few common mistakes in finance audits can turn a routine process into a costly problem. Maybe it’s an overlooked gap […]

Law Firm Business Management Made Ease
From case management to client records, Claris FileMaker solutions simplify workflows and keep your legal practice organized with ease. Many firms rely on generic software that forces them to adapt to rigid systems. A recent Forbes article highlights that law firms today must adapt to new legal technologies, balancing both challenges and opportunities to stay […]

Key Metrics Your Law Firm Should Monitor Regularly
Having established KPIs in a law firm is important because it helps identify areas for improvement, optimize operations, and ensure growth. By monitoring metrics, lawyers can make better decisions and improve overall success. Tracking key performance indicators (KPIs) is indispensable for law firms aiming to refine operations, maximize efficiency, and drive sustainable growth. By consistently […]

Transforming Client Service in Law Firms with Custom Solutions
Client service is the foundation of every successful law firm. It builds trust, ensures efficiency, and drives client satisfaction. Leveraging tools like Claris FileMaker enables law firms to deliver exceptional experiences that strengthen client relationships, increase retention, and generate referrals. Law firm client service is about delivering an exceptional experience at every touchpoint. Solutions like […]

The Ultimate Guide to Data Management
Good data management keeps everything in place—organized, secure, and ready when you need it. With the right approach, you save time, avoid headaches, and make smarter decisions. Picture this: you’re making big decisions, but you’re not sure if the data you’re relying on is accurate, secure, or even accessible when you need it. Frustrating? Absolutely. […]

Optimize Law Firm Operations with Technology
Running a law firm involves more than legal expertise, it requires efficient operations, good communication and strategic time management. But with complex cases, demanding clients, and increasing competition, how can firms stay productive without sacrificing quality? The answer lies in smarter workflows. By integrating legal technology, workflow optimization, and automation, firms can reduce administrative burdens, […]

Genesis BI: Transforming Business Insights
Revolutionizing Business Intelligence Data fuels decision-making, but turning raw numbers into meaningful insights is no easy feat. Many businesses struggle with fragmented systems, complicated reports, or data that are simply too overwhelming to act on. Genesis BI changes that by giving organizations the ability to transform their data into a strategic resource—faster, simpler, and smarter. […]

Accounting Security and Logging
Accounting applications are essential for businesses, minimizing errors and ensuring transparency. Audit trails and logging are no longer optional—they are essential tools that enable accountability by recording financial and operational activities. What is an Audit Trail? An audit trail records transactions and events step by step, documenting financial transactions from entry to reporting. Logging captures […]

FileMaker for Law Firms & Financial Services
Streamlining law firms and financial services operations can be challenging, but the right tools can transform efficiency and drive success. FileMaker offers a flexible, customizable platform that helps firms automate workflows, improve collaboration, and integrate essential technologies. We often recommend a powerful, flexible platform that transforms how you manage your business processes. Claris FileMaker offers […]

Master List Creation in Claris FileMaker
Whether you’re a seasoned FileMaker developer or just starting out, this guide provides insights into multiple approaches, from simple looping to advanced techniques like Execute SQL and Execute Data API. Discover the pros and cons of each method and make informed decisions when generating lists of values from your data.

The Art of FileMaker Layout Design
As a FileMaker consultant, you encounter many homegrown systems that, while functional, often leave users feeling overwhelmed and frustrated. These systems become indispensable for day-to-day operations but simultaneously grow cluttered, confusing, and inefficient. This is usually why companies turn to professional developers for help—no one wants to work in a system that exhausts them. Thoughtful […]

Claris FileMaker 21.1 and Claris Connect Updates
Claris made exciting updates to Claris FileMaker 21.1 and Claris Connect. These enhancements are designed to offer small business owners, app developers, and IT professionals more power and flexibility than ever before. Claris Connect Enhancements The latest updates to the Claris Studio connector include advanced CRUD actions, giving you the power to programmatically update and […]

Claris FileMaker Development & Aaron’s Journey
Discover Aaron’s inspiring journey from IT Manager to Managing Director at Codence. Learn how his passion for FileMaker development, problem-solving, and music has driven his success in the tech industry.

AI Adoption in Business Workflows
Discover how AI can enhance efficiency, reduce costs, and drive data-driven decisions. Explore our innovative proof-of-concept tailored to your business needs.

Budgets & WIPs Reporting
Using Budgets to Drive Accurate Work in Progress (WIP) Reporting Running a company is hard. And reading financial statements can sometimes make it harder. So hard, in fact, that they come with their own set of rules and vocabulary that often seem to complicate rather than clarify. For most people, debits and credits don’t make […]

The Best 20 Data Analytics Tools in 2025
There is no single “best” data analytics tool for all businesses. The ideal choice depends on specific needs like budget, scalability, and integration capabilities. Tools like Tableau, Power BI, or SAS excel in different areas, from visualization to advanced analytics. Learn more about it. Whether you’re just starting out in data analytics or are already […]

Streamline Financial Audits with Custom Software
A financial audit examines the accuracy and reliability of a company’s finances, helping to build trust and maintain operational efficiency. Check how a custom software can help your company. When it comes to financial audits, accuracy, efficiency, and compliance are paramount. Yet, financial audits often reveal common challenges that can disrupt these goals, such as […]

A Practical Guide to Data Visualization
Learn the art of data storytelling and enhance your ability to present data in a way that is both understandable and impactful.

Why Choose FileMaker for Custom Business Applications?
FileMaker is an intuitive, low-code platform that enables businesses to create tailored applications. Its flexibility allows for seamless integration, enhancing efficiency and streamlining data management. Learn more about it. Managing critical project data shouldn’t feel overwhelming. If you find your information buried in complex systems or your team is wasting time sifting through spreadsheets, it’s […]

Semantic Search: A Smarter Way to Explore Data
Learn how AI and natural language processing can unlock deeper insights from your data.

Manufacturing Analytics: Insights for Smarter Operations
Explore how data-driven decision making revolutionizes the manufacturing sector amidst the ongoing digital transformation.

Master DataTables Series: 5.5 CSS – Formatting with Graphics
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. If you’re new to this series, we recommend starting from the introduction to maximize your learning experience. You can access the complete series here: Master DataTables with Claris FileMaker Pro. In the previous post, we […]