- Long ago I started tracing the flow of our work life on banner paper, to try to identify where all the data points lived. I started creating checklists for each step. Diligence™ is the culmination of 35 years of creating those checklists and filling in those blank spaces. Think of Diligence™ as a comprehensive checklist for small business operations. This isn't software. It's a way to run your business.
- There is software for managing contacts (CRM), and there is software for accounting, (QuickBooks, Quicken, Peach Tree, etc.) but there is very little support for the day to day workflow covering everything in between. To truly manage any enterprise you need to organize and integrate contacts, quotes, orders, and vendors. Then you need the ability to accurately measure and manage all those functions. Even if your business doesn't use all these categories, you will still be able to control the specifics of your enterprise with this powerful organizer.
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