A Practical Guide to Scalable Contractor Compliance

Move beyond spreadsheets and manual checks. Digitise contractor compliance to help protect workers, speed mobilisation, and stay audit-ready.

Managing contractor compliance is about ensuring every worker on site is properly qualified, inducted, and ready to work safely. Yet many organisations still rely on spreadsheets, email chains, and manual checks that can’t keep pace with today’s workforce. As contractor, subcontractor, and temporary worker numbers grow, traditional processes increase administrative pressure and introduce unnecessary risk.

While workforces have evolved, many compliance systems have not. Outdated, paper-driven workflows slow down onboarding, create visibility gaps, and make it difficult to maintain consistent safety standards across multiple sites and teams. This guide shows how leading organisations are shifting to digital-first, scalable compliance systems—tools that reduce admin, protect workers, and provide live, audit-ready oversight without adding extra work for busy teams.

Inside this guide, you'll discover how to:

  • Why manual, paper-based processes no longer meet the demands of modern, multi-contractor sites
  • How digital workflows simplify onboarding and competency management while improving visibility
  • How automation, mobile access, and multilingual tools help reduce risk and support every worker on site
  • What scalable, technology-driven compliance looks like in practice—and how organisations are achieving it

Whether you manage construction, utilities, logistics, or energy sites, this guide offers practical insights to help close the gap between being qualified on paper and truly job-ready in the field across all your workforce.

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The UK Buyer’s Guide to 3D Room Planners

With shoppers expecting realistic, personalised product visuals, 3D room planning technology has become essential for enterprise furniture retailers. This guide explores how 3D planners help customers visualise complete spaces, improve buying confidence, and drive higher in-store and online conversions.

In this guide, you'll learn how retailers are using 3D planners to:

  • Enhance free design services: Create accurate 2D and 3D floor plans that help shoppers imagine furniture in their own space.
  • Increase transaction size: Upsell full-room solutions through personalised digital merchandising and product grouping.
  • Improve shopper confidence: 68% of furniture buyers prefer stores offering 3D visualisation services like room planners.
  • Streamline design workflows: Use accurate real-time geometry, lighting, and layout updates that support both customers and professional designers.
  • Centralise 3D content: Reduce vendor sprawl by managing visual assets across room planners, configurators, WebAR, and renders in one ecosystem.
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The UK Buyer’s Guide to 3D Product Configurators

As furniture shoppers increasingly begin their journeys online, clear, immersive product visualisation has become essential. This buyer’s guide explains how retailers and manufacturers can use 3D configurators to improve accuracy, reduce returns, and deliver a more confident buying experience across channels.

Inside the guide, you'll learn:

  • Which configurator type fits your needs: 3D product vs. 3D modular tools for complex, configurable catalogues.
  • No-code and ease-of-use features: empower large teams to update products and configurations without relying on developers.
  • Enterprise-grade efficiency: reuse 3D assets across configurators, AR, room planners, and renders to reduce duplicated work and vendor sprawl.
  • Integration essentials: PIM, DAM, ERP, and SIF support for accurate pricing, attributes, and order files across markets and channels.
  • Environmental impact and ROI: how digital visualisation reduces physical samples, improves accuracy, and supports sustainable operations.
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The US Buyer’s Guide to 3D Room Planners

Buyers expect to see how furniture fits and looks before they commit. This buyer’s guide walks enterprise retailers and manufacturers through selecting a 3D room planning platform that delivers fast floorplan creation, photoreal HD renders, and turnkey integrations with PIM/ERP for consistent omnichannel experiences.

Inside, you'll learn:

  • Key features to require: flexible floorplan tools, real-time 3D realism, and high-definition renders for polished proposals.
  • Operational benefits: vendor consolidation and reusable 3D assets that reduce manual work and support multiple channels.
  • Integration musts: PIM, inventory, add-to-cart, and SSO to ensure accurate pricing and seamless checkout.
  • Business impact: improved buyer confidence and measurable uplift in AOV and conversions.

Enterprise retailers using integrated 3D room planners see stronger engagement and higher order values—this guide gives you the checklist and vendor criteria to select the platform that fits your catalog, channels, and timeline.

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The US Buyer’s Guide to 3D Product Configurators

Shoppers expect immersive, accurate visuals when customizing products online. This buyer’s guide explains how enterprise retailers and manufacturers choose 3D configurators that scale from no-code editors to WebAR, PIM/ERP integration, and return-reducing render quality.

Inside the guide, you’ll learn:

  • Which platform type fits your catalog: product vs. modular configurators for single items or complex assemblies.
  • No-code & time to launch: why enterprise implementations typically target 8–12 weeks and what accelerates launch.
  • Integration & operational efficiency: PIM, DAM, ERP, SIF support, and reusing 3D assets across room planners, AR, and renders.
  • Cost vs. value: how to evaluate pricing models and measure ROI through reduced returns and operational savings.

Enterprise teams that pick the right configurator reduce manual work, improve order accuracy, and increase buyer confidence with near-photorealistic renders and AR previews. Use the checklist inside to compare vendors and avoid costly, low-value choices.

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Finding a Family Medicine EHR

A guide designed to help family medicine practices find technology that supports high-quality patient care.

Family medicine delivers continuity, prevention, and whole-person care—but many EHR systems were not built for this specialty. This eBook walks new and established practices through the most important considerations when choosing an EHR: specialty features, workflow efficiency, interoperability, compliance, and vendor support.

Inside this eBook, you’ll learn:

  • Specialty features: what family medicine needs from patient records, preventive care reminders, and chronic disease management
  • Workflow & usability: how human-centred design reduces documentation burden and clinician burnout
  • Interoperability needs: key integrations for labs, e-prescribing, HIEs, and referrals
  • Value-based care readiness: documentation, reporting, and analytics that support new payment models
  • Real practice tips: physician insights on implementation, training, and keeping the patient relationship central

Whether you’re starting a new practice or upgrading an existing system, this eBook gives practical steps and evaluation questions to help you choose an EHR that frees clinicians to focus on care—not clicks.

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Making the Case for Digital SDS Management

Many organisations still rely on paper binders, scattered folders, or siloed spreadsheets to manage Safety Data Sheets. These outdated systems create delays, increase liability, and make compliance a recurring challenge. This white paper explains why modern EHS teams are moving to digital SDS platforms and how to build a strong business case for the change.

Inside the guide, you'll learn how digital SDS systems help you:

  • Eliminate manual document updates and reduce administrative workload
  • Ensure SDS accuracy with automated version control and expiry tracking
  • Give workers instant access to SDSs via mobile devices and QR codes
  • Connect chemical data with incidents, risks, and training records
  • Improve audit readiness with real-time reporting and structured oversight

Explore how digital SDS management helps your organisation reduce risk, streamline compliance, and unlock smarter, faster decision-making across every level of EHS.

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The Modern Distributor’s Guide to Omnichannel B2B Commerce

The B2B distribution world has crossed a digital threshold. Buyers expect the same seamless, self-service experience they get from Amazon—but with the precision and personal touch only a distributor can provide. If your channels aren't connected, your customer experience and your margins are at risk.

This guide explains how forward-thinking distributors are unifying sales, operations, and customer experience to drive the next wave of growth.

Inside, you will learn:

  • Why Omnichannel is Today's Baseline: Digital channels now drive nearly half of all B2B revenue, and 80% of buyers have switched suppliers due to poor digital service.
  • The Three Pillars of Success: How to build a strategy based on a Single Source of Truth, a Consistent Buyer Experience, and Empowered Field Sales.
  • The Modern Tech Stack: See how Pepperi integrates with your ERP (SAP, NetSuite, Dynamics) to unify field sales, B2B eCommerce, and mobile ordering in one platform.
  • The Transformation Roadmap: A phased approach to integrate your ERP, launch channels, and achieve continuous optimization, often going live in weeks, not months.

Automation and integration are no longer "nice to have"—they're how you protect profit and build loyalty. Download the guide to assess your omnichannel readiness now.

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The Essential Guide to Handling a Layoff

Making the decision to conduct a reduction in force (RIF) is one of the most difficult parts of HR, but mishandling the process can expose your company to legal liability and severely damage the morale of remaining employees.

Careful planning and preparation are key to successfully managing a layoff with both confidence and care. This comprehensive guide provides the essential templates, scripts, and checklists you need to ensure a smooth transition for everyone involved.

Inside this essential guide, you will receive:

  • Layoff Selection Guide: 5 objective methods (including a multi-criteria ranking formula) to select who to lay off while avoiding discrimination risk.
  • Reduction Checklist & Script: Step-by-step guidance and a simple, professional script for conducting the layoff notification meeting.
  • Compliance Templates: A checklist to determine WARN Act applicability and a sample WARN Act notification letter.
  • Offboarding Toolkit: Customizable Severance Pay Policy, Offboarding Checklist, and Exit Interview Questionnaire templates.

Employees will remember how they were treated. Download this guide to prepare for a smooth, professional, and legally compliant delivery.

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Making the Case for Digital SDS Management

Many organisations still rely on paper binders, scattered folders, or siloed spreadsheets to manage Safety Data Sheets. These outdated systems create delays, increase liability, and make compliance a recurring challenge. This white paper explains why modern EHS teams are moving to digital SDS platforms and how to build a strong business case for the change.

Inside the guide, you'll learn how digital SDS systems help you:

  • Eliminate manual document updates and reduce administrative workload
  • Ensure SDS accuracy with automated version control and expiry tracking
  • Give workers instant access to SDSs via mobile devices and QR codes
  • Connect chemical data with incidents, risks, and training records
  • Improve audit readiness with real-time reporting and structured oversight

Explore how digital SDS management helps your organisation reduce risk, streamline compliance, and unlock smarter, faster decision-making across every level of EHS.

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Is Your Geriatrics Practice Leaving Money on the Table?

As a geriatrics clinician, your mission is complex: deliver compassionate, comprehensive care for older adults while managing multiple specialists and caregivers. Unfortunately, many practices lose revenue due to outdated workflows, missed reimbursement opportunities (like Annual Wellness Visits), and excessive administrative burden.

This guide and workbook from Elation Health provides a clear action plan to boost financial performance without sacrificing quality of care.

Inside this guide, you will learn how to:

  • Streamline Care Coordination: Centralize care plans and automate documentation across multiple specialists and caregivers with an all-in-one EHR.
  • Maximize Value-Based Services: Use built-in tools to identify and complete Annual Wellness Visits (AWVs) and accurately capture HCC/RAF risk scores.
  • Strengthen Risk Capture: Enable outside record access and immunization registry integration for a holistic patient view and accurate risk adjustment.
  • Reduce No-Shows: Improve patient engagement with flexible scheduling and caregiver-friendly access to protect your practice revenue.

Download the workbook today to create your personalized Revenue Maximization Plan and elevate your practice's operational health.

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Is Your Internal Medicine Practice Leaving Money on the Table?

As an internal medicine clinician, your focus is on complex patient care. But are inefficient workflows, underutilized billing opportunities, and administrative burdens causing revenue leakage in your practice?

This guide and workbook from Elation Health provides key strategies to boost profitability while maintaining a patient-first approach. Use the explanations, checklists, and action steps to assess and improve your practice’s financial health.

Inside this guide, you will learn how to:

  • Streamline Operations: Use an all-in-one EHR to eliminate manual data entry, automate scheduling, and reduce claim denials.
  • Improve Coding & Billing: Find your billing gaps and stop underbilling by ensuring all billable services are captured accurately.
  • Enhance Patient Engagement: Reduce costly no-shows and boost retention by optimizing automated reminders, patient portals, and telehealth options.
  • Expand Services & Optimize Reimbursements: Unlock new revenue streams by effectively billing for chronic care management, wellness visits, and specialized services.

Download the guide today to create your personalized Revenue Maximization Plan and empower your practice to work more efficiently.

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The Essential Guide to Handling a Layoff

Making the decision to conduct a reduction in force (RIF) is one of the most difficult parts of HR, but mishandling the process can expose your company to legal liability and severely damage the morale of remaining employees.

Careful planning and preparation are key to successfully managing a layoff with both confidence and care. This comprehensive guide provides the essential templates, scripts, and checklists you need to ensure a smooth transition for everyone involved.

Inside this essential guide, you will receive:

  • Layoff Selection Guide: 5 objective methods (including a multi-criteria ranking formula) to select who to lay off while avoiding discrimination risk.
  • Reduction Checklist & Script: Step-by-step guidance and a simple, professional script for conducting the layoff notification meeting.
  • Compliance Templates: A checklist to determine WARN Act applicability and a sample WARN Act notification letter.
  • Offboarding Toolkit: Customizable Severance Pay Policy, Offboarding Checklist, and Exit Interview Questionnaire templates.

Employees will remember how they were treated. Download this guide to prepare for a smooth, professional, and legally compliant delivery.

View Now

A Practical Guide to Scalable Contractor Compliance

Move beyond spreadsheets and manual checks. Digitise contractor compliance to help protect workers, speed mobilisation, and stay audit-ready.

Managing contractor compliance is about ensuring every worker on site is properly qualified, inducted, and ready to work safely. Yet many organisations still rely on spreadsheets, email chains, and manual checks that can’t keep pace with today’s workforce. As contractor, subcontractor, and temporary worker numbers grow, traditional processes increase administrative pressure and introduce unnecessary risk.

While workforces have evolved, many compliance systems have not. Outdated, paper-driven workflows slow down onboarding, create visibility gaps, and make it difficult to maintain consistent safety standards across multiple sites and teams. This guide shows how leading organisations are shifting to digital-first, scalable compliance systems—tools that reduce admin, protect workers, and provide live, audit-ready oversight without adding extra work for busy teams.

Inside this guide, you'll discover how to:

  • Why manual, paper-based processes no longer meet the demands of modern, multi-contractor sites
  • How digital workflows simplify onboarding and competency management while improving visibility
  • How automation, mobile access, and multilingual tools help reduce risk and support every worker on site
  • What scalable, technology-driven compliance looks like in practice—and how organisations are achieving it

Whether you manage construction, utilities, logistics, or energy sites, this guide offers practical insights to help close the gap between being qualified on paper and truly job-ready in the field across all your workforce.

View Now

Which Integration Solution Is Right for You?

Your Guide to Choosing the Best Integration Solution and Understanding Total Cost of Ownership

Many businesses face challenges such as inefficiencies, repetitive tasks, and limited visibility in their software delivery processes. The key to overcoming these obstacles lies in streamlining operations with the right integration solution. Whether through APIs, low-code, or no-code platforms, this guide enables organizations to identify the most suitable option quickly and effectively.

Discover the most effective integration solutions available today and how they can help businesses scale efficiently. Explore the key benefits of integration and compare the total cost of ownership for various options, ranging from DIY approaches to commercial off-the-shelf (COTS) solutions like Planview Hub.

What You’ll Learn:

  • The complexities and hidden costs of custom-coded and low-code integrations, from managing public APIs to frequent maintenance needs.
  • Why off-the-shelf solutions offer superior scalability, faster operational readiness, and more reliable performance, helping you avoid costly delays and inefficiencies.
  • How leading organizations have transformed their software delivery processes by choosing the right integration path, reducing opportunity costs by millions.
  • How automation and integration can save your team valuable time by eliminating manual data entry, reducing errors, and increasing overall efficiency.
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