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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.

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 These outdated systems can create delays, increase liability, and make compliance a recurring challenge. This guide explains why EHS teams are moving to digital SDS platforms and how to build a strong business case for the change.

Inside you’ll learn:

Where traditional SDS management falls short: The risks, inefficiencies, and hidden costs that make manual or paper-based processes unsustainable.
How expectations for EHS professionals are evolving: From administrative tasks to strategic leadership in safety, compliance, and risk mitigation.
Five steps to build a compelling business case for Digital SDS: How to frame ROI, quantify time savings, and align benefits with organizational priorities.
Why integrated platforms outperform standalone tools: The advantages of real-time visibility, centralized data, automation, and seamless system connections.

Whether you’re preparing a proposal for leadership or evaluating solutions for the first time, this guide gives you the tools to demonstrate the operational, financial, and compliance benefits of moving to Digital SDS management.

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.

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.

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.

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.

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.

The Ultimate Buyer’s Guide for Software Toolchain Integration

Key factors to consider when investing in a software toolchain integration solution

Is your development team struggling to navigate an increasingly complex technology stack? Are you grappling with maintaining productivity amidst the chaos of disjointed systems?

This buyer’s guide serves as your roadmap to finding the ideal integration solution for your organization, based on your team’s needs, business priorities, and budget. Learn what to prioritize when making this critical decision, and which features and capabilities are needed to increase efficiency and unlock capacity.

Technology and engineering leaders will:

Discover the top three productivity challenges resolved by software integration solutions
Uncover the critical features that enterprise organizations should prioritize when evaluating integration solutions
Explore real-world insights and success stories from industry leaders who are using integration to improve business outcomes

A Buyer’s Guide to EHS Software

What you need to know to make the right choice for your organisation.

Keeping people safe while ensuring compliance has never been so challenging. From mitigating risks and responding to incidents, to meeting reporting requirements and demonstrating continuous improvement – EHS responsibilities are both complex and time-critical.

Regulatory demands are evolving, workforces are more diverse and mobile than ever, and operational methods are changing fast. The right Environmental, Health and Safety (EHS) management software can help you stay ahead – reducing risk, improving engagement and providing better quality data to make more informed decisions.

Choosing an EHS software platform is a significant investment. The right solution will streamline processes, help strengthen your safety culture, and deliver measurable value across your organisation. So what should you be looking for when evaluating what would be the best fit for your teams?

Download A Buyer’s Guide to EHS Software to explore key considerations to help make an informed decision that’s right for your organisation.

By clicking/downloading the resource, you agree to provide your business contact details. We may share your information with HSI Donesafe

Key Highlights from the GERI

Assess Your EHS Strategy with the Top Insights from the GERI Report

The Global EHS Readiness Index (GERI) Report benchmarks the overall programme maturity of organisations by assessing ten capability factors for EHS readiness. It also highlights critical gaps and vulnerabilities preventing EHS programmes from progressing with confidence. To give you a quick reference to the most impactful findings, we've compiled a Key Highlights guide that outlines key challenges and opportunities for organisations.

As an EHS professional, the research highlights will provide you with:

Relevant Insights: Visibility into the key capabilities of organisations in the areas of environmental, health and safety.
EHS Maturity Posture: Challenges and limitations of current EHS programmes to help identify gaps in current activities and optimise future outcomes.
EHS Leadership Mindset: Insight into the sentiment of global EHS leaders regarding their priority focus areas.

By downloading this highlights document, you will gain access to the crucial information needed to refine your strategies and drive better safety outcomes in your organisation.

By clicking/downloading the resource, you agree to provide your business contact details. We may share your information with HSI Donesafe

A Buyer’s Guide to EHS Software

What you need to know to make the right choice for your organisation.

Keeping people safe while ensuring compliance has never been so challenging. From mitigating risks and responding to incidents, to meeting reporting requirements and demonstrating continuous improvement – EHS responsibilities are both complex and time-critical.

Regulatory demands are evolving, workforces are more diverse and mobile than ever, and operational methods are changing fast. The right Environmental, Health and Safety (EHS) management software can help you stay ahead – reducing risk, improving engagement and providing better quality data to make more informed decisions.

Choosing an EHS software platform is a significant investment. The right solution will streamline processes, help strengthen your safety culture, and deliver measurable value across your organisation. So what should you be looking for when evaluating what would be the best fit for your teams?

Download A Buyer’s Guide to EHS Software to explore key considerations to help make an informed decision that’s right for your organisation.

By clicking/downloading the resource, you agree to provide your business contact details. We may share your information with HSI Donesafe

Key Highlights from the GERI

Assess Your EHS Strategy with the Top Insights from the GERI Report

The Global EHS Readiness Index (GERI) Report benchmarks the overall programme maturity of organisations by assessing ten capability factors for EHS readiness. It also highlights critical gaps and vulnerabilities preventing EHS programmes from progressing with confidence. To give you a quick reference to the most impactful findings, we've compiled a Key Highlights guide that outlines key challenges and opportunities for organisations.

As an EHS professional, the research highlights will provide you with:

Relevant Insights: Visibility into the key capabilities of organisations in the areas of environmental, health and safety.
EHS Maturity Posture: Challenges and limitations of current EHS programmes to help identify gaps in current activities and optimise future outcomes.
EHS Leadership Mindset: Insight into the sentiment of global EHS leaders regarding their priority focus areas.

By downloading this highlights document, you will gain access to the crucial information needed to refine your strategies and drive better safety outcomes in your organisation.

By clicking/downloading the resource, you agree to provide your business contact details. We may share your information with HSI Donesafe

The Affiliate Growth Bundle: Playbook, Templates & Tools to Maximize ROI for Publishers & Affiliates

Scaling an affiliate network is not about adding more publishers or advertisers; it's more about making their campaigns more efficient and easier to manage and scale.

This bundle brings together proven strategies, operational checklists, and technical workflows to help networks, publishers, and advertisers increase their revenues, eliminate affiliate fraud, and lock in accurate attribution.

Inside, you’ll discover how to:

Build a single, centralized source of truth for partner attribution and payout accuracy
Protect your margins using automated quality gating and built-in fraud prevention
Maximize lead value with dynamic pricing and real-time bidding strategies
Simplify operations across onboarding, reporting, and SLA-driven payouts
Scale smarter by measuring long-term value (LTV) and optimizing for profitability, not just volume

Whether you manage an affiliate network, lead a partner program, or run a performance marketing stack, this guide gives you a tactical playbook to grow revenue, reduce wasted spend, and scale partner ROI, without the added overhead.

Download the guide and start driving higher partner ROI this quarter.

The Lead Management Masterclass: Fix Your CRM, Fuel Your Funnel

Most CRMs weren’t built to handle lead buying from various partners and networks. When unverified, low-quality, or incomplete leads flow straight into your CRM without a validation layer, team efficiency drops, high-intent opportunities slip through the cracks, and revenue leaks.

This guide shows why traditional CRMs fall short, and how lead buyers can fill the gaps with smarter tools and processes that drive better results across every lead source. You’ll get a tactical breakdown of the biggest CRM blind spots, plus the features, workflows, and data strategies top lead buyers use to improve accuracy, attribution, and performance.

Inside, you’ll learn how to:

Spot CRM weaknesses that hurt lead quality, tracking, and conversion
Verify, validate, and qualify leads before they hit your CRM
Boost conversions using real-time lead routing, filtering, and performance-based distribution
Consolidate affiliate, inbound, and purchased leads into a single system
Scale smarter by adding the right tools to your CRM stack without overcomplicating your workflows

You’ll also explore real use cases, best practices, and the essential capabilities high-performing lead buyers rely on to reduce waste, prevent fraud, and win more deals, faster.

Download the guide to learn how an integrated lead management system can amplify your CRM and transform how you acquire, qualify, track, and convert leads.

The Ultimate Guide for Call Tracking & Conversation Intelligence

Inbound calls are still one of the most valuable and most underleveraged conversion channels. When prospects move from digital to voice, most businesses lose visibility, attribution, which can often put pressure on their ops and sales teams.

This guide shows you how modern call tracking and conversation intelligence deliver full-funnel attribution, richer customer insights, and better performance across your workflows. Ultimately, helping your team handle calls more efficiently, convert more opportunities, and drive more revenue from the calls you’re already getting.

Inside, you'll get a practical roadmap to tracking every call, uncovering what drives high conversions, and using smart tools to improve performance across every touchpoint.

In this guide, you’ll learn how to:

Use dynamic number insertion (DNI) to precisely track which ads, pages, or campaigns triggered every inbound call
Measure campaign performance in real time with advanced call analytics and actionable reporting
Improve every caller’s experience through intelligent IVRs and dynamic call routing
Unlock deeper customer insights by analyzing conversations for intent, objections, and buying signals
Protect your budget by identifying and blocking low-quality or fraudulent calls before they reach your sales team

Whether you manage high-volume call campaigns or want to optimize a single call channel, this guide will help you harness the full power of call tracking and conversation intelligence to drive better targeting, higher-quality call leads, and stronger returns.