8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Question

Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!&nbsp;
Have questions like these?:

Where do I start with designing my review workflow in Xplan?
Could workflow automation help me keep track of compliance obligations?
How can I use Cases to track client service obligations?&nbsp;

Join me here on Thursday 8 May from 3pm to 4pm AEST.
I’ve worked with many practices to optimise processes and boost everyday efficiencies. If it’s to do with running your practice, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help!
Start popping in your questions below and Ask Me Anything!
💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time.
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🎙️ Let us know what you thought of the AMA and what topics you would like to see next&nbsp;here.

kellie.vizer3 · Answer

Threads are awesome but they can get quite complex with many different pathways.&nbsp; What is the best way / best program to use to to make a visual representation of the Thread so that it is easier to explain to everyone?

raylene.anderson · Answer

Hello!We currently don't have a detailed review workflow thread in place. We looked at this late last year with the intent to start this to streamline our processes better this year. However, like mentioned by Kellie.vizer we found so many pathway options. Would love some advice on where to start that is easy for other staff members to follow. Thank you.

susie.vincent · Answer

We have a bit efficiency deficit in our review process because we are not able to allocate threads as part of the workflows to clients based on SMAs they hold in their portfolios.&nbsp; We haven't been able to find a way to do this because the SMAs are not searchable in XPlan and instead we need to rely on manually producing lists each quarter from the client reporting options in the product provider websites and then relying on spreadsheets to track the workflow.&nbsp; Is there something we've missed in XPlan that would allow us to do this?

rainier.reyes · Answer

Welcome everyone to this AMA thread!
Please ensure you read the instructions on the right-hand side of this page.&nbsp;
Submit your Xplan questions, queries and feedback now by hitting the 'Reply' button on the post above and kenny.foo​ will answer them via text during the scheduled time.
Not sure what to ask? I highly recommend checking out some of&nbsp;our blogs in the Xplan Hub for some refreshers, especially Kenny's latest piece about automating workflows here.
If you have any issues, please don't hesitate to send me a message.
Looking forward to seeing all your questions!

bernadette.shiels · Answer

Hi, What is the easiest way to setup a thread to automate sending emails to selected clients every year to remind them to top up super contributions by 30 June.&nbsp;