Xplan Expert8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
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. 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. Is there something we've missed in XPlan that would allow us to do this?
Xplan ExpertThe most straightforward solution I can think of is to:
- Flag clients with SMAs – you could use fields like Client Category, Marketing and Interests, Newsletters, whatever makes sense for your practice.
- Use Scheduler to kick off your review workflows by searching for the flagged clients with SMAs. You can find more info in this blog.
If anyone else on here have other ideas, I’d be keen to hear it!
Thanks Kenny. I probably wasn't clear in my initial explanation. The issue isn't how can we do it but how can we access a data point that exists in Xplan but is not available to search on.
- kenny.foo
Hi susie.vincent, I see what you mean. Speaking with the product manager, the feedback is that the search capability was out of scope in the initial build due to its complexity, but they are aware of the need and are currently capturing feedback. So please keep a lookout for this as an enhancement item down the track. In the meantime, you can provide any specific feedback via the Service Desk tile in Iress Connect.
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