AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!

When we talk to businesses about their process in relation to Advice Production, the key concerns we hear about are around efficiency. And why no? Prepare an advice document that is effective, efficient and complient is the ultimate goal. So why would you add the administration burdon of creating a Case. Would that create more work? Well no:

Cases are great because:

1^st they are a great tool to guide all staff through the journy of Advice Production. From the kick-off point, a team member will be tasked with the first component of your process. This, if created well, will weave through the advice production and implementation process ensuring a smooth process is followed, nothing is missed and everyone is accountable to complete their phase of the process. (Effective!)

This workflow does not have to be complex. And the introduction of Task Checklist makes this even easier. To expand on the workflow aspect of the Case, I would also recommend utilising the automation features within the task environment. These include emails to clients, referrers and advisers keeping them updated along the way. Auto creating File Notes using File Note templates, Merging Reports, and updating XPLAN fields. All of these automations can create enourmous efficiencies. (Efficient!)

The introduction of Benchmarks to your case provides an overview checklist of all the key activities needed to be completed within the software for this process to be compliant. Utilising Case Benchmarks you can ensure that all compliance related items are completed, and also vidualise where the team are at in the process. What has been completed and what is outstanding. During the audit phase of the business, you will have peace of mind that all the requirements have been actioned as they have all been linked to the Case. (Compliant!).

So in short – I am a huge fan and advocate for Case’s and see them shine when used for Advice Production.