Xplan Expert
Advisely BoardHi Andrew, thanks for your time on this session! I know as a small business owner it's hard to find the time to focus on working out where to start and what's going to work best with automations in xplan. I've employed a contractor to come in before and assist with threads and automatic tasks. I know there's a ton of information available through the Advisely and the Iress community, however I'm wondering if there's somewhere that you can point advisers to something like a "getting started" steps or presentation. I think sometimes it can be overwhelming with so many features available (plus a lot of us aren't the most IT minded), so having a simple guide on easy wins would help a lot for some advisers.
Xplan ExpertHi Mat, you are are definitely not alone. I have found in dealing with many business the best place to start is asking, where is the biggest pain point within the business. This generally tends to be one of two things. Either Advice Document production or Workflows; too cumbersome, don’t know where clients are up to, don’t know who’s doing what on a client.
Advice Document production fixes need to start with a template review. Are you making use of simple coding like using the client’s preferred name, including the adviser’s signature, etc. Community has a wealth of information available. A great place to start is the Xmerge library
Workflows can be developed overtime so starting simple and building on that is a great approach. You will find that there are steps that can be automated, like sending emails or sms. Understanding Cases is a useful place to start.
Advisely BoardThanks Andrew, I'll be sure to check these out and let advisers know who are struggling with where to start!
