We don't have any tasks/threads set up on our site, is there a "best practice standard" guide to set up from scratch? Or are we best to have an xPlan consulting company come in and review our site to see what we need?
Good question and as I'm sure there's other clients who could be in the same boat. There are a number of resources on the Iress Learning centre that can help get you started with a view to understanding and building your own - they aren't all labelled best practice though - As an example, this one for an ongoing review process i've heard before was helpful: https://learningcentre.iress.com/course/view.php?id=348
Probably one of the best all round workflow overviews I have seen was from jessica.lamb and you can find the session she did on this over on youtube here: https://www.youtube.com/watch?v=-kih1A7rYMQ
There's a lot of providers out there that could help review your workflow and set you up, let me see if I can track down a list of partners Iress recommends. Alternatively, I wonder if the Advisely members might have some suggestions for Carolyn?
Thanks Matthew, I will look up both of those, finding time is my main issue but keen to get it underway.
I have heard of Enzumo & Umlaut Solutions - just considering if that would be easier or just as complicated. Keen to hear if anyone else might have outsourced this portion to start with.
