Client reviews

MandyP - reading through these comments, it is so great to see the feedback from the industry and all the suggestions people have put forward. 

As an XPLAN advocate, I would love to see XPLAN drive as much of this process for you as possible. To eliminate any manual work and reduce the compliance risk to the business. 

 I see a combination of XPLAN areas working together:

• Review Date data
• Scheduler
• Diary
• Cases (including Threads, Case Benchmarks)
• Client Portal Fact Find
• Xmerge

I put together an example process that can be run through XPLAN with a focus on automating the process of scheduling the meeting and preparing the advice doc. You can watch it here: A fresh look at the Review Process | Advisely  

I also wanted to touch on jenny.brown's  comment above. We spoke about moving her Excel report into XPLAN. Having the staff update XPLAN (Not Excel) and a merge report could produce the report at any time showing all clients. Jenny raises a great point that she wants to see this in real time. I think XPLAN would benefit from a feature similar to XPORT - but for the interface. So you can custom-build your dashboard based on fields on XPLAN and display it based on a list of clients. I mean - that would be GENIUS! 

Having said that - you can already do this at a client-by-client level - so don't forget that. If you are working on a review for a client, and need data from 5 different XPLAN pages and don't want to keep flicking from XPLAN page to XPLAN page, you can create a Review Summary Page which displays a suite of XPLAN fields you need. Your site administrator could work with you on this space. 

Hope this helps. Great topic Mandy.