Cass's avatar
Cass
Virtual Explorer
2 years ago

How do we challenge ourselves?

We’re a group of 3 practices operating under a single license, all are XPlan based.  We would consider ourselves ‘pretty good’ users of XPlan.  How do we learn what we don’t know?  Challenge ourselve...
xplan
roccomusumeci's avatar
roccomusumeci
Exploring Newcomer
2 years ago

Great to hear you're eager to take your XPlan skills up a level! Before jumping into training, imagine how your practice's daily experience could change for the better with XPlan or any software, for that matter. What inefficiencies or pain points could it solve? With that future vision defined, let your goals guide targeted training and exploration of key features that'll make the biggest impact. Resist activating every bell and whistle at once! Instead, selectively implement functionality that gets you to your ideal daily experience.

  • primrose.foster's avatar
    primrose.foster
    Icon for Advisely Team rankAdvisely Team
    2 years ago

    Whatever software you are using in your tech stack, Xplan or otherwise - these are some great tips roccomusumeci

    Thanks for sharing! 

  • Cass's avatar
    Cass
    Virtual Explorer
    2 years ago

    Thanks for replying, I appreciate it.  For the most part, we have solved our pain points or are well on the way to solving them.  I might rate us an 8/10 user of XPlan yet in comparison to someone else we could actually be a 5/10 user.  We 'think' we are aware of all functionality but that's exactly what I'm looking to quantify.  

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