How do we challenge ourselves?
Advisely BoardHi Cass welcome to Advisely we are with a licensee for our xplan and have been using it for many years now, xplan is a portal that has many facets to it and can do so much, I do agree with previous comments that you really need to define what it is you want from Xplan to service your clients and create efficiencies. In the past 12 months we have been able to uncover aspects of xplan we didn't know about, we have now implemented them which has been great for our business. This forum is great to learn from some of our expert Advisers and also Xplan support on tips and what is available, we have also been undertaking a tech audit to ensure that all the technology we pay for we are actually using you would be surprised what you pay for and don't use!!
Hi Deb - yes we also did a full tech audit last year prior to a cyber upgrade. Managed to identify some $ savings and it was a great opportunity to deep dive into how/why we were using certain modules and functionality based on advice processes. When you say you uncovered aspects of xplan you didn't know about, how did you uncover them?
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