Most RecentMost ViewedMost LikesDownload now: Your guide to Workflows in Xplan Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like. Let Scheduler do the heavy lifting for you Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world. Automating workflows? Let me count the ways There’s more than one way to skin a cat, and this phrase holds true if your proverbial cat is workflow automation. All your workflow design questions, answered I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan. How to supercharge efficiency with Workflows Deliver a a seamless client experience with automated Workflows. All your workflow questions, answered We recently hosted an AMA on all things Xplan Cases. What did we learn? “Unsettling and unfair”: defining workflows If key processes aren’t prescribed, you can expect duplication, errors and a whole lot of wasted time. How the latest Doc Notes features supercharge your workflows Tired of juggling disorganised file notes? Find out how to free up time with the latest updates to Doc Notes. Workflows that work What's best practice in Xplan Case Threads? Xplan tools to help you focus on client engagement Here's how Xplan can help you build deeper client relationships without blowing up the back office.
