Most RecentMost ViewedMost LikesAutomating 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. 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. Let Scheduler do the heavy lifting for you Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world. How automating the client review process can save you time We cover the types of tasks that can be automated – and what’s best done the traditional way. Episode 2: Tackling tech Kylie sits down with Iress Xplan expert Courtney Youngblutt to discover the features and efficiency gains that can help keep Kylie's business intact. 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. Unlocking compliance efficiency in Xplan Ready to build audit-ready workflows in Xplan? Free member-exclusive resource. Download 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. All your workflow design questions, answered I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan.
