Most RecentMost ViewedMost LikesEpisode 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. 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. Let Scheduler do the heavy lifting for you Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world. 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. 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. “Unsettling and unfair”: defining workflows If key processes aren’t prescribed, you can expect duplication, errors and a whole lot of wasted time. 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. How to supercharge efficiency with Workflows Deliver a a seamless client experience with automated Workflows. Unlocking compliance efficiency in Xplan Ready to build audit-ready workflows in Xplan? Free member-exclusive resource. All your workflow design questions, answered I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan.
