It’s an understatement to say that this has been a challenging year!
No matter where you are working from whether it’s the couch or your home office, there hasn’t been a time where online access, team collaboration and robust business processes have been of greater significance for businesses in the management of essential business activities.
Xplan is well placed to assist Advisers with the management of processes through Cases, Threads and Tasks. Management reports and Xport reporting can help you get an overview of your business processes and the new opportunities module can help you visually identify the stage for any new business activity.
If you need some assistance with setting up or amending your key business activities in Xplan, contact the team at Specialist PMC today on 1300 664 665.