Enzumo - XPLAN Customisation + Solutions
The largest + most experienced independent XPLAN consulting group in Australia
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XPLAN Customisation

Through our consultation process Enzumo can build a customised Xplan solution for your business.

XPLAN Consulting Service

XPLAN Consulting Services from Enzumo leverage the knowledge of the Enzumo Advice Technology Specialists as you design, develop, and deploy your XPLAN and Enzumo solutions. Bring the expertise of a Senior Advice Technology specialist into your organisation to advise you on XPLAN architecture and design approaches or assist you in implementing and configuring your Enzumo solutions.

 

Business Challenges

You have made significant investments in XPLAN as your client relationship management solution to drive practice efficiencies. At times, even the most knowledgeable and technology savvy advice practice can face challenges while implementing new or enhancing existing advice technology.

You’ve made the decision that XPLAN is the right solution for your business, but you realise you could use some expertise to get through the crucial initial stages of designing and developing your systems and processes to ensure best practice fit and efficiency.

Enzumo’s solutions can include any of the following areas across your XPLAN site:

  • Development of XPLAN Advice Wizards in line with your client engagement and advice delivery processes.

  • Customisation & Maintenance of advice templates, strategy & product text, and strategy flyers.

  • Business processes can be replicated into XPLAN Workflows.

  • XPLAN Coding: We are XMERGE specialists and can design and implement all your advice template needs.

Our Approach

We begin your XPLAN Custom build with a full-day workshop working with key members of your team. Our consultants deliver high-value engagement to extract your business requirements ensuring our solution helps you get the most out of your XPLAN site.

Our comprehensive practice advice technology assessment includes:

  • Review of existing advice delivery processes, documentation, and XPLAN system.

  • Practice process - identification of process gaps and potential improvements.

  • Development of a practice technology road-map and implementation guide.

Where a business process area requires specific attention, for example workflow processes, advice document preparation, or paraplanning services, our solutions can be tailored to focus on those areas.