Your XPLAN workflow, without the friction.
Most XPLAN sites don’t fail, they just accumulate friction: extra clicks, manual data entry, workarounds nobody questions any more. Workflow optimisation finds where the time actually goes and takes it out.
Same site. Half the clicks.
Workflows drift. A step that made sense three years ago stays in place long after the reason for it is gone. A report gets exported and re-entered somewhere else because nobody automated the link. None of it looks urgent on its own, and all of it adds up to advisers spending time on the system instead of on advice.
We map how advice actually moves through your XPLAN site today, not how it’s supposed to, and remove the steps that don’t need to be there: redundant data entry, unnecessary approvals, manual work a wizard or integration could do instead.
How it works
Find the friction. Remove it.
Map the real workflow
How advice actually moves through your site today, step by step, not the version in the training manual.
Find where the time goes
Redundant entry, unnecessary approvals, manual work a wizard or integration should be doing instead.
Fix what matters most
Changes ranked by time saved, so the first thing fixed is the thing actually costing you the most.
If the friction isn’t in XPLAN itself but in a specific task around it, like a reconciliation, a report, or a manual handoff, that’s a job for Practice Automation instead.
Where to start
Not sure how much friction is actually there?
Most practices underestimate it, because everyone's used to working around it. A free Advice Tech Health Check will show you plainly where the time is going.