"I'm so involved in my everyday activities that I don't get the opportunity to step back and consider how I can improve my practice - the urgent always takes priority over the important."
"We bought the software to improve the efficiency of our practice but we need assistance to make it work effectively for us."
Sound Familiar?
Whether you are a sole practitioner or corporate dealer group, if this sounds like you, then Paragem can help by providing pragmatic advice from hands-on consultants who can assist in turning your business strategy into successful operations.
The key is in understanding how your business processes will ‘operationalise' your vision from a client centric perspective. With this understanding you can clearly define and prioritise the critical deliverables from which a change management and technology implementation programme can proceed.
The right use of software
Efficiency is essential in the running of a successful advice business and the decision to implement new financial planning software is a relatively easy one. The problem is all too often, whether for reasons of lack of time or lack of understanding, limited resources are applied to the implementation of the software to ensure that the intended benefits to the business are realised.
Paragem's "Model Office" for Xplan provides a comprehensive suite of pre-configured advice document templates, "wizards", strategy texts and practice management processes ("threads") to enable you to reap the benefits of the Xplan software suite as quickly as possible.
Benefits include:
- Reduced operating costs
- Increased productivity
- Increased profit
- More flexible succession planning
- Increased capital value of your business
Software implementation and transition
Paragem can assist in helping you to ensure that your software is set up so that it works for your organisation in the way that you intend. This is done by "operationalising" your software to ensure that you achieve your desired objectives.
Paragem Dealer Services software implementation programme can assist in reducing the time and cost of transition considerably. This includes:
- User set-up
- User coaching
- Data migration
- Process streamlining and workflow configuration
- Document template design and construction
- Approved product list and model portfolio configuration
- Diary, email and research integration
- Data feed initiation
- System administration
Services are delivered by consultants who are intimately aware of the steps that need to be taken in order to deliver an efficient and effective working environment. This enables Paragem Dealer Services to provide a level of service and real life expertise to licensees and their representatives.
By taking advantage of these services you can expect to:
- Reduce the time taken to implement the software
- Reduce the amount of re-work required as your understanding of the software's capabilities and your requirements evolve
- Minimise the impact to your business
- Maximise the return from your investment
Contact us to find out more about Paragem Dealer Services software implementation and transition programme.
