Let us get your XPM account sorted
Do I need a System Review?
Let’s face it, the world of tech moves rapidly and new features, better processes evolve constantly as a result.
We tend hear from practices who may have been using XPM for some time and get to a stage where they aren’t convinced their current configuration is working for them very well. Very common for early adopter practices who configured their XPM many years ago.
We also get practices who self implemented XPM or followed support content to the best they could, but feel like things just aren’t working smoothly. There is only so much help content available so we know it gets difficult to streamline your system well without 3rd party advice or experienced support.
Did another key staff member configure your XPM but now they are not working for you and you are striking pain points?
Did you or are you planning to restructure your business internally and need to consider how things are configured and will work smoothly moving forwards?
Do any of these sound familiar?
These are the some of the common challenges that we see practices grapple with.
Inefficient workflow / job set up (taking too long to keep the system up to date)
Invoicing and WIP process (taking too long or becomes too complex)
Not enough investment in building custom reports
Poor custom templates (tax, quotes, invoices)
Lack of custom field attributes (not able to track everything you need)
Not configured properly for use with integrated applications.
Overall set up for multi-site practices (crucial to get this correct and understand the trade offs)
Analytics and custom reporting (not able to view everything you want in XPM or the way you want).
System Review Options
XPM Lite Review + 1 hr online workshop
List of current challenges provided by your practice.
XPM system review undertaken by us with a documented summary / digital copy provided to you.
Suggestions, action items and feedback provided in a 1 hr online session with you.
1 hr workshop session with key staff you wish to invite.
Workshop session includes: Addressing quick wins where we can make system adjustments immediately, addressing other challenges presented, suggestions and action items for the practice to take away.
XPM Detailed Review + half day workshop (or 2 x 2hr online sessions)
List of current challenges provided by your practice.
XPM system review undertaken by us with a documented detailed / digital copy provided to you.
Going beyond the summary review documentation, this includes a thorough analysis with multiple pages, marked up screen shots, action items and suggestions all documented for you.
Half day workshop session (or 2 x 2hr sessions) with key staff you wish to invite.
Workshop sessions include: Addressing quick wins where we can make system adjustments immediately, going in to more depth about configuration options that will make a significant difference to your business, addressing other challenges presented, suggestions and action items for the practice to take away. Essentially this provides a reasonable amount of time to work together and make proactive changes and get more out of XPM.