Our solution came in the form of a customised version of the Enzumo Advice Builder 8, which encompasses an SoA Wizard and SoA Template.
Used together, these tools would equip Logiro with a fast and reliable way to gather all the information they needed from XPLAN to deliver a professional SoA document.
We implemented these tools and then set to work evolving the standard functionality by pre-populating fields, setting defaults, adding pre-defined content and standardising the style and presentation of their materials.
To evolve their process further, we automated their client on boarding completion report. This document, which one took more than an hour to produce, is now created in minutes and acts as a compliance check.