SOA production takes too long
Template sprawl, manual re-keying, and merge logic nobody understands any more. Usually fixable, often dramatically.
XPLAN consulting
Fifteen years getting XPLAN to do what practices actually need.
Twenty-five years in Australian advice and technology, more than fifteen of them designing XPLAN solutions for practices and licensees. If XPLAN is costing you time instead of saving it, that is usually a configuration problem, not a software problem.
The usual suspects
What we get called in for
Data integrity problems
Fields that disagree with each other, records that never got cleaned after a migration, reporting nobody trusts.
A migration ahead of you
Moving onto XPLAN, or between licensees. The planning matters more than the import.
Onboarding is manual
New client processes that live in someone’s head and a spreadsheet, rather than in workflow.
Licensee rollout
Standardising templates and process across a network of advisers without making everyone hate you.
You’re paying for capability you don’t use
XPLAN does a great deal. Most licences use a fraction of it.
Capability
What we actually do
- TemplatesAdvice document templates, fact finders, reviews and reports — built to be maintainable rather than clever
- XMergeMerge logic, conditional content, formatting, and the debugging of inherited templates
- MigrationData mapping, cleansing, staged import and post-migration verification
- XtoolsModelling configuration and scenario setup
- WorkflowThreads, task automation and process design that people will actually follow
- eFormsClient-facing data capture that flows back into the record
- IntegrationsConnecting XPLAN to the rest of the practice technology stack
- ReportingGetting reliable management information out of the system
And when configuration isn’t the answer
Sometimes the problem is not that XPLAN is set up wrong. Sometimes the thing you need does not exist yet.
That is the rest of what we do — and it is unusual to find it alongside genuine XPLAN depth. We have built two production AI platforms for the advice industry, so when the answer is software rather than configuration, you are not starting a new search.
What’s not working?
Describe the problem and we will tell you honestly whether it is worth fixing.