Punchlist’s Post

Building Cohesive Client Experiences With PlanneXa U-Branded Wizards These interactive wizards aim to simplify the complexities of financial solution-seeking, enhancing marketing strategies, and guiding visitors through financial scenarios and 'what-if' analyses. What's in U-Branded Wizards for Financial Advisors? Advisor Controlled: 🔹Custom Landing Pages: Advisors can personalize hosted wizard landing pages. 🔹Custom Reports: Personalized detailed reports with multimedia and engaging calls to action. 🔹Wizard Variables: Advisors set specific variables to drive interactive wizard scenarios and reports. 🔹Engaging Communication: Deliver personalized email content with branded reports. 🔹Custom Wizard Content & Views: Customize content and appearance to match brand preferences. Empower Client Engagement: PlanneXa offers a client-oriented accessibility view, allowing clients a say in their financial journey. This extends beyond wizards to the powerful What-If Scenarios tool, empowering clients in their financial future decisions. Time-saving Notifications: PlanneXa's real-time notifications help advisors stay on top of leads, enabling prompt responses to client needs, marking a significant convenience and game-changer in the financial advising landscape. Visit our website to learn more at www.plannexa.com/Wizards #FinancialAdvisors #FinancialPlanning #FinancialWizards #FinancialTools #MoneyCoach #PlanneXa #FinancialAdvisor #Canada

🗺 Interactive maps play a crucial role in enhancing engagement during the Local Plan process. With OpusMap's Permalink feature, planners can easily generate unique interactive map views and seamlessly share them with colleagues as URL links or embed them into web pages. The flexibility to select specific map tools for shared or embedded maps adds to the customization options. Any map can be tailored to any audience, whether planner, resident, developer or statutory consultee. By leveraging tools like OpusConsult, planners can also integrate these interactive maps into various outputs, workflows, and digital reports, transforming both the consultation process and associated plan preparation workflows such as site assessments and reporting. Why not get in touch and find out more about why OpusMap is transforming how Planning Policy and Local Plan teams undertake digital plan making. Get in touch via enquiries@bluefoxtech.co.uk and either arrange for a free trial or to book a demo. #LocalPlan #OpusMap #OpusConsult #SaaS #ConsultationSoftware #DigitalEngagement #CitizenEngagement #PublicConsultation #PlanningConsultation #PlanningPolicy #DigitalPlanning #LocalPlanning #NeighbourhoodPlanning #SpatialPlanning #LocalGovernment #LocalAuthority #LocalGov #DoingPlanningDifferently

To encourage planners to wean themselves off creating static map images the OpusMap dev team has made the process of creating interactive maps even easier. Interactive maps are more accessible and useful to the public. Planners can tailor their maps to engage the public more positively and consistently in consultations and plan making generally. What's more, the ability to locate sites and policies based on where you live or work makes it more likely that people will engage in the Local Plan process via digital routes.

Take a look at this comprehensive guide on CMS transformation!

🎵 Your digital experience shouldn’t be a nostalgia, and an outdated #CMS is "killing it softly" with its constraints. Is your content management system stuck playing 90s hits while your team's productivity struggles to keep up? Take your digital experience to the next level with: - 5 strategic moves, - 10 comparison charts, and - 1 CMS transformation roadmap. 💡 Don't miss out on the groove and check out the full guide here: https://t.ly/nRnIH From the nostalgic beats of "Everybody Hurts" to "All That She Wants," this 5-part roadmap is packed with actionable steps inspired by iconic 90s hits to modernize your CMS and revamp your team's workflow. #HeadlessCMS #DigitalTransformation #ContentManagement

Have you heard? Time is money!⌛🔥💸 🔴Projects can only be profitable if your teams are finishing projects on #deadline. Our #resourcemanagementsoftware lets creatives log their hours at the end of the day or use a timer while they work.🟢With Function Point, keeping track of your time has never been easier! See it for yourself💻 https://hubs.li/Q02JQvs90

Modular Creative Workflow Mapping, Ranking, and Identifying Does this scenario sound familiar to you? Your team is buried and you’re struggling to figure out what you can send out to a vendor for help. This article is designed to guide you through how to identify exportable tasks. Specifically, we’ll explore: • Mapping: tools and methods to define each task in your workflow • Ranking: why it’s important to rank the complexity and duration of each task • Identifying: how to use your map and ranking to choose which task is best suited for outsource The first step is to map your process. Focus on dividing your workflow into a series of discrete or self-contained tasks. I like to use Miro to map each of these tasks. It’s made for this and it’s free. Google Slides is a decent alternative. The idea is to take the process out of your brain and map it. Use broad strokes at first and you can fill in details later. You should end up with a series of tasks, like this: • receive a project request from marketing • ensure all assets exist and are available • ask for clarification on the project goal • etc. Once mapped out, identify tasks that are difficult to explain. Some parts of the process will involve judgment calls that you’ve learned how to answer through time and experience. These brand related lessons are hard to quickly and easily explain. Mark these tasks as complex. Some tasks may include access to internal resources like project management platforms or color reference libraries. Mark these tasks as requiring help from other departments, like IT, if that’s the case. The easiest tasks to send out are the least complex and the ones that take a long time. Think about how long it takes to explain the task. For example, image pathing often falls into the exportable category since instructions can be as simple and the task can take long to finish. Use the complexity and length criteria to identify a task you can most easily get external help with. That will begin to ease the internal burden. Once you’ve identified a task, try to include the task before or after. String tasks together to boost your efficiency even more. Preparing your map, ranking, and identifying the tasks for outsource before you get slammed is the best way to get outside help when you need it. #creativeoperations #creativeops #creativeworkflow

If you're searching for the perfect app to replace your work planner, Notion is the solution you need! 📲 I've been using Notion daily and it has transformed the way I manage my business. From creating detailed content calendars for my clients to writing comprehensive analytic reports, Notion handles it all seamlessly. The collaborative features are a game changer, allowing my team to work together effortlessly, regardless of location. It's also a secure place to store client contracts and important documents, ensuring everything is organized and easily accessible. Whether you're managing multiple projects, keeping track of client communications, or simply trying to stay on top of your daily to-dos, Notion helps streamline your workflow and boost productivity. 📩 Start optimizing your workflow today by trying Notion! #Productivity #WorkflowOptimization #Notion #ContentCreation #TeamCollaboration #ClientManagement #BusinessTools #Efficiency

Some thoughts on why you should keep your CMS technology up to date and how to do it! 🚀

Empowering Your Digital Presence with Exceptional Content, Design, and Development. #ContentWriting #TechnicalWriting #SoftwareDocumentation #SRS #WebDesign #WebDevelopment #UIUXDesign #DigitalSolutions #SlickFlo #BrandElevator #DesignExcellence #ContentCreators #TechSavvy