Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk Researcher scenario when you are providing advice on a Family Trusts investments only?
You should try Dynamic Benchmarks! These will only activate and append benchmarks that are relevant to the individual client’s scenario. If you have a client who is proceeding with advice and requires a document generated with modelling scenarios, these benchmarks can be configured to only pop up at the time of selecting “client wishes to proceed to advice” in your process and completing an advice discussion file note.
The benefit of using Dynamic Benchmarks over standard Benchmark sets is that you aren't left at the end of your workflow process with a list of incomplete benchmarks which are stopping the case from closing.
To go through an example of a Dynamic Benchmark set up, visit the Iress Community page here:Â Dynamic Case Benchmark Example - Iress Community
Or to learn more, visit the Iress Learning Centre:Â Dynamic Benchmarks.
