SOA - Process on a Page

1 - Subscribe to your advice process apps

In the Store, choose a modelling app, product recommendation app and the SOA wizard app

Which apps to use in the SOA Process? | DASH knowledge base

2 - Get client fact find data into the CRM

Enter manually into the CRM or use our Client Engagement app (online fact find) to get clients to complete some data

Intro to Data Entry in DASH | DASH knowledge base

3 - Create a modelling and product recommendation scenario using the apps

Do your strategy modelling and super/investment/insurance recommendations

3. Archer Modelling | DASH knowledge base

4. Product Recommendations | DASH knowledge base

4 - Create your SOA, using the SOA wizard

Add your strategy text, scope and other pieces of info your SOA needs

SOA Generation: Beginners Course | DASH knowledge base

5 - Download the SOA into word

Select the recommended scenarios from each app you used, DASH will then pull data from the CRM, the apps and wizard and create the compete SOA

SOA Generation: Beginners Course | DASH knowledge base