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WBH Tech Road Map - Coggle Diagram
WBH Tech Road Map
Office Solutions
Document Management
SharePoint (SP)
Functionality Build out
Automated File Saving
Define
Sub-Categories
Tags
Categories
Other Automated Workflows
Automated Forms Prep
:question:Client Data to SP from CRM or integration
WBH Client Documents
:question:Document format updates
Custodian Documents
:question:Better executed via CRM
Auto-WF to DocuSign/Custodian
Integrations
1 more item...
Define
Templates
Data Points
Tags
Human Resources
ADP (payroll)
Fildelity (401k)
eSignature
DocuSign
Auto-Delivery to SP
:star:Need to Build
Adobe Sign :warning:
Financial Planning
eMoney
Consolidate to only 1
MoneyGuide
Compliance
Smarsh