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WBH Tech Road Map - Coggle Diagram
WBH Tech Road Map
Portfolio Management & Trading
Orion
Eclipse
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
2 more items...
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
Custodians
Schwab
Fidelity
Compliance
Smarsh
CRM
AdvisorEngine
:question:Convert to Salesforce or other
Unused Functionality
Missing Functionality
Form Fill
:warning:Needs 3rd Party Solution bolted on
Daily To-Do email
:forbidden:Unavailable
Checkboxes
:warning:Limited Availability - not required
Multiple People in Same Role Assignments
WF Views
Kanban
Project
Post-It
Auto-Next Task after completion (need to manually fire next task)