Xmerge excellence

Xplan is capable of building highly sophisticated client documents. Xmerge – which is Xplan terminology for syntax (code) – allows you to personalise your communications and documents in line with your brand and services. But the challenge facing many firms is that they don’t have the time or in-house expertise to master Xmerge, which can lead to inefficiencies and poor client experience.

Evotra has a team that focuses on Xmerge and in this guide we explain more about Xmerge and explain how we can help you get the documents you need.

Learn about:

Xmerge’s capabilities
Overcoming challenges with existing documents
Evotra’s process – from discussion and investigation to building, testing and delivering your documents

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Xmerge excellence

Producing customised, branded documents directly from within Xplan can be challenging if you're not familiar with Xmerge coding. In this guide, we explain how Xmerge can propel your business forward.

Powerful MI through Power BI

Power BI can help you turn your data into clear, actionable MI to drive performance – and without your data leaving your own secure ecosystem. In this guide, see how Evotra is harnessing Power BI to create high-performing, cost-effective dashboards.

Successful business readiness

If your people and processes aren’t ready for your new technology rollout, it’s unlikely you’ll get the best from the technology. This guide explains the importance and value of business readiness and shows you how to get your business ready.