Search found 15 matches

by suki.sahansara
Thu Sep 24, 2020 7:00 am
Forum: WA Proforma Tracker Resources
Topic: Wilson Proforma Tracker - April 2020 survey results
Replies: 2
Views: 306

Re: Wilson Proforma Tracker - April 2020 survey results

You are very welcome Chris - glad you found the report insightful!
by suki.sahansara
Wed Sep 16, 2020 1:02 pm
Forum: WA Proforma Tracker Resources
Topic: Wilson Proforma Tracker - April 2020 survey results
Replies: 2
Views: 306

Wilson Proforma Tracker - April 2020 survey results

Hi everyone, Delighted to share the results of the survey we conducted in April 2020, asking our user group community to provide feedback on how firms are managing the new realities of remote working. Please download the attachment to see how your peers are navigating current challenges, specificall...
by suki.sahansara
Tue Sep 15, 2020 11:12 am
Forum: WA Proforma Tracker RoadMap
Topic: Proforma Tracker Roadmap August, 2020
Replies: 2
Views: 205

Re: Proforma Tracker Roadmap August, 2020

Will let Mike provide details, but we have been discussing this exact topic within WA recently. The plan absolutely is to share release notes with our clients, as that helps you all decide which version to upgrade to. Details will be provided both here and within the support ticketing system.
by suki.sahansara
Mon Jul 27, 2020 3:30 pm
Forum: Contributors Corner
Topic: Most requested enhancements
Replies: 2
Views: 567

Re: Most requested enhancements

As an update, here are the details of the next two major releases: Release 4.0, SOFIA - available September 2020 Release 4.5, BUENOS AIRES - available March 2021 For clarity, live clients should request upgrades via the Support Ticketing system. Upgrades for clients in implementation will be handled...
by suki.sahansara
Mon Jul 27, 2020 2:59 pm
Forum: Contributors Corner
Topic: Most requested enhancements
Replies: 2
Views: 567

Re: Most requested enhancements

Hi Moe, and thanks for sharing these! Great news that both features have already been incorporated in our September 2020 release. The functionality cannot be retrospectively patched to earlier versions of Proforma Tracker, so anyone wishing to take advantage of these features will have to schedule a...
by suki.sahansara
Thu Mar 05, 2020 10:34 am
Forum: Best Practices For Implementation & Improving Adoption
Topic: How long did it take for you to roll out to a pilot group?
Replies: 1
Views: 4402

Re: How long did it take for you to roll out to a pilot group?

Hi Christi, Pending any of our live client / advisory board members responding, I PM'd an implementation where the client took approx. 6 months to ensure all their requirements, as agreed from the Solution Design activity had been delivered, and UAT'd by the project team before progressing to a live...
by suki.sahansara
Fri Feb 21, 2020 12:12 pm
Forum: Forum Announcements
Topic: Don't forget to complete the Notifications survey!
Replies: 0
Views: 4824

Don't forget to complete the Notifications survey!

Many thanks to those of you who have responded already, but a quick reminder to everyone else! We are looking for feedback on alternate means of providing feedback as proforma's progress through the workflow: • SMS • Immediate notifications when proformas are moved • Summary notifications as per cur...
by suki.sahansara
Wed Feb 12, 2020 7:12 pm
Forum: Forum Announcements
Topic: Thanks for attending our User Group meeting!
Replies: 0
Views: 3922

Thanks for attending our User Group meeting!

It was a little rushed towards the end, but I hope you found it useful. Meeting surveys completed to date suggest it was a good (first) meeting and many thanks to those of you who have volunteered to present at future meetings. Please do provide your feedback to ensure future meetings are valuable -...
by suki.sahansara
Thu Feb 06, 2020 6:53 pm
Forum: Forum Announcements
Topic: Don't forget to register for our first virtual meeting on 12 Feb 2020!
Replies: 0
Views: 3962

Don't forget to register for our first virtual meeting on 12 Feb 2020!

We have 3 of our advisory board members presenting a short session, which I am sure will be of interest to everyone.

If anyone has still to receive the meeting invite, please do contact me direct.

Thanks,
Suki

Senior Director, Customer Success at Wilson Allen