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Mark Sollis

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Mark Sollis last won the day on 3 July

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About Mark Sollis

  • Birthday 04/01/1961

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  1. Not 24 hrs before your post! A despairing mini-rant criticising the very response you received. Feel free to add a real life instance on there - Typical Standard Response Warning
  2. Sorry - the above was a more generic prompt for ALL brokers - particularly those who need to review their risk appetite - not aimed at you guys per-se Ditto for this - and to make sure everyone is aware they can't blame or claim from, their supplier for their own inadequate security analysis and prevention I feel your pain with the horses - but at least you found the water - that's half the battle
  3. Tbf - I’d be interested in comparing how the competition / alternative OGI solution aka Virtual Cabinet, manages the same situation. That’s the real benchmark / leverage. If cyber is a concern - or a requirement of your BI - I’d suggest taking a serious look at those security functions in both. Then make your choice. #whosheadisontheblock
  4. Sounds like the usual "Let's wait until it happens and then we will do something about it" kind of approach That approach went well with the NHS too ...
  5. There will be issues whichever way - so you need to pick the right way for you at get it right first time. In short - and from experience on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. Trust me on this.
  6. Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server? The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!
  7. Hi Sandra Big question - and lots to consider. You haven't said, but I presume this is to do with an OGI to OGI transfer, with branches already on the same server? If so - and to help kick this off, top 5 tips below from me: Specification - Make sure you have a spec of what will - and what wont - be transferred Settings - Check that all your settings are the same. Many are branch independent and you really need to check all of these for future use. This includes source codes, exec codes, Database Reports, User Access authorities, Broker Record / Prospect record settings, Regulation Module options, Document / letter templates to name a few from a long long list Prospects - Do you use APM / Prospects - and what will happen with these records Accounts and EDI - If it's OGI>OGI then EDI should be OK, but you do need to have a plan for the accounts. For both, will the old branches be in run-off or transferred en-bloc / big-bang? If Run-off - how are you maintaining both sets of data? Why? - Revisit why are you doing this anyway - quite often it's not the only solution - and I'd be interested more in what you are trying to achieve and why you think branch consolidation is the answer I'm sure Open GI will have already asked all the above questions - and more - to get to the right solution for your business. But always worth taking advice on a big change Hopefully others will have input as well Good luck and let us know how you get on!
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  9. Hi Mar - and welcome to the Forum! I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this (and OGI will say to check / upgrade as a first step anyway) Let us know the outcome!
  10. Public Service Announcement As an independent Consultant, I have over the last few weeks had calls from a number of brokers asking how they can operate best during the lock-down & how they can service customers more easily We all need to get through this together & one of the things I wanted to do in some way, was to help people across my networks - no strings attached So I'm launching an offer of a FREE phone call with REMOTE HELP covering any aspect of your OpenGI system and / or broker business functions. This also includes business related products such as Microsoft applications, as well as helping you look at long term income generating options with better marketing and use of social media There's never been a better time to set the foundations of your future business - right here right now This is a limited availability offer and a number of daily call slots are allocated FCFS basis over the next few weeks. If I can't help directly then I'll be happy to advise best routes to get your pain sorted. If you could use some system help, process advice - or just need a quick answer to an urgent issue, then get in touch. If you are a valued User Group Member we have agreed to offer twice the allocated time to assist. No strings. No Fees. No catch. Leave your details at the link here and I'll be in touch by return #karma #network #freehelp #OFP #resultsdontlie
  11. Great news - glad to hear some sense has been applied 🙂 I'll drop you a PM here as well - #thoughts
  12. Hi James - any updates on this - really interested to see what the outcome was And FYI for anyone in the same position - I've actually defined the solution that actually works 🙂 - happy days! 😷
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