The Gap Release Notes

The Gap Release Notes

Short-Term Roadmap

In the upcoming weeks and months, we will introduce new content and features, including:

  1. A new Learning Management System to house educational modules
  2. Customisable document templates for meeting delivery
  3. The ability to share pre-work questionnaire links via your own email client
  4. Advisor Assistant improvements, including access to the transcript after session finalisation
  5. Improved access to all documents created when viewing any work item
  6. The ability to confidentially run an advisory service on your own firm

Release Notes

Q3 2025
  1. More flexibility to share documents created in The Gap:
    1. All documents can be shared and exported (excluding Value Gap Analysis Reports):
      1. When viewing any document or after finalising the delivery of a session, a new option to Share shows.
        1. Invite further clients to view the document on the Invite tab.
        2. Download the document to PDF or share to FYI on the Export tab.
  2. Enforced multi-factor authentication for more secure logins.
  3. Meeting delivery:
    1. Goals and Actions: Drag and drop to reorder goals, sub-goals, and actions when delivering Business Planning or Accountability Coaching.
    2. You can now download a Session Record or Business Plan to PDF after finalisation.
  4. Pre-work visibility: Enhanced privacy controls
    1. Collated pre-work and feedback responses are now only visible to advisors by default.
    2. Advisors can share collated responses when viewing a pre-work document via the Share button.
  5. An improved email design
  6. Proposals:
    1. Ability to duplicate and archive proposals
  7. A new Home page:
    1. Includes a dismissible 9-step onboarding checklist
  8. Integrations: FYI
    1. Connect The Gap to your FYI account to seamlessly share any document you create in The Gap to FYI.
  9. Document Templates: Custom Feedback templates
    1. Create your own feedback document template to use in any work item.

Q2 2025

  1. Meeting delivery:
    1. More flexibility when sharing documents
      1. You can now share session outputs, like Session Records and Business Plans, with additional recipients beyond the primary contact. After finalising a session and sending the usual notification, use the new sharing feature to email access links to others who should receive the documents.
    2. Budget block enhancement to allow tabbing through cells.
    3. Upload files directly to Session Records from the final step in the agenda.

  2. Work Item enhancements:
    1. The ability to rename a work item on the Work Items page or from within a work item.
  3. New document template:
    1. An alternative 'Business Planning Annual Review Pre-work' template for Business Planning reset sessions.
Q1 2025
  1. Work Item enhancements:
    1. Access to mindset resources in the meeting delivery workspace.
    2. An AI-driven note taker for online meetings.
  2. Document Templates:
    1. The ability to create reusable pre-work templates.
  3. Value Gap Calculator:
    1. Improvements to the Value Gap Calculator to show a library of tactics to achieve suggested strategies, and the ability to create your own custom tactics.
  4. New Services:
    1. A Complimentary Client Review process.
    2. An Annual Forecast process.
  5. Org Settings:
    1. A new Email Logs area to track deliverability of emails sent from The Gap.
Q4 2024

  1. Process Improvements:

    • Updated all processes to include best-practice information for each step.
    • Removed workflow-specific tasks to highlight our meeting delivery tools.

  2. Work Items enhancements:

    • 'Recommended' processes now appear above the Work Items list for easier access.
      • The Work Items list is positioned further down the page under "Your team's work".

  3. Trial and Subscription changes:

    • Trials now expire, requiring advisors to select a payment plan to continue using The Gap.
    • Expired trials restrict app access and disconnect the XPM sync.

  4. Document Link Expiry for 'Guest' Clients:

    • Document links sent to Guest clients now expire.
    • Expired links include an option for clients to request a new link directly from the expired page.

  5. A new Org Switcher feature:

    • Advisors can now add themselves as clients and access their client org seamlessly.
      • To practice running services on a test client, or to run them on their own business.
    • Using the same email for firm and client accounts allows all organisations to appear under the org switcher in the app bar menu.

  6. Onboarding improvements:

    • A new Quickstart checklist displays upon account creation to guide users through basic setup tasks.
    • Access to a comprehensive Implementation Guide.

  7. New Services:

    • A general meeting process.
    • A Management Reporting process.
Q3 2024

  1. Work Items creation experience:

    • Process selection now precedes client selection.
    • Process cards display Summary information and Detailed descriptions (accessible via "Learn more").

  2. Task Assignment updates:

    • Tasks are now unassigned by default and can only be assigned to team members.
    • Removed the "Process roles" feature.

  3. Team Management enhancements:

    • Admins can resend invites, deactivate team members, and leave organisations (if another admin remains).
    • Deactivated team members retain profile access but lose access to orgs.

  4. Notification improvements:

    • Clients are notified about Business Plan updates only when there is an existing Business Planning work item.
    • Consolidated email notifications:
      • One email links to both Session Record and Business Plan documents.

  5. Pre-work and Delivery Workspace updates:

    • Advisors can:
      • Edit pre-work before sending.
      • Set pre-work due date reminders with client notifications.
      • Resend pre-work via the recipient list.
      • Attach documents and links to pre-work or feedback tasks.
    • Clients receive email notifications for shared resources and can download them directly.

  6. Additional Updates:

    • Print Session Records and Business Plans to PDF.
    • Subscription tier upgrade requests can now be made from Org Settings.
    • Closed or completed work items can now be reopened.
Q2 2024

  1. Client Management:

    • Add clients and contacts on the fly from multiple areas of the app, with "Guest" access level by default.
    • Client Admins can promote Guest users to Team members or Admin users.

  2. New Features:

    • Introduced Proposals and Services & Pricing.
    • Released Value Gap Calculator, accessible via the Main menu and the meeting delivery workspaces.
    • New services:
      • Cashflow, Profit & Improvement
      • Annual Accounts Review

  3. General Improvements:

    • Redesigned main menu and Work Items interface.
    • Enhancements to sign-up flow.
Q1 2024

  1. New Services:

    • Launched Prospective Client Meeting service.
    • Updated Accountability Coaching:
      • Divided pre-work into Reflection and Planning sections.
      • Ensured budgets remain unaltered during sessions.

  2. User Experience enhancements:

    • Improved My Profile page and multi-factor authentication.
    • Enhanced mobile responsiveness for pre-work and feedback forms.


Notes:

Advisor Users

  • Archived Clients in XPM: When connected to XPM, archived clients sync between XPM and The Gap once weekly.

Client Admin users

  • Org Settings sync: Updates made under Org Settings > General Information, such as organisation name, display name, contact number, or logo, do not automatically sync to their Advisor firm under Clients.
  • Team management: Client Admins are responsible for adding and maintaining their own team members and managing access levels. 

All Client Users

  • Pending documents: Pending documents for continued editing are not displayed under Main Menu > Documents. They can be accessed via the notification panel or the original pre-work/feedback email.
  • Attachments in pre-work: Clients cannot access attachments shared via pre-work after submission.
  • Business Plan branding: Business Plan documents display the client’s logo only if it is uploaded under Org Settings > General Information.

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