customise

Tailor made charts to suit your business

We’re often asked what is possible with Vizulate® customisation, and the answer is – almost anything!

Here are just some of the things that we can work with you to customise for your organisation.

Data Import

Extract data from your existing practice management software. Connect to MYOB, APS, Xero (or others) to extract data out and automatically populate the bulk of the diagram data quickly and easily.

Conversion from existing diagrams

While they say a change is as good as a holiday – we know the thought of implementing a new process can be daunting. That’s why we can work with you to convert your existing diagrams into Vizulate® in a cost effective way.

Custom Shapes / Colours / Icon Sets

If you have a set of custom shapes, or something that isn’t standard – we’re happy to see if this can be built as a customisation for your firm. We can also add the functionality to show a custom icon against a given shape based on a predefined list for your firm.

Custom Data

If you would like to customise the data that is captured and displayed in your charts – we can work with you to add a custom data column. We can also work with you to disable default columns..

Distribution Flows

Want to show more than just ownership in the diagram? We can help your firm add a customisation to show extra elements on the diagram.

Custom report and export format

If you would like a custom report layout we can work with you to build a bespoke layout to suit your firm’s preferences. Need to output your chart into Word? Ask us about this too.

Looking for something else?

We’ve designed Vizulate® to help you communicate what matters to your clients, so if our standard options don’t quite fit your needs, we are more than happy to work with you to incorporate features that will add real value for your clients.

Contact us to find out more, or fill out the form below and we’ll be in touch soon.





Firm Size

What type of customisations are you interested in?