SOLUTIONS

Start with what slows the work down.

Choose an everyday need. Then we can discuss what information to use, what to prepare and when your team should intervene.

BUSINESS NEEDS

A useful question before choosing an agent.

Identify needs, dates and outstanding questions before drafting a reply.

Draft answers using approved procedures and hand over exceptions.

Turn a request into a summary, proposed owners and review points.

Prepare an answer from an authorised policy and identify what needs checking.

YOUR NEXT STEP

Identify the process you want to improve. Scope comes before any activation.