More Info
A product sales and performance analytics service. Their analytics engine ‘bolts on’ to large retailer point-of-sale data bases and gives their clients near real time sales performance at an SKU level of detail.
CLIENT ON-BOARDING
From Service Sold to Customer Reports Approves, Dashboard Completed, and Management Report Feeds Activated.
Each new client requires a custom on-boarding effort that requires thoughtful information systems and database interface design.
Process Capability Goal: By Sept. 30, 20xx, be capable of simultaneously working 5 on-boarding projects to completion in 3-1/2 months or less with no major issues (SOW failures).
The triage team identified and prioritized 14 Small NowSM action items and 4 Big NowSM project-size process improvements. The leadership used these team-driven proposals to refocus IT infrastructure spending, update organizational roles and responsibilities.
What pleased the triage team most:
‘Mapping out the process and where the pain points live. Gave ideas for change.’
‘Organization of tasks; what do fix first’
‘All of it!’
‘Ranking of solutions’
‘Process mapping and Moments of Truth’
This was a very savvy, technically articulate team. Their process was very complex and its success depended upon very detailed information gathering during the sales process – typical of complex, information technology driven on-boarding processes.
