Assistant Vice President
The lack of consistency in storing our correspondence on client activity.
Kelli
Value Reasoning
When people leave the company or are on vacation & you have to take over their desk, you need to know what’s going on with the client.
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Current process
Everyone has their own system, share drive, personal email folders, EPIC, etc.
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Flaw in current process
It’s impossible to find a paper trail of what’s going on with other people current/former accounts.
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Impact
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Attempts at solving
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Ideal solution
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Value reasoning
When people leave the company or are on vacation & you have to take over their desk, you need to know what’s going on with the client.
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