Assistant Vice President
The lack of consistency in storing our correspondence on client activity.
Kelli
Priority level
Moderate
Willing to pay for solution
1000
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.
Current process
Everyone has their own system, share drive, personal email folders, EPIC, etc.
Flaw in current process
It’s impossible to find a paper trail of what’s going on with other people current/former accounts.
Impact
Attempts at solving
Ideal solution
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.
