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The improvement we are making
We define a list of incorporation linked to the type of service and the customer. Each requirement will have a state, a responsible and a condition for the work to start with sufficient information.
DIGITAL TRANSFORMATION · CORDOBA
Digital transformation in San Miguel
Digital transformation in Fernán Núñez: standardizing the incorporation of new customers. We analyze the tour, put forward a first test and accompany your team.
A RECORRID FOR YOUR NEGOTIE
Standardize the incorporation of new customers
Guidance scenario for an office or service company that needs documents and authorizations to start working in Fernán Núñez. The hiring of a service does not always mean that the file is ready. Pending documents, access and contact details can be claimed several times because each you keep a different list.
This scenario is a diagnostic proposal, not a client case or an affirmation about all the local companies. The scope, tools and indicators are agreed after you know your business.
Meet Win Innovation ↗DIAGNOSTIC · PILOTO · REVISION
A concrete proposal to start with.
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How to test the route
We would try a discharge with incomplete documentation, an pending authorization and a change of contact person before starting the service.
03
What to see next
We would check how long it takes for a file to be prepared and what requirements are repeatedly requested without a registered response.
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Standardize the incorporation of new customers
This could pass information between the stages of the proposed process. The specific diagnosis of the data and the persons involved.
Contractual service
Point of entry of the application or work.
List of requirements
Each type of service uses its agreed requirements.
File ready
Documents and authorizations have responsibility and status.
Start of work
Work begins when it meets the defined conditions.
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From work scattered to a shared journey.
It slides to compare the two ways to organize this process. It's a guiding example, adjustable to your tools and your team.
BEFORE · DISPOSAL INFORMATION
Contractual service
Ask for documents
Each person maintains its requirements separately.
To claim the outstanding
The client receives repeated requests.
Start with doubts
It is not clear whether the file allows to start the work.
The next step requires retrieving information between people and tools.
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Contractual service
Define discharge
Each type of service uses its agreed requirements.
Allocate the review
Documents and authorizations have responsibility and status.
Confirm Start
Work begins when it meets the defined conditions.
The proposal maintains the necessary decisions and context to continue.
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WIN INNOVATION SERVICES
Services that can be involved in this tour.
MUNICIPIO UBICATION
Fernán NúñezCordoba.
Open the tab of Fernán Núñez in Google Maps to check your location.
Questions about this process.
Can the discharge list be adapted to each service?
Yeah. First we distinguish the common requirements from the specific ones and decide which ones prevent the start of work. This prevents sending a single request for documents to customers with different needs.
How to manage the access provided by a client?
They are defined responsible, channels and permits according to the service. Credentials should not be dispersed in conversations or automatically shared with people who do not need them.
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Does this tour fit your company in Fernán Núñez?
Tell us what tool you use and in what step the work is stuck. We can review the starting point before defining the implementation.
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