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The improvement we are making
We define a shared entry of requests and allocation rules by service, availability or agreed area. Each transfer must keep the history and show who continues the attention.
DIGITAL TRANSFORMATION · CORDOBA
Digital transformation in Spain
Digital Transformation in La Carlota: assign applications to the correct equipment or establishment. We analyze the tour, put forward a first test and accompany your team.
A RECORRID FOR YOUR NEGOTIE
Assign requests to the correct equipment or establishment
Guidance scenario for a business that provides services from several locations or with mobile equipment in La Carlota. A client may call a point of attention even if his or her request corresponds to another team. The consultation is sent without a clear allocation and the follow-up ends up fragmented between different phones and agendas.
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 InnovationDIAGNOSTIC · PILOTO · REVISION
A concrete proposal to start with.
02
How to test the route
We would test an application received at one location, transferred to another and reprogrammed for lack of availability of the first equipment.
03
What to see next
We would consult the unanswered requests and the number of times the customer is asked to repeat the same information.
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Assign requests to the correct equipment or establishment
This could pass information between the stages of the proposed process. The specific diagnosis of the data and the persons involved.
Consultation
Point of entry of the application or work.
Rule of allocation
The consultation retains service, location and history.
Responsible equipment
The team receives the information it needs to act.
Service
The transfer has responsibility and next action.
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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
Consultation
Receive a call
The request is at the first point of attention.
Submit data
The next team needs to ask again.
Follow the answer
It is not always clear who continues the service.
The next step requires retrieving information between people and tools.
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Consultation
Record the need
The consultation retains service, location and history.
Assign with context
The team receives the information it needs to act.
Confirm continuity
The transfer has responsibility and next action.
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
The CarrotCordoba.
Open the tab of The Carrot in Google Maps to check your location.
Questions about this process.
Can an application be assigned according to your location?
A rule can be defined when coverage and responsibilities are clear. There is also a need for an exit for incomplete requests or jobs to be attended to by two teams.
Can each establishment see only its tasks?
Equipment permits and coordination needs are considered. Restringing access should not prevent a transfer from retaining the information needed to continue the service.
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Does this tour fit your company in La Carlota?
Tell us what tool you use and in what step the work is stuck. We can review the starting point before defining the implementation.
We checked your starting point Explore digital transformation in Win Innovation