Team Embed and Efficiencies Evaluation

Summary

I am going to spend 1.5 hours with each team member this month to evaluation their workflow process and look for ways to speed them up in order to improve client capacity.

Target release

Dec 29, 2023

Priority

HIGH

Project status

Pushed

Progress

15%

Brand

DS ARI

Owner

@Grant Gooch

Team

@Katie Hill @Alexis Campbell (Deactivated)

Status Note

Sep 13, 2023 General outline is done, waiting for a little more information from SF to see how much I am going to need to alter the specifics. I want to make sure we are mapping the workflow to each click to be the most efficient.

Key Dates

Jul 1, 2023 All evaluations completed.
Sep 30, 2023 Outline with SF components added

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Expected impact

 

Actual impact

 

Status Notes

Project row created, meetings set with all team members.

Aug 9, 2023 Met with all team members and have started laying out a new monthly workflow process.

Next Actions

Oct 9, 2023 Reconvene with content after SF cutover

 

Questions

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Decisions

Decision

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*Primary decision maker in bold.

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Future Work

 

 


Notes