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NL Insurance report automation

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Katy Edwards about 2 years ago in  0 Needs review

Hotel only invoicing

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Katy Edwards over 2 years ago in  1 Needs review

Free monthly fees auto matched

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Guest over 2 years ago in  0 In Discovery

Automation of benchmarking methods for price tracking and analysis

Not sure how we quantify the FTE saving? Benchmarking is a crucial aspect of the strategic thinking within the Commercial team and the business as a whole. At the moment, the amount of data that we have on price changes over time is very limited a...
Guest over 2 years ago in  0 Needs review

Automation of the TC Mentor allocation/introduction/set up process

Business Owner Vic Trundle Problem: Every new TC that joins us is paired up with a mentor (an existing TC who is qualified as a mentor) they are paired up based on background and capacity. Emails are manually sent to introduce them. There is also ...
Guest over 2 years ago in  0 In Discovery

Corporate Account Set-up

Is this something the business wants? Do we want TC's to be able to create accounts with no autorisation? Could we create as a pending status? Problem: Possibly only a solution for immediate payment initially? Currently when a TC/ BDM wins an acco...
Guest over 2 years ago in  0 Future consideration

Online Booking Tool Fees - (Future Project August)

Monthly a report will be received from the provider (Vibe) with the transactions of each TC who has clients using the tool. Current thought is the commissions team would have to manual take this report and key in details to GP. (this may be fixed ...
Guest over 2 years ago in  0 Future consideration

Content management of LMS

Business Owner Ben Calderbank Problem The current learning management system is managed manually, when courses are amended there is no notification of this anywhere. Requirements We have a content management system in place for managing our learni...
Guest over 2 years ago in  0 Needs review

Franchise referrals

Problem: Currently a spreadsheet is sent to the recruiters from the recruitments CRM once a month with the joiner details from the previous month and the referral details of any. The recruiters will then check this and reformat it into a second sp...
Guest over 2 years ago in  0 In Discovery

Starters Process

Problem Currently TSD need to manually create multiple profiles in different systems when a new TC is joined. Justification Process is time consuming. Requirements 7 days before TC's induction start date New TC to be set up in the following Freshd...
Guest over 2 years ago in  0 In Discovery