For years agencies have been arming themselves with more and more technology.
Technology is an essential tool to enable you to accomplish your daily tasks, accumulate data and provide the agency with critical information about its business. However, many agents feel little satisfaction with their systems and do not see their return on investment. In my experience, I have found the common reasons for this to be lack of full utilization, neglecting to clearly define for employees how the systems are to be utilized, and failing to have the proper systems in place.
If the use of the technology is not defined and not used properly, then the agency does not have the information it needs and desires. In many cases the agency has already made large investments in systems; it is just a matter of using the technology to its fullest potential.
Services for Best Practices Definition are:
- Assess the current processes and systems in place in the agency.
- Define and implement agency standards.
- Define and implement agency procedures and workflows.
I customize Best Practices to the agency’s systems and needs. Agencies use systems in different ways and for different purposes. There is no one answer that covers everyone.
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