From a Business Map
Fix 1 on the ranked list
Illustrative example. Not a real client.
- What you said
- “Every Friday I chase the same customers for the same paperwork.”
- What I found
- Requests go out from three different inboxes, and no one can see which ones are still open.
- How I know
- I watched it on screen with the person who sends them.
- Fix 1
- Log each request in the customer record of the accounting software you already pay for, with one shared view of what's outstanding.
- The simpler option I considered
- A shared spreadsheet. It would help, but it becomes a fourth place to check.