However, how can you make sure you’re setting up an efficient workflow process from day one?
Sometimes the best insight comes from those that have been there before. We have spoken to our existing customers who have successfully moved to an online solution. They have streamlined their workflows/programs and made significant efficiencies in their business. So from our customers to you, here are three tips to consider when setting up your application online:
- Detach from the email inbox
- Communication is key
- Only work on what’s relevant now
Detach from the email inbox
Communication is key
Only work on what’s relevant now!
Leverage automation to make sure you can find what you’re looking for, and quickly take in the most recent and relevant data.