INTECRACY GROUP
Deals
Electronic document exchange and signing with counterparties. Define how signing results return to the client workflow.
Discuss the task ↗The solution’s role in your process
- Determine required modules, configuration and licensing.
- Align data, permissions and links to the existing CRM.
- Test the main flow, amendments and returns.
- Provide working instructions and support for the team.
CT Consult provides consulting and implementation. Products belong to their respective Intecracy Group companies. UnityBase is an enterprise solution platform.
Our approach
From the question to a decision.
- 01
Trace the client journey
Trace an actual enquiry through to its outcome. Record delays and repeated questions.
Current journey map - 02
Agree the rules
Define data, owners, transition criteria and exceptions. Choose the first implementation scenario.
Operating model and pilot scope - 03
Test the scenario
Configure the solution and test normal and difficult cases with the team.
Acceptance record - 04
Put it into daily use
Train by role, prepare support and compare agreed measures before and after launch.
Training and improvement plan