Your engagement process might be slowing down your firm without you even realizing it. In this checklist, you'll learn to spot the key signs of a broken workflow, such as:
- Constant Follow-Up: You're always following up on the same requests because instructions are unclear or items get buried in inboxes.
- Scattered Information: You rely on spreadsheets and portals, and support documents are scattered and disconnected.
- Lack of Visibility: You can't see where bottlenecks are until it's too late.
- Relying on Email: Back-and-forth emails create friction and clutter engagements with clarification, not progress.