Improvement Priorities Survey

The move from a mix of digital and paper processes to fully optimised end-to-end seamless digital interactions across every electronic channel is huge. Like 'eating an elephant', something best done in digestible bites. Be careful not to get indigestion, but equally be ambitious enough to make a real noticeable difference that both your clients and your staff will love.

To most efficiently get to where you want to go, it's vital to know where you are now. We can assist identification of how business drivers align to any proposed change and help to define the constraints that any project will need to work within. Can your customers easily move through efficient seamless journeys from being introduced to being served? And can you prove that these meet all regulatory compliance demands?

L1 Customer Lifecycle Main Stages v6

For most organisations, the true answer is "No" or "in parts". So where should one start?

The introductory survey below is is one of multiple tools that when taken together give insights to allow you to judge if the project is worth the investment, what level of investment is required and scope considerations for the best approach to maximise business value.

Do you know what you want to achieve? And how your digital transformation priorities compare with the market?

- If "Yes", then this survey isn't for you; please check out our other tools.

- If "No", then consider this introductory survey below.

Assess the importance of the tasks below for dealing with prospective clients

Where is there the greatest room for improvement?

Consider what the organisation is least good at currently (e.g. consumes the most effort, or takes the longest cycle-time to complete, or inconveniences customers the most). Then adjust the slider accordingly, with the "best" (at near-perfect now) at the left with a "0" or low score and the "worst" towards the right with higher scores (up to 10):