Page Comparison

Purpose Statement

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1. Support businesses of all sizes and their individual training needs
2. Ensure compliance is maintained including regulatory and Association requirements
3. Enable both leaders' and agentagents' success when completing work in QFD

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As part of our commitment to enhancing client efficiency and supporting clients in their adoption, we will host a workshop following the first milestone. The workshop aims to start the workforce management discussion in the project's nascency. We'll discuss how to manage work using QFD and offer suggestions based on how the client currently distributes tasks to their teams. There are three parts to the workshop:

1. Work Management Training

   In this block, we'll explain how QFD assigns work to claim processing agents. We'll explain Assignment Groups and how to set up agents' work preferences. We'll also go over the manager dashboard, which includes helpful tools and data for making informed decisions.
   
   

2. Consultation

   In this block, we'll look at how the client currently divides work among their teams. Then, we'll combine their work method with QFD's approach to work allocation and suggest ways to improve.
   
   

3. What Happens Next

   In this block, we'll chat about future training plans by reviewing the out-of-box agenda. We'll also recap what we've discussed and go over any takeaways from both sides.

Clients will be sent with a consultation survey so that we can have focused discussions and provide insightful recommendations in this meeting. The leadership training session will be held prior to go-live and it will refresh and reinforce what was discussed in the workshop.