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The training team meets with clients early in the project by hosting milestone demo sessions that show the completed functions in the client's environment. Additional demo sessions are hosted by request.
The following underlined sections further explain the training strategy.
Milestone Demos
Operational Excellence Workshop
The workshop aims to discuss workforce management at a critical time, such as the project's nascency or before a migration effort. We'll teach new or existing clients how to manage work efficiently and offer suggestions based on how they currently distribute tasks to their teams. This session includes high-level demos of both intake and back-office so that attendees who have never seen QFD can be introduced.
Milestone 1: Operational Excellence Workshop: Intake Show and Tell
In this session, we'll walk through claim creation workflow, claim intake questionnaires, and what tools are available to users when following-up on existing claims.
Milestone 2: Merchant Collaborations Show and Tell
In this session, we'll demo and discuss add-ons and merchant collaboration workflows including Ehtoca and Verifi, Mastercom and Visa, correspondence, and Get Case URL (all where applicable).
Milestone 3: Accounting Show and Tell
In this session, we'll cover back-office work as it relates to accounting adjustments, review fees and interest, and discuss BIX (all where applicable).
Deliver e-Training Modules
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