What is the definition of “done” for a retirement plan onboarding process?

BridgePoint Group

Description

Case Study: Onboarding The Findings ï‚· ï‚· ï‚· ï‚· The first step in reengineering a process is ensuring you have a broad understanding of the business problem you are solving for AND have the right definition of success “Implementability” is key – we have all been a part of these efforts where the idea list gets generated, but the results aren’t actually achieved It’s about the detail and the data. Having “one version of the truth” helps get teams aligned and focused on the facts. Sustainability is key – processes are living, and change every day. You need to have controls to ensure that you aren’t doing the same re-engineering activity a year from now About BridgePoint BridgePoint has extensive experience in process re-engineering to improve operational efficiencies. We provide the guidance needed to accelerate execution and deliver real results.

BridgePoint was formed in response to escalating market dynamics, which have led retirement providers to face complex challenges. Our team specializes in helping organizations across the industry improve their business performance by better aligning efforts with what customers value. . connect@getBridgePoint.com  (855) 274-3434 www.getBridgePoint.com .