Identify process bottlenecks and see how work progresses through each status.
This workbook helps you answer the following questions about your firm:
- What is my firm’s overall service delivery time for each service offering?
- How is my firm’s performance trending?
- Where are the process bottlenecks and where should we focus our improvement efforts?
- Which client’s work is slower than others?
About the Work Status workbook
The Work Status workbook allows you to look back at the work you have already completed, helping you understand how long it takes to complete work, and how that changes over time.
This workbook also gives you a breakdown of completion time by status, client, client manager, and assignee—giving you all the information to really understand and optimize your processes for improved efficiency.