The vendors' position is that each tool removes a manual step, but I am hesitant because our pilots have mostly shown us polished screens rather than better handoffs. We have looked at lead capture, listing imports, document handling, viewing schedules and transaction updates.
For the next round, I want to follow a record from the first enquiry through to the person responsible for the next action. Re-entered fields, missing notes or corrections made in two systems would count against the integration, even if one stage appears faster. How are others measuring the time spent on reconciliation and cleanup as well as the initial task?
I would also like to test mobile usability, property accessibility fields and workflows spanning several countries. It would help to know which information should remain common across markets and which fields need local variation.
For the next round, I want to follow a record from the first enquiry through to the person responsible for the next action. Re-entered fields, missing notes or corrections made in two systems would count against the integration, even if one stage appears faster. How are others measuring the time spent on reconciliation and cleanup as well as the initial task?
I would also like to test mobile usability, property accessibility fields and workflows spanning several countries. It would help to know which information should remain common across markets and which fields need local variation.