Projects
Engaged Sales Support Teams
Project Detail
Client: A regional dental plan provider
Opportunity: Streamline New Business and Renewal processes and redesign team structure to drive optimum performance and collaboration between a Sales Sup- port team and an Administrative team
Approach:
- Combined tasks to reduce handoffs
- Designed and deployed a workflow system and database – Displayed visual measures on white-boards
- Reorganized into process-focused cross-functional teams
Results:
- Removed barriers to collaboration by combining support team members from three departments into one team
- Cleared work backlogs to operate on 2-day turn-around
- Process streamlining and team performance improvements improved labor capacity by 12%
