Have you ever experienced that moment of frustration when you realize a project nearing final implementation does not meet your expectations? Everyone started on the same page, but somewhere along the way, the project team deviated from what you were expecting. Consider inserting a checkpoint, called a “planning tollgate”, to explicitly review and approve the project team’s proposed solution prior to the beginning of project delivery. Here are a few reasons why a planning tollgate makes sense:
Taking the time to conduct a “planning tollgate” prior to the execution phase of a project is an investment of your time, as well as the project teams. However, making the investment at this stage is critical in avoiding those late-game surprises.
Everywhere you turn or click these days, there’s a new story about how COVID-19 is impacting every aspect of the global workforce for the foreseeable future. Thanks to this giant disruptor, such is the case with Fortune 500 financial organizations who’ve uprooted Customer Service Representatives (CSRs) from contact centers into the comfort (or depending on their personality or circumstances, discomfort) of their home.
Customer Channels & Operations Management, Risk Management & Regulatory Compliance 6 minute read
The Big Picture The coronavirus pandemic has taken a still-almost-unimaginable hit on our nation’s economy. Millions of people have lost their jobs, and millions more are facing financial insecurity with paychecks that cover fewer hours. With concerns rising over an imminent recession, is your bank prepared to offer consumers the right help and resources to prevent charge offs with its Home Equity Line of Credit (HELOC) business?
HELOC 1 minute read
In late March, several Spinnaker team members participated in ABA Risk 2021, both as panelists and attendees. This premier risk conference from the American Bankers Association combines enterprise risk management, insurance risk management and risk quantification, while delivering expert takes on current and emerging threats along with best practices.
Customer Channels & Operations Management, Data & Analytics, Risk Management & Regulatory Compliance 3 minute read
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