DWG continues to support the Rippe & Kingston software implementation as the means to realize the “Should-be” process designs for Project Assignment, Project Tracking/Management and Billing & Collections. The workflow to support the Project Assignment process has been validated and the details of assignment criteria and routing will continue development this coming week. Two focus groups were conducted this week involving valuation subject matter experts to provide insight into valuation analysis infrastructure. An opportunity for immediate improvement was discovered (see below).
Accomplishments Last Week (April 13-April 17)
1. DWG conducted focus groups to collect subject matter expert input regarding issues/problems that negatively affect project generation cycle time.
2. DWG validated FMV request assignment workflow and continued development of assignment routing across all service lines.
3. DWG continued to support development of detailed requirements documentation for Rippe and Kingston software implementation.
Accomplishments Expected This Week (April 20-April 24)
1. DWG will continue FMV request assignment criteria across all service lines.
2. DWG will complete a summary report from focus group sessions. An immediate opportunity was identified to improve leveraging best practices from previous projects. The focus groups revealed that many analysts are maintaining spreadsheets containing their own records in isolation that are referenced for project history. The history is shared when one analyst contacts another, but efficiency could be gained if the information were universally accessible and self-service.
3. DWG will support development of detailed requirements documentation for Rippe and Kingston software implementation
Immediate Recommendation
1. The informal practice of maintaining personal spreadsheets of project history should be formalized and enabled using knowledge database or eLearning software to increase access to the informal body of knowledge.
Positive Recognition
1. Thanks to Kevin Obletz, Barbara Landy, Chris Williamson, Nicki Dunk, Marissa Longo, Jared Davis, Adam Polsky, Cindy Alvarez, Elizabeth Cohen, Sarah Williamson, and Hunter Wolfel for enthusiastic participation in the focus groups, providing subject matter expertise to document opportunities to improve the Valuation process.
Accomplishments Last Week (April 13-April 17)
1. DWG conducted focus groups to collect subject matter expert input regarding issues/problems that negatively affect project generation cycle time.
2. DWG validated FMV request assignment workflow and continued development of assignment routing across all service lines.
3. DWG continued to support development of detailed requirements documentation for Rippe and Kingston software implementation.
Accomplishments Expected This Week (April 20-April 24)
1. DWG will continue FMV request assignment criteria across all service lines.
2. DWG will complete a summary report from focus group sessions. An immediate opportunity was identified to improve leveraging best practices from previous projects. The focus groups revealed that many analysts are maintaining spreadsheets containing their own records in isolation that are referenced for project history. The history is shared when one analyst contacts another, but efficiency could be gained if the information were universally accessible and self-service.
3. DWG will support development of detailed requirements documentation for Rippe and Kingston software implementation
Immediate Recommendation
1. The informal practice of maintaining personal spreadsheets of project history should be formalized and enabled using knowledge database or eLearning software to increase access to the informal body of knowledge.
Positive Recognition
1. Thanks to Kevin Obletz, Barbara Landy, Chris Williamson, Nicki Dunk, Marissa Longo, Jared Davis, Adam Polsky, Cindy Alvarez, Elizabeth Cohen, Sarah Williamson, and Hunter Wolfel for enthusiastic participation in the focus groups, providing subject matter expertise to document opportunities to improve the Valuation process.