Operations
Bring in a request, check the supporting files, and send exceptions to the right person.
Vendor onboardingStart with work your team already knows.
The best first process is repeated often, uses familiar information, and ends with a result your team can check.
Sales
Gather account details and prepare a follow-up for review before it goes out.
Account preparationCustomer requests
Sort incoming questions, find the relevant policy, and hand off the ones that need judgment.
Case preparationInternal knowledge
Find the current policy or procedure and show people where the answer came from.
Policy lookupLook for a clear beginning and end.
A vendor request, for example, arrives with a known set of files, follows a few checks, and ends with someone approving it or sending it back.
See the vendor example