Rethink existing flawed processes before automating
them in the new system
This customer copied old processes into the new software.
But, if you put your magnifying glass up to this image, you’ll see manual processes & workarounds.
This is not optimal.
Before building your reports, sit down with your consumers and ask them “what do you need?”
Is this report still needed?How do you use
this report?
Can it be simplified?
Can it be structured to replace multiple
reports?
Tip
SimplifyReduce number of plan measures to 3 or less, so things don’t get too confusing and diluted.
Step 3
Reuse componentsAnalyze your existing comp plans to determine which ones are similar, so you can save time by reusing components.
Step 4
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