Case management workflow
Stabilizing an over-stretched team
- 25% increase in cases closed per FTE
- Rework rate cut nearly in half
- Backlog peaks reduced and predictable
Clarified decision paths, simplified work queues, and built a basic
control plan so leaders could see and manage workload before leaning
into automation.
Shared services intake
Reducing variability at the front door
- Significant drop in incomplete submissions
- Better predictability in daily volume and staffing
- Clear line of sight to STP opportunities
Tightened intake requirements, streamlined triage, and set up simple
metrics that made day-to-day management easier.
Back-office exceptions
Turning chaos into a manageable queue
- Exceptions tracked and aged intentionally
- Fewer urgent escalations from partners and customers
- Data for the next wave of automation
Segmented exception types, assigned ownership, and reduced “surprise”
work—creating a cleaner platform for automation to build on.