Situation

The appraisal review department was preparing for the major rollout of new software for managing their workflow and knew communication and cycle time would suffer during the transition.

Team Engagement Strategy

A team of home finance employees was tasked with transitioning the department from one software solution to another to help improve efficiencies and used Rapid Action, a toolkit to guide teams through a project, as the foundation of their approach.

Rapid Action Project Charter

How can we prepare a plan for transitioning workflow software in order to improve the end-to-end process for Homebuilder Group and Appraisal Review, including accommodating increased volumes, reduced cycle times and better communication?

Sample Solutions Implemented

1. Coordinated Appraisal Scope training for all users.
2. Established a timeline for transitioning the software.
3. Documented procedures to establish baselines for future performance.
4. Developed a User Guide to help with future onboarding.