If you know exactly what you want, have the process documented and your knowledge organized, this stage can be skipped and you can go straight to the pilot. We'll say so directly if that's the case. The audit is not a mandatory gate before every conversation.
We choose metrics to fit the process, not the other way around
At the audit stage we select two or three of them and set a baseline for each. Below are the ones that work most often.
From intake to closure.
How many still require rewriting data.
How long it takes to find the answer needed to do the work.
Mistakes arising from manual data entry.
Share of cases closed without involving another person.
Cost of handling one case, if it can be reasonably calculated.
What we don’t provide: results from other companies’ implementations presented as a promise for your process. A number pulled from a different context says nothing about your situation. We measure on your data, in your setting.
