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» Diagnostic Business Health Check

 
Fed up with routine processes that cost too much?
Not concentrating enough on identifying ongoing customers' needs?
Take a 5-minute Business Health Check-up, by simply answering these questions.

1 - definitely not, 2 - somewhat, 3 - yes but could improve,
4 - very happy with progress, 5 - absolutely yes.

 
  • Do you have a formulated three to five year business strategy?

    1 2 3 4 5
  • Are your operational tactics aligned with your business plan, which in turn is aligned with the business strategy?

    1 2 3 4 5
  • Are your operational processes, code of conduct and regulatory requirements developed and tested through an eLearning Management System; no human in the process?

    1 2 3 4 5
  • Are you satisfied with the time spent on back office operations as compared with customer needs and marketing efforts?

    1 2 3 4 5
  • Is your staff trained in new product innovation focused on anticipating the changing needs of your customers?

    1 2 3 4 5
  • Does the paying customer have the convenience and flexibility of retrieving their data at any time (7/24), by personal computer or telephone?

    1 2 3 4 5
  • Are you able to extract information quickly and easily without technical support?

    1 2 3 4 5
  • Does your Client Service Department immediately resolve customer queries, 95% of the time?

    1 2 3 4 5
  • Do you have the capability of emailing documents from the database without human intervention, i.e. self-service?

    1 2 3 4 5
  • If your customers' data is your company's "Crown Jewels", do you spend more than 40% of your time analyzing it?
    1 2 3 4 5


     


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