Workflow Efficiency & Process Enhancements - Tech Enabled
Would involve a tool.
6.4 Anthony: will provide breakdown of $75K and what the ask is for 2026. No longer have $75K available for 2026, but do have smaller amount. If get PCI piece, then can start recording calls + look at QA technology. Anthony to share breakdown of 2026 vs 2027 work. 5.21 Anthony: Finance approved $75K. James said we can maybe get the Ring Central QA piece to automatically track & monitor calls. --------- Per IT Prioritization meeting, this is deferred to 2027+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved.
6.4 Anthony: will provide breakdown of $75K and what the ask is for 2026. No longer have $75K available for 2026, but do have smaller amount. If get PCI piece, then can start recording calls + look at QA technology. Anthony to share breakdown of 2026 vs 2027 work. 5.21 Anthony: Finance approved $75K. James said we can maybe get the Ring Central QA piece to automatically track & monitor calls. --------- Per IT Prioritization meeting, this is deferred to 2027+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved.
5.21 Anthony: Finance approved $75K. James said we can maybe get the Ring Central QA piece to automatically track & monitor calls. --------- Per IT Prioritization meeting, this is deferred to 2027+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved.
5.21 Anthony: Finance approved $75K. James said we can maybe get the Ring Central QA piece to automatically track & monitor calls. --------- Per IT Prioritization meeting, this is deferred to 2017+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved.
Per IT Prioritization meeting, this is deferred to 2017+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved.
Per IT Prioritization meeting, this is deferred to 2017+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those.
Deprioritized with IT; focused on reducing volume of calls first by looking at common member issues & looking to solve for those.
New phone line implemented; reducing escalation log entries.
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26