Facilitator Mode

Guided Process Walkthrough

What Process Are We Mapping?

Pick a process your team knows.

Process Name

🧑‍🏫 Facilitator Mode

Walk through each pillar step-by-step. Best for live workshops and team sessions.

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📚Examples

All Pillars

📥Intake⚡

Customers submit via web portal (40%), in-branch paper forms (35%), or email (25%). Branch staff re-key paper submissions into CRM — 15-20 min per app, #1 source of data entry errors.

🔍Analysis⚡

Cross-reference against CRM for duplicates. Verify identity via government databases. Risk-score via credit bureau. Compliance manually reviews flagged apps — 48-hour bottleneck.

🔀Decision

Standard accounts (70%) auto-approve. High-risk to compliance officer. Borderline cases queue with no SLA, averaging 5 days.

✅Execution⚡

Approved: provisioned in core banking, welcome email triggers, onboarding call within 48hrs. Rejected: letter sent — often 2+ weeks later.

📊Monitoring

Track completion rates, time-to-activation, drop-off by channel. CSAT at 30/60/90 days. No alerting on stalled applications.

🎯 Use Cases Extracted

Eliminate document re-keying backlog

Branch staff re-keying 15-20 min per app → real-time intake. New customers activated same-day instead of waiting 5+ days.

Auto-flag stalled applications

Applicants sitting in limbo with no status updates → proactive alerts fire before any app hits 48hrs. Ops team intervenes while fixable.