Clean up your workflow
Post by Laura Wood |
Clean up your workflow – specifically redundant prompts and tasks! Sounds simple enough, but it’s important to remember when you are cleaning that it is both thorough enough and in the right place. Otherwise, if you decide to ditch the deep clean and opt for a brief tidy-up, things get messier much more quickly!
In any organisation, processes can change regularly. Now, it is easy enough to remember to reflect the significant changes into your legal case management system, but what about the small changes? Bigger change items ordinarily take priority over the small changes - they are more obvious and, for example, easier to communicate the level of urgency to the development team. However, if small changes occur and are cast off as insignificant, if not applied into the case management workflow, efficiencies are compromised and additional work can be made for the fee earner where it is neither wanted nor needed.
So what?
“How can factoring in this simple task really affect my case management system?” I hear you ask. Let’s take redundant schedules as an example. Say your organisation carries out fixed fee volume work and eight redundant schedules are created on each case. Your user could conceivably spend around 10 seconds removing every individual schedule. Doesn’t sound a lot, right? But consider that time being spent on 400 new cases every week.This equates to around nine hours of time each week being spent simply on removing redundant tasks! This is not a productive use of your user’s time, especially where margins are tight.
Likewise, let’s look at redundant prompts. These can be annoying for users and negatively impact the user experience if not removed. Take a user repeatedly clicking the same answer on a prompt all because there is no use-case for it anymore. This can lead to frustrations, the possibility of clicking the wrong button, and more significantly, waste time that could be better spent elsewhere. It therefore makes sense to remove any unnecessary obstacles to the user journey to get the most out of the system and user.
So, next time you’re talking to your end users, encourage them to advise you of scheduled tasks and prompts that have the potential to be removed so you can help make your working day easier, by making their working day easier, all through a relatively simple change.
Contact your dedicated Account Manager today for more information!
About the Author: Laura Wood
Laura joined us in 2023 as a Client Advisor and brings with her 12 years of legal experience, almost a decade of which has been spent working with Visualfiles, both from an end-user perspective and as an inhouse developer. As an experienced Visualfiles specialist, Laura really enjoys inspiring clients and working collaboratively to make the most of their Visualfiles environments, helping to discover the very best solutions suited to their needs.
Outside of work, Laura lives in Dorset with her two cats, she enjoys pub quizzes, travelling and live music. In her spare time, she is by no means switching off, but can be found studying for a degree in Computing and IT.
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