Fragmented internal communications

2. INTERCOM.IO & GURU
Stewart Bell
Founder & Business Coach, Audere

3. The Problem
• Fragmented internal communications
• Email overload
• Different systems for same tasks

4. Everything through me!

5. The Impact
• Overstretched
• Servicing staff, rather than clients
• Staff morale low, not empowered

6. Impact = Out of Genius

7. The Process
1. Created Internal steering committee
2. Reviewed impact of problem on clients and advisers
3. Considered existing assets
4. ???

8. Plug ’n’
Play

9. Process
• Ask others
• Define the escalation model
• Assess features
• Trial the Top 3 -“1 week rule”
• Choose
• Implement

10. Receive & Respond

11. The Results
1. Reduced time spent on email comms by 2 hours/day
2. Increased client servicing capacity by 15%
3. Happier, more empowered staff

12. Advanced
plateau
busting
Plateau busting

13. Next up…
Engagement Engine