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P11 Idea Generation - Coggle Diagram
P11 Idea Generation
Tech Issues
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Documents seem to get lost. No form of Doc Viewer, having to go into various notes
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Notes on the back of visits are not clear at all, we don't even really know where this information is? Hammered by metering to get loads of info, but we get very very little back.
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Can only have 1 email per account - so many managing agents have specific emails so its wastes tonnes of time having to remove to re-add a new one
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Pots of work
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Councils - How much debt do we have sat in potentially easily resolvable work? - .org/.gov emails - do we utilise Portfolio enough for these?
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General Problems
No faith in accounts being worked when they leave to another process,
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