Two half-days to rethink how you exchange documents.
Before changing tools, you need to know who asks for what, from whom, and where the process gets stuck. Our workshops bring your team together to analyze your practices, then build a simpler process with you.
Book a workshop01What you leave with
An action plan, not just good ideas.
- 01
The assessment
What slows down your document exchanges today, step by step.
- 02
The revised process
Built with the people who will apply it.
- 03
The action plan and its indicators
The next steps, and a way to measure your progress.
02When the workshop helps
When the process matters more than the tool.
- Document requests come from several people, through several channels, with no common rule.
- Files stay stuck, and no one really knows at which step.
- You want to clarify the process before choosing or rolling out a tool.
- Personal data and security requirements force you to rethink how you handle your clients' documents.
03The method
Understand first, then build.
- Half-day 1
Analyzing your practices
Together we look at how you collect, process and share documents and data: which documents, with whom, through which channels, and where the file gets stuck. We start from your real cases.
What comes out of itYour pain points and where you can improve
- Half-day 2
A process built together
Based on this assessment, we build a simpler process with your team, suited to how you actually work, and we choose the indicators that will let you track the change.
What comes out of itThe revised process, an action plan and its indicators
Would you rather hand us the campaign itself?
With a managed campaign, our team runs your collection from start to finish: sending, reminders, recipient support, file checks and deliverables.
A workshop for your team?
Write to us to agree on dates and prepare the two half-days with you.
- Fully sovereign European hosting
- No account to create for the people you work with