Advice workflow
Client Review
Client review preparation required advisors to assemble information across CRM, planning, reporting, and communication tools.
Problem
Client review preparation required advisors to assemble information across CRM, planning, reporting, and communication tools.
Business need
Create a structured workflow for preparing, conducting, and following up on recurring client review meetings.
My role
Drove product discovery, workflow mapping, prioritization, release sequencing, and stakeholder communication.
Architecture
Workflow capability spanning client data, task orchestration, document context, review notes, and post-meeting actions.
Outcome
Reduced manual preparation effort and improved consistency across client service journeys.
Key learnings
The best workflow products respect how professionals already think, then remove the operational drag around that work.
Technologies