To kick-off this discussion section, I created a proof-of-concept campaign you can check-out as well as a standard problem solving workflow. This would be an example of a first attempt to procure a solution to a common business process. How would you solve this problem?
Campaign Name: HR - Vacation Request
Problem: Small teams of employees have no systematized way to request time off. Supervisors are not accurately documenting requests which results in broken scheduling and light shifts
Proposed Solution Version 1.0: An automated system for employees to request time-off and supervisors to accept/reject these requests.
Measurement of Success: 10% increase in shift forecasting accuracy in the first 90 days.
After 90 Days…
Actual Results: 2% increase in forecasting accuracy after 90 days.
Learning(s): Supervisors were not notified 1 week prior to vacation start date which resulted in several scheduling issues.
Next iteration: In version 2.0, we will update the “Approved sequence” to send the supervisor a reminder email 1 week prior to vacation start date.
Version 1.0 Solution:
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Employee fills-out vacation request form. Vacation request days are set in custom fields
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Supervisor receives an email to approve or decline the request. Clicking one of these links, creates the appropriate tag to start the next campaign sequence.
- If approved, the employee is notified via email. Then, a reminder email to sent 1 day prior to the vacation start day to remind the employee to set their OOO reply in their email client.
4, If declined, employee is notified via email.