Walk me through what happens when a new credit agreement arrives.
Internal note: Why we ask: maps true workflow path and hidden handoffs. Good signal: step clarity and named owners. Weak signal: fragmented process with no ownership.
How many new agreements are onboarded monthly by product type?
Internal note: Why we ask: prioritizes where automation matters most. Good signal: measurable monthly volume. Weak signal: no volume visibility.
What is average time per loan from receipt to system entry?
Internal note: Why we ask: baseline for cycle-time improvement. Good signal: tracked median/percentile. Weak signal: anecdotal estimates only.
How many FTEs contribute to extraction and review?
Internal note: Why we ask: informs effort baseline and staffing sensitivity. Good signal: role-level breakdown. Weak signal: uncertain staffing map.
Where does your team spend the most manual effort?
Internal note: Why we ask: identifies highest-impact pilot slice. Good signal: one or two clear hotspots. Weak signal: broad complaint with no specific bottleneck.
What is your observed manual entry error rate?
Internal note: Why we ask: quality KPI baseline. Good signal: tracked exception types and frequency. Weak signal: no measurable quality baseline.
Which fields are most sensitive or most often reworked?
Internal note: Why we ask: candidate Tier 1 fields for pilot scoring. Good signal: consistent critical list. Weak signal: inconsistent reviewer criteria.
What current tools support onboarding today?
Internal note: Why we ask: reveals integration and replacement constraints. Good signal: tool chain and ownership documented. Weak signal: unmanaged spreadsheet workflows.