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Deep-Dive Operations (2 Hours)

Objectives​

  • Map end-to-end workflow with exceptions.
  • Define high-value pilot slice and data needs.
  • Populate requirements matrix and risks.

Time Blocks​

TimeTopicObjectiveOwner
0:00-0:10Session alignmentConfirm scope and outputsFacilitator
0:10-0:35Workflow walkthroughCapture current-state steps and handoffsBank Ops Lead
0:35-0:55Volume and document profileQuantify workload and document complexity mixOperations Analyst
0:55-1:20Exception and error analysisIdentify failure modes and rework driversQuality/Control Lead
1:20-1:40System and export pathValidate LoanIQ and surrounding integrationsIT Representative
1:40-1:55Pilot candidate process designSelect use cases and measurable outcomesFacilitator
1:55-2:00Actions and ownersLock next steps and due datesFacilitator

Outputs​

  • Updated requirements matrix.
  • Prioritized pilot use cases.

Action Close​

ActionOwnerDue Date
Finalize requirements matrix RAG statusesSmartflow PresalesYYYY-MM-DD
Confirm pilot document sample setBank Ops LeadYYYY-MM-DD