Find the Root Cause of Repeat Exceptions
Use 5 Whys to identify a process cause behind recurring deal exceptions.
Partner quotes repeatedly miss reseller margin approval, creating Friday emergencies and rework. 5 Whys: move from symptom to process cause, then choose a countermeasure. The common trap is stopping at a person-level answer like 'the rep forgot.' That may be true once, but repeat exceptions usually mean the process lacks a cue, control, owner, or timing gate. Why 1 Why was the quote blocked? Reseller margin approval was missing. This names the immediate defect. Why 2 Why was approval missing? The rep submitted the quote before partner review. Now the issue is timing, not just a missing field. Why 3…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in