PROCESS-BASICS5 MIN READ
Sort Causes Before You Fix
Group possible process causes into useful fishbone categories.
Sort the cards using Fishbone Diagram / Cause and Effect Diagram (ASQ). Method System or tool People or skill Measurement Approval checklist omits renewal uplift rule CRM accepts retired SKU codes New rep has not practiced renewal exceptions Dashboard tracks quote volume but not quote accuracy Price-book update was not added to the quote procedure CPQ warning message is easy to miss Reviewer does not know who owns tax exceptions No sample audit after quotes are approved
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