Operations
SimplyFocused on Operations
Track problems, establish accountability, serve your members
SimplyFocused is an operations department’s best friend. A credit union is a complex mixture of moving parts and operations tries to make those parts work in concert. Meet SimplyFocused, master conductor.
SimplyFocused Provides the Power of Accountability
Empowering Operations for Seamless Service
When operations have accountability, the credit union runs more smoothly (and managers get better sleep).
All on the Same Page
Loan processors, branch managers, accounting staff all have tasks that require communication with other parts of the credit union. SimplyFocused allows that communication to happen in a single place with trackable assignments and progress reports.
Say there’s a missing document–a title on a vehicle loan–processors can log that absence in SimplyFocused with the loan originator and assign it to the relevant team or person so it can be taken care of. All the steps are tracked, progress is noted until the issue is resolved.
Tellers, greeted with a request from a member that they can’t immediately answer, can assign tasks in a visible, permanent database. Unlike a sticky note left on someone’s desk, SimplyFocused can’t be ignored or be accidentally crumpled up and tossed in the trash.