POL00448193 - Powerpoint Slide deck - Branch on a Page - V0.1 Operational Excellence.

Evidence on official site

POL00448193
POL00448193

Branch on a Page

V0.1 Operational Excellence

POL00448193
POL00448193

Various reports are already available to support branch visits however,
these are either complex or in separate formats/locations or unreliable

+ Branch Insight Tool (BIT) is most
commonly used, however this has
now become too large and
unreliable with updates

+ Area Managers have to spend time
preparing for visits by creating
their own reports and/or printing

* Can not be accessed via mobile or

tablet for bring your own device’ users)

POL00448193
POL00448193

Purpose of Branch on a Page

+ Provide a 360 view of a branch to support visits in
a simple, user-friendly format

+ Save time in preparation of visits — providing a
consistent approach across the entire field team

+ Mobile-friendly, reducing the need to print
information prior to branch visits

+ Postmaster/branch team friendly — enabling users
to use the application side-by-side on visits,
regardless of branch type

Br

i.

POL00448193
POL00448193

Development Roadmap — Phase 1

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POL00448193
POL00448193

V0.1 — Operational Excellence ready for pilot launch

Phase 1 focuses on Operational Excellence KPIs
= Transaction Corrections
= Discrepancies
= Cash Declarations
= Excess Cash (eweiting dats pipeline)

Active Smart IDs and BSC calls information has
been included due to readiness of data

Data verification testing completed

Measures aligned to Ops Incentive methodology

POL00448193
POL00448193

Available now for Regional Managers on both Desktop and Mobile

POL00448193
POL00448193

Next Steps

+ Soft launch for April for Operational Excellence visits
{instructions for Area Managers to follow next week)

+ Build Commercial Excellence with aim to launch in launch in May
+ Visit log refresh — move to one form and report within Branch on a Page

+ Work with Strategic Partner team and DMB on ensuring appropriate
views are in place ahead of launching with their field team