Optimisation of the interface between commercial sales & credit department

Client:

Large German savings bank (“Großsparkasse”)

Leistungsfelder:

  • Sales
  • OperationalExcellence

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Starting Point:

  • Credit department actively developed, optimised process-wise and redimensioned in a preliminary project with BLC
  • This includes the reorganisation of existing teams and the merging of functional profiles
  • Following internal optimisation, the next step is to optimise interaction with commercial sales
  • In addition to classic optimisation of the interface, the aim is also to provide more extensive sales support for the teams of the credit department

Activities BLC:

  • Compilation and evaluation of an online survey for all participants
  • Structured interviews with representatives from both sides of the interface
  • Development of an overarching heat map and detailed profiles of measures with specific optimisation approaches in terms of content
  • Structuring and further monitoring of the implementation of measures in an agile project mode

Key results:

  • Actively developed numerous concrete approaches for increased sales support from the credit department
  • >30 individual measures to optimise the interface identified and successively implemented
  • Joint ‘mission statement’ on future cooperation established