Results

Report Simplification 'Report Simplification'!A1 25%

BERT Team UTE Rate 'BERT Team UTE Rate'!A1 50%
Rate Card 'Rate Card'!A1 Completed
Foundation Team Restructure 'Foundation Team Restructure'!A1 Completed
TBS Product Structure 'TBS Product '!A1 Completed
Weekly Report 'Weekly Report'!A1 Completed
Quality Analysis Road to 20% Sample Size Quality Analysis'!A1
Finance Training in GB Finance Training in GB'!A1
Menulog Compressed Work Schedule Menulog Compressed Work Sched'!A1
Tax and Accounting Local Compliance Local Compliance'!A1
TBS Video TBS Video'!A1
Cheat Sheet, FAQ's Training Manuals Cheat Sheet'!A1
Second Wave Restructure for BCP Second Wave Restructure for BCP'!A1
 ACTION ITEMS
Quality Analysis Road to 20% Sample Size Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Perform QA at 100 % Pre Correction 5 HIGH Alayssa and Arnel 1/6/2019 06/22/2019 25%

Conduct Training on Where to Focus 5 HIGH Irish 06/13/2019 06/22/2019

Compare Data According to Error 5 HIGH QA and Irish 06/22/2019 06/22/2019
Compare Data According to Agent 5 HIGH QA and Irish 06/22/2019 06/22/2019
Document Scenario 5 LOW QA and Irish 1/7/2019 07/15/2019
Conduct Training based on Findings 4 LOW Alayssa 07/15/2019 07/15/2019
Perform Gap Analysis and Train QA 5 LOW QA and Irish 07/15/2019 07/15/2019
Reduce Sample size by 20 % 3 LOW Alayssa and Arnel 7/16/2019 8/16/2019
Reduce Sample Size by additional 30% 3 LOW Alayssa and Arnel 8/16/2019 9/16/2019
Reduce Sample Size by additional 40% 3 LOW Alayssa and Arnel 9/16/2019 10/16/2019
Reduce Sample Size by additional 40% 3 LOW Alayssa and Arnel 10/16/2019 11/16/2019
80
56
33.6
20.16

01+042[Link] 01+042Action Items Template © 2017 by [Link]

 ACTION ITEMS
Tax and Accounting Local Compliance Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Clean up BIR Open Items 5 HIGH Kim 1/6/2019 06/22/2019 25%

Work back on Previous Compliance 5 HIGH Kim 06/13/2019 06/22/2019

Work back on AFS 5 HIGH Kim 06/22/2019 06/22/2019
Consolidate Tax Returns 5 HIGH Kim and Art 06/22/2019 06/22/2019
Develop Voucher System 4 LOW Kim and Irish 07/15/2019 07/15/2019
Accounting Books Update 5 LOW Kim 07/15/2019 07/15/2019
Back up System ( soft copies) 3 LOW Jenny 7/16/2019 8/16/2019
Back up System Government Related Payments 3 LOW Kim and Jenny 8/16/2019 9/16/2019
Develop Sound Archiving System 5 HIGH Irish 8/16/2019 9/16/2019

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 ACTION ITEMS
TBS Video Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Finance Tax 5 HIGH Cons, Irish 1/6/2019 06/22/2019 On Hold

Finance Lending 5 MEDIUM Cons, Irish 06/22/2019 06/30/2019

Logistics 5 MEDIUM Cons, Irish 06/30/2019 7/7/2019
Customer Service 5 MEDIUM Cons, Irish 06/30/2019 7/7/2019
TBS Recruitment 5 LOW Cons, Jaysah 7/7/2019 10/7/2019

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 ACTION ITEMS
Cheat Sheet, FAQ's , Training Manuals Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

CVT 5 HIGH Chat, Jena, Irish 06/15/2019 06/22/2019

Sales Tax Returns 5 MEDIUM Jay, Jena, Irish 06/15/2019 06/30/2019

Greenbox 5 MEDIUM Rowdy and Lawrence 12/6/2019 06/22/2019
Foundation 5 MEDIUM TBD 1/7/2019 08/15/2019

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 ACTION ITEMS
Finance Training in Greenbox and Develop Training Buddies Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Consolidate Frequently Asked Questions 5 HIGH Rowdy 12/6/2019 06/22/2019

Develop Cheat Sheet 5 HIGH Rowdy and Lawrence 06/13/2019 06/22/2019

Perform Training 5 HIGH Irish 06/22/2019 06/22/2019
Enable Matthew 5 HIGH Rowdy and Lawrence 06/13/2019 06/22/2019
Make Lawrence, Rowdy,and Aira Process Training
5 LOW Irish 1/7/2019 07/15/2019
Buddies

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 ACTION ITEMS
Menulog Compressed Work Schedule Last Updated: 12/6/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Consolidate Volume 5 HIGH Sarah 12/6/2019 06/22/2019

Identify AHT 3 LOW Sarah and Irish 06/13/2019 06/22/2019

Identify Peak Hours 3 LOW Sarah and Irish 06/22/2019 06/30/2019
Perform FTE Gap Analysis 3 LOW Sarah and Irish 06/22/2019 06/30/2019
Perform Time Motion Study 3 LOW Sarah and Irish 06/22/2019 06/30/2019
Determine Ideal FTE 3 LOW Sarah and Irish 1/7/2019 5/7/2019
Present to Sohan 1 LOW Sarah 10/7/2019 10/7/2019

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 ACTION ITEMS
Report Simplification Last Updated: 5/15/2019 Next Meeting: Wed, 5-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Consolidate all the Reports in Night Shift 5 HIGH Irish and Ana 10/5/2019 5/15/2019 √ 100% Completed x

Shadowing with Person-in-Charge for Report 4 HIGH Jenny 5/15/2019 5/17/2019 25%
Documentation of the Action Steps per Report 3 MEDIUM Jenny 05/21/2019 5/28/2019 On Hold
Identification of Reports that can be Combined 3 MEDIUM Lara and Louella 05/23/2019 5/28/2019 On Hold
Identification of Reports that can be Removed 3 MEDIUM Lara and Louella 05/24/2019 5/28/2019 On Hold
Identification of Steps to Simplify Reporting 2 HIGH Lara and Louella 05/29/2019 5/6/2019 On Hold
Process Automation 5 HIGH Sohan 5/6/2019 On Hold

01+042[Link] 01+042Action Items Template © 2017 by [Link]

 ACTION ITEMS
BERT Team UTE Rate Last Updated: 5/15/2019 Next Meeting: Wed, 5-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Creation of Team Calendar 5 HIGH Jay 10/5/2019 5/15/2019 √ 100% Completed

Consolidate of all Returns 5 HIGH Irish and Jena 10/5/2019 5/15/2019 √ 100% Completed

Consolidation of CVT 5 MEDIUM Irish and Chat 10/5/2019 5/15/2019 √ 100% Completed

Consolidation of all Renaming Tasks 5 MEDIUM Irish and Jena 10/5/2019 5/15/2019 √ 100% Completed

Tier Set up by Agent 5 MEDIUM Irish 05/16/2019 05/18/2019 25%

Consolidation of Tier set by Agents 5 HIGH Agents 05/18/2019 05/18/2019 Not Started
Action Steps for Filing of Returns 5 HIGH Cons 5/14/2019 05/18/2019 √ 100% Completed

Setting up of Tier per State per Returns 3 MEDIUM Irish 5/21/2019 5/23/2019 25%
Time set per Tier to Hours for Returns per Process Step by Agent 3 MEDIUM Irish 5/23/2019 5/28/2019 25%

Calculation of Tier set to Hours for CVT 3 MEDIUM Irish 5/28/2019 06/14/2019 Not Started
Calculation of Time for Renaming 3 MEDIUM Irish 5/15/2019 06/14/2019 Not Started

Calculation of Time for Returns per Set up 3 MEDIUM Irish 5/28/2019 06/14/2019 Not Started

01+042[Link] 01+042Action Items Template © 2017 by [Link]

 ACTION ITEMS
Second Wave Restructure for BCP Last Updated: 06/19/2019 Next Meeting: Thu, 13-Jun-2019, 3:30 AM Action Items Template
© 2017 Vertex42 LLC

ACTION ITEM RANK PRIORITY OWNER ASSIGNED DUE DONE STATUS NOTES Documentation

Review Work Instruction Review for Night Shift 5 HIGH Irish 1/8/2019 08/15/2019

Review Work Instruction Review for Morning Shift 5 HIGH Irish 1/8/2019 08/15/2019
Perform Capacity Gap Analysis for Night Shift 5 HIGH Irish, OM, TL 08/15/2019 08/22/2019
Perform Capacity Gap Analysis for Morning Shift 5 HIGH Irish, OM, TL 08/15/2019 08/22/2019
Regroup Similar Account as to Work Process for Night Shift 5 LOW Irish, OM, TL 08/15/2019 08/22/2019
Regroup Similar Account as to Work Process for Morning Shift 4 LOW Irish, OM, TL 08/15/2019 08/22/2019

Identify Process Experts 5 LOW Irish, OM, TL 08/15/2019 08/22/2019

Create Job Aids 3 LOW Irish, OM, TL 08/22/2019 09/15/2019
Create Qualifying Exam and Certifications 3 LOW Irish, OM, TL 09/15/2019 09/30/2019
Conduct Trainings 5 LOW SME's 1/10/2019 10/30/2019

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