Improve one entry point first
Choose a single form or inbox. Prepare a summary, flag gaps, and draft the next response for staff review. Keep acceptance and customer commitments with the responsible person.
Use the example to assess fit
HighTide serves Providence-area businesses from Richmond, Rhode Island. Describe the intake channel, current routing rules, and which commitments require a person. Access and system limitations need review before implementation.
Common questions
Do we need to replace the intake form?
Not necessarily. We examine the current process and available connections before recommending changes.