Implementation steps
| Step | Action | Proof to capture |
|---|---|---|
| 1 | Choose the highest-volume request | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 2 | Create the required document list | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 3 | Assign reviewers and due dates | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 4 | Move client reminders into HubSecure | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 5 | Measure missing-file rate | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
Turn the plan into a workflow
Use a workflow demo to map this rollout against your current client process.
Book workflow demo