Learning Launch To Process Development In CRM 

 Challenge 

 I have been working at a global insurance company for seven years and I ’ve been   managing    my organization ’s sales department . We have   different   sales distrubiton channels that they   ask for various demands to us . Our challenge is to improve the process diagram on CRM   system . For example a branch / agency send to a task mail which contains a complex structure   and its content is unclear to our CRM system .   So , our operation team spends   a lot of time   for branch / agency ’s task solution and operation team meets the demand too late . This fact   decreases our sales ratio day by day . 

 We will namely me and our supervisor of operation department focus on solution   problematic process and workflow diagram . 

 Selection 

 We and our   team have already used several design thinking tools , but we do n’t have   sufficient time , so we must in a rush . That ’s why we have been using the learning launch   tool . Learning lunch is an experiment tool that shows us the suitability of and ideas . 

 Application 

 First of all we focus on our CRM process structure and we have found some bottle necks in   process . The task emails have irrelevant details . On the other hand some task mails do n’t   have necessary info . We have just decided to develop a new mail format that includes basic   information . Then we ’ve   shared our new mail format to our branches / agenciesin the first   week that was our first our first learning lunch .   The only way that helps us to test the   learning lunch is the efficient feedbacks of our branches / agents . We have tested if the   working flow works properly or not .   Our team has visited a branch and listened their   opinions .   Next day we have shared another process   diagram that has new   aproaches . In   this case , the results seems good but we must calculate efficiency ratio . Additionally , we   sent a survey to our agencies / branches that includes key questiones about saticfaction . 

 The result of the survey has showed that branches / agencies are glad about our new email   format and their sales ratio   has increased . 

 Insight 

 When we choose   the learning launch tool , our team explaines   our assumptions .   Additionally , we would like to   improve our process , both our team and the key   agencies / branches internalize the priority of the workflow . 

 Approach 

 The learning launch add vision to our team . We have already gone through several design   thinking activities / tools . Next launch designs should reflect the flexibility and add new   visions . we will develop new metodology in our CRM system . 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: Learning Launch To Process Development In CRM 

 Challenge 

 I have been working at a global insurance company for seven years and I ’ve been   managing    my organization ’s sales department . We have   different   sales distrubiton channels that they   ask for various demands to us . Our challenge is to improve the process diagram on CRM   system . For example a branch / agency send to a task mail which contains a complex structure   and its content is unclear to our CRM system .   So , our operation team spends   a lot of time   for branch / agency ’s task solution and operation team meets the demand too late . This fact   decreases our sales ratio day by day . 

 We will namely me and our supervisor of operation department focus on solution   problematic process and workflow diagram . 

 Selection 

 We and our   team have already used several design thinking tools , but we do n’t have   sufficient time , so we must in a rush . That ’s why we have been using the learning launch   tool . Learning lunch is an experiment tool that shows us the suitability of and ideas . 

 Application 

 First of all we focus on our CRM process structure and we have found some bottle necks in   process . The task emails have irrelevant details . On the other hand some task mails do n’t   have necessary info . We have just decided to develop a new mail format that includes basic   information . Then we ’ve   shared our new mail format to our branches / agenciesin the first   week that was our first our first learning lunch .   The only way that helps us to test the   learning lunch is the efficient feedbacks of our branches / agents . We have tested if the   working flow works properly or not .   Our team has visited a branch and listened their   opinions .   Next day we have shared another process   diagram that has new   aproaches . In   this case , the results seems good but we must calculate efficiency ratio . Additionally , we   sent a survey to our agencies / branches that includes key questiones about saticfaction . 

 The result of the survey has showed that branches / agencies are glad about our new email   format and their sales ratio   has increased . 

 Insight 

 When we choose   the learning launch tool , our team explaines   our assumptions .   Additionally , we would like to   improve our process , both our team and the key   agencies / branches internalize the priority of the workflow . 

 Approach 

 The learning launch add vision to our team . We have already gone through several design   thinking activities / tools . Next launch designs should reflect the flexibility and add new   visions . we will develop new metodology in our CRM system .
### Output: 