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The Importance of Smooth Transitions in the Business Process

When I meet with leaders in the mortgage industry, one of my core areas of focus revolves around improving business processes. I work in a hands-on environment for several days at a time, helping organizations clarify their processes, because I believe that there isn’t anything more important for developing the well-being of their employees, their businesses, and society at large. If you you want anything else to work correctly, you’ve got to get your processes right.

So, what is the most important thing to look for when you’re going about fixing your business processes? Well, I don’t know if any one thing is technically more important than any other, but I can tell you one area that often gets overlooked: the hand-off. Just like a hand-off and football can cause a fumble that dramatically alters the outcome of the game, a failed transition in the mortgage industry can send your organization into chaos. The importance of a smooth transition must never be underestimated.

In my workshops, I like to look at business processes as swimming lanes. In this visualization, each department is working within its own lane but, at a certain point, the work is passed onto a simmer in a another lane. It’s like a relay race. Each department’s individual efficiency is important. But, if the delivery from one apartment to another doesn’t go smoothly, it could unravel the entire race. So, remember, while each department may have it’s own lane, we’re all in the same pool. For any organization to succeed, its individual parts must come together as a whole. And the transition is the point when that actually happens. So, take advantage of your transitions and do everything you can to really make them count!