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Before the assessment starts, the case file is already half a day of work.

An example, not a client case. The situation recurs in real work; the numbers are an illustration.

01 · Today

What happens today

Documents arrive by email, portal, post and WeTransfer.

Someone checks whether everything is there by putting last year's list beside it.

Missing documents are requested, and requested again two weeks later.

Figures from the documents are compared against the administration.

Only then does the work the client pays for begin.

02 · The system

What the system does

It recognises what comes in and attaches it to the right file.

It tracks what is still missing, based on your own checklist.

It sends targeted reminders, naming the document that is missing.

It compares amounts and dates against the administration and lists the differences.

It produces a decision proposal with the reasoning underneath it.

Worked example

What that saves

140

case files per year

4 hours

preparation per file

560 hours

before any assessment happens

Fill in your own numbers; this is a worked example, not a promise. How much there is to gain depends on how uniformly the documents arrive.

The boundary

What it does not do

  • It does not assess and it signs nothing.
  • Differences are reported, not smoothed over.
  • A document it does not recognise is left for a person.

This belongs with A knowledge process that is stuck.

A system like this does not stand on its own. That page shows how the work runs, what it costs and what you get back.

See A knowledge process that is stuck

Does this sound familiar?

Describe in two sentences how it runs at your end. You will hear whether this works the same way for you, and if it does not, I will say so.

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