Through initial discussions we gain a high-level understanding of your company, how you operate, your goals and requirements for success. In turn, we explain the human and technical resources we can apply to help you meet your goals. An exploratory team, made up of your employees and agents and our analysts, determines how we'll work together. Finally, we obtain your commitment to proceed.

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Quatrro Tools
♦ Client questionnaire
♦ Case studies
♦ Business examples
♦ Overview of Quatrro capabilities

We explore your existing operation by interviewing participants, understanding objectives and defining each step in the process. We uncover any constraints to be addressed in the new process, and identify exceptional circumstances that require special processing. We will also explore the feasibility of integrating your technology with ours to achieve greater efficiency.

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Quatrro Tools
♦ Process questionnaires
♦ Interviews

We summarize and illustrate our findings in a process map that outlines the procedures, steps and decisions in your business process. We review this with you to ensure we completely and accurately understand your requirements. This is an important step in the project because the map outlines in great detail how the "as is" process works and provides a basis for defining the "could be" process. We also provide a high-level assessment of how technology can deliver more flexibility, capacity and productivity at a lower cost.

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Quatrro Tools
♦ Process mapping tools

We develop an outsourcing strategy that will produce the results you're looking for. Strategy teams look for ways to refine the process, lower cost and improve turn-time. At their disposal: on-shore and off-shore labor and end-to-end loan processing technology that can be adapted to your particular business model. We make sure to apply the process constraints and model the gains possible through outsourcing. The "could be" process is thoroughly documented and mapped so you can visualize how the process will work.

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Quatrro Tools
♦ Structured problem solving
♦ Performance modeling tools

We explain our approach to you, describing the "could be" process and how it will be implemented. By now we're ready to finalize the transaction volume we will support, the manpower and technology requirements and the training needed. We also establish the operating procedures you want us to follow and the reporting mechanisms you need to stay apprised of our performance and progress. Service-level requirements are also clearly identified in the "could be" process map. When you're completely satisfied that we've addressed everything, we proceed to the next step in the process.

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Quatrro Tools
♦ Process mapping
♦ Workflow analysis
♦ Performance tables

Equipped with a plan, we create the infrastructure to align with your business. It involves configuring our loan processing system to support your business, and assigning and training the team that will manage and support the processes. Depending upon transaction volumes, we might also have to recruit additional people for the project.

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Quatrro Tools
♦ Detailed implementation plan

Once everything is in place, we go live with outsourcing and begin delivering on the time and process improvements identified in the planning phase. We don't expect surprises, but we watch things closely for several weeks to identify and quickly resolve any problems.

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Quatrro Tools
♦ Performance tracking
♦ Progress reporting
♦ Client status calls

Our clients are usually surprised by how smoothly things go. This is a reflection of how thoroughly we document the process at the outset and how carefully we follow the documented procedures during implementation. You can expect that we will expand our dialog with you to explore other avenues.

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Quatrro Tools
♦ Structured ideation sessions