Diagnosis: Understanding Our Current Issues
Diagnosis: Understanding Our Current Issues
Hey guys,
Before we can effectively design our future firm, we need a clear and honest picture of where we are now. This "Diagnosis" section is where we identify, discuss, and document the current challenges, pain points, and inefficiencies across V L Decruz & Co.
Purpose of This Section:
- To create a shared understanding of the problems we need to solve.
- To gather insights from everyone's perspective (Yi Xie, Leon, Claudia).
- To provide a foundation for designing targeted solutions in later stages.
How We'll Use This Section:
- Identify Issues: As you encounter challenges or frustrations in your daily work related to the areas below, think about the root causes.
- Discuss in Discord: Initiate discussions about these issues in the relevant threads within the
#10-Diagnosiscategory on Discord (e.g., discuss workflow bottlenecks in the#10-2-workflow-pain-pointschannel thread). - Document Summaries Here: Once discussed, we can summarize the key identified issues and insights within the specific notes linked below (e.g., summarizing client feedback issues in
10.1).
Navigating Our Diagnosis Areas
Use this table to jump to the specific area where we're documenting current challenges:
| Note # | Focus Area | Description / What We're Looking At | Key Contributors |
|---|---|---|---|
| 10.1 | Client Feedback | Analysing complaints, satisfaction levels, common client frustrations. | All (esp. Claudia) |
| 10.2 | Workflow Pain Points | Bottlenecks, delays, inefficiencies in Litigation & Conveyancing work. | All |
| 10.3 | Operations & Admin | Issues with mail, supplies, scheduling, general office management. | Leon, All |
| 10.4 | Finance & Billing | Problems with time recording, invoicing, collections, client accounts. | All |
| 10.5 | Tech & Systems | Outdated software/hardware, lack of integration, security concerns. | Yi Xie, All |
| 10.6 | Team Communication | How information flows (or doesn't), collaboration tools, meeting issues. | All |
➡️ General discussion about the Diagnosis process or cross-cutting issues can happen in Discord: #[Link to Channel #10-Q-diagnosis-discussions]
Being thorough and honest in this phase is critical. The clearer we understand the problems, the better solutions we can build. Let's start identifying what needs fixing!