Is your platform delivering the communications you designed?
A fixed-fee review of how your debt collections platform is configured to deliver one product's communications strategy, in two to three weeks. Find out what is misconfigured, what is underused, and what to fix first.
The strategy on paper and the strategy on the platform drift apart.
Years of changes, workarounds and staff turnover leave configuration that no one fully understands any more. The health check takes one product and checks that its communications are set up the way they were meant to be. It is led by someone who has worked on three consecutive enterprise debt collections platform programmes at two of South Africa's big five banks.
One product's communications, against your policy.
Filters and selection
Whether the right accounts for the product are being selected for each communication.
Jobs and job flows
What runs to produce the communications, in what order and when, and where scheduled work fails, overlaps or does nothing.
Strategy set-up
How the communications strategy is built on the platform, and whether it matches the strategy as designed.
Rules against policy
Where the configured contact rules and your written collections policy have drifted apart.
Two to three weeks, one clear fix list.
- 1Week 1
Agree scope and walkthrough
Agree the product, walk through its communications set-up with the team who run the platform, and receive your collections policy.
- 2Weeks 1–2
Configuration review
Review the filters, jobs, job flows, strategy set-up and rules behind that product's communications, against the policy.
- 3Final week
Findings and fix list
Findings session with a prioritised list of what to fix first.
The timeline starts once read access to the configuration (or exports of it) and the policy are in hand, and depends on the platform team being available for the week 1 walkthrough.
- Where the set-up is misconfigured: configuration that works against your policy or the strategy as designed
- Where the platform is underused for this product: capability you already pay for and don't use
- A prioritised fix list your team can act on
Fixed and agreed upfront, so there are no surprises.
Leera is independent and is not affiliated with, or endorsed by, any collections platform vendor.
Want to know whether the communications strategy itself is working, not only how it is set up? Start with the Collections Diagnostic for the same product.
Find out whether your platform is doing what you designed.
Book a 30-minute call to agree which product to look at and whether a health check is the right place to start.