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Information search · Identified

Broker onboarding document chasing

Onboarding a new broker means manually chasing the same due-diligence documents across email, the CRM and the document management system, often more than once, because nobody owns a single checklist view.

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Friction Priority

High (69/100) — which friction to investigate first, not how valuable the underlying information is (that's Information Advantage, a separate measure).

  • frequency: band 3/5 × weight 0.3 = 0.90
  • estimatedTimeCost: band 4/5 × weight 0.25 = 1.00
  • customerImpact: band 3/5 × weight 0.2 = 0.60
  • riskImpact: band 3/5 × weight 0.15 = 0.45
  • informationAvailability: band 5/5 × weight 0.1 = 0.50

Not yet incorporated (no data source in this system): business impact -- no field in this schema represents it yet; decision significance -- no field in this schema represents it yet; feasibility of intervention -- no field in this schema represents it yet.

Friction cost

Estimated time cost: 180 person-hours per period.

  • estimatedTimeCostHours = frequency x timePerOccurrence x peopleAffected -- a person-hours-per-period estimate, not a currency figure.
  • No error/delay/missed-opportunity cost was supplied -- additionalMonetaryCost is null, not zero, to distinguish 'not estimated' from 'estimated at nothing'.
  • customerImpact and riskImpact are not included in this calculation -- they feed Friction Priority (a separate, ranking-only signal), not the cost estimate itself.

Details

Department
Sales & Distribution
Process stage
—
Owner
Broker Onboarding Lead
Customer impact
Medium
Risk impact
Medium
Evidence / notes
Illustrative estimate for this demonstration dataset, not a measured figure.

Information assets involved

Information Diagnosis

Friction → Information Diagnosis → Information Asset -- connects this friction to the information conditions behind it, where one exists.

  • Inaccessible

    Due-diligence document status lives in email, the CRM and the document management system with no single current view, so staff re-check all three every time -- and sometimes re-request documents that already arrived.

    Opportunity: One current checklist view, sourced from all three systems, removes the re-checking and duplicate requests.

    Assets: Broker & Agent Performance Data, Broker Onboarding & Due Diligence Process

AI Opportunities grounded in this friction

Grounded in the information assets involved above, plus this friction and any diagnosis of it, passed as context -- Friction is a discovery entry point in its own right, not only a filter on assets found some other way.

None yet.