135. Design of the agency case registration form
If agency cases are shared "verbally," they will be lost. We will standardize case registration and design a process to prevent information shortages, internal delays, and missed responses.
As the number of projects through agencies increases, the on-site issues of "lack of information" and "individual reliance" become bottlenecks. There is a lack of understanding of the project's background, ambiguous requirements, unclear priorities, insufficient documentation, and delays in assigning responsibilities. As a result, estimates are delayed, proposals weaken, and the agency side becomes unable to act. In this service, we will design a form for agencies to register projects, efficiently collecting necessary information while establishing it as an entry point for internal workflows related to estimates, proposals, approvals, and follow-ups. We will create a system for "operating agencies effectively" that can be integrated into the agency portal. ■Provided Content (3 Points) 1. Design of project registration form (zero missing information items and branching) 2. Design of project status/notifications (progress visualization and SLA) 3. Design of operational rules (duplication, authority, referral rules, audits) Deliverables: Complete design document for agency project registration (item definitions + operations + progress) *First, please tell us the types of projects you want agencies to register (new/updates/transfers) and the essential information that must be collected (budget/timing/approval). We will formalize it.
basic information
■Deliverables List of project types (differences in required items) Agency project registration form item definitions (mandatory/optional, branching, attachments) Input guide (example sentences, checks, templates) Duplicate check requirements (key items, detection/notification) Project protection/joint proposal rules (duration, expiration, exceptions) Status/state transition diagram (including display range for agencies) SLA/notification design (initial response, resubmission, submission deadline) Authority design (agency administrator/member) Audit log requirements (change history, evidence) ■Approach 1. Organize the current state of agency operations (points of contention: protection/duplication/contact) 2. Confirm project types (new/renewal/switch/estimate before) 3. Design form items (to "minimum information needed for internal action") 4. Design status/SLA (to alleviate agency concerns) 5. Clarify duplication and protection rules (with evidence) 6. Design authority and logs (up to suspension upon withdrawal) 7. Implementation → operational improvement (reduce resubmission rate monthly)
Price information
■2.5 million yen to 16 million yen (varies with operational complexity) - Light (form items + branching + input guide): 2.5 to 4.5 million yen - Standard (duplication/protection, status, SLA/notifications, up to logs): 4.5 to 10 million yen - Extended (linked estimation workflow, agency organization management, implementation support): 10 to 16 million yen *Recommended to indicate "estimate required"
Delivery Time
Applications/Examples of results
■Concerns - Project information from agencies is scattered, making it difficult for the company to act. - Delays in estimates and proposals lead to losing out to competitors. - Agencies are dissatisfied because they don't know the current status. - The same project is double-registered, causing confusion. - Ambiguous referral conditions (protection period, commission conditions) lead to disputes. ■Uses - Resolve the lack of information on agency projects (allow the company to act immediately). - Improve the speed of estimates/proposals (countermeasures against competitors). - Enhance agency satisfaction (visualization of progress, SLA). - Prevent duplication/disputes (protection period, evidence). - Standardize agency operations (permissions, logs). ■Examples of Achievements (company name not required format) - Thin project information → Improved with mandatory items and branching. - Agency dissatisfaction → Increased reassurance through status sharing. - Confusion from double registration → Organized with duplication detection and protection rules.
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