Part 1
Change Management
Lay the groundwork for a successful organizational change management program. We’ve crafted a way to set clear objectives that will help you ensure adoption among your team.
Build with Confidence
Legacy enterprise title production systems support transaction complexity by requiring agencies to map out and build workflows for every single possible transaction permutation. The decision-tree logic embedded in these systems creates an unmanageable set of tasks, workflows, and automations, leading to costly workflow debt.
On Qualia, you can manage the same complexity with a small set of base workflows and logic-driven automations, which reduces business risk and makes your system easy to evolve over time. In order to quickly and seamlessly map your existing needs into Qualia, we developed the Qualia Workflow Framework. It provides step-by-step guidance on how to translate your existing workflows into our simplified schema.
Legacy enterprise title production systems support transaction complexity by requiring agencies to map out and build workflows for every single possible transaction permutation. The decision-tree logic embedded in these systems creates an unmanageable set of tasks, workflows, and automations, leading to costly workflow debt.
On Qualia, you can manage the same complexity with a small set of base workflows and logic-driven automations, which reduces business risk and makes your system easy to evolve over time. In order to quickly and seamlessly map your existing needs into Qualia, we developed the Qualia Workflow Framework. It provides step-by-step guidance on how to translate your existing workflows into our simplified schema.
Our Framework
Online and hands-on guidance from the Software & Information Industry Association’s “Best Work Management Platform” award-winning company, Qualia. Choose what you’ll learn.
Part 2
Prepare
Learn best practices for designing your base operational processes. In these modules you’ll learn how to set process goals, establish sources of truth, and create process standards. Examples include how to establish fee structure & quoting, reporting structures and more, all for sustained productivity & efficiency.
Part 3
Implement
For teams making the switch to Qualia, there is additional training and support available. Access online guides or engage Qualia’s professional services team to work with you to operationalize your workflows for long term success.
Part 4
Optimize
Setting up workflows is not a one time thing. In order to avoid ‘workflow debt’ it’s important to start right, but also to maintain discipline around best practices. Here you’ll learn how to equip your team to improve your operations over time without accruing the workflow debt that can be a drag on efficiency.
Learn More
Case Study
Orchard Title
Learn more about how customers are leveraging standardized workflows to build and scale operations to drive market expansion.
Orchard Case StudyBlog
Eliminate ‘Workflow Debt’
Building a new workflow for every use case decreases efficiency. To avoid workflow debt follow these simple steps.
Read NowExpert Guidance
Professional Services
For complex organizations looking for more hands-on guidance, we offer consultative services to qualifying companies.
Download the Guide to Building Powerful Workflows