Automation
Exception Follow-up
Make an alert the start of a resolved job.
Bring an exception to the person who can act on it, with the relevant record and a clear next step. Agree on severity, ownership and escalation so managers can focus on unresolved work with a material business impact.
The work, clearly defined
What your team
can take on.
Start with the records and systems you already use. Agree on the first job, approvals and completed output.
- Set meaningful thresholds
- Attach source records and next steps
- Assign and escalate unresolved items
- Review alert usefulness during the pilot
Your questions, answered
Before you begin.
How do we avoid alert overload?
Start with a small set of important exceptions. Track which alerts lead to action and adjust thresholds and routing with the store team.
What happens after an alert?
A named person reviews the record, takes or approves the action and records the resolution. The pilot should measure resolution, not just notifications sent.
Put exception follow-up to work.
Bring your current process and systems. We’ll define a focused first job and the result you can review.