The activity planning process ensures the annual program of work conforms with short and long term asset management strategies. It defines the scope of work and budget for each manager. The previous process was resource intensive and time consuming. Noone had a clear , concise picture of the end to end process resulting in data being used out of context.

The ability to service clients across multiple lines of business is fundamental to broadening the relationship with premium clients and depends on a single client view to track referrals between business units. Unfortunately, the supporting applications were unable to deliver the required performance consistently. To avoid impacting their clients, staff were often adopting time-consuming workarounds, or missing the opportunity to capture additional business.