The Coremax Client 360 View uses a 9-step process:
1. Analyzes key organizational initiatives and how they can enhance constituent services.
2. Sets general and specific goals for service/program areas.
3. Detects key characteristics and attributes of target customers.
4. Identifies actionable data sources and formats.
5. Accesses current organizational capabilities and identify gaps.
6. Designs optimal process and technology portfolio to achieve goals.
7. Implements systems and workflows.
8. Measures effectiveness through meaningful analysis.
9. Adjusts portfolio of services.
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