Podcast
Questions and Answers
Which documents do we need from the customer before scheduling the ASR call?
Which documents do we need from the customer before scheduling the ASR call?
- Insurance documents (including but not limited to: leases or sample COIs) (correct)
- Just a sample COI
- Smartsheets
- One sample tenant lease
Who is responsible for creating the presentation for the call?
Who is responsible for creating the presentation for the call?
- Auditing team (correct)
- Jessie
- Ely Garcia
- Hisrain
When is it mandatory for data hygiene be involved with a preliminary review of the data?
When is it mandatory for data hygiene be involved with a preliminary review of the data?
- For projects with more than 6 properties/projects (correct)
- For all projects
- For projects with less than 6 properties/projects
- For projects with limited access
Which of the following is a key achievement from the ASR call?
Which of the following is a key achievement from the ASR call?
What is the recommended approach towards the standardization of customer requirements during the ASR call?
What is the recommended approach towards the standardization of customer requirements during the ASR call?
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Study Notes
Customer Requirements for ASR Call
- Necessary documents include any contracts, agreements, and specific requirements outlined by the customer.
- Ensure that all required documentation is gathered to facilitate an effective call.
Presentation Responsibility
- A designated team member or lead is accountable for creating and presenting the material during the ASR call.
Data Hygiene Involvement
- Mandatory for data hygiene to be involved during preliminary reviews when significant data discrepancies are anticipated or identified.
- Ensures data integrity and accuracy before proceeding with the call.
Key Achievements from ASR Call
- Establishment of clear objectives and expectations between the customer and the team.
- Identification of potential issues and developing solutions collaboratively during the discussion.
Standardization of Customer Requirements
- Recommended approach includes developing a uniform framework for gathering customer inputs.
- Emphasize consistency to streamline processes and improve communication throughout the ASR calls.
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