Summary of Suggestions

From: Joe Fulmer
Sent: Monday, March 15, 2021 10:38 AM
To: Lauren Davis
Cc: Greg Statt ; Cheryl Weatherford ; Wanda Lane ; Jeremy Washington
Subject: Suggested initiatives totals

Suggested initiatives are important for client engagement.....today we need to scroll down through them to get a sense of the scope. No where can I find a place where we total up the "potential" of Suggestions. A total is important because it gives scope to the potential savings Client Management has vetted for the client....

I want to see the Suggestions tab look more like the Active, Closed and Snoozed tabs....in a tabular format with totals. Key is being able to read the logic from the CM rep....which could be accomplished with a hover over...or if needed clicking in to the Suggestion.

This will give scope to the Suggested list, allow easier filtering and I think it will be easier to visualize the suggested initiatives. Maybe keep this tab and have a grid version too.....

All the best,

Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com

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