Mastering Encompass®
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Mastering Encompass®
Workflow Change Management: Ownership, Compliance & Documentation
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🎧 This is the audio-only version of our podcast!
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In this episode, Larry Bailey breaks down what it takes to manage workflow changes without losing visibility, accountability, or control.
The conversation covers workflow ownership, change logs, approvals, version control, baseline measurement, and regulatory change impact analysis. Larry also explains how to document administrative and vendor-specific processes, determine when to use sub-steps versus decision points, and keep teams working from the current version of a workflow.
Whether you’re managing mortgage operations, compliance, technology, or process improvement, this episode offers practical guidance for building workflows that are documented, measurable, and easier to govern as your organization changes.
Learn more: WorkflowGovernance.net
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Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
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