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What Could Go Wrong? Lessons Learned From a ‘No Good, Very Bad’ Loan Workflow Automation System Implementation

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Full disclosure: This article has been in the making for five years—much of it spent witnessing a disaster unfold before my eyes. But this calamity was not the result of nature wreaking havoc. No, this was a man-made, self-induced event. 

It was the implementation of our loan workflow automation system. (Pause for a gasp of horror if you already know where this is going.) Perhaps it would be more accurate to say the “exceedingly problematic” (or maybe the “…

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