My brokerage has made processes too bureaucratic and it’s becoming too difficult to keep things manageable without working after-hours at home. What should i do?
I work for a major canadian brokerage and it’s been quite good for the most part. I got promoted for good performance, got salary bump, boss is quite decent and workspace isn’t toxic.
There’s one big issue though. I’ve noticed that they keep making workflows and processes too complicated, lenthy and time consuming. With every new update, which is supposedly to streamline/save-time, it just gets worse. It’s at that stage where the data isn’t a means to achieve goals, but it’s the goal by itself.
For example, for every new call inbound i get for sales, i’ve to quote it in ARS, import to Applied EPIC, Create opportunity activities, add notes etc.. etc.. - which was fine for a long time. Some months ago they launched an AI app which is super slow and super buggy - it only transcribe calls and you have to attach them manually to file (half the time it doesn’t work).
A new upper manager came last month and now he also wants each lead/sales to be entered into an Excel sheet and updated by stage. It has 11 columns you’ve to fill and keep on updating together with keeping Applied EPIC up to date with it.
In short, it probably takes me longer to fill everything than the time I’m spending on actually talking with someone.
Often times i work after-hours or at weekends to finish this mindless data entry because i like to be available for calls to meet my goals (just spend 6 hours this weekend and still some left).
I don’t know if this is how it’s done everywhere but it just bugs me how inefficient it is. Is changing job the only way or should i change the industry altogether?