Northwest Bank is a full-service, publicly traded community bank with 162 walk-in and drive-through branches throughout Pennsylvania, New York, Indiana, and Ohio. Founded in 1896, they are a people-first organization whose mission is to make lives better—for their employees and their customers.
Northwest’s job description management process was convoluted, to say the least.
When revisions were required, Word files were sent via email to the appropriate manager, who was asked to enable “track changes” as they updated. To audit the changes, they’d retain hard copies and physically file the new versions. Tracking the status and timeline of a revision was also done manually, an arduous and inefficient workflow that not only took a lot of time to complete but was also prone to error.
Managers tasked with updating job descriptions would occasionally forget to use track changes. If several people were working on the document, it was difficult to see who made the changes. Formatting was inconsistent, and stakeholders would make changes items that were not revisable but were a part of the basic template.
Additionally, it was challenging for a manager to craft a new description if it did not have a previous version to use as a basis. Notes on the description were sometimes handwritten and often filed in a separate folder from the current version of the job description, so other team members’ notes were often not considered when changes were made.
With so many stakeholders and no consistent process or protocol, their pain points became barriers to productivity, growth, and efficiency.
Northwest’s HR managers were committed to finding a solution. They searched products online, comparing features, ratings, and cost, finally selecting three options that satisfied their needs. After a live demo of each, they chose JDXpert.