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Exception Management: The Basics

Exceptions are a key metric within mobility programs because they reveal how adaptable and efficient a relocation program is. Effective exception management allows businesses to facilitate a more seamless transition for employees while also ensuring costs are kept in check and policies are consistently followed.

The issue? Factors impacting how we work and move—like rising costs, work-from-home and hybrid work arrangements, and shifting employee needs—have increased the number of exceptions for many companies, and mobility managers fear that these deviations will overwhelm budgets and stakeholders and hurt program efficiency.

In line with our focus on helping our clients manage swelling exception rates, we’ve developed purpose-built tools and features in our Weichert Go platform to bring greater ease and clarity to this process.

How Weichert Go Makes Exception Management Smarter

Exception management through Weichert Go just got even better thanks to our latest exception dashboard feature. This vivid and interactive dashboard report offers clients a high-level view of their entire exception management process and the ability to drill down to specific details at the employee level. This new capability brings clarity and transparency to an oft-overlooked facet of many relocation programs (and one that can yield administrative and cost savings when given the attention it deserves).

“When developing this feature, data integrity was a key focus,” says Shawn Sweeney, VP of Technology Solutions. “For us to deliver high-quality reporting consistently, we needed to ensure that we weren’t being met with the same challenges that have plagued our clients in the past, like missing or inconsistent information limiting their ability to pull trends.”

Our customer experience and client relations teams were asked to closely review the data and provide feedback on its accuracy and completeness. The result is a tool that we are confident will deliver significant value to our clients, their mobile employees, and the overall mobility program

Shawn Sweeney Vice President Technology Solutions

How can greater clarity into exceptions enhance how you manage mobility?

1. When exceptions are handled swiftly and appropriately, unique employee needs are addressed, resulting in a less stressful relocation process and more cheerleaders for your mobility program.
2. When you can quickly and efficiently track and analyze exceptions, you can delineate clear trends, allowing your mobility teams to identify the most common requests and refine your policies accordingly. Remember, a policy that meets employee and business needs drives stronger recruitment and retention.
3. A clear, centralized process for exception management is critical for risk management. It ensures that any exceptions granted adhere to legal, tax and immigration requirements. It also helps to prevent ad hoc decision-making that could raise concerns about unfairness or inequity.
4. Clear insight into the volume and type of exceptions granted helps prevent cost overruns and improves forecasting accuracy. Like a safety blanket for your budget.
5. Think of your exceptions data as a “health check” for your mobility program. It reveals how well your policies align with real-world scenarios and can help prove to leadership the value of investing in specific areas of support. Access to concise and highly visual exception reporting makes it easier to tell this story!

Tap into everything else you need to know about exception management best practices and recommendations in our Strategy Guide, then test drive our Weichert Go platform to see these new features in action!