From Paper to Performance: How YakTrak Improved Adherence, Productivity and Referrals
A banking organisation compared YakTrak with its existing paper/PDF-based system to measure the impact of digitising coaching, observations, team meetings, and weekly commitments. Over a six-month trial across branches and contact centres, 75% of YakTrak teams achieved more than 60% operating rhythm adherence, with those teams showing strong upward trends in productivity, needs met, home loan referrals, and behaviour-focused coaching compared with the control group.
Objective
compare YakTrak to the existing paper based/pdf system used to track observation, coaching, team meetings and weekly performance/activity commitments.
Success criteria:
- Operating rhythm adherence (>60%)
- Engagement with the platform
- Micro-behavioural capability improvement
- Banker productivity
Duration: 6 months
Channels: Branches & Contact Centre
Participants:
- Group A: 250 Bankers using YakTrak
- Group B: 250 Bankers using existing paper/pdf solution (control group)
YakTrak created a solution that:
- Aligned with existing coaching and conversation frameworks
- Aligned with existing ‘cadence’ and leadership activity
- Aligned with existing behavioural frameworks
- Digitised the analogue sales/service whiteboard used to track weekly banker commitments
The results
- 75% of YakTrak teams achieved >60% operating rhythm adherence
- When compared with the control group, YakTrak teams achieving >60% operating rhythm adherence demonstrated a significant upward trend in key metrics:
- Productivity
- Needs Met
- Home Loan referrals
- Behaviour-focused coaching
What this shows
Digitising coaching rhythms and behavioural expectations drives better adherence and measurable improvements in key banking metrics.
Client perspective
“The team love it; it helps hold them accountable and they are coming better prepared to our coaching sessions.”
Ready to take the next step?
See how YakTrak connects controls to behaviours and records in one system.