Improving trust accounts review through document and information management

Date of Publication

2017

Document Type

Master's Thesis

Degree Name

Master of Business Administration

College

Ramon V. Del Rosario College of Business

Department/Unit

Decision Sciences and Innovation

Thesis Adviser

Rachel A. Quero

Defense Panel Chair

Benito L. Teehankee

Defense Panel Member

Patrick Adriel H. Aure
Reynaldo A. Bautista, Jr.
Maria Victoria P. Tibon
Brian C. Gozun

Abstract/Summary

This action research aimed to improve the trust accounts review in Space Bank. Using the Coghlan and Brannicks first, second and third person inquiry, we determined that the delay in accounts review process in Space Bank was attributed to lack of document management tool by the vault custodians to better track and retrieve the trust account folders required for audit. The joint constructing of the issue and planning led to a better document management that enabled our Bank Trust to have a more timely trust accounts review. In addition, this research project established a centralized database for managing accounting and audit data that helped us in resolving audit findings. After completing two cycles of this action research, we have seen a marked improvement in our accounts review process that served as a significant platform for further change in our organization.

Abstract Format

html

Language

English

Format

Electronic

Accession Number

CDTG007794

Shelf Location

Archives, The Learning Commons, 12F Henry Sy Sr. Hall

Physical Description

1 computer disc ; 4 3/4 in.

Keywords

Organizational change; Banks and banking

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