Process improvements for error-free sales reports from XYZ Sales Middle Office

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

Maria Victoria P. Tibon

Defense Panel Chair

Rachel A. Quero

Defense Panel Member

Frances Jeanne L. Sarmiento
Jaime T. Cempron
Maria Victoria P. Tibon

Abstract/Summary

Clients invest because they want to earn returns that are in line with their investment goals or objectives. Customers invest in XYZ Bank because they believe that we provide effective, efficient, and innovative solutions to best manage their financial needs. In this case, recording, reporting, and keeping of information is part of what customers expect when they purchase investments from XYZ Bank. Quality, then, is understood to be data accuracy. Accuracy means being free from errors or defects. My objective in doing this action paper was to achieve data accuracy by removing defects in the sales reports. Our end goal was to improve our process to produce error-free sales reports during primary bond offerings. To guide us removing defects in the Sales Reports, the concept of lean and six sigma methodologies were used. Lean defined the types of wastes to be removed, while six sigma provided the statistical tools and techniques. By using the concepts of lean and six sigma and by doing the action research cycles of constructing, planning, taking, and evaluating action, we were able to come up with process improvements for error-free sales reports.

Abstract Format

html

Language

English

Format

Electronic

Accession Number

CDTG007220

Shelf Location

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

Physical Description

1 computer disc ; 4 3/4 in.

Keywords

Continuous improvement process; Organizational change

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