Reflection

Challenge and Selection

I often used the tool Visualization to be able to understand clearly the needs of our

clients/customers as well as what will be the expectations of our supervisors that will be needing in order  to succeed on the promotion of the products we are launching. This tool makes us visualize more on how  we can conduct a process flow with no flaws that would encounter. Well there are no perfect team or  should I say a teamwork is a big factor in order to achieve what is the goal setting. Identifying weak spots  and new opportunities will greatly affect the team and the production of the accounts we are handling.  As what the video says, communication is important to be able to understand the needs and wants of our  clients. Each member of the team encounters different kinds of clients and we experience how to handle  them differently. Therefore, this tool will help us as we go along the procedure and production of the  team.

Application

Our team is handling account opening and maintenance of all clients who are investing. The

company launches an issuance that will have to open over 3,ooo accounts in less than a month. In this  manner, and in a short staff team, we have to conduct a series of practices that will have to visualized.  From the way as to how we will receive a bulk of documents until how we will file all those accounts which  we are going to opened. Number of accounts we will received, reviewed and opened is far different from  what we usually do on our team. Therefore, we have to conduct series of trial and error in order to  properly monitored each and every clients’ accounts.

We tried to gather some help from the other team as we pilot launch the issuance of accounts.

We visualized by making a graph as to whom will the function be put on and how this will be like a factory  set up that continuously work flawlessly. We still encounter some problems as this accounts cannot be  opened in less than a month. So there comes a backlog on the regularization of documents.

From then, before we conduct next quarter’s issuance, we gather all the teams and tried to ask

them as to what is the weaknesses encounter during issuance and ask for their suggestions on how we  can come up with a good process flow that will help everyone to work with no hindrances to encounter.  We visualized it by using the traditional whiteboard graph and putting details like the point person per  function, turnaround time of one account to another function. And time limit as to how many accounts  can we accomplished in a day. In this sense, the next issuance is more rigid and simplified other than the  previous one since we already determined what cause the problem.

Insight and Approach

I learned that it is important that every team member should cooperate and communicate in

order to determine one’s weaknesses and provide suggestions that can contribute a lot with the  production of the team. There should be a leader that will oversee the function of each members and

make sure that no one is leaving behind. This kind of approach will make it easier to properly managed  not just our clients but also the staff of the team. In this way, it will not be that much tiring to do once the  process floe has been managed.

