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OM Presentation - OM Presentation Background (Erin) o Adams...

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OM Presentation Background (Erin) o Adams Investment Group – How it fits w/ Wachovia Securities o Wells Fargo Merger - Consiquences o What Adams Investment Group does o Operations systems – ACT, SMART system o Positions – Human resources Interns, different interns How rick fits in with the rest of Wachovia Securites o Clientel, Prospect clients, cutting of clients o Talk about Rick’s Life Capacity (Mike) o Bottlenecks Rick and Michelle o Service requests are bottlenecks, have to rely on outside back office o Internal vs External bottlenecks o Most valuable resource is ricks time o Utilization is very high for rick Service declines at high utilization Interns make it so we can run for higher utilization but lower variability, plan everything for him Get graph Only 5 meetings a day for rick, try to make sure low wait time and keep service level high o Service industry so no inventory, so run at high utilization or you lose, because rick’s time is the product
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OM Presentation - OM Presentation Background (Erin) o Adams...

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