updated powerpoint 19th operations

updated powerpoint 19th operations - Imagine Wachovia...

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Imagine…
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Wachovia Securities Adams Investment Group Tyler Caldwell, David Martin, Erin McGee, Michael Schoenfeld, Sophia Woo
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Agenda
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Introduction University Tower - Durham, North Carolina Rick Adams began in 1991 One of North Carolina’s most prominent FA’s Featured in several magazines
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The Adams Investment Group & Wachovia Securities
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Service Request Process
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Operations systems ACT, SmartStation, InfoMAX, and Central Solution Center
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The Clients Minimum 250K in liquid assets per client State Residents Doctors, Lawyers, Professionals seeking professional financial management
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Capacity Planning
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Internal Bottlenecks Michelle was bottleneck Fixed by hiring interns Simple tasks completed by cheap labor Rick is the new bottleneck One of the best FA’s in the state, his time is valuable
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External Bottlenecks Service requests are an external bottleneck The high variability and low capacity cause the bottleneck
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Utilization The most valuable resource is Rick’s time This makes the utilization of Rick’s time very high Causes service declines
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Service industry
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This document was uploaded on 11/04/2011 for the course BUSI 403 at UNC.

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updated powerpoint 19th operations - Imagine Wachovia...

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