Students Name:
Companys Name:
Description of Your Companys Industry/Market Place:
Construction industry, serving the Metro West area.
Description of Your Companys Overall Business Strategy:
The company aim is to understand the client expectation and aspiration for
their project and to ensure total client satisfaction always remembering that
most of our work is through recommendation. Our Overall Business Strategy
is stated in our Mission Statement:
The Tool for Data Collection:
Customer Relationship Management (CRM). In the construction industry,
customer-acquisition is costly and requires a set of Customer Relationship
Management (CRM) tools to track customers and maintain our customer
base stable. Keeping our old customers satisfied is important because they
end up recommending our service. We take our customers positive word-ofmouth as an effective delivering message tool regarding customers
satisfaction.
Part A: Complete the Field Assessment Tool that follows. Feel free to add
additional rows as need be but do not go beyond six core processes.
Chances are if you find more than 6 core processes within your enterprise,
you are identifying subsets of a core process. Do not feel obliged to fill
each box but be sure to think through each element to ensure the
completeness of your response.
Core
Process
financial (all
orgs. have
one, what is
yours?):
Core Process
Activities
accounting
asset
management
cash management
compliance and
reporting
Business
Enabling IT
Unit
System(s)
Stakeholder
[name of systems
Controller
employed?]
CFO
Controller
Chief
Auditor
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Financial analyses,
Reporting & capital
management
People
Management
Human Resource:
Employee
development &
satisfaction.
Customer
relationship
Implementation,
repair and
troubleshoot
hardware and
software
applications. Install
new software, set up
computers and
scanners
Customer
acquisition, strategy
& relationship.
Connect people
through online
communication.
Facebook page
maintenance.
Proposal Designing &
Quality Service
Delivery
Technology
Management
Sales and
Marketing
Management
Service
Management
CFO and
other
accounting
related
employees
All Employers
and
Customers
QuickBooks Premier
Contractors
CIO
Microsoft Office:
Word, Excel,
PowerPoint and
Outlook.
Operating System:
Microsoft Windows
Customer
Relationship
Management (CRM)
Community
Internet Search
members,
Engine, Skype and
Landlords,
Facebook
Contractors &
Developers,
and Local
Board
Members.
Employers
Microsoft Office: Word
and Excel
Part B: Note: Carry over your list of enabling IT systems from the prior
table and add additional information here.
Enabling IT
System
System
Owner/Steward
[name of
system]
[business unit
and IT unit
people
responsible for
this system]
Chief Accounting
QuickBooks
Purchased,
Developed or
Outsourced
P, D, O
Why P, D or O
[explain why]
Purchased
CRM
Human Resource
Manager
Purchased
Microsoft
Office: Word,
Excel,
PowerPoint
and Outlook.
Operating
System:
Microsoft
Windows
Administrative
Assistant. I work
in this
department
creating
proposals,
preparing
invoices, sending
and answering emails
Secretary
Purchased
Internet,
Skype and
Facebook
Purchased
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