Wk 3-1 Discussion Board Quickie

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Topic #1: Briefly share any experiences you’ve had when you’ve had a part in introducing a new program or a new way to do things at your job site. Please share any triumphs or frustrations you’ve had trying to improve the system or when you’ve pioneered or piloted some outside the norm.

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I worked at SunTrust Bank for a while supplementing income. I worked in the mortgage department, where loans were processed, approved, documented, and archived. The hardcopy file folder of a customer’s loan went through a process that may be handled by several different employees or department. Each person had to sign the folder out by walking from their desk to my department. There they would take the binder and sign their name, the customer they were working on, date, etc. If someone else needed the file they had to do the same get up walk over to the desk, look in the binder to see who had the folder. I thought, why are they going through all of this?

So I created a document in excel and saved it as a workgroup document. The person that had the folder could then just go online and type in the same information. Only now if someone else needed the file they only had to open the excel document, from their desk to see where it was. This document was then further improved on and used throughout the entire building.