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Problem Solution: Intersect Investments 1
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Running head: PROBLEM SOLUTION INTERSECT INVESTMENTS
Problem Solution: Intersect Investments 2
[Make sure paragraph indentation is five to seven spaces or one tab stop] Problem Solution:
Intersect Investments
Your [Eliminate second person (you, your) in academic documents and avoid addressing
the reader directly. Use third-person pronouns (he, she, it, they)] Name Goes Here
University of Phoenix
Problem Solution: Intersect Investments 3
Problem Solution: Intersect Investments
After September 11, 2001, the financial industry instability caused many financial firms
to go out of business. The ones ["The ones" is simpler as "those"] still in the market are
struggling to keep their client’s trust, and their [Check pronoun agreement--if "their" refers
to "client" (or a singular subject), it should be singular, too (his or her)] Wall Street’s
reputation with investors. The situation for Intersect Investment Services is comparable the
company has survived but has trouble growing financially and meeting their targets. Intersect
CEO [Unless this is on the title page or in an in-text citation, spell out the full name before
first use of an acronym] Frank Jeffers made a commitment change Intersect, and recognized
they [Check pronoun agreement--if "they" refers to "CEO" (or a singular subject), it
should be singular, too (he or she) and perhaps require adjusting the following verb]
needed a new visualization to stimulate revenue growth and maintain customer retention.
Intersect new target is to "Provide a broad set of products and services to consumer and small-
business customers using a model of customer intimacy that will build long-term relationships
based on trust and value to the customer”(Intersect [Leave a space after the quotation mark]
scenario). The transform to a more dynamic Customer Intimacy model of operations should
upgrade Intersect, from a financial institution that is [Wordiness: see if you can remove "that"
or "that is"] barely staying afloat to one that emerges to be at the top of its field. Through the
implementation of the customer intimacy model, Intersect Investment Services will be able to
satisfy its customers’ needs, [Remove comma if the following is not a complete clause] while
providing advanced products suitable to a constant-changing market.
Problem Solution: Intersect Investments 4
[Incorrect indentation] Situation Analysis
Issue and Opportunity Identification
Janet’s efforts toward driving change in the company’s customer relationship model can
be influence by [Check spelling--should this be the participle (influenced)?] several issues.
The first issue to consider should be the plummeting sales, causing Intersect to be off making
earnings the past year and their customer satisfaction down by more than 10 percent [Use the
symbol with numerals--10%] . Currently, in the Sales Department there is a high-employee
turnover, apart of considerable resistance to change initiatives in the company. The current
opposition already caused the dismissal of Janet’s predecessor, and lately Frank Jeffers the
company’s CEO has been thinking in letting go any other employee who is resist to change.
Furthermore, the sales area as state by Annie Sorrento, Director of Sales Operations are not
particularly confident that the changes will bring prosperity to the company as in the past they
[he or she] had been several failing attempts to develop change. Among the reasons for failing
Problem Solution: Intersect Investments 5
were lack of communication, and proper follow-thorough. In addition, the arguments in the team
meeting reflected that there is a distinct lack of consensus among members of Janet Angelo’s
team.
Intersect has also opportunities that can assist Janet Angelo set the strategy together that
will enhance the best solutions for the company. The first opportunity to consider is the strong
leadership abilities of the executive team. The transactional leadership style of Frank Jeffers the
company’s CEO along with Janet’s history and participative leadership style will be beneficial
for the company in the process. Secondly [The extra syllable in "Secondly" adds no
additional meaning because the word is seldom adverbial in intention. Use the word
without "ly"] Janet’s team members are also experts on a variety of fields. Additionally,
Intersect Investment Services has a strong organizational culture; a characteristic that facilitated
their survival during some tough economic times.
Stakeholder Perspectives/Ethical Dilemmas
[Incorrect indentation] Like in any venture there are always differences in the
stakeholder perspectives, which conflict at Intersect Investment Services those impasses can
cause delay or even disruption in the company’s approach. The first dilemma is the lack of
cohesiveness ["Cohesiveness" is an awkward word. Use "cohesion," which means "the state
of being cohesive" (i.e., cohesiveness)] inside the management team. The team is not all in
concordance with the legitimacy and necessity of the proposed changes. Even, though, both
teams need and will be accountable for the company’s success, only the ones ["The ones" is
Problem Solution: Intersect Investments 6
simpler as "those"] approving the change are the group that holds the power to make the
organization’s decision. Their differences are base [Misspelling: based] on whether or not the
changes are what are best for Intersect. There is ["There is" is an awkward phrase if "there"
is not clearly a location] an ethical dilemma because the group holding the decision power can
affect those who oppose to implementing changes, within the resistors to change group there are
also some fundamental employees that [Check word usage--If this word refers to a human
being, people are never "that" or "which," they are "who"] are [Writing suggestion:
rewrite the sentence to remove "that are"] require to succeed in the change of the customer
service model. The stockholders also have the social responsibility with the community, if their
company goes out of business like [The preceding two words are spelled as one word] many
other in their field did, Intersect will be affecting the community with their decision, as well as
[No comma before "as well as" (which means "in addition to" and is not a conjunction the
equivalent of "and")] , [Remove comma after "as well as"] their investment.
[Incorrect indentation] Secondly [Leave out "ly"] sales force and management are
already having [Writing suggestion--"having" as a transitive verb is vague. Reconsider the
sentence using "possessing," "acquiring," "developing," etc. Often "having" can simply be
deleted] dilemmas. The members of the sales team are into personal and professional growth and
need the proper tools as well as the correct directions in order to [Writing suggestion--the
meaning will be the same (and less wordy) by removing "in order"] be successful. Their
main issue is the lack of proper communication they had been receiving mixed messages on one
end some members of the management team are telling them to go along with the changes to
improve productivity; however, others are telling them to continue using the old methods and
will still continue to improve efficiency.
Problem Solution: Intersect Investments 7
Lastly [Leave out "ly"] , there is a predicament causing disagreement between Janet
Angelo and Lyn Chen. Lyn, as the Vice President [This is not capitalized unless part of a
proper name (President John Doe) or to mean the President of the United States] of Sales,
is interest and accountable for growing sales for Intersect. Lyn will also be in charge of
implementing the policies and procedures that Janet Angelo sets out to support the new sales
model. Janet is responsible to design and implement the “customer intimacy” sales model. She
has to create new policies and procedures to implement the new model, and she also expects
members of her team and the rest of the organization to comply with her requirements, so far she
feels [Writing suggestion: if "feel" is used in the sense of "to believe or think," it is a cliché
and vague; use "believe" or "think"] she is not getting [Doctoral rule (although good advice
for any academic writer)--instead of using "get," which can mean many things, more
formal is to use forms of "receive," "obtain," "arrive at," "can," "could," "grow," "able
to," etc.] Lyn’s support on that matter. Lyn is persuade [The passive voice is a form of "be"
(is) and a participle (persuade). Over-use of the passive voice can make paragraphs
officious and tedious to read. Try to use the active voice most often; for example, passive
voice = The paper was completed on time. Active voice = the student completed the paper
on time--See Center for Writing Excellence > Tutorials & Guides > Grammar & Writing
Guides > Active & passive voice] that executing the new model goes in opposition to her
concentration of growing sales causing the dilemma for her to resist Janet’s strategies, in its
place of serving Janet in the implementation of the new sales model.
Problem Statement
Intersect needs to come out with a strategy to achieve changes in their corporation, to put
into practice the latest business goals of growing, and building a long-term relationship with their
Problem Solution: Intersect Investments 8
customers as the impact of implementing the model of customer intimacy. The company must
fulfill their new project as soon as possible as the changing conditions in their activity may affect
their plans. “Environmental pressures represent the driving forces that push employees out of
their comfort zones. They energize people to face the risks that change creates” (Mc Shane &
Von Glinow, 2008, p.492 [Leave a space before the number] ).
The leaders at Intersect Investment Services need to establish assertive approaches to
achieve the transformational process. The best way to move forward this is to understand what
changes they are trying to accomplish at Intersect. The implementation of the new model for
consumer intimacy to become a leader in customer-focused investment services, through the
realization of an innovative sales model that encloses the entire company, can develop customer-
driven products; shift to provide the best service, and regain its position at the top of the financial
industry.
End-State Vision
With the realization, by all employees that the new customer intimacy model being
[Doctoral rule (but good advice for any academic writer)--If not a noun (as in "human
being"), the word "Being" is hard to imagine; it means "existing." Try to rewrite this
without using "being"--with action words like "attending," "working," "living,"
"experiencing," simply "as"--or even removing "being" completely] implement [The
participle form of "implement" is "implemented"] will come accompany of improving
business results. The leaders of Intersect have been able to [Wordiness: this phrase can be
simplified to one word--"could"] overcome some issues and identify opportunities to lead the
Problem Solution: Intersect Investments 9
staff successfully to achieve the company’s new “customer intimacy” model. After monitoring to
completion the customer intimacy project throughout the entire 12 month [If used as an
adjective, these two words are hyphenated] process. All employees, adopt the new philosophy
that their customers’ needs are their own, and know that intimacy is the option to create
beneficial results. Intersect Investment transformed the sales experience for their clientele with
their new implemented model. The Intimacy model allows customers to see Intersect sales team
as their trusted advisors, which has attracted more clients to Intersect Investment’s.
The company has been growing financially even exceeding their goals as far as [Word
choice: if "as far as" is not followed later in the sentence by "is concerned" or the more
informal "goes," the phrase is incomplete. Clarity in writing requires the entire phrase] its
revenue and market share goals this year. Confidence within the sales team has boosted
enormously, and sales and marketing teams have been able to [Wordiness: this phrase can be
simplified to one word--"could"] work together, and support the company’s policy on track of
meeting revenue and market share goals. Performance evaluations where [If not referring to a
place, instead of "where," use "which" or "in which"] annual goals include the adaptation of
this new philosophy has been accomplishing the results of a more inspire staff. The most
significant accomplishment, has been recognized as the result of measuring through customer
surveys, is the high levels of Customer satisfaction and indexes for customer retention are at a
perfect 100%.
Alternative Solutions
[Incorrect indentation] Since [Check word choice--"Since" is more precise in
referring to time ("after that"); otherwise use "because"] Intersect Investment Services,
Problem Solution: Intersect Investments 10
expect to become a leader in customer-focused investment services, with [Remove comma
before "with" (unless beginning or ending a parenthetical phrase)] the implementation of
the customer intimacy model, which involves the whole company, bringing change to the
organization to work in function of customer-driven products, and change their service to
provide the best customer service in the market. There are [Avoid using this phrase] several
alternatives that could be implement [The participle form of "implement" is "implemented"]
, after some research and benchmarking process, concluded that the below three choices are the
most feasible for the company to reach the end of state goals. The objectives, the urgency to
change and benefits from innovation must be effectively communicated [Passive voice ] to
employees, to embrace change and overcome resistance. The Leaders at Intersect by
communicating with employees, the employees will know exactly where the company is heading
up to, and which role they will be playing in the transformation process. Intersect Investment,
needs to start the process of coaching their employees and executives, training will help the sales
force to refine their sales skills, and assume their new role as trusted advisors for their customers.
Leaders in the corporation need to be reinforce on different leadership styles, overcoming
resistance as part as the process of change and implementation models.
[Incorrect indentation] Intersect needs to create a recognition model in order to
[Writing suggestion--the meaning will be the same (and less wordy) by removing "in
order"] motivate the sales force to become experts on the new sales approach. The recognition
model not necessarily means that everything should be about monetary recognition; incentives
should be about rewarding best performers and improvement techniques. During a benchmarking
analysis, several sources pointed in the direction that these top alternatives are heading. The Ford
Motor Company situation has similarities with Intersect Janet is the outsider that came to change
Problem Solution: Intersect Investments 11
Intersect organizational culture, and Alan Mulally’s Ford CEO was also the outsider. At
Intersect, they would benefit from Mulally’s philosophy of anticipating problems and changing
direction on time, this was [Run-on sentence: needs a conjunction before "this" if it does not
follow an introductory phrase] accomplished at Ford by implementing the weekly status of the
company’s performance. At Ford they also start holding executives performance against profit
targets, the sales Department at Intersect, will [Remove comma] motivate to become experts on
the new model by implementing a recognition system.
[Incorrect indentation] The second example of a benchmark outside the industry is the
Walmart example they also experienced a similar situation like Intersect which [Use "that" for
a restrictive phrase (or place a comma before "which")] is their strong organizational culture,
it helped Walmart thorough the industry changes since September 11, 2001. Walmart executive
team decided it was time for Walmart to change and “realign several merchandise categories to
improve our ability to offer customers a clear and compelling assortment of quality products”
(Walmart Corporate, 2010) [The citation for a direct quote needs the page number] .
Remaining competitive within the discount retail industry can be challenging. Walmart has
implemented this strategy to stay on top, and be the retailer of choice among consumers by
staying true to the initial vision of Sam Walton, to save people money to help them live better. At
Intersect, it was also the executive team who determine that in order to [Writing suggestion--
the meaning will be the same (and less wordy) by removing "in order"] remain competitive
they needed to change. Walmart went back to their original vision. At Intersect, they are going to
an innovating vision, implementing the sales model for the company to become more productive,
which is going back to the core of a financial institution of serving their customers with
innovative products, superior investment advice and optimal customer service.
Problem Solution: Intersect Investments 12
[Incorrect indentation] In another scenario from the benchmarking analysis, Dillards to
differentiate from the competition decide to focus on few, exclusive brands; this also simplified
their purchasing plans. [This quote, unless it extends into further sentences, should have a
closing quotation mark here. Check the rest of the composition for missing quotation
marks.] In the re-engineer process, they revive their ad from 2006, “The Style of Your Life".
[A period or comma goes inside the closing quotation mark] For now, their change of course
["of course" is a parenthetical phrase, an aside made to the reader, a sort of "shared
pause." Usually a comma should precede it (and one should follow it if not at the end of a
sentence)] in goals is working they came back on 2010, and expect to continue growing
relaying on their clientele confidence, and pending the retail industry recovery. Intersect scenario
has similitude's [Apostrophe: remove if the word is not possessive] with Dillards situation
both companies have struggle to survive in the business, experience plummeting sales that left
the companies short of meeting targets. Intersect executives also are differentiating from the
competition with their new strategy to endure in the industry, and are determine to make their
plans work. In both cases, previous market and service strategies failed, however, [Place
semicolon instead of a comma before this conjunctive adverb if it begins a new clause (and
if a semicolon follows it, replace it with a comma)] Intersect can benefit from Dillards in their
adaptability and the way they put the customer in the center.
Analysis of Alternative Solutions
There were [Avoid using this phrase] also other alternatives considered, some with
several reservations. The reasons for the reservations were the situation with the financial
industry constant-changing environment; amid other possible solutions was for management to
delay the implementation until all departments are committing to the organizational changes. To
Problem Solution: Intersect Investments 13
embrace team effectiveness could take longer than going through the propose solutions. “Team
effectiveness refers to how a team affects the organization, individual team members, and the
team experience” (Mc Shane & Von Glinow, 2008, p. 261). Another feasible solution was letting
executives handle all decisions for the new service model rollout, not changing the structure, and
having the employees follow directions. This would bring more opposing employees, and
replacing people who oppose change. “Replacing staff is a radical form of organization
“unlearning” because replacing executives removes knowledge of the organization’s past
routines” (Mc Shane & Von Glinow, 2008, p. 497). The apparently best-suited [A compound
including a comparative or superlative adjective is not hyphenated] alternative for Intersect
was derived [Passive voice ] from benchmark work and previous experiences from other
companies. At Intersect, the basis of transformation lies in communication, coaching, clear
expectations, and reward system.
Risk Assessment and Mitigation Techniques
The cost involved in the rewards program at Intersect is a risk. As this will involve funds
to be spent on rewards/incentives, which may be perceive by executives as rewarding someone
for doing their job well, they [he or she] get pay a salary for doing their [his or her] job. A
possible solution is to come up with lower cost rewards. Alternates rewards could be flex time,
longer lunches, and discounts on investment services. The rest of the risks has to do with the
effectiveness that the following processes are handle Janet’s role needs to be clarifying in the
company for the staff to trust her position as managers might [Check word usage: Use "might"
to indicate an uncertain possibility. Use "may" for a possibility almost a sure thing] feel
[Try "think" or "believe"] uneasy working with new coworkers, rather than tenure executives.
In the communicational process, employees will have access to information that they have not
Problem Solution: Intersect Investments 14
seen before. Because previous alternatives fail due to [Check word usage: This phrase is most
accurate in referring to something owed ($5 due) or an arrival time (due at 6:00)--try
"because" or "because of"] lack of communication and proper, follow up [This is spelled as
one hyphenated word: follow-up(s)] leaders in the organization especially [insert comma
before "especially"] , [Check punctuation: "especially" indicates something important
follows, so a comma does not follow "especially" if the "special" thing is then named]
Intersect CEO Frank Jeffers, need to work on reinforcement of the new ideas and the proper plan
communication to the employees otherwise they [he or she] will not trust that the new strategies
are going to [Wordiness: These words mean simply "will"] work.
Janet’s Angelo new model is an excellent idea; however, she must understand that not
everyone is willing to accept her innovative thoughts; therefore, coaching is a need for her to
understand that she cannot be expecting every person in Intersect to follow her plans. Because it
is an innovation without understanding what is her model about, and how [Unless this is the last
of a series, remove the comma--the following is not an independent clause] [These words
appear to lead to a dependent clause--if so, remove the comma (unless, of course, this is the
last element in a series)] beneficial it will be for the company to embrace her strategies. The
effectiveness of the process of implementation is a substantial risk the project is so abroad the
various steps need to complete the roll out, require commitment and appropriate plans for
continuation and completion; otherwise, they are leading the model to failure.
Optimal Solution
Problem Solution: Intersect Investments 15
The best-case [A compound including a comparative or superlative adjective is not
hyphenated] solution will be to use a team approach for Intersect Investment Services’
customer intimacy model to be implementing. Intersect expects customers to trust them, they
need to embrace them as partners, rather than clientele, therefore, an image of confidence must
be project from within, a good way to start is to pave the way to implement the customer
intimacy model. The reward and incentive plan will encourage previously reserving employees
to helping out with the project. The undecided ones will be more likely to approach change, if
with the change they can realize some personal gain from it, [Remove comma if the following
is not a complete clause] while working towards [The preferred spelling is "toward"] the
company’s goals. After the implementation team informs the company its plans for the reward
system and communication channels are properly working with updates, training for leaders and
staff must begin. Once all employees at Intersect have been give [The participle form ends
with n --given] the basis of the new customer intimacy model, the reward and motivation
system it will be time to implement them [Check pronoun agreement--if "them" refers to
"customer" (or a singular subject), it should be singular, too (him or her)] . The whole
process will not be complete without introducing a feedback system.
Implementation Plan
[Incorrect indentation] The implementation plan for Intersects rollout of its new
customer intimacy model involves all staff and requires a commitment to the project. The
various stages require completing the rollout; will require dedication and proper follow-up. The
formation of multi-level employee focus group will need to be organize first, therefore, the
conflict between Janet Angelo and Lyn Chen, Vice President of Sales, motivate for the sales
grow and see no need implement the model, and Janet motivate by the success of her proposal
Problem Solution: Intersect Investments 16
customer intimacy must be address [The participle form of "address" is "addressed"] soon,
and there should be a commitment from both ends to embrace change.
After the focus group, reveals its plans for the reward system and communication channels for
updates, training for senior management and staff must begin. Once all levels of employees at
Intersect have been introduced [Passive voice ] to the new customer intimacy model, the reward
and motivation system will need to be implemented. Finally, the customer intimacy model would
not be complete without a dynamic feedback system. Intersects customers needs will change
with the market. Intersect may come to find that this group of clients that [Check word usage--
If this word refers to a human being, people are never "that" or "which," they are "who"]
support the feedback program may be their best allies, if publicity ever fails.
Evaluation of Results
The success of Intersects model implementation can be evaluated [Passive voice ] by
two factors. To regain its first place in the financial industry, Intersect sales need to increase that
will be a signal of customer trust for the company. This will be achieving with the
implementation of the customer intimacy model, and the application of the client feedback
system. Customer retention will be the best feedback for Intersect. Janet Angelo’s leadership
approach to comply with Intersect CEO Frank Jeffers deadline, joined with the alternatives
proposed here, should [Remove comma] allow for [This is a phrasal verb, two words that
together mean something different from their individual definitions--looking up each word
in the dictionary would not produce the meaning, which could cause misinterpretation in
an international business communication. Try different wording, such as simply "allow" or
a form of "provides," "permits," etc.] introduction of the new model to occur by September
Problem Solution: Intersect Investments 17
1st, 2005 with a complete working intimacy program in full force within 6 [Write out numbers
under 10] months (March 2006 [Place comma after author name] ). The stage that will
complete the customer intimacy rollout will be the proper carrying out of reward and motivation
system. Once the employee focus group has brainstormed for motivation and reward ideas, in
addition to deciding on communication channels, they [he or she] will present their [his or her]
findings [Doctoral rule (but good advice for any academic writer)--"Findings" as a noun
most often means legal decisions or small jewelry elements, e.g., necklace links or pin-backs
for brooches. Use "discoveries" or another term] within that month (July, [Leave out the
comma in a date that does not include the day ] 2005).
Conclusion
Reorganization processes are more than business plans they are the beginning of a
journey, within the road to change there will many obstacles, and struggle to adapt to new ideas.
The projected changes that will need to take place at Intersect will allow the company the
possibility of regaining the highest place in the financial industry. Unfortunately, the customer
intimacy model can only be successful with the acceptance of all employees. Opposition to the
plan will need to adapt to the transition. An appropriate rewards and incentive system should
encourage most staff persons to back and continue the new philosophy. Intersect is on the way to
for a customer-focused environment that will require and wrapping all the employees, at every
level.
References
BusinessWeek - Zimbio. FORDS SAVIOR? - (n.d.). Retrieve May 4, 2011from
Problem Solution: Intersect Investments 18
http://www.zimbio.com/BusinessWeek/articles/889/FORDS+SAVIOR
McShane, S. L., & Von Glinow, M. (2008). Organizational behavior: Emerging realities for the
workplace revolution. The McGraw-Hill Companies. New York, NY.
Walmart Corporate. (2010, January 28). Organizational Change Memo From Eduardo Castro-
Wright.
Retrieve May 4, 2011, from WalmartStores.com:
http://walmartstores.com/pressroom/9627.aspx
Problem Solution: Intersect Investments 19
Table 1
Issue and Opportunity Identification
Issue Opportunity Reference to Specific
Course Concept
(Include citation)
Concept
Low customer satisfaction Implement change new practice “customer intimacy,”
Constant changes in business environment require that company adapt their business environment to satisfy customer’s preference.
Explain critical success factors for organizational change
Plummeting sales left the company short of meeting targets.
Increase meet targets and exceed profits
The transactional leadership style of the CEO, Frank Jeffers, has put him into the leading role his vision of innovation, and his willingness to move ahead with the changes as he senses the urgency for change. An effective leader has a sense of urgency for change in order to drive the company to prosperity, delegates but is also part of the process as the company goals are at risk.
Identify the skills and competencies of an effective leader.
Resistance to change/ past initiatives triggering lack of consensus among team members.
Strong organizational culture helped them thorough the industry changes since September 11, 2001.
Intersect this concept applies in the conflict between Janet Angelo and Lyn Chen. Lyn, as the Vice President of Sales, motivated for the sales grow and no
Identify non-technological catalysts for change.
Problem Solution: Intersect Investments 20
need to implement the model. Janet motivated by the success of her proposal customer intimacy. Different motivations may affect organizational change. Many renovation proposals fail because employees resistance. Both need to be able to work together to embrace change.
A Sales Department fundamental for future plans experiencing a high-employee turnover.
Experts on their field willing to work w/proper tools and guidelines.
“Organizations are human entities-full of life, sometimes fragile, always exciting.” (Mc Shane & Von Glinow, 2008, p.506) Intersect will be applying changes to the organization that will require employees to make changes in their practices, resistance has to be undertake as part of the process of changing. Lewin’s model applies to the situation.
Identify models and theories of change
Failing attempts/ Leadership refusing to accept opposition/ Lack of communication and proper planning.
Embrace change, review leadership approach to objections, proper planning
An effective leader will review the different leadership theories and adopt the one he/she considers more appropriate. In this particular case, in Intersect we observe the transactional leadership style of the CEO, Frank Jeffers. And the participative leadership style of Janet Angelo.
Compare and contrast theories of leadership.
Problem Solution: Intersect Investments 21
Table 2
Stakeholder Perspectives
Stakeholder Perspectives
Stakeholder Groups The Interests, Rights, and
Values of Each Group
Management Team Management corporate culture.
Ethical values, respect, trust
The Sales Department employees Professional growth, job security, proper tools
and policies clarifications.
Honesty, fairness
Shareholders Maximizing profit per share, Accountability,
Integrity, Social Responsibility
Intersect customers Get better service from the sales force to feel their
business is taking care of with honesty and
respect. Integrity
Problem Solution: Intersect Investments 22
Problem Solution: Intersect Investments 23
Table 3
Analysis of Alternative Solutions
[Click twice on table to change, see instructions on next page. The alternatives and their ratings as well as the goals and their weightings shown below are for illustrative purposes, you should enter your own. Delete this paragraph when done.]
Problem Solution: Intersect Investments 24
Problem Solution: Intersect Investments 25
Table 4
Risk Assessment and Mitigation Techniques
Risk Assessment and Mitigation Techniques
Alternative Solution Risks and Probability Consequence and
Severity
Mitigation Techniques
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Problem Solution: Intersect Investments 26
·
·
·
·
·
·
·
·
·
Problem Solution: Intersect Investments 27
Table 5
Optimal Solution Implementation Plan
Deliverable Timeline Who is Responsible
Problem Solution: Intersect Investments 28
Table 6
Evaluation of Results
End-State Goals Metrics Target
Improve customer satisfaction and
attain a 100%customer retention rate.
Increase sales as a result, of
implementing the “customer
intimacy” model.
Surpass the targets for revenue growth
and market share goals.
Improve leadership teamwork skills to
build alliances, especially between the
departments of Sales and Marketing.
Boost the morale within the sales area
and minimize the high employee
rotation.