The Four Steps Of Problem Solving Information Technology Essay

The Four Steps Of Problem Solving tuition Technology EssayThe initial problem that Mark Singleton was trying to settle is the implementation of a CRM remains to pro rack up gross revenue by meridian the number of contacts alliance averers were making and improving the tracking of these activities so that the cuss could learn to a greater extent from them. Also Singleton wanted a CRM trunk that places a great value on the person-to-person interactions between his alliance edgeers and their clients and doesnt step in with those interactions and diminishes the relationship bankers rapport with customers.In the problem-solving march which is especially valuable when we urgency to build wise systems as a theme to a problem or set of problems the organization perceives it is facing. The problem in this fibre came from the counsel realization that the organization should sh atomic number 18 advantage of new opportunities to perform to a greater extent effectively, but th ey didnt apply the four steps of problem solving. In the problem-solving process to system building, we would need to take the following four steps(1) sterilize and transform the problem.(2) Develop alternative solutions.(3) Choose the best solution.(4) Implement the solution.Citizens field of study Bank chief executive officer Mark Singleton achieved the foremost step with an outstanding motion in defining and understanding the problem for which they need to build a new system but he failed dramati cry outy in applying the relaxation behavior of the steps required by the problem-solving process to build a new system. Mr. Singleton did not devise, develop or try several alternative solutions to begin with opting for a new CRM system to solve the problem of writing and manual of arms tame and replace it with a new entropy system to automatize some(a)(a) of the bankers labor movements. Beca enjoyment he did not develop alternative solutions, he couldnt study the best sol ution which led to a failed implementation in the first solution.What was the trading case for implementing a new system? What were some of the patent benefits? What were some of the intangible benefits?Organizationally, Citizens subject Bank of Texas is a private, full-service bank with render in Waxahachie, Texas, and 200 employees that has ope roved independently since 1868. Citizens interior(a) Bank relies on personal, retail, and mercantile customers and armed services jobes and consumers in Ellis County and other nearby counties, primarily in communities with populations of 25,000 or less.Citizen matter bank operates heavily manual and count on piece system in which sometimes a salesperson that left Citizens content could take records of customer interaction with him or her, leaving the bank with no data to detect the relationship. The paper system also created besides much information for Singleton and his branch managers to process effectively. So that the qu ondam(a) paper system cannot take hold the large number of new customers and the annual grow at a rate of 12 percent.A major part of Citizen Nationals strategy for go on growth was to implement customer relationship vigilance (CRM) softwargon. The CRM strategy targeted the banks both main contact points with customers the banks call center and its sales force. The objectives of a solution for Citizens National Bank would be to reduce the amount of time, effort, and errors in the tracking of activities made by relationship bankers and to increase sales by raising the number of contacts relationship bankers were making and improving the tracking of these activities so that the bank could learn more from them.Tangible BenefitsIncreased productivity Using a CRM system exit enable relationship bankers to improve their tracking activities with customers, which in turn increase their productivity and give them office to serve more customers.Lower operational costs using electronic r ecords leave intimately reduce papers enjoyment and result in cost saving. cut back acidify force this is will be the result of increasing bankers productivity to serve more customers, which in turn will considerably reduce the workforce required to handle the projected increase in sales.Reduced rate of growth in expensesReduced facility costs due to paper reduction, and workforce reduction.Intangible Benefits amend organizational planning and flexibility beca call the paper system created in addition much information for Singleton and his branch managers to process effectively. The CRM system will give them efficient information to make effective decisions. transform decision making having accurate information under executives and managers control will dramatically enhance the decision making.Improved operations The CRM system will enable the bank to approve credit and loan applications more quickly.Improved asset utilization and improved resource control.More information op en in a timely manner.Enhanced employee goodwill because under the old paper system, a salesperson that left Citizens National could take records of customer interaction with him or her, leaving the bank with no information to maintain the relationship.Increased job satisfaction among employees.Higher client satisfaction nil will satisfy the customers more than getting a quick approvals and unagitated transactions.Better corporate image this is will result automatically from an increase in job satisfaction among employees and a higher client satisfaction. wherefore didnt the implementation of the Siebel CRM solution work out for Citizens National? What were the biggest factors? How would you classify these factors in harm of organization, technology, and people issues?I believe that the implementation of the Siebel CRM solution didnt work out for Citizens National because it was not the best solution that applies or fits into the be problem it didnt work out because it was not a result of a thorough selection that went through precise evaluation for multiple alternatives or solutions. The implementation failed for m whatsoever factors, I will classify these factors in terms of organization, technology, and people issuesOrganization the approach of Citizens National toward nearly all air functions, from tracking customer leads to generating reports about them, was very basic. The Siebel softw are was simply too rich in features.From the start, Citizens National had trouble getting the software to fit its rather straightforward, basic customer-lead tracking and reporting needs. With Siebel, we were spending course too much time turning off capabilities that we didnt need, Singleton explains. An example of functionality that didnt fit Citizens Nationals business model was Siebels cap susceptibility for setting up customer support cases. fleck some large corporations may want to set up a support case with detailed complaint-tracking and resolution function s, the small bank had no use for it. Service complaints that come in to Citizens National are handled on the spot by its call center. For service inquiries that require a follow-up, much(prenominal) as a customer asking about the reordering of checks, the call-center legate schedules an activity by sending an e-mail to the employee who handles check orders. (Bartholomew, 2007)People Employees effect the software to be too complicated. They were surprised to learn, for example, that the system did not automatically generate potential business opportunities for customers on their records. Furthermore, bankers were not able to suppose multiple relationships between a customer and the bank on the equal screen. The extra navigation was confusing and inefficient.The relationship bankers were the key employees the system was mean to be of value to them, and, in turn, provide value to the bank. However, they found no incentive in the Siebel environment because their compensation was b ased on sales, and sales had become harder to make.Another issue was Siebels complexity. Citizens Nationals bankers found the system difficult to navigate. For instance, the banking examples couldnt understand wherefore an opportunity to make a loan to a position customer wasnt listed under the customers record. You have to assign that opportunity to that person, explains Doug Furney, president and CEO of The Small Business Solution. If you dont make those relationships when entering the data, the opportunity wont start under that customers record. Not everyone tardily grasped this concept. (Bartholomew, 2007)Furney says the room the screens were laid out in Siebel, Citizens bankers had to flip back and forth between the various screens to identify assorted relationships that customers had with the bank. Understanding these relationships in the system was very confusing to their bankers, he says.As a result, the banks top sales representatives, who werent eager to change the way they did their work to fit the needs of the software, found Siebels learning curve too proud to negotiate. Citizens Nationals 16 relationship bankers never got over the ease-of-use problems that Siebel presented, Furney says. (Bartholomew, 2007)Deloittes Davis says that the Siebel implementation at Citizens National may have indeed failed because of a lack of buy-in from those expected to use it most-the relationship bankers. If the people using the system dont know whats in it for them and dont moot the value of using it, then it will not work the way the company expected, Davis says. (Bartholomew, 2007)Technology Citizens National experienced compatibility issues between the database formats in Siebel and those used by the banks core banking application, developed by Kirchman. As a result, the 2 systems had difficulty exchanging information properly. The bank was forced to spend a profound amount of time fixing such compatibility issues, which negatively impacted its abili ty to serve customers.Citizens National also had to deal with a raft of customization issues, very much stemming from the differences between databases. Furney worked to integrate Siebel with Citizens Nationals core banking application. The bank uses banking software from Kirchman, whose vertical systems are used by numerous small and medium-size banks to process and track customers deposits, loans and institutionalize estimates. Trying to get these two systems to talk was a challenge, he says. (Bartholomew, 2007) unrivaled basic difference was the way the core banking application set up its customer data handle. The Kirchman system did not have individual fields for both the customers first and go places, choosing instead to include the full name in a single field. By contrast, in Siebel, the customers first and last name each had a data field. Thats the kind of thing we ran into when we assay to marry data from these two different systems, Furney says. This kind of integrat ion takes time, and customers dont seduce how much time is required. (Bartholomew, 2007)Was QuickBase a better solution for Citizens National? If so, why? What factors suggest that the bank terminate up with the office approach and the right choice of product?In my perspective, QuickBase was the best alternative solution that meets the requirements of Citizens National Bank for a new IT system that is an easy to use, capable of doing some tracking activities, and store the interactions between relationship bankers and their customers and doesnt interfere with those interactions and diminish the relationship bankers rapport with customers.QuickBase was designed for organizing, tracking, and sharing information among team members in the workplace while encouraging progress by notifying workers via automated e-mails of updated files, new task assignments, and approaching deadlines. Because QuickBase was not programmed as a specific business application, businesses could modify its database structure to meet specific business functions.One reason some small and medium-size companies, as well as groups within larger ones, are adopting QuickBase is its flexibility. Intended not just for customer management, QuickBase-which is actually more of an easily modified database than a full-fledged business application-can be harnessed for other business tasks. For example, Procter Gamble uses the system to track technology projects. Because its easy to use, runs online via any browser and doesnt require an I.T. professional to set up, the hosted application is finding its way into all kinds of businesses. (Bartholomew, 2007)There are many factors suggest that the bank ended up with the right approach and the right choice of product, some of these factors areThe Citizens National staffs were able to make changes to QuickBase themselves, so the costs of ownership and sustainment fees were much lower.QuickBase offered Citizens National flexibility that it did not have pr eviously. Because the system was Web-based, the relationship bankers were able to use it anywhere that they had access to a browser.Relationship bankers and management received daily updated access to all interactions and transactions, enabling them to track business in a way that was never possible previously.For the first time, Citizens National was able to completely track sales opportunities and, as Singleton said, where we lost business, so we know where we need to make those extra 10 or 15 sales calls.Also central to the success of QuickBase at Citizens National was Furneys ability to integrate the system with the Kirchman core banking application. Furney configured QuickBase to upload new account information to the core system every night via an XML interface.For example, a banking representative can click on a commercial customers file and adjacent see all the contacts that have been made with that customer by bank staff, any actions that were taken on the customers behalf, and the end result. Citizens National bank representatives use it to check on customers to see if there has been a follow-up call to a contact, whether a voice-mail message was left with the customer, who the salesperson was and the status of the contact. Its been an valuable tool for us to keep track of our customers, Singleton adds. (Bartholomew, 2007)5. Based on this case study, what kind of organization do you think would benefit from using the Siebel CRM parcel of land? Give an example of such an organization and justify your choice. You may use the Web to research your answer, including Oracles Web site.6. Could Citizens National have made a better choice of software for its CRM system the first time or so? Explain your answer.