Streamlining Employee Reimbursements: How to Improve the Process
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Question: Describe a work-related situation you feel could be improved. For example, you want to streamline the process for reimbursing employees, or you want to create a high-tech website for your small business, but have no experience in programming or graphic creation.) Once you have determined your project, consider the following:
- Identify the needs of the situation?
- What is the project objective?
- What assumptions, if any, should be made regarding the project to be undertaken?
- Who are the main people or departments that need to be involved in this project?
- What are the risks involved?
- Why would your project be considered a project?
- Prepare a short proposal for the project, as if you were a consultant bidding on the job.
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I will base this question on streamlining employee reimbursements.
1) The needs of the situation:
- Here you need to explain what the problem is. In this case, let's say that employees pay for things out of their own pocket (like when they travel, or buy equipment) and then they need to get reimbursed by the firm.
- You would need to understand the situation at hand. Let's say currently an employee must submit the claim to accounting, they need to make duplicates of their receipts, fill out a long document, get their managers signature, submit it, and then wait 8-10 weeks to get reimbursed.
- The needs would be: make the process more user friendly and have the employees be reimbursed within 1-2 weeks
- The new process could be done using an intranet system, where employees submit a simple form online, which is easily found on the server. They then send their original copies of their receipts by internal mail and they then can get a direct deposit of their purchase within the new time frame.
2) The objectives:
- To shorten the process
- Make the application easier
- Get all the employees familiar with the new processes
- Assess how much money the new process will save the company in terms of less ...
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