1. 2007 Situation - Task/Action – Results
SITUATION TASK/ACTION RESULTS
1. Lotus Notes is not efficient for Created a Task Tracker More efficient task
tracking work requests that houses requests in management and ability
one location and can be to track service level.
referenced for follow up Feedback: Great work!
and ETA. EFFICIENCY
2. Needed to copy and get a BCP Contacted Sir Speedy Media arrived in time
DVD to a team members home for and had them ship it. for 9 a.m. meeting.
a meeting next day.
3. Team members ask me to do low Created a Self Team members can
priority tasks that they have the Administration Table for reference, track and
authority to complete. quick reference. update their information
without waiting on me to
get to it.
4. TM submitting access controls Created appropriate, Efficient, stream-lined
requests with missing and dynamic InfoPath forms process. EFFICIENCY
incomplete information. where all information
can be entered up front.
5. TM submitting access controls Created new process in CONTINUTED
requests with missing and SharePoint. Security / EFFICIENCY
incomplete information. Data Access Requests.
6. No tracking mechanism existed for Created Organized
equipment. Hardware/Inventory
Database.
7. No tracking mechanism for Use Software Discovery Gave Teresa Harrell-
software, peripherals. Tool to view software, Rounds access to the site
hardware peripherals for the purpose of
associated with tracking IRG’s software,
individual computers. etc.
8. Manager wanted to know who a Used Software It was determined that
laptop belong to: the project or the Discovery Tool to the machine actually
team, because contractor’s wanted determine machine belonged to the LOB,
to keep it after project was ownership. not the project team.
completed.
9. Unauthorized use of copier Worked the techs to Only authorized users
place an access code on have access to the copier
the copier. code. COST
CONTROL
10. Unauthorized use of supplies and Locked up supplies and Only authorized users
water cooler. moved water cooler. have access to supplies
and water cooler. COST
CONTROL
11. SharePoint Team Site running out Researched and trained Sent team members site
of storage space. on Document link and training
Management Services information. Team
(DMS). Set up file decided they would
cabinets and folders for rather pay for additional

2. PSS use. Goal was space and continue to
efficiency and cost request space increases
control. as needed.
12. Meeting attendees calling from Placed directional Visitors refer to the sign
elevator lobby asking where a signage in reception for direction to
conference room is located. area. All signage stored conference rooms.
in central folder for EFFICIENCY
quick and easy
reproduction
C:Documents and
SettingsA047286My Documentssignage.ppt
13. Wachovia access controls Create SharePoint Team Asked to share process
applications all over the place. Sites to centralize with analysts and project
disparate access controls coordinators.
systems. EFFICIENCY
14. Project coordinator asked me for Created a International User can contribute and
information on International Travel team site. reference materials
Travel. housed in one central
location. EFFICIENCY
15. Corporate move managed by one Created IRG Real Estate User can contribute and
person; move files not on a shared team site. reference materials
drive. housed in one central
location. EFFICIENCY
16. No agenda for leader, staff or one- Suggested use of an In use. No need to print
on-one meetings. Standard Agenda copies or store on hard
Templates. drive. EFFICIENCY
17. No way to track and store Action Added the ability to In use. EFFICIENCY
Items and Decisions from team track Action Items and
meetings. Team Decisions to the
PMO Administration
Collaboration team site.
18. No process in place for On/Off- Created OnBoarding In use.
Boarding Suite for consistency. CONSISTENCY.
EFFICIENCY.
19. No process in place for access Created IRG Access In use. EFFICIENCY
controls and disparate security Controls team site.
systems.
20. Wachovia Paperless initiative Suggested double-sided In use. EFFICIENCY.
printed and provided GREEN.
instructions.
21. Wachovia Paperless initiative Purchased scanner. In use. GREEN.
22. Needed a way to track important Ordered tracking forms. In use. EFFICIENCY
interoffice packages.
23. No way of tracking IRG resources Solicited feedback from In use. EFFICIENCY.
that can be shared amongst teams. team members and COST CONTROL.
added information to
admin team site.
24. TRE access/security needs too It was determined that it Mark Sampson is now
specific to their group. would be better for TRE DSA for Treasury
to manage their own Services (TRE).

3. data security needs. I EFFICIENCY
trained Analyst, Mark
Sampson on entire
process.
25. Yousef determined that their was a Shared my process with EFFICIENCY. COST
need to track IRG resources. Teresa Harrell-Rounds. CONTROL.
26. IRG assistants had little to no Train admin and give EFFICENCY
experience with uses for team instructions on
sites. Sharepoint
27. Wachovia moving towards virtual Participated in the EFFICIENCY.
teams, remote employees, travel following pilots: COLLABORATION.
cost savings. MOSS, TelePresence. COST CONTROL
PC Video
28. Collaboration/Communications Trained on the EFFICIENCY.
following: COLLABORATION.
Communications 2007 COST CONTROL
29. Support of Shared Success Received: 9 Awarded: 35
Program Most for Team Work for
Shared Success
30. Centralized location for PSS PSS Administrative EFFICIENCY
shared administrative documents Team Site
needed.
31. Administrative SMEs I shared as needed or EFFICIENCY
requested.
32. Access controls process requested. Created a process flow
chart and shared with
Teal Johnson.
33. Current state access controls / Research on Enterprise Document now stored in
security process needed. Direct. Condensed Administrative Process
Security Process Flow folder. EFFICIENCY
chart documentation
(from 131 to 68 pages).
34. Team decision to gather ideas for Created a Discussion EFFICIENCY.
PSS to go paperless and green. Board so that team GREEN. COST
members can submit SAVINGS
their ideas.