MYB Bel Air branch: Improving branch filing through OASYS online account system

• Main Author: Dimatera, Darleen D.
• Format: text
• Language: English
• Published: Animo Repository 2019
• Subjects: Electronic filing systems; Records—Management; Management information systems; Business
• Online Access: https://animorepository.dlsu.edu.ph/etd_masteral/7028
• Institution: De La Salle University

The purpose of this research is to establish how the MYB Makati Bel Air branch will improve its filing process using an online account system that will increase the branch operational efficiency. Guided by the DMAIC framework and Kurt Lewin’s 3-Stage Model of Change, the action research will address the challenges of converting the manual filing system to a digitized platform through defining, measuring, analyzing, improving and controlling existing process to create the new branch filing system. First cycle covers determining the process steps that delays the completion of the customer file update for up to 5 hours. It will resolve issues on accountability and those that has resulted to negative audit findings. Second cycle will explore gray areas for improvement of the online filing system after the implementation. This action research will explore how creating an online filing platform can transform the operations of Makati Bel Air branch with its synchronized vision with MYB’s commitment to be one of the best financial service providers in the country.