The objective of this project was to reengineer the Documentation Process in Morgan Stanley's Prime Brokerage Department. In order to achieve this goal, extensive data gathering was completed, including interviews, job shadowing, work-sampling matrices, process map and organizational chart development, software demos, and email breakdown. The resulting analysis provided the basis for a set of recommended solutions including implementation of the WorkQ computer application, and reeducation and reorganization of employees. A 7-step action plan for implementation of those solutions was also developed.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Casey, Conor Michael.
• Varela, Juan Antonio.

Publisher

• Worcester Polytechnic Institute

Identifier

• 04B027M

Advisor

• Gerstenfeld, Arthur
• Ciaraldi, Michael J.

Year

• 2004

Sponsor

• Morgan Stanley

Date created

• 2004-01-01

Resource type

• Major Qualifying Project

Major

• Management
• Industrial Engineering

Rights statement

• In Copyright