Colonial Traditions

Case Analysis Template

Case: ___Colonial Traditions Inc.___ Student: _Greg Rion__________________

Preliminary Step: Choose Your Role.

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Determine which key character you want to be in the case. Choose a manager. You are learning to become a manager. Do not choose a customer. Conduct the entire analysis from the point of view of this character. Make sure that all of the alternative solutions you list (see below) are things from your role's perspective and things within the power of your character to do. If you don’t have a name, identify a job title. Do not list alternatives that other people have; only list the options facing your chosen role. You are making your character's decisions and no one else's.

Identify your character: Alice Borden, sales manager

Step 1 - Identify the Problem/Opportunity.

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Identify the major problem or opportunity from your character's perspective in one or two sentences.

A very unhappy customer that feels like he is not getting the proper attention to fix the mix-up on the measurements for his shutters. The customer was also unhappy because the sales manager quoted him one price and then Mr. Rigsby, who took the actual order gave him a price that was 15% higher than the original price given to him.

Step 2 - Identify the Causes of the Problem/Opportunity.

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Internal and external environmental factors should be examined. Causes of problems or opportunities tend to be historical in nature. Consider: Why did the problem/opportunity occur? When did it begin? Where does it occur? Where doesn't it occur? What effective management practices should the organization be using? What has the organization failed to do?

One of the reasons that the problem occurred was due to transcription errors from one sheet of paper to the actually work order. Another person that the customer was...