Jacks Wholesale Windows 5S

JESSICA DIEKEMAMARKETING ASSISTANT

Jacks Wholesale Windows5S

My Workspace

My workspace is located at the front desk in our showroom in Schoolcraft Michigan. I am a marketing assistant at Jacks Wholesale windows and spend my work days on the phone, computer, and laptop scheduling appointments, dealing with accounts receivable, answering questions, and generating leads.

My workspace

This space is dysfunctional mainly because of the lack of organization. It is difficult to find what I need and I have to dig through papers to find files quickly when a customer calls to ask about a certain project. I also have very little space for my laptop. Daily sales results and internet leads get lost in the shuffle and are not organized as they should be.

Proposed Improvements

Organize the desk drawersEliminate sticky notes as reminders/listsMake more room for the laptop and more

workspaceOrganize files and warranties in a filing

cabinet or desk organizerMove printer and credit card machine closer

to desk to eliminate time spent walking to the back office

Before

The workspace is cluttered and leaves little room for paper work to be done efficiently. There is a stack of files and information I need access to daily, and have to rummage through to find certain contracts.

The desk drawers are stuffed full of miscellaneous and unnecessary items, Stamps are scattered on the desk and get in the way.

After

Added a desktop filing system to make my stack of papers, I need access to daily, more organized

Purchased files and labeled the files to store the contracts and warranties closer to my desk

Cleaned out desk drawers, throwing away any unnecessary items and replacing them with envelopes and tools I need to access on a daily basis

After

Labeled binders and placed them next to my computer, also moved the phone to create more workspace and added a desktop filing system

Placed all stamps in a container on the desk, removed sticky notes and placed my To Do list in a planner, making the space less cluttered. I now have room to do paperwork and keep my laptop nearby

Changes Made

Sort Organized the desk drawers to allow more space for

the things I use most often, and eliminate clutter Removed sticky notes, and organized To Do’s in a

planner Used filing cabinet to organize loose papers and make

files more accessible while at my desk Sorted through loose papers on desk to determine

what needs to be filed and eliminate what is no longer needed

Changes Made

Set In Order Replaced and threw away any miscellaneous items in

the desk drawers, to make room for things I need easily accessible

Filled desk drawers with items that are helpful to have on hand and close by such as envelopes, paperclips, and deposit records

Filled filing cabinet with papers that were kept after sorting through them

Used desk top filing as well to organize contracts and warranties

Changes Made

Shine Labeled files in filing cabinet as well as folders kept in

desktop filing system Labeled binders storing daily sales results and

internet leads Rearranged stamps as well as phone and laptop

location, making more workspace available Cleaned desktop with disinfectant wipes

Changes Made

Standardize Worked through the steps I take to process a contract,

mail warranties, and generate a lead in the new space Made a couple small changes of file location to create

better productivitySustain

Plan on organizing every other Saturday to ensure continued functioning of the space

Plan to purchase more folders for filing, and more desktop organizers, to have more organization available during future projects