“McBride Financial Services is a start-up regional mortgage lender
headquartered in Boise, Idaho. The firm will specialize in conventional, FHA,
and VA loans for home purchasing and refinancing” (University of Phoenix,
2013). Based on the transcript of the
conversation between Hugh McBride (HM), of McBride Financial Services and Abram
LaBelle (AL) of Smith Systems Consulting discussing the computer network needed
for McBride’s planned offices, the company intends to expand its operations
into eight locations. The first
locations will be located in Boise, Idaho and Sioux Falls, South Dakota with
the Boise location identified as the McBride Financial Services home
office. There will also be two
additional facilities in North Dakota, two more in Wyoming, one in Montana and
an additional facility in Rapid City, South Dakota.
Methodology and Business Case
McBride Financial Services will sequence the installations in a
phased approach to make the most efficient use of manpower and resources. The first two installations will occur
simultaneously with one being the main headquarters at the Boise, ID location
and the other at the Sioux Falls, SD locale.
There will be a programmed pause after the initial two installations to
provide an opportunity to conduct lessons learned, refine the process, and
train the installation teams. Subsequent
installations will occur in pairs over a six month period to allow time for
final site preparations at each of the proposed locations. The desired goal is a fully functional
information system at each of the eight McBride Financial Services locations
within one year.
financial service has a goal of being the premier one stop mortgage company in
five states. This goal has led to the
decision to expand and grow to eight more businesses opening up. What this report will do is give a brief
history of the company and their mission, and provide a look at who the primary
stakeholders will be and the plan for each office.
as a company is known for the ability to provide homeowners with the ability to
stay with one company through the entire process of buying or selling a
home. Staying on the cutting edge of
technology for the industry has proven well for McBride. This has helped them
to complete their mission of providing fast and effective way to process
primary stakeholder in this business plan is Hugh McBride the owner of this
company. The secondary stakeholder will
be the brokers at each office. These brokers will have a large role in the
company because of them being the primary expense and the primary income, so
hiring well-qualified people will be a main goal for McBride to accomplish.
goal for McBride is to open up eight offices for financial services in in
Idaho, North Dakota, South Dakota, Montana, and Wyoming. The Idaho office will be the main office with
the others reporting to Idaho. Staffing
goals are that the main office will staff the administrative assistants that
will handle the necessary paper work.
All other offices will have two to three brokers that will handle all
the services in that region.
Work Breakdown Structure
Schedule Management Plan
Communication Management Plan
Quality Management Plan
Risk Management Plan
Cost Management Plan