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Date: August 18,2016Dontaye Brooks

Intern Final Presentation

- Company Private -

*Intern Bio*Summer Objectives*Results*Observations/ Recommendations *Q&A

Agenda

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Bio

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Hometown: Hartford, CTSchool: Central Connecticut State UniversityMajor: AccountingYear: Rising JuniorSupervisor: Lisa Blanton; Colleen Parkhurst

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*Objective 1: Track one year worth of returned mail for billing team

*Objective 2: Track daily invoices for billing team

*Objective 3: Track change order returns for booking team

Summer Objectives

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Objective 1 Deliverable

* July 2015- 117 turnbacks were made

* July 2016-122 turnbacks were made

*Majority of the turnbacks were made due to:

* Incomplete CBIS forms(common error)

* Unclear CBIS forms* Invalid Info in JDE* Unable to load

Turnbacks Made(July 2015- July 2016)

5Source: GP Otis NE Mod Billing CBIS

Objective 2 Deliverable

* June had the highest invoice count of 3067*August Invoice count

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Monthly New Equipment Billing Invoice Count(2016)

6Source: Daily Print Out

Objective 3 Deliverable

* June 2016- There were 238 total turnbacks made

* July 2016- 219 total turnbacks were made

Change Order Turnbacks (June 2016-July 2016)

7Source: GP OTIS NAA Estimating

Observations*Otis values customer care and employee opportunity* Everyone is family: Makes work environment efficient and easy to work in* Team work is key to accomplishing company goalsRecommendations* Having the opportunity to work with a newer software* I was looking forward to working with other interns but later found out the company is in transition to relocating* Feedback: I enjoyed every moment of my internship experience. Never had a dull moment with my managers and colleagues.

Observations/Recommendations

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Questions & Answers

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