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1
Title
An investigation into the Records and information Management, Sales Managing and
Customer Service of PC Clinic Company Limited of #15 King Street, Princes’ Town.
2
AIMS
The purpose of this is study are:
To identify the core function of the sales, marketing and customer service.
To determine how feedback from customer service would help improve the business
Whether filing is done manually or electronically.
3
FUNCTIONS OF THE DEPARTMENTS
Marketing Department
The main functions of the Marketing Department include:
Organising promotional activities
Budgeting
Advertising
Publishing
Liaising with advertising entities
Sales Department
The main functions of the Sales Department include:
Maintaining sales records
Monitoring stock control
Liaising with other departments
Customer Service
The main functions of Customer Service include:
Communicating with both customer and company
Take care of the customer complaints
Ensure customer satisfaction
4
LETTER OF CORRESPONDENCE
November 5th, 2015
Darren Ali
Manager of PC Clinic Private Limited Company
#15 King Street
Princes’ Town
Dear Mr Ali,
My name is Amirah Ali and I’m a form five student of Cowen Hamilton Secondary School.
I’m writing to ask permission to conduct a research for my Office Administration School
Based Assessment (SBA). I’ll be mainly focusing on the Records and information
Management, Sales Managing and Customer Service.
My survey and questionnaire would not hinder the company in anyway. I’ll be mainly
interviewing the Marketing, Sales and records department in your company.
It will be greatly appreciated if you would grant me permission to do the interview. All
information collected will be confidential. I can be contacted at 702-9954 or 655-6878.
Yours sincerely,
_____________________
Amirah Ali
5
METHODOLOGY
The SBA was conducted at PC Clinic Private Limited Company. A primary
sourceprovides direct or first-hand evidence about an event, object, person, or
work of art.
Secondarysources describe, discuss, interpret, comment upon, analyse,
evaluate, summarize, and process primary sources. Secondarysourcematerials
can be articles in newspapers or popular magazines, bookor movie reviews, or
articles found in scholarly journals that discuss or evaluate someone else's
original research.
Primary Sources Secondarysources
Questionnaire Internet
Formal Interviews Textbook
ADVANTAGES OF
PRIMARY SOURCESS
DISADVANTAGES OF PRIMARY
SOURCES
You'll get first hand The person may give you wrong
information about the topic information
ADVANTAGES OF
SECONDARY SOURCESS
DISADVANTAGES OF SECONDARY
SOURCES
You will be able to obtain the Not all of the information
information needed faster obtained from the internet is accurate
6
QUESTIONNAIRE
My name isAmirahAli.Thisquestionnaireispartof researchfor my Office AdministrationSchool-
BasedAssessmentproject.Itwill be greatlyappreciatedif youanswerthe questionnairehonestly.
Sex: male  female 
Age: ________
Department: Marketing  Customer Service  Sales 
Job title: _________________________
Years of Service: ___________________
1) Are Records and Information Management done in your company?
Yes 
No 
2) If yes how is it done?
Manually 
Electronically 
3) If done manually how is it organized?
Alphabetically 
Geographically 
Numerically 
Other _________________
4) How are your filing cabinets and supplies organized?
Horizontal 
Vertical 
Lateral 
Open shelves 
5) If done electronically how is it organized?
Alphabetically 
Geographically 
Numerically 
Other _________________
7
6) How is the filing system set up in your organization?
Centralized 
Decentralized 
7) State why.
_____________________________________________________________________
_____________________________________________________________________
8) What is the main function of the Customer Service in the organization?
_____________________________________________________________________
_____________________________________________________________________
9) What is the main function of the Marketing Department in the organization?
_____________________________________________________________________
_____________________________________________________________________
10) What is the main function of the Sales Department in the organization?
_____________________________________________________________________
_____________________________________________________________________
11) Are there any customer feedback established in the business to help promote sales?
Yes 
No 
12) How do you analyse the data from the feedback, do you try to improve the problem?
_____________________________________________________________________
_____________________________________________________________________
13) Identify and health and safety regulation followed in your organization.
_____________________________________________________________________
_____________________________________________________________________
8
SCHEDULE OF ACTIVITES
Date Activities Comments
29-10-15 Title and aims Coming up with aims wasn’t difficult
05-11-15 Letter of Correspondence It was printed, reviewed by my teacher
and the stamped.
9-11-15 Methodology and Questionnaire The questionnaire was done and prove
read.
7-12-15 Going to visit the business Visited the business to examine the
environment.
10-12-15 Distribution of questionnaire and
conducted interviews
Visited the business gave the
questionnaire out and did the
interviews.
04-01-16 Analysis of Data was written up Review the answers to the
questionnaire and
07-01-16 Doing the written report Writing the report was a little tricky
due to the fact that there’s an word limit
07-01-16 Preparing business document This was easy because I had an idea of
what an business document looks like.
11-01-16 Assessing how the equipment used has
an impact on the firm.
The questionnaire and interview gave
me the answers.
14-01-16 Preparing the bibliography Fairly easy to do.
9
Regulations
Since PC Clinic is a Private Limited Company it must be incorporated and therefore must
give to the Registar of Companies the following documents:
 Memorandum of Association
 Articles of Association
 Statement of Authorized, Registered or Nominal Capital.
The business area was properly ventilated and there were a lot of emergency exits in the firm.
The company also set policies on dress code and the behaviour of the staff. These regulations
were brought to my attention while doing the interview with the employees. One rule which I
had to comply with while carrying out this project was the dress code.
10
REPORT
The major findings or accomplishments that were found in this project were; the marketing
department’s main function are too, organise promotional activities, designing and managing
marketing strategies, budgeting, advertising, publishing and liaising with advertising entities. I also
found out the main functions of the Customer Department is to build long term relationships with the
customers of the business, to respond to enquiries or complaints of the customers. The Sales
Department’s main functions are too, maintain sales record, monitoring stock control and to liaise
with other departments.
Some of the problems which where encountered while doing this research are as follows:
 Some employees were fearfulto answer the questions honestly because of fear of
victimization from their employer.
 Because of certain policies some of the information was withheld because of confidentiality
resulting in inadequate data.
 Some employees had hesitated to conduct said interview because of their workload.
 The timing of my interview did not coincide with the employees’.
One way to solve the above problems is ensuring strictest confidentiality with regarding to data
collection, also ensuring that I’ve met the employees criteria with regards their timing.
11
BUSINESS FORMAILITY
12
EQUIPTMENT USED IN THE FIRM
DATE EQUIPMENT USED PURPOSE OF
EQUIPMENT
SUITABILITY FOR
TASK
10-12-15 Filing Cabinets Used to store important
documents
Very useful to store
information.
10-12-15 Index Cards They are used to create
index for a filing
system.
Very useful to store
information.
10-12-15 Label These are applied to
the tabs with names of
the files.
Very useful to store
information.
10-12-15 Compact disk CD Compact disk are used
to load programs onto
computers and to store
data.
Very useful to store
information.
13
BIBLIOGRAPHY
Reid J Finisterre S Payne L Longman Office Administration
for CSEC- 2nd edition Pearson 2012

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Office Administration SBA

  • 1. 1 Title An investigation into the Records and information Management, Sales Managing and Customer Service of PC Clinic Company Limited of #15 King Street, Princes’ Town.
  • 2. 2 AIMS The purpose of this is study are: To identify the core function of the sales, marketing and customer service. To determine how feedback from customer service would help improve the business Whether filing is done manually or electronically.
  • 3. 3 FUNCTIONS OF THE DEPARTMENTS Marketing Department The main functions of the Marketing Department include: Organising promotional activities Budgeting Advertising Publishing Liaising with advertising entities Sales Department The main functions of the Sales Department include: Maintaining sales records Monitoring stock control Liaising with other departments Customer Service The main functions of Customer Service include: Communicating with both customer and company Take care of the customer complaints Ensure customer satisfaction
  • 4. 4 LETTER OF CORRESPONDENCE November 5th, 2015 Darren Ali Manager of PC Clinic Private Limited Company #15 King Street Princes’ Town Dear Mr Ali, My name is Amirah Ali and I’m a form five student of Cowen Hamilton Secondary School. I’m writing to ask permission to conduct a research for my Office Administration School Based Assessment (SBA). I’ll be mainly focusing on the Records and information Management, Sales Managing and Customer Service. My survey and questionnaire would not hinder the company in anyway. I’ll be mainly interviewing the Marketing, Sales and records department in your company. It will be greatly appreciated if you would grant me permission to do the interview. All information collected will be confidential. I can be contacted at 702-9954 or 655-6878. Yours sincerely, _____________________ Amirah Ali
  • 5. 5 METHODOLOGY The SBA was conducted at PC Clinic Private Limited Company. A primary sourceprovides direct or first-hand evidence about an event, object, person, or work of art. Secondarysources describe, discuss, interpret, comment upon, analyse, evaluate, summarize, and process primary sources. Secondarysourcematerials can be articles in newspapers or popular magazines, bookor movie reviews, or articles found in scholarly journals that discuss or evaluate someone else's original research. Primary Sources Secondarysources Questionnaire Internet Formal Interviews Textbook ADVANTAGES OF PRIMARY SOURCESS DISADVANTAGES OF PRIMARY SOURCES You'll get first hand The person may give you wrong information about the topic information ADVANTAGES OF SECONDARY SOURCESS DISADVANTAGES OF SECONDARY SOURCES You will be able to obtain the Not all of the information information needed faster obtained from the internet is accurate
  • 6. 6 QUESTIONNAIRE My name isAmirahAli.Thisquestionnaireispartof researchfor my Office AdministrationSchool- BasedAssessmentproject.Itwill be greatlyappreciatedif youanswerthe questionnairehonestly. Sex: male  female  Age: ________ Department: Marketing  Customer Service  Sales  Job title: _________________________ Years of Service: ___________________ 1) Are Records and Information Management done in your company? Yes  No  2) If yes how is it done? Manually  Electronically  3) If done manually how is it organized? Alphabetically  Geographically  Numerically  Other _________________ 4) How are your filing cabinets and supplies organized? Horizontal  Vertical  Lateral  Open shelves  5) If done electronically how is it organized? Alphabetically  Geographically  Numerically  Other _________________
  • 7. 7 6) How is the filing system set up in your organization? Centralized  Decentralized  7) State why. _____________________________________________________________________ _____________________________________________________________________ 8) What is the main function of the Customer Service in the organization? _____________________________________________________________________ _____________________________________________________________________ 9) What is the main function of the Marketing Department in the organization? _____________________________________________________________________ _____________________________________________________________________ 10) What is the main function of the Sales Department in the organization? _____________________________________________________________________ _____________________________________________________________________ 11) Are there any customer feedback established in the business to help promote sales? Yes  No  12) How do you analyse the data from the feedback, do you try to improve the problem? _____________________________________________________________________ _____________________________________________________________________ 13) Identify and health and safety regulation followed in your organization. _____________________________________________________________________ _____________________________________________________________________
  • 8. 8 SCHEDULE OF ACTIVITES Date Activities Comments 29-10-15 Title and aims Coming up with aims wasn’t difficult 05-11-15 Letter of Correspondence It was printed, reviewed by my teacher and the stamped. 9-11-15 Methodology and Questionnaire The questionnaire was done and prove read. 7-12-15 Going to visit the business Visited the business to examine the environment. 10-12-15 Distribution of questionnaire and conducted interviews Visited the business gave the questionnaire out and did the interviews. 04-01-16 Analysis of Data was written up Review the answers to the questionnaire and 07-01-16 Doing the written report Writing the report was a little tricky due to the fact that there’s an word limit 07-01-16 Preparing business document This was easy because I had an idea of what an business document looks like. 11-01-16 Assessing how the equipment used has an impact on the firm. The questionnaire and interview gave me the answers. 14-01-16 Preparing the bibliography Fairly easy to do.
  • 9. 9 Regulations Since PC Clinic is a Private Limited Company it must be incorporated and therefore must give to the Registar of Companies the following documents:  Memorandum of Association  Articles of Association  Statement of Authorized, Registered or Nominal Capital. The business area was properly ventilated and there were a lot of emergency exits in the firm. The company also set policies on dress code and the behaviour of the staff. These regulations were brought to my attention while doing the interview with the employees. One rule which I had to comply with while carrying out this project was the dress code.
  • 10. 10 REPORT The major findings or accomplishments that were found in this project were; the marketing department’s main function are too, organise promotional activities, designing and managing marketing strategies, budgeting, advertising, publishing and liaising with advertising entities. I also found out the main functions of the Customer Department is to build long term relationships with the customers of the business, to respond to enquiries or complaints of the customers. The Sales Department’s main functions are too, maintain sales record, monitoring stock control and to liaise with other departments. Some of the problems which where encountered while doing this research are as follows:  Some employees were fearfulto answer the questions honestly because of fear of victimization from their employer.  Because of certain policies some of the information was withheld because of confidentiality resulting in inadequate data.  Some employees had hesitated to conduct said interview because of their workload.  The timing of my interview did not coincide with the employees’. One way to solve the above problems is ensuring strictest confidentiality with regarding to data collection, also ensuring that I’ve met the employees criteria with regards their timing.
  • 12. 12 EQUIPTMENT USED IN THE FIRM DATE EQUIPMENT USED PURPOSE OF EQUIPMENT SUITABILITY FOR TASK 10-12-15 Filing Cabinets Used to store important documents Very useful to store information. 10-12-15 Index Cards They are used to create index for a filing system. Very useful to store information. 10-12-15 Label These are applied to the tabs with names of the files. Very useful to store information. 10-12-15 Compact disk CD Compact disk are used to load programs onto computers and to store data. Very useful to store information.
  • 13. 13 BIBLIOGRAPHY Reid J Finisterre S Payne L Longman Office Administration for CSEC- 2nd edition Pearson 2012