Running head: GAP ANALYSIS: INTERSECT INVESTMENTS
Gap Analysis: Intersect Investments
University of Phoenix
Gap Analysis: Intersect Investments
The financial and investment industries are facing tough competition and companies like Intersect Investments are feeling its wrath. In order to stay competitive, Intersect is faced with a decision to implement a new company vision that creates organizational conflict. This paper will outline events leading up to the decision made by Intersect Investment to implement this new company vision, the issues and opportunities that Intersect faces, the stakeholders perspectives and ethical dilemmas, an end-state vision and a gap analysis that shows where Intersect Investments is to date and the steps they should take to get to the end-state vision.
Situation Analysis
Issue and Opportunity Identification
Intersect Investment is in the midst of a fluctuating industry and the need for an “ever-expanding array of up-to-minute products coupled with expert advice” (Intersect Scenario, 2008, P. 1) couldn’t be greater. Intersect has barely survived the last few years and have fought the need for change; however, the time has come and Intersect’s CEO Frank Jeffers realizes that without change, Intersect won’t survive.
About a year ago, Frank Jeffers proposed a new company vision that would make Intersect the trusted advisor for their clients by “providing a broad set of products and services to consumer and small business customers using a model of customer intimacy that will build long-term relationships based on trust and value to the customer…“ (Intersect Scenario, 2007, p.1). The new vision will lead a way for Intersect to gain Wall Street recognition and trust which will ultimatel ...