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Our Success Stories

The following project summaries represent a sample set of our work we have successfully completed in the past across various industries.

Project: Enterprise Document and Content Management

Client and Industry: Largest Canadian Life Insurance Company

Opportunity: Identify cost-effective strategy for upgrading document and content management technology platform

Project Activities:
    Capture AS-IS infrastructure environment
    Assess storage and computing capacities
    Identify technology dependencies
    Review AS-IS Business Continuity and Disaster Recovery Plans
    Examine information security and privacy compliance issues
Outcome and Benefits: Devised a moving forward strategy for the client based on cost reduction and avoidance strategies. The outcome was aligned with business objectives and sustainable.



Project: Web-Based Product Development

Client and Industry: Largest Canadian Print Shop for Financial Institutions

Opportunity: Commercialize a home-grown Web-base product and formalize product road-map, implementation package, and product artifacts.

Project Activities:
    Create Functional Specs, Users Guide, Training Material
    Develop Configuration Guide and other supporting material for product consultants
    Identify production constraints and dependencies in business processes
    Work closely with developers, QA, and various client engagement teams
    Prioritize features in product road-map
Outcome and Benefits: The released product exceded expectations. It was available for client implementations on time.



Project: Client Relationship Management (CRM) Consolidation

Client and Industry: Canadian Life Insurance Company

Opportunity: Consolidate a number of CRM applications and databases in response to recent mergers

Project Activities:
    Map out features, data, and business processes of all CRM applications in use
    Capture product direction from CRM vendors to set technology selection criteria
    Produce requirements and data conversion specifications
    Create end-user training resources and rollout training program
    Produce system implementation, QA, and training strategies and plans
Outcome and Benefits: Migration to the surviving CRM application produced significant cost savings, introduced new marketing synergies, and raised speed and quality of customer service



Project: Customer Access Controls

Client and Industry: Largest Canadian Chartered Bank

Opportunity: Unify controls across all service channels: Web, phone, ATM, branch, POS

Project Activities:
    Assess technology platforms for each service channel
    Harmonize service levels, account criteria and limits across all channels
    Identify technology constraints and dependencies across service channels
    Plan for data conversion and database consolidation
    Produce coding specifications, use cases, and QA plans
Outcome and Benefits: Produced significant savings, raised customer service speed and quality, and greatly improved information security and access controls



Project: eLearning for Corporate Professional Development

Client and Industry: Largest Western Canadian University

Opportunity: Implement an Web-based eLearning technology platform for the university's Corporate Professional Development Centre

Project Activities:
    Define business objectives and align with technology criteria
    Create matching business processes that would satisfy business objectives
    Align academic departments contributing to the eLearning content
    Pilot the eLearning platform for early validation of objectives and requirements
    Integrate eLearning platform with the back-office financial and HRMS applications
Outcome and Benefits: Introduced a significant new revenue stream for the university from Web-based eLearning offerings for Corporate Professional Development



Project: Formalize Business Systems Analyst Role, Skills, Tools

Client and Industry: Global Technology Provider

Opportunity: Improve Requirements Management in systems projects and overall quality of service delivery of IT/IS department

Project Activities:
    Identify bottlenecks in IT/IS department's service delivery processes
    Separate Business Systems Analysis (BSA) discipline from Project Management
    Defines responsibilities, deliverables, and performance criteria for BSAs
    Create and rollout BSA tools and templates
    Train PMs and BSAs on new tools and techniques
Outcome and Benefits: Significantly improved service delivery processes of the IT/IS department, reduced costs, and improved IT/IS department's image throughout business departments



Project: Enterprise Access Control in Service Based Architecture

Client and Industry: Fortune 100 Financial Services Company

Opportunity: Consolidate access controls across the enterprise

Project Activities:
    Assess infrastructure and technology platforms
    Identify regulatory and legal requirements for security and access controls
    Select flexible and robust technology platform to fit a Service Base Architecture
    Develop rollout strategy and systems integration plans
    Provide implementation and training support
Outcome and Benefits: Reduced overall cost of managing access and information security throughout the company



Contact us for details about any of the above case studies or other projects we have completed with similar challenges and goals as those you are facing today.


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