Example Case Studies
Programs & Projects
Company | Project | Description | Tools | Result |
WellSense | Project Management Office Transformation | We worked with the WellSense health insurance plan to establish project management disciplines, enterprise planning disciplines, and execution success on launching projects. Throughout this project, we augmented the staff to create the Project Management Office for successful implementation. Additionally, we developed standards for coordinating and operating projects, executed the various projects, and ran their PMO as a third party. |
| As a result of our PMO transformation, we matured the practice of project management and delivered on their projects enabling WellSense to achieve its corporate goals. We also delivered a brand new product in the market within six months with no customer complaints or issues. Through our process improvement and managing their projects, we saved WellSense over $5 million by reducing factors such as the duration of stay in the hospital. |
Verisk Analytics/ISO | Stand up a PMO and fix processes of prioritization and governance | Over a six month period, Kaeppel organized the portfolio of 250 projects, prioritized with new governance and steering committee and trained org on PMO practices |
| Focused Portfolio on Top 10 Projects. Delivered new Intake and prioritization process Steering Committee and Governance of SVP level Satisfied Customer |
Erie Insurance | Corporate PMO Structure, Maturity and Delivery | Started with PMO Assessment, and continued to support organizational change and Phase 3 is to execute changes to improve project delivery and benefit realization |
| Project Management transparency and speed improve to ensure value delivery through benefit realization |
Erie Insurance | eDelivery Strategy | Develop strategy for eDelivery of insurance documents. |
| Strategy adopted; implementation in progress. |
AmeriPro Mortgage | TRID Compliance | Project manager for TRID Compliance Project |
| TRID compliance achieved on-time, on budget and achieved its scope goals. |
Kemper Insurance | PMO Capability Maturity | Planned IT PMO maturity program. Executed projects to implement and improve PMO capabilities. |
| IT PMO maturity plan adopted and deployed; Significant improvements in repeatability, cycle time, and resource management. |
Texas Department of Transportation | Groupwise to Exchange Migration | Project Management – Highly complex project was completed with migration of 650G of data and 14,000 users from 220 locations in less than 4 months. |
| Migration of 650G of data and 14,000 users from 220 locations in less than 4 months. |
Walmart | Business Project Management Methodology | Establish BPM methodology, develop and deliver training and playbook. |
| Developed and deployed PM101 course to 60 PMs; train-the-trainer. |
Hartford Insurance Group | IT PMO Capability Maturity | Develop and implement PMO maturity plan. Improve governance and oversight, reporting capabilities, updated methodology, training, and technology enhancements. |
| Improved PMO capability, maturity, and consistency. |
Liberty Mutual Insurance | Claims Contact Center Integration | Integration Process Consultant and Project Manager for six-site claims contact center for merger of Liberty Mutual and Safeco Insurance. In four months, accomplished system, telephony, staffing, training, and management integration for a 420-person contact center. |
| Completed Claims Contact Center integration to meet overall cutover date. First Notice Of Loss Defects. And achievement of 1.5x chartered benefits |