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Trinity University–Digital Transformation

Overview

Kaeppel embarked on a comprehensive engagement with Trinity University, targeting both the digitization of their operations and a holistic IT transformation. Our dual mission was to rejuvenate the HR and Finance Department’s outdated systems while elevating the maturity of the entire IT system, paving the way for the seamless introduction of the Workday platform.

Areas of Improvement

  1. Legacy Systems & Process Gaps: The HR and Finance departments operated on legacy systems that, while functional, were not optimized for the modern needs of the university. Coupled with process inefficiencies, there was a clear need for digitization.
  2. ITIL Maturity & Potential Risks: An initial assessment of Trinity’s IT infrastructure revealed its maturity was not at par with the demands of the Workday platform. Without strategic enhancements, the transition risked challenges and potential disruptions.
  3. Data Quality, Efficiency & Practice Areas: Across both projects, a recurring theme was the need for better data quality and efficiency, and specific improvements in practice areas like security, asset management, and data reporting.

Challenge

Modernizing university operations and IT systems is a mammoth task. It was essential to ensure that the transition from legacy systems, especially in pivotal departments like HR and Finance, was smooth. Furthermore, enhancing the IT system’s maturity to prepare for the Workday platform introduction, without overhauls, added layers of complexity to our mission.

Solution

Our approach was two-pronged yet integrated:

  • Digitization: After thorough evaluations, we identified and bridged gaps in the HR and Finance department’s processes. By migrating to the Workday platform, we not only replaced the aging systems but ensured a quantum leap in data quality and efficiency. The outcome was staggering — procedures that took two weeks were now streamlined to just two clicks.

  • IT Transformation: Utilizing the ITIL framework as a guiding principle, we delved deep into Trinity’s IT ecosystem. Every facet, from security to asset management, was enhanced to progress Trinity to ITIL 3 maturity. Our role wasn’t just that of implementors; we provided leadership, ensuring a cohesive transformation aligned with Trinity’s vision.

The culmination of our endeavors resulted in increased labor savings, heightened customer satisfaction, and a university IT system primed for the future.

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