Sample Engagements
Company | Project | Description | Tools | Result |
Erie Insurance | Customer Data As-Is | Document and evaluate current-state of customer data from agent office through Home Office for Personal Lines, Commercial Lines, and Life. |
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ID failure points for Data Quality issues ID points of reusable data vs duplicating and confusing golden source |
Erie Insurance | eDelivery Strategy | Develop strategy for eDelivery of insurance documents. |
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Strategy adopted; implementation in progress. Repeat customer with multiple SOWs for support with eDelivery and Customer Experience |
J&M Premier | Design, Build and Maintain Core Systems | Automate timekeeping, integrate payroll, build dispatch/field services, project management system. Automation of forms to include safety reports, driver waybills, reporting | Web based backend platform, iOS capabilities, cloud based data | 2 million+ in annual labor savings, real time issues escalation from field to home office, reduction in office administration staff moving from paper to digital |
Erie Insurance | Customer Data Strategy | Develop strategy to shift from Policy-centric to Customer-centric architecture. |
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Strategy adopted; implementation in progress. |
AmeriPro Mortgage | Loan Origination System (LOS) Migration | Led Loan Origination System upgrade from a program management/ project management and change management. |
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System migration completed successfully and now compliant |
TXDOT | IT Center of Excellence | Centralized IT staff from District Offices into IT Division. |
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Improved efficiency and IT policy compliance. |
TXDOT | 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. |
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Migration of 650G of data and 14,000 users from 220 locations in less than 4 months. |
Clark County Nevada | Enterprise Architecture | Develop application rationalization plan for Clark County government agencies. Documented and assessed all systems for Maintain, Enhance, Retire strategies |
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Completed application rationalization plan Recommended 28% applications for retirement.. |
Liberty Mutual Insurance | Workflow Management Tool | Institute new workflows in Workflow Management tool, automating and streamlining many backoffice tasks. |
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Improved consistency and capacity for subrogation teams. |
Texas DPS | Enterprise Architecture Deployment | Create new approach for Enterprise Architecture. Develop methodology; train and coach practitioners. |
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Established new EA Practice. |
New York Life | Operations Triage to determine growth potential for AARP program | Conduct triage for New York Life AARP program. Identify and prioritize improvement opportunities for Sales, Service, IT, document management, claims, and other support areas. |
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Delivered Triage report to support NYL application to renew AARP program. NYL was able to renew the AARP program for life insurance. |