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.
  • As-is Process/Observations
  • Field Inventory
  • VOC
 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.
  • Journey Mapping
  • To-Be Process Mapping
  • Target-State Architecture
  • Multi-Generational Planning
  • Stakeholder Analysis
 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.
  • As-Is assessments
  • To-Be Designs
  • Target-State Architecture
  • Multi-Generational Planning
  • Stakeholder Analysis
 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.
  • Project Management
  • As-Is / To-Be Process Mapping
  • ADKAR Change Mgt.
 System migration completed successfully and now compliant
TXDOT IT Center of Excellence Centralized IT staff from District Offices into IT Division.
  • Project Management
  • Org. Design
  • ADKAR Change Mgt.
 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.
  • Project Management
  • ADKAR Change Mgt.
 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
  • Enterprise Architecture
 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.
  • Project Management
  • Process Engineering
  • Performance Management
 Improved consistency and capacity for subrogation teams.
Texas DPS Enterprise Architecture Deployment Create new approach for Enterprise Architecture.  Develop methodology; train and coach practitioners.
  • Enterprise Architecture
 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.
  • Triage:  Define, Measure, Analyze, Execute.
 Delivered Triage report to support NYL application to renew AARP program. NYL was able to renew the AARP program for life insurance.