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 Our dual mission was to rejuvenate the HR and Finance Department’s outdated systems while elevating the maturity of the entire IT system, paving the way for the seamless introduction of the Workday platform.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.

Trinity University– IT Transformation

Overview

In a dedicated engagement with Trinity University, our consultancy embarked on a significant IT Transformation project. Our initial evaluation, grounded in the ITIL framework maturity assessment, revealed Trinity’s IT system required heightened maturity levels, especially in anticipation of the Workday platform’s introduction. Recognizing the potential risks and challenges that could arise during the implementation phase without these necessary adjustments, we set forth on a comprehensive transformation journey.

Areas of Strategic Focus

  • ITIL Framework Assessment: Our primary objective was to evaluate Trinity’s IT system using the ITIL framework, identifying areas of potential improvement and ensuring a robust foundation for future technology integrations.

  • Workday Platform Integration: With the intent to introduce the Workday platform, it was imperative to ensure the IT system’s maturity and readiness to seamlessly accommodate and benefit from this integration.

  • IT Transformation & Reorganization: Beyond assessments and platform considerations, our focus was to holistically transform and reorganize Trinity’s IT, enhancing its operational efficiency and adaptability.

  • Leadership & Management: Recognizing the magnitude of such a transformation, we provided dedicated leadership within Trinity’s IT organization, guiding and managing the change process.

Challenge

Trinity University’s IT landscape, while robust, revealed gaps in maturity that could jeopardize the successful integration of the Workday platform. The challenge lay in not just identifying these gaps, but implementing strategic changes to ensure a seamless transition and enhanced overall IT functionality.

Strategic Approach

Our methodology encompassed a multi-faceted approach. Beginning with an in-depth ITIL framework assessment, we pinpointed areas necessitating improvement. This laid the groundwork for a total IT transformation and reorganization. Furthermore, we undertook a series of projects aimed at refining practice areas, including security, asset management, project management, data, reporting, and all encompassing ITIL process areas.

Impact & Outcome

Our collaboration with Trinity University bore tangible results. We successfully progressed Trinity’s IT system to ITIL 3 maturity, ensuring it was primed for the Workday platform’s integration. Furthermore, the broad spectrum of improvements across various IT practice areas underscores our commitment to holistic IT enhancement and the value of our partnership with Trinity University.