Bank of the West – Operational Excellence in BSA/AML Operations

Overview

Tesoro, a prominent player in the energy sector, sought to create an Operational Center of Excellence and train leadership in Lean Six Sigma to drive significant cost savings and build a continuous improvement culture. They partnered with Kaeppel Consulting to achieve these goals.

The Challenge

  1. Tesoro faced several challenges:

    • Cost Savings: Achieving a 15% savings in annual budgets.
    • Cultural Transformation: Developing a culture of continuous improvement across the organization.
    • Leadership Training: Ensuring leaders were equipped with Lean Six Sigma methodologies.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Operational Center of Excellence: Established a center focusing on continuous improvement and operational excellence.
  2. Maturity Model Development: Created a maturity model across six key areas: Leadership Engagement, Organization, Methodology/Tools, Training & Development, Communication, Rewards and Recognition.
  3. Maturity Assessment Tool: Utilized to measure baseline and ongoing progress.
  4. Change Management Methodology: Developed for the CFO organization.
  5. Leadership Training: Delivered engagement training focused on behavioral changes required for a successful CI culture.
  6. Hands-On Training: Emphasized practical application of methodology and tools with mentoring/coaching.
  7. Governance Structure: Launched a governance structure and steering committee for the CFO group’s Continuous Improvement deployment.

Results

Kaeppel Consulting’s efforts resulted in a 15% savings in annual budgets for Tesoro. The establishment of the Operational Center of Excellence and the implementation of a maturity model fostered a culture of continuous improvement, while leadership training and hands-on application ensured sustainable success.

Conclusion

Kaeppel Consulting’s tailored approach enabled Tesoro to achieve significant cost savings and build a robust continuous improvement culture. Our expertise in Lean Six Sigma and change management transformed their operations.

Tesoro– Deploying Lean Six Sigma

Overview

Tesoro, a prominent player in the energy sector, sought to create an Operational Center of Excellence and train leadership in Lean Six Sigma to drive significant cost savings and build a continuous improvement culture. They partnered with Kaeppel Consulting to achieve these goals.

The Challenge

  1. Tesoro faced several challenges:

    • Cost Savings: Achieving a 15% savings in annual budgets.
    • Cultural Transformation: Developing a culture of continuous improvement across the organization.
    • Leadership Training: Ensuring leaders were equipped with Lean Six Sigma methodologies.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Operational Center of Excellence: Established a center focusing on continuous improvement and operational excellence.
  2. Maturity Model Development: Created a maturity model across six key areas: Leadership Engagement, Organization, Methodology/Tools, Training & Development, Communication, Rewards and Recognition.
  3. Maturity Assessment Tool: Utilized to measure baseline and ongoing progress.
  4. Change Management Methodology: Developed for the CFO organization.
  5. Leadership Training: Delivered engagement training focused on behavioral changes required for a successful CI culture.
  6. Hands-On Training: Emphasized practical application of methodology and tools with mentoring/coaching.
  7. Governance Structure: Launched a governance structure and steering committee for the CFO group’s Continuous Improvement deployment.

Results

Kaeppel Consulting’s efforts resulted in a 15% savings in annual budgets for Tesoro. The establishment of the Operational Center of Excellence and the implementation of a maturity model fostered a culture of continuous improvement, while leadership training and hands-on application ensured sustainable success.

Conclusion

Kaeppel Consulting’s tailored approach enabled Tesoro to achieve significant cost savings and build a robust continuous improvement culture. Our expertise in Lean Six Sigma and change management transformed their operations.

Texas Department of Emergency Management– Lean Six Sigma Training

Overview

The Texas Division of Emergency Management (TDEM) aimed to improve process efficiencies, eliminate waste, and optimize resources through comprehensive Lean Six Sigma training. They partnered with Kaeppel Consulting to train their management team across three tiers of Six Sigma practitioners.

The Challenge

  1. Kaeppel Consulting provided a comprehensive solution that included:

    1. Tiered Training: Delivered training for Yellow, Green, and Black Belt practitioners.
    2. Hands-On Practice: Included live workshops and hands-on practice using the DMAIC methodology and process mapping.
    3. eLearning System: Provided an eLearning system for continuous learning and development.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Tiered Training: Delivered training for Yellow, Green, and Black Belt practitioners.
  2. Hands-On Practice: Included live workshops and hands-on practice using the DMAIC methodology and process mapping.
  3. eLearning System: Provided an eLearning system for continuous learning and development.

Results

Kaeppel Consulting’s efforts resulted in an engaged leadership team equipped with new skills to apply to their own processes. This led to continuous improvements, better results, and increased program and project momentum for TDEM.

Conclusion

Kaeppel Consulting’s comprehensive Lean Six Sigma training enabled TDEM to achieve better process efficiencies, eliminate waste, and optimize resources through skilled management.

The City of San Antonio ITSD – Website Replatform User Studies & Survey Analysis

Overview

The City of San Antonio’s Information Technology Services Department (ITSD) sought to replatform their website to enhance user experience and performance. To achieve this, they required extensive user research and survey analysis. The City of San Antonio partnered with Kaeppel Consulting for this critical project.

 

The Challenge

  1. The City of San Antonio ITSD faced several challenges:

    • User Experience: Improving the overall user experience of the website.
    • Performance Metrics: Establishing key performance indicators (KPIs) and baselines for the existing site.
    • Comprehensive Analysis: Conducting thorough user research and survey analysis to inform the replatforming effort.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. User Research: Conducted extensive user task analysis and facilitated 1:1 interviews to gather insights.
  2. Survey Analysis: Analyzed survey data to identify user needs and preferences.
  3. KPI Establishment: Established KPIs and baselines for the existing site to measure performance improvements.

Results

Kaeppel Consulting’s efforts resulted in the successful replatforming of the City of San Antonio’s website, informed by extensive user research and survey analysis. The new platform enhanced user experience and performance, meeting the established KPIs.

Conclusion

Kaeppel Consulting’s expert user research and survey analysis enabled the City of San Antonio ITSD to successfully replatform their website. Our tailored approach ensured the new platform met user needs and improved overall performance.

The City of San Antonio Employee Experience – ITSD Front Door (IT Request Intake)

Overview

The City of San Antonio aimed to improve their IT request intake process through the ITSD Front Door initiative. To achieve this, they needed a comprehensive and executable solution that streamlined the intake process and enhanced user experience. The City of San Antonio partnered with Kaeppel Consulting for this project.

 

The Challenge

  1. The City of San Antonio faced several challenges:

    • Complex IT Requests: Managing a wide range of IT requests efficiently.
    • User Experience: Ensuring a user-friendly intake process for city employees.
    • Streamlined Process: Creating a streamlined process that reduced bottlenecks and improved efficiency.

Our Solution

Kaeppel Consulting provided a holistic solution that included:

  1. Design Sprint: Facilitated a design sprint to create an executable solution for the IT request intake process.
  2. Stakeholder Engagement: Conducted stakeholder interviews and workshops to gather insights and ensure alignment with project goals.
  3. Prototype Testing: Developed and tested prototypes to identify and prioritize requirements.

Results

Kaeppel Consulting’s efforts resulted in a tested prototype and prioritized requirements for the ITSD Front Door initiative. The streamlined process improved efficiency and enhanced the user experience for city employees making IT requests.

Conclusion

Kaeppel Consulting’s comprehensive approach enabled the City of San Antonio to improve their IT request intake process through the ITSD Front Door initiative. Our tailored solution ensured a streamlined and user-friendly process that met the city’s needs.

The City of San Antonio 311 – AI-Based Voice Response System

Overview

The City of San Antonio 311 service aimed to enhance its voice response system using artificial intelligence (AI). To ensure the system met user needs and functioned effectively, they required expert validation and testing. The City of San Antonio partnered with Kaeppel Consulting for this project.

The Challenge

  1. The City of San Antonio 311 service faced several challenges:

    • System Validation: Ensuring the AI-based voice response system functioned as intended.
    • User Testing: Recruiting and testing the system with a diverse group of users.
    • Continuous Improvement: Iterating on the system based on user feedback to enhance functionality.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Stakeholder Interviews: Conducted interviews to gather insights and ensure the system aligned with user needs.
  2. User Recruitment and Testing: Recruited a diverse group of users to test the voice response system.
  3. Iterative Improvement: Used feedback from testing to make iterative improvements to the system.

Results

Kaeppel Consulting’s efforts resulted in the successful launch of an interactive AI-based voice response system that met user needs and functioned effectively. Continuous improvement based on user feedback ensured the system remained user-friendly and efficient.

Conclusion

Kaeppel Consulting’s expert validation and testing enabled the City of San Antonio 311 service to enhance its voice response system with AI. Our tailored approach ensured the system met user needs and functioned effectively.

The City of San Antonio Public Works – Community Studies & Digital Strategy

Overview

The City of San Antonio Public Works department needed to develop a comprehensive digital strategy that included community co-design sessions and future-proofing their digital tools. To achieve this, they required expert facilitation and strategic planning. The City of San Antonio partnered with Kaeppel Consulting for this initiative.

The Challenge

  1. The City of San Antonio Public Works department faced several challenges:

    • Community Engagement: Effectively engaging with the community to gather input and feedback.
    • Digital Strategy: Developing a forward-thinking digital strategy that would meet future needs.
    • Compliance: Ensuring that new tools and strategies complied with regulatory requirements.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Community Co-Design Sessions: Facilitated interactive sessions to gather community input and foster collaboration.
  2. Digital Strategy Development: Created a robust digital strategy that incorporated community feedback and future-proofing measures.
  3. Compliance Analysis: Conducted competitive analysis and used tools like SiteImprove and Google Analytics to ensure compliance and optimize digital tools.

Results

Kaeppel Consulting’s efforts resulted in the successful development of an interactive GIS-based tool that complied with regulatory requirements and met community needs. The digital strategy provided a clear roadmap for future digital initiatives.

Conclusion

Kaeppel Consulting’s expert facilitation and strategic planning enabled the City of San Antonio Public Works department to develop a comprehensive digital strategy that engaged the community and ensured compliance. Our tailored approach helped future-proof their digital tools and strategies.

The City of San Antonio–Design.COSA Digital Standards & Guidelines

Overview

The City of San Antonio’s Information Technology Services Department (ITSD) sought to establish digital standards and guidelines to enhance user experience (UX), user interface (UI), and accessibility across their digital platforms. To achieve this, they required expert support in research, design, and implementation. The City of San Antonio partnered with Kaeppel Consulting for this critical project.

The Challenge

  1. The City of San Antonio ITSD faced several challenges:

    • Diverse User Needs: Ensuring that digital platforms catered to the needs of a wide range of users, including city employees and vendors.
    • Accessibility Standards: Meeting stringent accessibility standards to ensure inclusivity.
    • Comprehensive Guidelines: Developing extensive UX/UI guidelines that could be uniformly applied across various digital platforms.

Our Solution

Kaeppel Consulting provided a holistic solution tailored to the City of San Antonio ITSD’s needs. Our approach included:

  1. Extensive Research: Conducted thorough UX/UI and accessibility research to understand user needs and identify areas for improvement.
  2. Design Sprint: Implemented a design sprint to create a program roadmap and strategy.
  3. Stakeholder Engagement: Engaged with stakeholders to gather insights and ensure alignment with project goals.

Results

Kaeppel Consulting’s efforts resulted in the successful establishment of digital standards and guidelines that enhanced the UX/UI and accessibility of the City of San Antonio’s digital platforms. This transformation enabled employees and vendors to interact more efficiently and effectively with the city’s digital services.

Conclusion

Kaeppel Consulting’s tailored approach enabled the City of San Antonio ITSD to overcome their challenges and achieve their digital transformation goals. By providing expert support in research, design, and implementation, we helped enhance the user experience and accessibility of their digital platforms.

Trinity University– Staffing

Overview

Trinity University, a prestigious institution known for its commitment to academic excellence, recognized the need to enhance various departments to support its growing administrative, technological, and operational demands. To address this, they required a partner who could provide a comprehensive staffing solution across a wide range of roles. Trinity University turned to Kaeppel Consulting to fulfill these critical needs.

The Challenge

  • Trinity University faced several key challenges:

    • Diverse Staffing Needs: The university required expertise across numerous departments, including Human Resources, Process Engineering, IT, Cybersecurity, Administration, and Legal Support.
    • High Standards: The institution demanded top-tier professionals who could uphold Trinity’s high standards of excellence and contribute to its mission.
    • Seamless Integration: The new hires needed to quickly adapt to Trinity’s unique environment and culture to ensure smooth transitions and immediate productivity.

Our Solution

Kaeppel Consulting provided a holistic staffing solution tailored to meet Trinity University’s diverse requirements. Our approach included:

  1. Targeted Talent Acquisition: Utilizing our extensive network and meticulous selection process, we sourced top talent across all required roles. Our focus was on identifying professionals with the right mix of skills, experience, and cultural alignment.

  2. Role-Specific Expertise:

    • Human Resources (HR): Provided skilled HR professionals to manage recruitment, employee relations, benefits, and compliance, ensuring a well-supported and motivated workforce.
    • Lean Six Sigma Black Belts: Delivered expertise in process improvement, driving operational efficiency and effectiveness across university functions.
    • Process Engineers: Enhanced process efficiencies and effectiveness, ensuring optimal operational workflows and system integrations.
    • Administrative Staff: Supplied competent administrative professionals to support various departments, ensuring smooth day-to-day operations.
    • Cybersecurity Specialists: Implemented and managed security measures, protecting Trinity’s IT systems and data from cyber threats.
    • IT Professionals: Sourced experts in IT support, network management, software development, and systems analysis to maintain and enhance the university’s technological infrastructure.
    • Paralegals: Provided skilled paralegals to support Trinity’s legal team, ensuring efficient handling of legal matters and compliance issues.
  3. Efficient Integration: We facilitated a streamlined onboarding process, ensuring that new team members quickly adapted to Trinity University’s processes, tools, and culture. Our ongoing support ensured they became productive team members swiftly.

Impact & Outcome

Kaeppel Consulting’s staffing solutions transformed Trinity University by hiring the right people, enhancing capacity across departments, improving operational efficiency, strengthening support functions, and ensuring robust security and technological advancements. Our skilled professionals in HR, Lean Six Sigma, Process Engineering, IT, Cybersecurity, Administration, and Legal Support played a pivotal role in driving successful outcomes and elevating the university’s capabilities.

Conclusion

Kaeppel Consulting’s tailored staffing solutions enabled Trinity University to overcome their diverse challenges and achieve their operational goals. By providing skilled professionals across Human Resources, Process Engineering, IT, Cybersecurity, Administration, and Legal Support, we helped Trinity enhance its capabilities and drive successful outcomes.

For more information on how Kaeppel Consulting can support your staffing needs, contact us today.

Kemper Insurance–Staffing

Overview

Kemper Insurance, a leader in the insurance industry, faced the challenge of bolstering their IT Project Management Office (ITPMO) to support their growing technological initiatives and process engineering demands. To address this, they sought a reliable partner who could provide expert staffing solutions across various IT and process engineering roles. Kemper Insurance turned to Kaeppel Consulting to fulfill these critical needs.

Challenge

Kemper Insurance’s ITPMO encountered several key challenges:

  • Evolving Technological Landscape: The rapid advancement in technology required a dynamic and skilled workforce capable of managing and implementing new systems and processes.
  • Diverse Role Requirements: The ITPMO needed a wide range of expertise, including IT Project Managers, Process Engineers, Systems Analysts, Software Developers, and IT Support Specialists.
  • Quick Adaptation: The new hires needed to quickly adapt to Kemper’s specific processes, tools, and culture to ensure seamless integration and immediate productivity.

Our Solution

Kaeppel Consulting provided a comprehensive staffing solution tailored to meet Kemper Insurance’s specific requirements. Our approach included:

  1. Targeted Talent Acquisition: Utilizing our extensive network and meticulous selection process, we sourced top talent across all required IT and process engineering roles. Our focus was on identifying professionals with the right technical skills, experience, and cultural alignment.

  2. Role-Specific Expertise:

    • IT Project Managers: Led various IT projects, ensuring they were completed within scope, on time, and within budget, while aligning with Kemper’s strategic goals.
    • Process Engineers: Enhanced process efficiencies and effectiveness, ensuring optimal operational workflows and system integrations.
    • Systems Analysts: Provided critical analysis and support, ensuring that IT systems met business needs and facilitated continuous improvement.
    • Software Developers: Developed and maintained software applications, contributing to Kemper’s technological advancements.
    • Network Engineers: Designed and maintained robust network infrastructure, ensuring reliable connectivity and performance.
    • Cybersecurity Specialists: Implemented and managed security measures, protecting Kemper’s IT systems and data from cyber threats.
    • Data Analysts: Analyzed complex datasets to provide actionable insights, supporting data-driven decision-making.
    • IT Support Specialists: Delivered essential technical support, ensuring smooth and uninterrupted IT operations.
    • Database Administrators: Managed and optimized database systems, ensuring data integrity, performance, and availability.
    • Cloud Architects: Designed and implemented cloud solutions, enhancing scalability, flexibility, and efficiency.
  3. Efficient Integration: We facilitated a streamlined onboarding process, ensuring that new team members quickly adapted to Kemper Insurance’s processes, tools, and culture. Our ongoing support ensured they became productive team members swiftly.

Impact & Outcome

Kaeppel Consulting’s staffing solutions delivered significant benefits for Kemper Insurance:

  • Increased Capacity: With a fully staffed ITPMO, Kemper Insurance managed a higher volume of IT projects efficiently and effectively.
  • Enhanced Project Success: The experienced professionals we provided improved project planning, execution, and delivery, leading to successful project outcomes.
  • Operational Improvements: The expertise of our Process Engineers and Systems Analysts led to more efficient and effective operational processes and systems.
  • Technological Advancements: Our Software Developers contributed to the development and maintenance of cutting-edge software applications, supporting Kemper’s technological initiatives.
  • Robust Infrastructure: The Network Engineers and Cloud Architects ensured reliable, scalable, and high-performance IT infrastructure.
  • Enhanced Security: Cybersecurity Specialists protected Kemper’s IT systems and data, minimizing risks and ensuring compliance.
  • Data-Driven Decisions: Data Analysts provided critical insights that drove strategic and operational decision-making.
  • Reliable IT Support: The addition of skilled IT Support Specialists ensured that Kemper maintained high levels of IT service and support, minimizing downtime and enhancing productivity.
  • Optimized Data Management: Database Administrators ensured data integrity, performance, and availability, supporting critical business operations.

Conclusion

Kaeppel Consulting’s tailored staffing solutions enabled Kemper Insurance to overcome their ITPMO challenges and achieve their IT and process engineering goals. By providing skilled IT Project Managers, Process Engineers, Systems Analysts, Software Developers, Network Engineers, Cybersecurity Specialists, Data Analysts, IT Support Specialists, Database Administrators, and Cloud Architects, we helped Kemper enhance their project capabilities and drive successful outcomes.

For more information on how Kaeppel Consulting can support your staffing needs, contact us today.