Success Stories

Our client’s success in meeting their goals is our most important objective.

Integrating Disparate CRM Systems in the Cloud

Integrating Disparate CRM Systems in the Cloud

Trillium was able to help this large healthcare information group integrate the disparate CRM systems in the cloud. Having grown through mergers and acquisitions, the company had multiple, disparate sales and CRM systems. Previous attempts to integrate the systems had failed, so the company had three sets of price lists, commission structures, product lists, and CRM data. This disconnect had an adverse effect on sales productivity and operational efficiency.

The client was a market-leading information products company serving more than 2,000 hospitals and large U.S. pharmaceutical manufacturers in the healthcare industry. The company maintains one of the nation’s largest healthcare databases, which contain data on more than 25 million discharges per year from nearly 3,000 hospitals, representing over 75 percent of all discharges. After a third attempt at implementing a major enterprise initiative was in jeopardy, our challenge was to identify specific problem areas and to develop and carry out effective solutions.

How We Solved It

Trillium helped the company first overcome organizational and procedural issues and then develop its own cloud-based enterprise-wide CRM solution

Results

  • Realized a 40% gain in operating efficiency
  • Achieved cost savings by retiring two legacy sales force automation systems
  • Substantially increased the company’s valuation when acquired

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Internal Social Media Product Launch

Internal Social Media Product Launch

This ERP Software User Group needed to launch a social media community on its website within in a tight timeframe. This organization represents 100,000 individuals at 3,200 companies in 17 industries, 90 Special Interest Groups and has 37 chapters across the US and Canada. Trillium was engaged to help add two new social networking products to its website. Research indicated that members wanted a database of service providers that included ratings and reviews generated by other members, and a tool that allowed members to build and manage a network of their peers online.

Development was behind schedule because requirements had not been finalized and there was no overall project plan that integrated efforts of marketing, member services, engineering and QA. The products were in danger of not launching on time, which would have a material impact on the association’s ability to generate new revenue in the future.

How We Solved It

Trillium led a comprehensive analysis and re-plan of the project and technology selection with the introduction of new tools and processes, followed by project management within a rapid deployment framework

Results

  • A cross-functional launch plan to ensure on-time project deployment in time for the client’s annual meeting
  • Ad server system selection to aid revenue generation
  • Repeatable, rapid project management processes for future deployments

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Multi-Faceted Product Management

Multi-Faceted Product Management

This Chicago-based non-profit organization is recognized as the “gold standard” in physician certification. It assists 24 individual approved medical specialty boards in developing standards and programs for ongoing physician evaluation and certification.

Traditionally, evaluations were performed using computer-based training with programs on CD-ROM disks. That approach required hardware and software to be installed in all 24 board locations, an undertaking which proved too expensive for 15 of the smaller client boards. Our challenge was to enable all 24 client certification boards to cost-effectively implement a new web-based certification program.

How We Solved It

Trillium drove the business strategy, vendor selection, and management of content development for a Web-Based Patient Safety (WBPS) project serving over 800,000 physicians

Results

  • 15 smaller certification boards gained access to web-based training with no implementation costs
  • Over $500,000 generated per year through physician participation
  • ROI in just two years, with projected revenue gain of over $800,000 in five years

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Enterprise Resource Planning Software Review

Enterprise Resource Planning Software Review

This client was a 77-year-old worldwide leader in the manufacture of rugged precision positioning systems that began as a manufacturer of tripods and pan and tilt heads. Its broad customer base includes aerospace and broadcast industries, and numerous governmental agencies including the military and homeland security.

Our challenge was to assist in reviewing Enterprise Resource Planning (ERP) software specific to like-sized manufacturing operations. The client was also interested in reviewing ERP systems with local installation and support capabilities. While the client had an ERP system in place, it had not been upgraded for several years and quality, timely support was limited to out-of-town vendors. Although the client was planning to upgrade the current system, they expressed a desire to understand other systems in the marketplace.

How We Solved It

Trillium developed a high-level review and analysis of available ERP systems based on client requirements

Results

  • Concise review of appropriate ERP systems for future consideration
  • Decision to upgrade their existing ERP system and gained new functional capabilities and vendor support from the upgrade

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