Success Stories

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

Making the Most of Network and Technology at a Marketing and Financial Company

Making the Most of Network and Technology at a Marketing and Financial Company

Trillium’s client is a Marketing and Financial company that offers rewards programs, merchant cash advance programs, and marketing services.  The company is experiencing growth within its partner network.  This has the potential to significantly increase the number of members that will be leveraging the company’s product and services along with the demand on its technology infrastructure. 
 
Due to growth within our client’s members and partners, there has been an increased reliance on their network in order to respond to user demands.  Recently, Trillium’s client began experiencing a number of network-related issues.  These disruptions have raised questions for our client as to whether the root cause(s) of the disruptions are people, process, or technology issues.  Additionally, the increasing demands resulting from growth have created concerns surrounding the risks the company may have with its infrastructure.  Client Management wanted to conduct an overall review and assessment of its infrastructure.  This included reviewing network architecture and infrastructure designs, as well as reviewing infrastructure operations people, process, tools and technology in order to identify potential technology risks to the organization.  This will assist our client in quantifying risks to company stability and growth over a 3-year horizon, and allow our client to make immediate decisions about their current network and systems and the organization and processes supporting their technology.

How We Solved It

Trillium first interviewed IT personnel and key stakeholders to determine a baseline for how well IT and networks were performing against expectations, as well as to help determine the technology and network needs from the organization in order to effectively support the client. Trillium reviewed extensive technology-related documentation and performed an analysis that would assist in identifying the best course of action.  Numerous recommendations were generated so that our Client would have a roadmap to its future actions, including: targeting future organizational structure; identification of key processes to be standardized across the organization; identification of prioritized factors along with their importance and our Client’s current capability levels; and prioritization of telecom initiatives.

Results

  • Network and technology stabilization path beginning by starting work on establishing IT Strategy, Rules of Engagement, and definition of Suc
  • Began to align the IT Organization to Capability Maturity Model Level 2
  • Standard metrics and reporting will help to stabilize the path forward

Download this Success Story »

Analyzing Technology Processes at a Fraud Prevention Association

Analyzing Technology Processes at a Fraud Prevention Association

Trillium’s client is an insurance organization dedicated to assisting in the profitability of the insurance industry.  Numerous companies and strategic partners comprise its membership.  Data received from member organizations is aggregated and used for predictive analytics to assist in the organization’s mission.  The organization has grown significantly in the last several years, potentially significantly increasing the number of members that will be leveraging the organization’s services along with the demand on its technology infrastructure.   
Our client recently did a survey of its organization and the results showed an apparent gap between the existing technical work to be performed and the available IT resources to perform them.  In addition, Management wanted to ensure that IT is well positioned to support additional growth opportunities.  Client Management was proactive and determined that an assessment was needed to understand any risks with current IT staff and infrastructure.  This would include bench-marking the staff and technology infrastructure organization against its peers, which would assist in evaluating any action to mitigate risks within IT.  The analysis will allow our client to make immediate decisions about their current systems, along with the organization and processes supporting their technology environment. 

How We Solved It

Areas to be reviewed included organizational structure, staffing, infrastructure, operating procedures, security assessments, security audits, and business continuity.  Trillium first interviewed key stakeholders to determine a baseline for how well technology was performing against the client’s expectations.  Following the interviews, Trillium used our standard methodology in order to facilitate the assessment with an Information Technology Infrastructure Library (ITIL) baseline analysis, and a System Development Lifecycle (SDLC) baseline analysis of all project phases.  In addition, Trillium weighted business risk strategy and understand probability of occurrence, as well as performing a peer organization benchmark analysis. 

Findings from the analysis indicated that the SDLC is the largest risk area, followed by IT Strategy Finally, better communication between IT and the business is needed, by formally defining and managing interactions, as well as by including IT leadership in the group of organizational department heads. 

The findings and recommendations were consolidated into a report that Trillium presented to key client executives and IT leadership to allow visibility and buy-in across client leadership.

Results

  • Began SDLC improvement by establishing standard project management process, defining metrics, and formalizing intake, tracking, and reportin
  • Began to strategically align the IT Organization with the business and pushing IT out of its comfort zone
  • Began to develop better communication vehicles by creating prioritization for projects, status reporting, and formal cadence for delivering

Download this Success Story »

RX for an Ailing Telecom Group at a Health Services Group

RX for an Ailing Telecom Group at a Health Services Group

Trillium’s client is a not-for-profit community-based regional Health Services Group located in the rural Northwest United States.  Their facilities include several hospitals (including a trauma level 2 facility,) numerous medical and urgent care clinics, a Senior care facility, a conference center, a hospice, and a hospitality house for out-of-town patients and families.  They provide a full range of medical, health care, wellness, and surgical services, and serve a population in excess of a quarter of a million with a staff of nearly 5,000 medical professionals, employees, and volunteers.  Given the critical nature of the services provided, the client requires a very effective telecom infrastructure, running as seamlessly as possible. 

The Health Services Group was experiencing a number of symptoms indicating its telecom was not meeting the business needs of its stakeholders.  They included inconsistent telecom support, unpredictable service delivery, reliance on vendors to identify and solve problems, and unpredictable planned telecom change events.  In addition, Management had limited visibility to existing telecom issues, or how they were being addressed and/or ultimately fixed.  It appeared that telecom work was being done differently depending on the individual doing that work, with one-off and non-repeatable processes being used, and, as a consequence, the impact of telecom work to the organization was unclear.  Also, since there was no clear view of telecom finances, the Group had no idea of their spend or how financially efficient their organization was.  Organizational Management determined that it needed an overall review and assessment of its telecom organization, to determine stakeholder expectations and how best to improve their support. 

How We Solved It

Trillium first surveyed support personnel and key stakeholders to determine a baseline for how well telecom was performing against expectations.  Then, Trillium interviewed numerous stakeholders to help determine the needs from telecom in order to effectively support the client. Trillium performed an analysis that was categorized by People, Process, and Technology.  Numerous recommendations were generated, based on a “crawl, walk, run” approach so that our Client would have a roadmap to its future actions, including business requirements, running telecom projects through its PMO, and adoption of standard processes. In addition, Trillium created a cost estimate to identify the financial impact of the recommendations.

Results

  • Consolidated trouble ticketing and reorganized team to reduced the time to resolve trouble tickets
  • Improved internal image of telecom within the organization
  • Improved service delivery process
  • Created a roadmap for accountability
  • Stabilization of planned changes

Download this Success Story »

Minimizing Content Management to Maximize Productivity

Minimizing Content Management to Maximize Productivity

The business division of a major national Medical Association provides market, clinical, medical, and community information and research services to the healthcare and insurance industries, and also serves as a source for several health care and facilities-related trade publications and publication websites.  Over a long period of time, our client had either created or procured a number of applications and databases to maintain its data in several different formats.  As a result, content created for the publications/publication websites had to be processed at least twice – once for physical publication, and again for the publication websites, so keeping content in sync was a nearly impossible task.  In addition, the existing applications did not assist the organization in suggesting/upselling content for its own customers.  Supporting this environment was difficult for the business organization because the numerous technologies were not flexible or smart enough to work with and post the data efficiently, not to mention the strain on an already stretched internal IT organization.

Both the association’s staff and the IT organization were frustrated with the multiple databases and systems used which were very high maintenance in contrast to their very low performance.  After several failed attempts to buy or build a new solution or set of solutions, IT and the association’s internal staff recommended buying a vendor solution that could be configured by the vendor as needed by the client, instead of a solution that would require numerous customizations.  Additionally, the current set of applications was hosted internally, and the client wanted to obtain a cloud-based Software-as-a-Service (SaaS) solution in order to minimize its hosting and maintenance expenses and activities.

How We Solved It

Trillium used its Proprietary Vendor/ Software selection process to identify the best content management publishing solution and vendor to meet our client’s needs.  We reviewed both the client’s existing IT infrastructure and systems to identify their go-forward business and technical requirements.  After the selection process, we assisted the client in selecting a SaaS-based system that consolidated its storage and access, providing faster content creation and posting/publishing with a unified customer view.

Results

  • Client had a single application to be used for all data and content publication
  • Client had the ability to consolidate online and print publication processes into a single process.
  • Replaced multiple older, high-maintenance systems with a single high-performance, cost-effective and integrated SaaS solution

Download this Success Story »